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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
AONAon Plc Fclass A
Recent Activity
Decreased -4.34%
0.17%
$976,000
2,821 shares@ $345.98 avg price
JUSTGoldman Sachs Just Us Lrg Cp Eq Etf
Recent Activity
Decreased -0.23%
0.16%
$933,000
11,392 shares@ $81.9 avg price
ORCLOracle Corp
Recent Activity
Decreased -9.77%
0.14%
$797,000
4,678 shares@ $170.38 avg price
RPGInvsc S P 500 Pure Growth Etf
Recent Activity
Decreased -3.61%
0.12%
$693,000
17,639 shares@ $39.29 avg price
EEFTEuronet Worldwide Inc
Recent Activity
Decreased -5.51%
0.11%
$627,000
6,317 shares@ $99.26 avg price
GEVGe Vernova Inc
Recent Activity
Decreased -3.66%
0.1%
$589,000
2,310 shares@ $254.98 avg price
AAPLApple Inc
Recent Activity
Decreased -0.47%
0.09%
$539,000
2,313 shares@ $233.04 avg price
LQDALiquidia Corp
Recent Activity
Decreased -27.53%
0.09%
$500,000
50,000 shares@ $10.0 avg price
SUSLIshares Esg Msci Usa Leaders Etf Iv
Recent Activity
Decreased -0.49%
0.09%
$492,000
4,979 shares@ $98.82 avg price
LOWLowes Companies Inc
Recent Activity
Decreased -9.44%
0.09%
$485,000
1,792 shares@ $270.65 avg price