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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
EWZIshares Msci Brazil Etf
Recent Activity
Exited
0%
$601,000
22,000 shares@ $27.32 avg price
AAGIYAia Group Ltd Fsponsored Adr 1 Adr Reps 4 Ord Shs
Recent Activity
Exited
0%
$568,000
21,031 shares@ $27.01 avg price
CRTOCriteo S A Fsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Exited
0%
$561,000
14,860 shares@ $37.76 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Exited
0%
$507,000
2,500 shares@ $202.8 avg price
OAKUUOak Woods Acquisition Corp
Recent Activity
Exited
0%
$459,000
40,000 shares@ $11.48 avg price
CETSCetus Capital Acquisition Corp. Cmn
Recent Activity
Exited
0%
$449,000
42,000 shares@ $10.7 avg price
LZAGYLonza Group Ag Fsponsored Adr 1 Adr Reps 0.1 Ord Shs
Recent Activity
Exited
0%
$442,000
8,105 shares@ $54.54 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Exited
0%
$432,000
6,757 shares@ $63.94 avg price
NOVVWNova Vision Acquisition Corp (u.s.)
Recent Activity
Exited
0%
$423,000
35,000 shares@ $12.09 avg price
PRNDYPernod Ricard Fin S A Fsponsored Adr 1 Adr Reps 0.2 Ord Shs
Recent Activity
Exited
0%
$410,000
15,125 shares@ $27.11 avg price