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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
GMFIWAetherium Acquisition Corp-a
Recent Activity
0.21%
$1.251M
113,334 shares@ $11.04 avg price
DPZDominos Pizza Inc
Recent Activity
Increased 11.54%
0.21%
$1.227M
2,853 shares@ $430.08 avg price
USFDUs Foods Hldg Corp
Recent Activity
Increased 2.06%
0.2%
$1.167M
18,979 shares@ $61.49 avg price
CLVTClarivate Plc F
Recent Activity
Increased 3.82%
0.2%
$1.149M
161,798 shares@ $7.11 avg price
MDYSpdr S&p Midcap 400 Etf Trst
Recent Activity
New Position
0.19%
$1.139M
2,000 shares@ $569.5 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
0.19%
$1.134M
5,975 shares@ $189.8 avg price
LPLALpl Finl Hldgs Inc
Recent Activity
Increased 2.79%
0.19%
$1.125M
4,835 shares@ $232.68 avg price
IBTHIshares Ibonds Dec 2027 Term
Recent Activity
Decreased -9.09%
0.19%
$1.123M
50,000 shares@ $22.46 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