$356 Million is the total value of SkyView Investment Advisors, LLC's 451 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CBZ | CBIZ INC | $1,569,000 | -1.0% | 48,527 | 0.0% | 0.44% | -40.3% | |
| IWR | ISHARES TRRUS MID CAP ETF | $1,443,000 | +5.8% | 18,447 | 0.0% | 0.41% | -36.2% | |
| CTAS | CINTAS CORP | $426,000 | +11.5% | 1,120 | 0.0% | 0.12% | -32.6% | |
| NVO | NOVO-NORDISK A S | $373,000 | +42.4% | 3,880 | 0.0% | 0.10% | -13.9% | |
| PTH | INVESCO EXCHANGE TRADED FD TDWA HEALTHCARE | $345,000 | +2.7% | 2,140 | 0.0% | 0.10% | -38.2% | |
| TRUP | TRUPANION INC | $320,000 | +1.9% | 4,122 | 0.0% | 0.09% | -38.4% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $309,000 | +25.1% | 541 | 0.0% | 0.09% | -24.3% | |
| MINT | PIMCO ETF TRENHAN SHRT MA AC | $268,000 | 0.0% | 2,630 | 0.0% | 0.08% | -40.0% | |
| PBE | INVESCO EXCHANGE TRADED FD TDYNMC BIOTECH | $260,000 | +1.2% | 3,476 | 0.0% | 0.07% | -39.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | 12 | Q3 2023 | 3.9% |
| MICROSOFT CORPORATION CMN | 12 | Q3 2023 | 1.6% |
| ISHARES TRMBS ETF | 12 | Q3 2023 | 2.4% |
| PROCTER & GAMBLE | 12 | Q3 2023 | 1.6% |
| SPDR S&P 500 ETF TRUST | 12 | Q3 2023 | 2.5% |
| GOLDMAN SACHS ETF TRACTIVEBETA INT | 12 | Q3 2023 | 2.1% |
| JPMORGAN ULTRA SHORT INCOME ETF | 12 | Q3 2023 | 1.8% |
| ALPHABET INC (GOOG) | 12 | Q3 2023 | 0.9% |
| META PLATFORMS INC-CLASS A CMN CLASS A | 12 | Q3 2023 | 1.2% |
| JPMORGAN CHASE & COCOM | 12 | Q3 2023 | 1.3% |
View SkyView Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-17 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-18 |
| 13F-HR | 2023-02-16 |
| 13F-HR | 2022-11-17 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-18 |
| 13F-HR | 2021-11-16 |
View SkyView Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.