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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
IBMInternational Business Machs
Recent Activity
0.11%
$700,378
3,186 shares@ $219.83 avg price
IWRIshares Tr
Recent Activity
0.11%
$661,320
7,481 shares@ $88.4 avg price
IWFIshares Tr
Recent Activity
0.1%
$635,701
1,583 shares@ $401.58 avg price
VGKVanguard Intl Equity Index F
Recent Activity
0.09%
$533,465
8,405 shares@ $63.47 avg price
GLDSpdr Gold Tr
Recent Activity
0.09%
$520,095
2,148 shares@ $242.13 avg price
INTUIntuit
Recent Activity
0.08%
$481,431
766 shares@ $628.5 avg price
NTRANatera Inc
Recent Activity
0.07%
$445,140
2,812 shares@ $158.31 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.06%
$368,266
728 shares@ $505.86 avg price
VPLVanguard Intl Equity Index F
Recent Activity
0.06%
$359,178
5,056 shares@ $71.04 avg price
XLVSelect Sector Spdr Tr
Recent Activity
0.06%
$329,343
2,394 shares@ $137.58 avg price