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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
SPYSpdr S&p 500 Etf
Recent Activity
0.55%
$3.27M
5,700 shares@ $573.69 avg price
ACGLArch Capital Group Ltd
Recent Activity
Increased 1.59%
0.55%
$3.252M
29,067 shares@ $111.88 avg price
EMEEmcor Group Inc
Recent Activity
Increased 0.92%
0.54%
$3.243M
7,533 shares@ $430.51 avg price
TFLOIshares Treasury Floatngrate Bd Etf
Recent Activity
New Position
0.54%
$3.226M
63,755 shares@ $50.6 avg price
NVACNorthview Acquisition Corp
Recent Activity
0.54%
$3.205M
270,549 shares@ $11.85 avg price
XLCCommunicat Svs Slct Sec Spdr Etf
Recent Activity
Increased 7.16%
0.52%
$3.114M
34,444 shares@ $90.41 avg price
XLFSelect Str Financial Select Spdr Etf
Recent Activity
Increased 4.25%
0.52%
$3.108M
68,582 shares@ $45.32 avg price
DESPDespegar Com Corp F
Recent Activity
Increased 1.7%
0.52%
$3.068M
247,453 shares@ $12.4 avg price
USFRWisdomtree Floating Ratetreasry Etf
Recent Activity
Decreased -30.57%
0.51%
$3.037M
60,481 shares@ $50.22 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 1.34%
0.51%
$3.022M
16,217 shares@ $186.35 avg price