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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
SSDSimpson Mfg Inc
Recent Activity
Increased 1.78%
0.3%
$1.783M
9,324 shares@ $191.23 avg price
XLKTechnology Select Sectorspdr Etf
Recent Activity
0.3%
$1.759M
7,790 shares@ $225.81 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
SHYIshares 1-3 Year Treasury Bo
Recent Activity
Decreased -7.44%
0.28%
$1.655M
19,900 shares@ $83.17 avg price
2218⤦Cottonwood Communities Inc Class I
Recent Activity
Increased 1.25%
0.28%
$1.648M
133,814 shares@ $12.32 avg price
ATEKAthena Technology Acquisit-a
Recent Activity
0.27%
$1.57M
133,584 shares@ $11.76 avg price
EXTRExtreme Networks Inc
Recent Activity
Increased 8.72%
0.26%
$1.525M
101,439 shares@ $15.04 avg price
RSPInvesco S&p 500 Equal Weight
Recent Activity
Decreased -15%
0.26%
$1.523M
8,500 shares@ $179.18 avg price