Lawrence Chiarello

@Skyview Investment Advisors, Llc

Latest period2024 - Q3

Reported1mo 28d ago

Managed Assets$601.52M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GSLCGoldman Sachs Actvbeta Us Lrg Etf Recent Activity Increased 0.62%	14.14%	$85.001M 752,620 shares@ $112.95 avg price	Increased 0.62%
IVVIshares Core S&p 500 Etf Recent Activity Increased 1.07%	7.66%	$46.039M 79,815 shares@ $576.83 avg price	Increased 1.07%
MBBIshares Mbs Etf Recent Activity Increased 2.95%	7.16%	$43.045M 449,278 shares@ $95.81 avg price	Increased 2.95%
DGRWWisdomtree U.s. Quality Divi Recent Activity Increased 3.89%	7.04%	$42.303M 508,391 shares@ $83.21 avg price	Increased 3.89%
GSIEGoldman Sachs Actvbt Intereqy Etf Recent Activity Increased 2.37%	5.39%	$32.393M 895,599 shares@ $36.17 avg price	Increased 2.37%
IEIIshares 3-7 Year Trery Bond Etf Recent Activity New Position	4.94%	$29.676M 248,155 shares@ $119.59 avg price	New Position
IAUIshares Gold Etf Recent Activity Increased 1.95%	4.09%	$24.543M 494,263 shares@ $49.66 avg price	Increased 1.95%
NVDANvidia Corp Recent Activity Increased 0.49%	2.65%	$15.897M 130,903 shares@ $121.45 avg price	Increased 0.49%
7021⤦Partners Group Private Equity Master Fund Llc Class I Recent Activity Increased 300.01%	1.77%	$10.627M 4.989M shares@ $2.14 avg price	Increased 300.01%
PMBSPimco Mortgage Backed Sec Act Etf Iv Recent Activity New Position	1.12%	$6.707M 134,360 shares@ $49.92 avg price	New Position