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SIA

SkyView Investment Advisors Portfolio holdings

AUM $743M
1-Year Est. Return 17.91%
This Fund
S&P 500
This Quarter Est. Return
+7.35%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$792M
AUM Growth
+$93.8M
Cap. Flow
+$48.9M
Cap. Flow %
6.17%
Top 10 Hldgs %
56.64%
Holding
369
New
28
Increased
131
Reduced
88
Closed
29

Top Buys

Rank Stock Value
1
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$51M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.49M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.07M
4
BMNR
BitMine Immersion Technologies
BMNR
+$2.03M
5
PAAA icon
PGIM AAA CLO ETF
PAAA
+$2M

Top Sells

Rank Stock Value
1
PMBS
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
+$6.57M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.02M
3
ATEK
Athena Technology Acquisition Corp. II
ATEK
+$1.79M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.54M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 7.4%
2 Financials 7.36%
3 Industrials 5.02%
4 Consumer Discretionary 4.33%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
226
Realty Income
O
$59.1B
$366K 0.05%
6,014
+7
+0.1% +$408
FE icon
227
FirstEnergy
FE
$27.5B
$362K 0.05%
7,911
+974
+14% +$41.6K
IBHG icon
228
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$507M
$345K 0.04%
+15,321
New +$344K
DUK icon
229
Duke Energy
DUK
$97.3B
$342K 0.04%
2,763
+5
+0.2% +$607
BMO icon
230
Bank of Montreal
BMO
$127B
$339K 0.04%
2,599
– –
TRP icon
231
TC Energy
TRP
$65.9B
$329K 0.04%
6,050
– –
VTI icon
232
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$323K 0.04%
984
+189
+24% +$59.7K
XPOF icon
233
Xponential Fitness
XPOF
$211M
$317K 0.04%
40,712
+841
+2% +$7.67K
AMCR icon
234
Amcor
AMCR
$22.1B
$310K 0.04%
7,575
+4,754
+169% +$213K
HBAN icon
235
Huntington Bancshares
HBAN
$35.5B
$305K 0.04%
17,648
-598
-3% -$10.2K
FLCG
236
Federated Hermes MDT Large Cap Growth ETF
FLCG
$608M
$304K 0.04%
9,314
– –
AEP icon
237
American Electric Power
AEP
$68.4B
$302K 0.04%
2,686
– –
TEAM icon
238
Atlassian
TEAM
$37.8B
$302K 0.04%
1,890
+26
+1% +$4.7K
FRMM
239
Forum Markets
FRMM
$79.5M
$301K 0.04%
+12,500
New +$374K
IYJ icon
240
iShares US Industrials ETF
IYJ
$2.02B
$299K 0.04%
2,050
– –
CEG icon
241
Constellation Energy
CEG
$95.6B
$296K 0.04%
900
– –
VLRS
242
Controladora Vuela Compania de Aviacion
VLRS
$939M
$292K 0.04%
40,697
+1,143
+3% +$6.59K
KMB icon
243
Kimberly-Clark
KMB
$36.5B
$274K 0.03%
+2,204
New +$285K
XSW icon
244
State Street SPDR S&P Software & Services ETF
XSW
$484M
$267K 0.03%
+1,352
New +$258K
FCRS.U
245
FutureCrest Acquisition Corp Units
FCRS.U
$265K 0.03%
+25,000
New +$263K
ETN icon
246
Eaton
ETN
$174B
$264K 0.03%
705
-137
-16% -$49.8K
QQQ icon
247
Invesco QQQ Trust
QQQ
$484B
$262K 0.03%
436
– –
LPRO
248
DELISTED
Open Lending Corp
LPRO
$253K 0.03%
119,899
+6,653
+6% +$15K
DPZ icon
249
Domino's
DPZ
$11.6B
$244K 0.03%
565
-4
-0.7% -$1.82K
ENS icon
250
EnerSys
ENS
$6.99B
$238K 0.03%
+2,105
New +$207K
8 9
10
11 12

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HI
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HCP
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CC
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PCOC
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QI
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MGM
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TWP
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SkyView Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, SkyView Investment Advisors held 369 positions worth $792M, up 13% from $698M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

SkyView Investment Advisors deployed $48.9M of net new capital in Q3 2025, opening 28 new positions and adding to 131 existing holdings. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 1,012,054 shares worth $51.6M.

By sector, the portfolio is most concentrated in Technology at 7.4% of assets, down from 7.8% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $2.02M trimmed.

  • SkyView Investment Advisors's largest Q3 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 1,012,054 shares worth $51.6M.
  • SkyView Investment Advisors added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $3.49M increase.
  • SkyView Investment Advisors's biggest Q3 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $2.02M.
  • SkyView Investment Advisors fully exited PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund in Q3 2025, selling an estimated $6.57M.
  • SkyView Investment Advisors's ten largest holdings make up 57% of its $792M portfolio in Q3 2025.
  • SkyView Investment Advisors opened 28 new positions and closed 29 in Q3 2025.
  • SkyView Investment Advisors's portfolio value rose 13% quarter-over-quarter to $792M.

Based on SkyView Investment Advisors's 13F filing for Q3 2025, filed 13 Feb 2026.