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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
ATCHWAtlasclear Holdings Inc Exp10 25 2028
Recent Activity
Exited
0%
$7,000
220,206 shares@ $0.04 avg price
BCGWWBcgw 15mar29 11.5 C
Recent Activity
Exited
0%
$6,000
56,250 shares@ $0.11 avg price
CRMLWCritical Metals Corp 11.5000exp06 06 2028
Recent Activity
Exited
0%
$4,000
12,500 shares@ $0.32 avg price
NUVWQNuvo Group Ltd 11.5000exp10 23 2028
Recent Activity
Exited
0%
$3,000
155,682 shares@ $0.02 avg price
ICUCWIcu 26jan26 287.5 C
Recent Activity
Exited
0%
$3,000
64,658 shares@ $0.05 avg price
COOTWCootw 21mar29 11.5 C
Recent Activity
Exited
0%
$2,000
103,000 shares@ $0.02 avg price
RDZNWVahanna Tch-cw24 Equity
Recent Activity
Exited
0%
$2,000
50,000 shares@ $0.04 avg price
PRSTWPresto Automation Inc (u.s.)
Recent Activity
Exited
0%
$2,000
57,004 shares@ $0.04 avg price
1571⤦Wts Cetus Cap Acquisition Corp Exp12 31 2099
Recent Activity
Exited
0%
$1,000
42,000 shares@ $0.03 avg price
HOVRWNew Horizon Aircraft Ltd 11.5000exp04 03 2028
Recent Activity
Exited
0%
$1,000
45,000 shares@ $0.03 avg price