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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
ESGDIshares Esg Aware Msci Eafe Etf
Recent Activity
Decreased -0.41%
0.07%
$366,000
4,370 shares@ $83.76 avg price
JPSTJpmorgan Ultra Short Income Etf
Recent Activity
Decreased -26.55%
0.04%
$235,000
4,628 shares@ $50.78 avg price
SBIWestern Asset Intermediate
Recent Activity
Decreased -26.3%
0.02%
$115,000
14,058 shares@ $8.19 avg price
VETVermilion Energy Inc
Recent Activity
Decreased -33.33%
0.02%
$98,000
10,000 shares@ $9.8 avg price
DTIDrilling Tools International
Recent Activity
Decreased -69.38%
0.02%
$90,000
24,189 shares@ $3.73 avg price
OBIOOrchestra Biomed Holdings In
Recent Activity
Decreased -38.58%
0.02%
$63,000
12,284 shares@ $5.13 avg price
EYENEyenovia Inc
Recent Activity
Decreased -31.54%
0.01%
$52,000
100,000 shares@ $0.52 avg price
LIFWWMsp Recovery -27 Equity
Recent Activity
Decreased -0.37%
0.01%
$29,000
13.246M shares@ $0.01 avg price