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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
XLYSpdr Fund Consumer Discre Select Etf
Recent Activity
Increased 7.45%
0.5%
$3.002M
14,981 shares@ $200.39 avg price
MCOMoodys Corp
Recent Activity
Increased 3.35%
0.5%
$2.989M
6,298 shares@ $474.6 avg price
XLBSpdr Fund Materials Select Sectr Etf
Recent Activity
New Position
0.49%
$2.937M
30,475 shares@ $96.38 avg price
GOOGAlphabet Inc Class C
Recent Activity
Increased 4.03%
0.48%
$2.831M
16,936 shares@ $167.16 avg price
EFVIshares Msci Eafe Value Etf
Recent Activity
Decreased -1.81%
0.46%
$2.743M
47,683 shares@ $57.53 avg price
GLSTGlobal Star Acquisition-cl A
Recent Activity
0.45%
$2.699M
238,000 shares@ $11.35 avg price
ROSTRoss Stores Inc
Recent Activity
Increased 3.8%
0.45%
$2.675M
17,772 shares@ $150.52 avg price
SPGIS&p Global Inc
Recent Activity
Increased 2.46%
0.43%
$2.561M
4,957 shares@ $516.65 avg price
STLAStellantis Nv
Recent Activity
Increased 5.23%
0.43%
$2.552M
181,148 shares@ $14.09 avg price
MAMastercard Inc - A
Recent Activity
Increased 4.21%
0.42%
$2.493M
5,035 shares@ $495.14 avg price