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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
UBERUber Technologies Inc
Recent Activity
Increased 2.98%
0.38%
$2.276M
30,280 shares@ $75.17 avg price
PGRProgressive Corp Oh
Recent Activity
Increased 2.17%
0.34%
$2.044M
8,054 shares@ $253.79 avg price
FCNFti Consulting Inc
Recent Activity
Increased 2.73%
0.32%
$1.913M
8,407 shares@ $227.55 avg price
AZOAutozone Inc
Recent Activity
Increased 4.84%
0.32%
$1.912M
607 shares@ $3149.92 avg price
ULCCFrontier Group Holdings Inc
Recent Activity
Increased 9.7%
0.32%
$1.91M
357,003 shares@ $5.36 avg price
SSDSimpson Mfg Inc
Recent Activity
Increased 1.78%
0.3%
$1.783M
9,324 shares@ $191.23 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 8.76%
0.3%
$1.759M
3,553 shares@ $495.08 avg price
CMICummins Inc
Recent Activity
Increased 3.94%
0.29%
$1.727M
5,334 shares@ $323.78 avg price
PRIPrimerica Inc
Recent Activity
Increased 2.19%
0.29%
$1.699M
6,408 shares@ $265.14 avg price
2218⤦Cottonwood Communities Inc Class I
Recent Activity
Increased 1.25%
0.28%
$1.648M
133,814 shares@ $12.32 avg price