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David L Blain

@Bluesky Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$639.676MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IYRIshares Tr
Recent Activity
Decreased -17.38%
0.18%
$1.144M
12,291 shares@ $93.06 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.62%
0.16%
$1.008M
2,393 shares@ $421.42 avg price
METAMeta Platforms Inc
Recent Activity
0.16%
$994,917
1,699 shares@ $585.59 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.15%
$903,227
3,768 shares@ $239.71 avg price
GWWGrainger W W Inc
Recent Activity
0.13%
$801,078
760 shares@ $1054.05 avg price
IWPIshares Tr
Recent Activity
0.12%
$741,488
5,850 shares@ $126.76 avg price
EFAIshares Tr
Recent Activity
Increased 0.44%
0.12%
$738,513
9,767 shares@ $75.62 avg price
ORCLOracle Corp
Recent Activity
0.12%
$726,550
4,360 shares@ $166.64 avg price
VTVVanguard Index Fds
Recent Activity
0.12%
$710,891
4,199 shares@ $169.31 avg price
CATCaterpillar Inc
Recent Activity
0.12%
$704,480
1,942 shares@ $362.77 avg price