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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
0044⤦Achari Ventures Holdin -cw23
Recent Activity
Exited
0%
$1,000
50,000 shares@ $0.02 avg price
MAQCWEquity Uncovered American Call
Recent Activity
Exited
0%
$1,000
51,998 shares@ $0.02 avg price
3361⤦First Republic Bank
Recent Activity
Exited
0%
$0
15,000 shares@ $0.0 avg price
PBMWWWts Psyence Biomedic Ltd Exp 01 25 2029
Recent Activity
Exited
0%
$0
17,500 shares@ $0.0 avg price
0080⤦Aetherium Acquisition A -28
Recent Activity
Exited
0%
$0
113,334 shares@ $0.0 avg price
AWINWPono Cap -cw22 Equity
Recent Activity
Exited
0%
$0
45,000 shares@ $0.0 avg price
5311⤦Liberty Re -cw22 Equity
Recent Activity
Exited
0%
$0
50,000 shares@ $0.0 avg price
7594⤦Relativity -cw27 Equity
Recent Activity
Exited
0%
$0
250,000 shares@ $0.0 avg price
9285⤦Viveon Health Acquisition Corp
Recent Activity
Exited
0%
$0
72,409 shares@ $0.0 avg price
GNRUQGreenrose Holding Co Inc The
Recent Activity
Exited
0%
$0
11,785 shares@ $0.0 avg price