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Size ($ in 1000's)
At 03/31/2024: $223,425
At 12/31/2023: $209,516
Skyline Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Skyline Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Skyline Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Skyline Advisors Inc..
In the Skyline Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Skyline Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Skyline Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
101,912 |
+525 |
$26,487 | | VTI | 101,912 | +525 | $26,487 | | MICROSOFT CORP |
49,393 |
-170 |
$20,780 | | MSFT | 49,393 | -170 | $20,780 | | ISHARES TR (IXUS) |
264,625 |
+2,991 |
$17,957 | | IXUS | 264,625 | +2,991 | $17,957 | | ISHARES TR (QUAL) |
98,626 |
-585 |
$16,209 | | QUAL | 98,626 | -585 | $16,209 | | ISHARES TR (AGG) |
159,063 |
+1,352 |
$15,579 | | AGG | 159,063 | +1,352 | $15,579 | | SCHWAB STRATEGIC TR |
189,578 |
+3,426 |
$15,286 | | SCHD | 189,578 | +3,426 | $15,286 | | VANGUARD WORLD FD (ESGV) |
122,338 |
-758 |
$11,401 | | ESGV | 122,338 | -758 | $11,401 | | ISHARES TR (MUB) |
98,318 |
+4,806 |
$10,579 | | MUB | 98,318 | +4,806 | $10,579 | | SCHWAB STRATEGIC TR |
109,274 |
-1,332 |
$10,132 | | SCHG | 109,274 | -1,332 | $10,132 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
185,661 |
+17,217 |
$9,420 | | JMUB | 185,661 | +17,217 | $9,420 | | ISHARES TR (GOVT) |
338,138 |
+2,677 |
$7,699 | | GOVT | 338,138 | +2,677 | $7,699 | | VANGUARD WORLD FD (VSGX) |
129,396 |
+1,107 |
$7,436 | | VSGX | 129,396 | +1,107 | $7,436 | | APPLE INC |
25,144 |
-876 |
$4,312 | | AAPL | 25,144 | -876 | $4,312 |  BERKSHIRE HATHAWAY INC DEL |
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$4,114 | | BRK.B | 9,783 | -179 | $4,114 | | SCHWAB STRATEGIC TR |
53,241 |
+1,362 |
$2,777 | | SCHP | 53,241 | +1,362 | $2,777 | | VANGUARD CHARLOTTE FDS (BNDX) |
51,267 |
+210 |
$2,522 | | BNDX | 51,267 | +210 | $2,522 | | J P MORGAN EXCHANGE TRADED F (JPST) |
49,342 |
-564 |
$2,489 | | JPST | 49,342 | -564 | $2,489 | | SCHWAB STRATEGIC TR |
33,483 |
+3 |
$2,044 | | SCHB | 33,483 | +3 | $2,044 | | ISHARES TR (TLT) |
20,240 |
+110 |
$1,915 | | TLT | 20,240 | +110 | $1,915 | | PIMCO ETF TR (SMMU) |
38,261 |
+3,783 |
$1,909 | | SMMU | 38,261 | +3,783 | $1,909 | | DEERE & CO |
4,479 |
UNCH |
$1,840 | | DE | 4,479 | UNCH | $1,840 | | J P MORGAN EXCHANGE TRADED F (JMST) |
35,990 |
-1,448 |
$1,826 | | JMST | 35,990 | -1,448 | $1,826 | | BLACKROCK SCIENCE & TECHNOLO |
86,203 |
+1,049 |
$1,672 | | BSTZ | 86,203 | +1,049 | $1,672 | | ISHARES TR (USXF) |
29,090 |
-543 |
$1,313 | | USXF | 29,090 | -543 | $1,313 | | ADOBE INC |
2,503 |
UNCH |
$1,263 | | ADBE | 2,503 | UNCH | $1,263 | | COSTCO WHSL CORP NEW |
1,561 |
+2 |
$1,143 | | COST | 1,561 | +2 | $1,143 | | STARBUCKS CORP |
10,765 |
-108 |
$984 | | SBUX | 10,765 | -108 | $984 | | AMAZON COM INC |
5,157 |
-181 |
$930 | | AMZN | 5,157 | -181 | $930 | | BANK AMERICA CORP |
21,411 |
UNCH |
$812 | | BAC | 21,411 | UNCH | $812 | | ISHARES TR (DMXF) |
11,794 |
+314 |
$804 | | DMXF | 11,794 | +314 | $804 | | PIMCO ETF TR (EMNT) |
7,506 |
+79 |
$740 | | EMNT | 7,506 | +79 | $740 | | NVIDIA CORPORATION |
812 |
-27 |
$733 | | NVDA | 812 | -27 | $733 | | VANGUARD WORLD FD (VCR) |
2,289 |
+5 |
$727 | | VCR | 2,289 | +5 | $727 | | SELECTIVE INS GROUP INC |
6,575 |
-1,000 |
$718 | | SIGI | 6,575 | -1,000 | $718 | | WISDOMTREE TR |
23,088 |
-97 |
$680 | | XSOE | 23,088 | -97 | $680 | | VANGUARD INTL EQUITY INDEX F (VEU) |
11,406 |
UNCH |
$669 | | VEU | 11,406 | UNCH | $669 | | VANGUARD TAX MANAGED FDS (VEA) |
12,413 |
+57 |
$623 | | VEA | 12,413 | +57 | $623 | | EMERSON ELEC CO |
5,000 |
UNCH |
$567 | | EMR | 5,000 | UNCH | $567 | | PROCTER AND GAMBLE CO |
3,341 |
-50 |
$542 | | PG | 3,341 | -50 | $542 | | ISHARES TR (IWD) |
3,013 |
+12 |
$540 | | IWD | 3,013 | +12 | $540 | | SOUTHERN CO |
7,507 |
UNCH |
$539 | | SO | 7,507 | UNCH | $539 | | ISHARES TR (IWS) |
3,922 |
+116 |
$492 | | IWS | 3,922 | +116 | $492 | | FIRST TR VALUE LINE DIVID IN (FVD) |
10,832 |
+92 |
$457 | | FVD | 10,832 | +92 | $457 | | ISHARES TR (IWP) |
3,987 |
+2 |
$455 | | IWP | 3,987 | +2 | $455 | | VANGUARD WORLD FD (VGT) |
849 |
+7 |
$445 | | VGT | 849 | +7 | $445 | | PHILIP MORRIS INTL INC |
4,843 |
+6 |
$444 | | PM | 4,843 | +6 | $444 | | CROWDSTRIKE HLDGS INC |
1,298 |
-25 |
$416 | | CRWD | 1,298 | -25 | $416 | | JPMORGAN CHASE & CO |
2,056 |
+1 |
$412 | | JPM | 2,056 | +1 | $412 | | ALTRIA GROUP INC |
9,136 |
+2 |
$399 | | MO | 9,136 | +2 | $399 | | BOEING CO |
2,053 |
-101 |
$396 | | BA | 2,053 | -101 | $396 |
See Full List: All Stocks Held By Skyline Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Skyline Advisors Inc.
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