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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
NFLX +472+$287
CGMU +9,000+$243
CCEP +2,935+$205
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
VTIP -4,879-$232
JMHI -4,378-$217
BIGZ -13,381-$98
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
JMUB +17,217+$836
MUB +4,806+$441
SMMU +3,783+$184
SCHD +3,426+$1,114
IXUS +2,991+$969
GOVT +2,677-$30
SCHP +1,362+$69
AGG +1,352-$74
VSGX +1,107+$344
BSTZ +1,049+$249
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
JMST -1,448-$74
SCHG -1,332+$956
SIGI -1,000-$36
AAPL -876-$698
ESGV -758+$930
QUAL -585+$1,611
JPST -564-$18
USXF -543+$133
USMV -308$UNCH
Skyline Advisors Inc. Info
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

All Stocks Held By Skyline Advisors Inc.
As of  03/31/2024, we find all stocks held by Skyline Advisors Inc. to be as follows, presented in the table below with each row detailing each Skyline Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Skyline Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Skyline Advisors Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 101,912 +525 $26,487
     VTI101,912+525$26,487
MICROSOFT CORP 49,393 -170 $20,780
     MSFT49,393-170$20,780
ISHARES TR (IXUS) 264,625 +2,991 $17,957
     IXUS264,625+2,991$17,957
ISHARES TR (QUAL) 98,626 -585 $16,209
     QUAL98,626-585$16,209
ISHARES TR (AGG) 159,063 +1,352 $15,579
     AGG159,063+1,352$15,579
SCHWAB STRATEGIC TR 189,578 +3,426 $15,286
     SCHD189,578+3,426$15,286
VANGUARD WORLD FD (ESGV) 122,338 -758 $11,401
     ESGV122,338-758$11,401
ISHARES TR (MUB) 98,318 +4,806 $10,579
     MUB98,318+4,806$10,579
SCHWAB STRATEGIC TR 109,274 -1,332 $10,132
     SCHG109,274-1,332$10,132
J P MORGAN EXCHANGE TRADED F (JMUB) 185,661 +17,217 $9,420
     JMUB185,661+17,217$9,420
ISHARES TR (GOVT) 338,138 +2,677 $7,699
     GOVT338,138+2,677$7,699
VANGUARD WORLD FD (VSGX) 129,396 +1,107 $7,436
     VSGX129,396+1,107$7,436
APPLE INC 25,144 -876 $4,312
     AAPL25,144-876$4,312
BERKSHIRE HATHAWAY INC DEL      $4,114
     BRK.B9,783-179$4,114
SCHWAB STRATEGIC TR 53,241 +1,362 $2,777
     SCHP53,241+1,362$2,777
VANGUARD CHARLOTTE FDS (BNDX) 51,267 +210 $2,522
     BNDX51,267+210$2,522
J P MORGAN EXCHANGE TRADED F (JPST) 49,342 -564 $2,489
     JPST49,342-564$2,489
SCHWAB STRATEGIC TR 33,483 +3 $2,044
     SCHB33,483+3$2,044
ISHARES TR (TLT) 20,240 +110 $1,915
     TLT20,240+110$1,915
PIMCO ETF TR (SMMU) 38,261 +3,783 $1,909
     SMMU38,261+3,783$1,909
DEERE & CO 4,479 UNCH $1,840
     DE4,479UNCH$1,840
J P MORGAN EXCHANGE TRADED F (JMST) 35,990 -1,448 $1,826
     JMST35,990-1,448$1,826
BLACKROCK SCIENCE & TECHNOLO 86,203 +1,049 $1,672
     BSTZ86,203+1,049$1,672
ISHARES TR (USXF) 29,090 -543 $1,313
     USXF29,090-543$1,313
ADOBE INC 2,503 UNCH $1,263
     ADBE2,503UNCH$1,263
COSTCO WHSL CORP NEW 1,561 +2 $1,143
     COST1,561+2$1,143
STARBUCKS CORP 10,765 -108 $984
     SBUX10,765-108$984
AMAZON COM INC 5,157 -181 $930
     AMZN5,157-181$930
BANK AMERICA CORP 21,411 UNCH $812
     BAC21,411UNCH$812
ISHARES TR (DMXF) 11,794 +314 $804
     DMXF11,794+314$804
PIMCO ETF TR (EMNT) 7,506 +79 $740
     EMNT7,506+79$740
NVIDIA CORPORATION 812 -27 $733
     NVDA812-27$733
VANGUARD WORLD FD (VCR) 2,289 +5 $727
     VCR2,289+5$727
SELECTIVE INS GROUP INC 6,575 -1,000 $718
     SIGI6,575-1,000$718
WISDOMTREE TR 23,088 -97 $680
     XSOE23,088-97$680
VANGUARD INTL EQUITY INDEX F (VEU) 11,406 UNCH $669
     VEU11,406UNCH$669
VANGUARD TAX MANAGED FDS (VEA) 12,413 +57 $623
     VEA12,413+57$623
EMERSON ELEC CO 5,000 UNCH $567
     EMR5,000UNCH$567
PROCTER AND GAMBLE CO 3,341 -50 $542
     PG3,341-50$542
ISHARES TR (IWD) 3,013 +12 $540
     IWD3,013+12$540
SOUTHERN CO 7,507 UNCH $539
     SO7,507UNCH$539
ISHARES TR (IWS) 3,922 +116 $492
     IWS3,922+116$492
FIRST TR VALUE LINE DIVID IN (FVD) 10,832 +92 $457
     FVD10,832+92$457
ISHARES TR (IWP) 3,987 +2 $455
     IWP3,987+2$455
VANGUARD WORLD FD (VGT) 849 +7 $445
     VGT849+7$445
PHILIP MORRIS INTL INC 4,843 +6 $444
     PM4,843+6$444
CROWDSTRIKE HLDGS INC 1,298 -25 $416
     CRWD1,298-25$416
JPMORGAN CHASE & CO 2,056 +1 $412
     JPM2,056+1$412
ALTRIA GROUP INC 9,136 +2 $399
     MO9,136+2$399
BOEING CO 2,053 -101 $396
     BA2,053-101$396
JOHNSON & JOHNSON 2,478 +83 $392
     JNJ2,478+83$392
VISA INC 1,357 +248 $379
     V1,357+248$379
MERCK & CO INC 2,862 +202 $378
     MRK2,862+202$378
SCHWAB STRATEGIC TR 7,662 -230 $377
     SCHA7,662-230$377
SPDR S&P 500 ETF TR (SPY) 704 -5 $368
     SPY704-5$368
ISHARES TR (IWF) 1,080 +107 $364
     IWF1,080+107$364
META PLATFORMS INC 743 -22 $361
     META743-22$361
VANGUARD INDEX FDS (VBR) 1,883 +150 $361
     VBR1,883+150$361
ISHARES TR (USMV) 4,293 -308 $359
     USMV4,293-308$359
PIMCO ETF TR (LDUR) 3,718 +21 $353
     LDUR3,718+21$353
LOWES COS INC 1,304 +332 $332
     LOW1,304+332$332
ISHARES TR (IWN) 1,977 +87 $314
     IWN1,977+87$314
EA SERIES TRUST 8,825 -64 $298
     FRDM8,825-64$298
PEPSICO INC 1,653 UNCH $289
     PEP1,653UNCH$289
HOME DEPOT INC 750 -10 $288
     HD750-10$288
NETFLIX INC 472 +472 $287
     NFLX472+472$287
NEXTERA ENERGY INC 4,472 UNCH $286
     NEE4,472UNCH$286
VANGUARD INDEX FDS (VUG) 824 -242 $283
     VUG824-242$283
ABBVIE INC 1,487 +4 $271
     ABBV1,487+4$271
UNITEDHEALTH GROUP INC 547 -110 $271
     UNH547-110$271
INTERNATIONAL BUSINESS MACHS 1,364 +9 $260
     IBM1,364+9$260
WORLD KINECT CORPORATION 9,406 -2 $249
     WKC9,406-2$249
CAPITAL GRP FIXED INCM ETF T (CGMU) 9,000 +9,000 $243
     CGMU9,000+9,000$243
WELLS FARGO CO NEW 4,132 -199 $240
     WFC4,132-199$240
CISCO SYS INC 4,683 -89 $234
     CSCO4,683-89$234
VANGUARD INTL EQUITY INDEX F (VGK) 3,431 +18 $231
     VGK3,431+18$231
T MOBILE US INC 1,358 +32 $222
     TMUS1,358+32$222
SCHWAB STRATEGIC TR 10,736 UNCH $218
     SCHH10,736UNCH$218
COCA COLA EUROPACIFIC PARTNE 2,935 +2,935 $205
     CCEP2,935+2,935$205
NOKIA CORP 23,839 +0 $84
     NOK23,839UNCH$84
BLACKROCK INNOVATION AND GRW $0 (exited)
     BIGZ0-13,381$0
J P MORGAN EXCHANGE TRADED F $0 (exited)
     JMHI0-4,378$0
VANGUARD MALVERN FDS 0 -4,879 $0 (exited)
     VTIP0-4,879$0

See Summary: Skyline Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Skyline Advisors Inc.

All Stocks Held By Skyline Advisors Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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