Lawrence Chiarello

@Skyview Investment Advisors, Llc

Latest period2024 - Q3

Reported1mo 28d ago

Managed Assets$601.52M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TRTLTortoiseecofin Acquisition-a Recent Activity Exited	0%	$1.093M 100,000 shares@ $10.93 avg price	Exited
GBTCGrayscale Bitcoin Trust Btc Recent Activity Exited	0%	$1.065M 20,000 shares@ $53.25 avg price	Exited
ADYEYAdyen N V Funsponsored Adr 1 Adr Rep 0.01 Ord Shs Recent Activity Exited	0%	$967,000 81,438 shares@ $11.88 avg price	Exited
RTMVYRightmove Plc Recent Activity Exited	0%	$930,000 67,667 shares@ $13.75 avg price	Exited
ETRNEquitrans Midstream Corp Recent Activity Exited	0%	$894,000 40,000 shares@ $22.35 avg price	Exited
AZNAstrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Shs Recent Activity Exited	0%	$857,000 10,992 shares@ $77.97 avg price	Exited
IBNIcici Bank Ltd Fsponsored Adr 1 Adr Reps 2 Ord Shs Recent Activity Exited	0%	$824,000 28,611 shares@ $28.81 avg price	Exited
EXPGYExperian Plc Fsponsored Adr 1 Adr Reps 1 Ord Shs Recent Activity Exited	0%	$810,000 17,368 shares@ $46.64 avg price	Exited
CSLLYC S L Limited Fsponsored Adr 1 Adr Reps 0.5 Ord Shs Recent Activity Exited	0%	$795,000 8,067 shares@ $98.55 avg price	Exited
LVMUYLvmh Moet Hennessy Lou Fsponsored Adr 1 Adr Reps 0.2 Ord Shs Recent Activity Exited	0%	$760,000 4,958 shares@ $153.29 avg price	Exited