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Skyview Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Skyview Investment Advisors, LLC

Investment Activity

  • Skyview Investment Advisors, LLC has $697.86 thousand in total holdings as of June 30, 2025.
  • Skyview Investment Advisors, LLC owns shares of 341 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
  • Approximately 3.69% of the portfolio was purchased this quarter.
  • About 5.57% of the portfolio was sold this quarter.
  • This quarter, Skyview Investment Advisors, LLC has purchased 330 new stocks and bought additional shares in 121 stocks.
  • Skyview Investment Advisors, LLC sold shares of 86 stocks and completely divested from 40 stocks this quarter.

Largest New Holdings this Quarter

871829107 - Sysco
$1,492 Holding
30334J102 - FG MERGER II CORP
$789 Holding
30334J201 - FG MERGER II CORP
$480 Holding
110448107 - British American Tobacco
$370 Holding
15101Q207 - CELESTICA INC EQUITY FCLASS EQUITY
$359 Holding

Largest Purchases this Quarter

Interactive Brokers Group
111,285 shares (about $6.03K)
Sysco
19,893 shares (about $1.49K)
NVIDIA
5,750 shares (about $907.19)

Largest Sales this Quarter

AltC Acquisition
82,500 shares (about $4.62K)
iShares Gold Trust
29,268 shares (about $1.80K)
WisdomTree Floating Rate Treasury Fund
34,314 shares (about $1.73K)
iShares Treasury Floating Rate Bond ETF
32,908 shares (about $1.67K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSkyview Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$83,788$7,461 -8.2%693,95212.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$49,386$287 0.6%79,9827.1%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$45,775$352 0.8%489,4136.6%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$44,849$597 1.3%537,4596.4%Manufacturing
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$40,665$2,721 7.2%1,027,6785.8%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$35,166$102 -0.3%295,8675.0%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$29,721$1,804 -5.7%482,0994.3%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$23,580$907 4.0%149,4563.4%Computer and Technology
iShares iBonds 2025 Term High Yield and Income ETF stock logo
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
$22,554$1,552 7.4%970,0733.2%ETF
PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I
$10,7490.0%4,905,5361.5%COM
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$8,025$6,028 301.8%148,1631.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$6,842$175 2.6%13,7921.0%Computer and Technology
PIMCO MORTGAGE BACKED SEC ACT ETF IV
$6,5650.0%134,3600.9%COM
Ally Financial Inc. stock logo
ALLY
Ally Financial
$6,502$25 0.4%167,0830.9%Finance
Upwork Inc. stock logo
UPWK
Upwork
$5,298$40 0.8%389,2370.8%Computer and Technology
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$4,718$1,565 -24.9%62,6790.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$4,713$302 -6.0%26,0340.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$4,3500.0%21,3350.6%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$4,195$6 0.1%38,9600.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,171$13 -0.3%5,6790.6%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,0960.0%49,1660.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,091$531 14.9%18,3790.6%Retail/Wholesale
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$3,910$52 1.4%48,5450.6%ETF
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$3,904$45 1.2%190,5390.6%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$3,780$58 1.6%17,2920.5%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$3,677$236 -6.0%46,8810.5%Transportation
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,5050.0%5,7000.5%Finance
The Progressive Corporation stock logo
PGR
Progressive
$3,505$47 -1.3%13,2630.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$3,504$118 3.5%19,6540.5%Computer and Technology
iShares iBonds 2026 Term High Yield and Income ETF stock logo
IBHF
iShares iBonds 2026 Term High Yield and Income ETF
$3,474$1,465 -29.7%149,6420.5%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$3,286$60 1.9%37,3820.5%ETF
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$3,251$106 3.4%6,1260.5%Construction
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,105$282 10.0%13,5950.4%Computer and Technology
Stellantis N.V. stock logo
STLA
Stellantis
$2,819$51 1.8%276,9380.4%Auto/Tires/Trucks
GE Aerospace stock logo
GE
GE Aerospace
$2,748$31 -1.1%10,7560.4%Aerospace
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$2,725$859 46.0%32,8990.4%Manufacturing
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$2,511$727 -22.4%39,5490.4%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$2,453$19 -0.8%4,7280.4%Finance
CRH PUBLIC LIMITED CO F
$2,449$23 0.9%26,7580.4%COM
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$2,198$90 -3.9%24,3070.3%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$2,131$322 -13.1%6,6580.3%Auto/Tires/Trucks
Apple Inc. stock logo
AAPL
Apple
$2,120$192 10.0%10,5450.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$2,116$15 0.7%6,0470.3%Business Services
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$2,058$111 5.7%20,9040.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,0150.0%22,5530.3%Finance
LINDE PLC F
$2,009$79 -3.8%4,3310.3%COM
Frontier Group Holdings, Inc. stock logo
ULCC
Frontier Group
$2,009$67 3.4%556,2590.3%Transportation
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,9530.0%7,7900.3%ETF
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$1,876$55 3.0%11,9420.3%Construction
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,836$97 -5.0%4,3530.3%ETF
Primerica, Inc. stock logo
PRI
Primerica
$1,815$57 3.2%6,7580.3%Finance
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,801$5 -0.3%15,8020.3%Retail/Wholesale
Athena Technology Acquisition Corp. stock logo
ATEK
Athena Technology Acquisition
$1,7950.0%133,5840.3%
Datadog, Inc. stock logo
DDOG
Datadog
$1,7830.0%13,5000.3%Computer and Technology
Clarivate PLC stock logo
CLVT
Clarivate
$1,709$70 4.3%396,5660.2%Computer and Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$1,699$5 0.3%22,8550.2%Medical
US Foods Holding Corp. stock logo
USFD
US Foods
$1,592$39 2.5%20,6010.2%Consumer Staples
FTI Consulting, Inc. stock logo
FCN
FTI Consulting
$1,554$47 3.1%9,6730.2%Business Services
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,536$1,667 -52.0%30,3280.2%ETF
Post Holdings, Inc. stock logo
POST
Post
$1,534$40 2.6%14,1040.2%Consumer Staples
RenaissanceRe Holdings Ltd. stock logo
RNR
RenaissanceRe
$1,516$14 -0.9%6,2770.2%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,500$16 -1.0%12,1530.2%Retail/Wholesale
Sysco Corporation stock logo
SYY
Sysco
$1,492$1,492 New Holding19,8930.2%Consumer Staples
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$1,481$22 1.5%7570.2%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,464$16 -1.1%5,0210.2%Retail/Wholesale
CorVel Corp. stock logo
CRVL
CorVel
$1,462$33 2.3%14,1120.2%Business Services
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,4620.0%20.2%Finance
Universal Technical Institute Inc stock logo
UTI
Universal Technical Institute
$1,460$17 1.2%42,4040.2%Consumer Discretionary
Safran SA stock logo
SAFRY
Safran
$1,431$354 -19.8%17,8710.2%Aerospace
FLUTTER ENTMT PLC F
$1,413$14 -1.0%5,0710.2%COM
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$1,402$31 2.3%5,7000.2%Computer and Technology
Affiliated Managers Group, Inc. stock logo
AMG
Affiliated Managers Group
$1,383$45 3.3%6,9970.2%Finance
Ferrari N.V. stock logo
RACE
Ferrari
$1,363$322 -19.1%2,7750.2%Auto/Tires/Trucks
Rightmove plc stock logo
RTMVY
Rightmove
$1,347$19 1.4%62,5620.2%Communication Services
Griffon Corporation stock logo
GFF
Griffon
$1,346$38 2.9%18,5330.2%Multi-Sector Conglomerates
Sea Limited Sponsored ADR stock logo
SE
SEA
$1,306$461 -26.1%8,1990.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,294$281 27.8%4,7810.2%Computer and Technology
Aetherium Acquisition Corp. stock logo
GMFI
Aetherium Acquisition
$1,2930.0%113,3340.2%
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,286$8 -0.6%30,3830.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,280$40 3.3%2,3180.2%Business Services
MITSUBISHI HEAVY INDS FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
$1,275$356 -21.8%25,1250.2%COM
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$1,268$1,727 -57.7%25,2010.2%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,251$6 0.5%6,0410.2%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$1,245$45 3.7%17,2870.2%Consumer Discretionary
Acushnet stock logo
GOLF
Acushnet
$1,243$33 2.7%16,9560.2%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,229$24 2.0%17,9330.2%Medical
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$1,216$23 1.9%3,1890.2%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,205$35 3.0%9,1960.2%Consumer Staples
Oracle Corporation stock logo
ORCL
Oracle
$1,190$7 -0.6%5,6590.2%Computer and Technology
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$1,189$29 2.5%3,2570.2%Finance
FIDELITY WISE ORIGIN BITCOIN
$1,175$235 25.0%12,5000.2%COM
Fiserv, Inc. stock logo
FI
Fiserv
$1,171$12 -1.0%6,7970.2%Business Services
ASM International NV stock logo
ASMIY
ASM International
$1,156$10 0.9%1,8210.2%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,1550.0%5,9750.2%ETF
PAR Technology Corporation stock logo
PAR
PAR Technology
$1,153$37 3.3%16,9150.2%Business Services
GFL Environmental Inc. stock logo
GFL
GFL Environmental
$1,147$22 2.0%23,0680.2%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,142$8 -0.7%3,6950.2%Medical
North American Construction Group Ltd. stock logo
NOA
North American Construction Group
$1,139$33 3.0%70,6920.2%Energy
Spotify Technology stock logo
SPOT
Spotify Technology
$1,134$358 -24.0%1,4680.2%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$1,108$13 -1.1%5,1060.2%Finance

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