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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
SPESpecial Opportunities Closed Fund
Recent Activity
Exited
0%
$391,000
29,923 shares@ $13.07 avg price
POOLPool Corp
Recent Activity
Exited
0%
$308,000
1,002 shares@ $307.39 avg price
QUALIshares Msci Usa Qlty Fact Etf
Recent Activity
Exited
0%
$236,000
1,383 shares@ $170.65 avg price
RCMR1 Rcm Inc
Recent Activity
Exited
0%
$228,000
18,174 shares@ $12.55 avg price
VALValaris Ltd
Recent Activity
Exited
0%
$224,000
3,000 shares@ $74.67 avg price
DYNFBlackrock Us Eqy Fctr Rotn Etf
Recent Activity
Exited
0%
$222,000
4,732 shares@ $46.92 avg price
CNMCore & Main Inc-class A
Recent Activity
Exited
0%
$220,000
4,500 shares@ $48.89 avg price
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
Exited
0%
$217,000
2,153 shares@ $100.79 avg price
LNNGYLi Ning Co Ltd Fsponsored Adr 1 Adr Reps 25 Ord Shs
Recent Activity
Exited
0%
$216,000
4,083 shares@ $52.91 avg price
NENoble Corp Plc
Recent Activity
Exited
0%
$201,000
4,500 shares@ $44.67 avg price