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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
JAAAJanus Henderson Aaa Clo Etf
Recent Activity
Exited
0%
$3.237M
63,619 shares@ $50.89 avg price
KVACUKeen Vision Acquisition Corp
Recent Activity
Exited
0%
$2.724M
255,000 shares@ $10.69 avg price
XLPSpdr Fund Consumer Staples Etf
Recent Activity
Exited
0%
$2.498M
32,613 shares@ $76.6 avg price
VCXB10x Capital Venture Acquis-a
Recent Activity
Exited
0%
$2.201M
200,000 shares@ $11.01 avg price
NVONovo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Exited
0%
$2.016M
14,125 shares@ $142.73 avg price
BITEBite Acquisition Corp
Recent Activity
Exited
0%
$1.607M
150,000 shares@ $10.72 avg price
ASMLAsml Holding N V Fsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Exited
0%
$1.46M
1,428 shares@ $1022.41 avg price
ASMIYAsm Interntnl N V Funsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Exited
0%
$1.232M
1,612 shares@ $764.27 avg price
FEXDWFintech Ecosystem Developm-a
Recent Activity
Exited
0%
$1.118M
98,562 shares@ $11.35 avg price
SBGSYSchneider Electric Sa Fsponsored Adr 1 Adr Reps 0.2 Ord Shs
Recent Activity
Exited
0%
$1.11M
23,052 shares@ $48.16 avg price