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Lawrence Chiarello

@Skyview Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$601.52MTotal holdings306
Assets growth rate7.3%Assets growth rate (2-Q avg)5.51%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Skyview Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 306 positions.

Assets under management

The assets under management (AUM) of Skyview Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 601.52M in assets, with a quarterly growth rate of 7.3% and a 2-quarter average growth rate of 5.51%. The portfolio is managed by Lawrence Chiarello, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
METAMeta Platforms Inc-class A
Recent Activity
Decreased -1.62%
1.07%
$6.382M
11,149 shares@ $572.43 avg price
SEMRSemrush Holdings Inc-a
Recent Activity
Decreased -2.41%
0.56%
$3.316M
211,054 shares@ $15.72 avg price
USFRWisdomtree Floating Ratetreasry Etf
Recent Activity
Decreased -30.57%
0.51%
$3.037M
60,481 shares@ $50.22 avg price
EFVIshares Msci Eafe Value Etf
Recent Activity
Decreased -1.81%
0.46%
$2.743M
47,683 shares@ $57.53 avg price
SHYIshares 1-3 Year Treasury Bo
Recent Activity
Decreased -7.44%
0.28%
$1.655M
19,900 shares@ $83.17 avg price
RSPInvesco S&p 500 Equal Weight
Recent Activity
Decreased -15%
0.26%
$1.523M
8,500 shares@ $179.18 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -5.17%
0.21%
$1.262M
10,740 shares@ $117.51 avg price
IBTHIshares Ibonds Dec 2027 Term
Recent Activity
Decreased -9.09%
0.19%
$1.123M
50,000 shares@ $22.46 avg price
LSTRLandstar Sys Inc
Recent Activity
Decreased -2.11%
0.19%
$1.085M
5,473 shares@ $198.25 avg price
MRKMerck & Co. Inc.
Recent Activity
Decreased -13.69%
0.18%
$1.033M
9,060 shares@ $114.02 avg price