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
MCMoelis & Co Class A
Recent Activity
Increased 2.17%
0.17%
$971,000
14,166 shares@ $68.55 avg price
BXCBluelinx Holdings Inc
Recent Activity
Increased 2.14%
0.16%
$959,000
9,101 shares@ $105.38 avg price
FIFiserv Inc
Recent Activity
Increased 4.42%
0.16%
$948,000
5,275 shares@ $179.72 avg price
TAPMolson Coors Beverage Clclass B
Recent Activity
Increased 3.96%
0.16%
$903,000
15,700 shares@ $57.52 avg price
FHBFirst Hawaiian Inc
Recent Activity
Increased 2.67%
0.15%
$892,000
38,545 shares@ $23.15 avg price
ICLRIcon Plc F
Recent Activity
Increased 1.25%
0.15%
$888,000
3,091 shares@ $287.29 avg price
TTCToro Co
Recent Activity
Increased 3.02%
0.15%
$882,000
10,168 shares@ $86.75 avg price
POSTPost Hldgs Inc
Recent Activity
Increased 2.17%
0.15%
$857,000
7,408 shares@ $115.69 avg price
BROBrown & Brown Inc
Recent Activity
Increased 2.05%
0.14%
$833,000
8,045 shares@ $103.55 avg price
STRAStrategic Ed Inc
Recent Activity
Increased 4.27%
0.14%
$824,000
8,907 shares@ $92.52 avg price