test

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
LPLALpl Finl Hldgs Inc
Recent Activity
Increased 2.79%
0.19%
$1.125M
4,835 shares@ $232.68 avg price
WTSWatts Water Technologiesclass A
Recent Activity
Increased 2.48%
0.19%
$1.117M
5,390 shares@ $207.24 avg price
NOANorth American Construction
Recent Activity
Increased 1.8%
0.19%
$1.11M
59,371 shares@ $18.7 avg price
BBWBuild-a-bear Workshop Inc
Recent Activity
Increased 2.38%
0.19%
$1.089M
31,695 shares@ $34.36 avg price
RBCRbc Bearings Inc
Recent Activity
Increased 1.63%
0.19%
$1.084M
3,621 shares@ $299.37 avg price
DHID R Horton Inc
Recent Activity
Increased 3.77%
0.18%
$1.042M
5,463 shares@ $190.74 avg price
AMGAffiliated Managers Grou
Recent Activity
Increased 2.42%
0.18%
$1.034M
5,818 shares@ $177.73 avg price
ORLYO Reilly Automotive Inc
Recent Activity
Increased 4.25%
0.17%
$1.018M
884 shares@ $1151.59 avg price
SRCLStericycle Inc
Recent Activity
Increased 2.27%
0.17%
$1.012M
16,588 shares@ $61.01 avg price
GGGGraco Inc
Recent Activity
Increased 2.95%
0.17%
$979,000
11,183 shares@ $87.55 avg price