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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
AOGOArogo Capital -a Equity
Recent Activity
0.19%
$1.105M
100,000 shares@ $11.05 avg price
NRACWNorthern Revival Acquisition
Recent Activity
0.19%
$1.101M
100,000 shares@ $11.01 avg price
XFINWExcelfin Acqui-a Equity
Recent Activity
0.19%
$1.098M
100,000 shares@ $10.98 avg price
BBWBuild-a-bear Workshop Inc
Recent Activity
Increased 2.38%
0.19%
$1.089M
31,695 shares@ $34.36 avg price
LSTRLandstar Sys Inc
Recent Activity
Decreased -2.11%
0.19%
$1.085M
5,473 shares@ $198.25 avg price
RBCRbc Bearings Inc
Recent Activity
Increased 1.63%
0.19%
$1.084M
3,621 shares@ $299.37 avg price
JVSAUJvspac Acquisition Corp
Recent Activity
0.18%
$1.08M
100,000 shares@ $10.8 avg price
BNIXBannix Acquisition Corp
Recent Activity
0.18%
$1.079M
96,999 shares@ $11.13 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