David L Blain

@Bluesky Wealth Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$639.676M

Total holdings74

Assets growth rate-0.64%

Assets growth rate (2-Q avg)3.85%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bluesky Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Bluesky Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 639.676M in assets, with a quarterly growth rate of -0.64% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by David L Blain, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VVisa Inc Recent Activity Exited	0%	$258,453 940 shares@ $274.95 avg price	Exited
LINLinde Plc Recent Activity Exited	0%	$238,907 501 shares@ $476.87 avg price	Exited
ME23andme Holding Co Recent Activity Exited	0%	$5,812 16,724 shares@ $0.35 avg price	Exited