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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
XOMExxon Mobil Corp
Recent Activity
0.05%
$317,439
2,951 shares@ $107.57 avg price
DLBDolby Laboratories Inc
Recent Activity
Decreased -1.71%
0.05%
$313,572
4,015 shares@ $78.11 avg price
WMTWalmart Inc
Recent Activity
0.05%
$298,155
3,300 shares@ $90.35 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.05%
$280,803
493 shares@ $569.59 avg price
XLFSelect Sector Spdr Tr
Recent Activity
0.05%
$279,976
5,793 shares@ $48.34 avg price
HDHome Depot Inc
Recent Activity
0.05%
$263,346
677 shares@ $388.99 avg price
TSLATesla Inc
Recent Activity
New Position
0.04%
$243,516
603 shares@ $403.85 avg price
VEUVanguard Intl Equity Index F
Recent Activity
0.04%
$240,548
4,190 shares@ $57.42 avg price
BDXBecton Dickinson & Co
Recent Activity
0.04%
$240,255
1,059 shares@ $226.87 avg price
IESCIes Hldgs Inc
Recent Activity
0.04%
$221,056
1,100 shares@ $200.96 avg price