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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
+2.36%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$627M
AUM Growth
+$25.3M
Cap. Flow
+$17M
Cap. Flow %
2.71%
Top 10 Hldgs %
55.1%
Holding
393
New
87
Increased
77
Reduced
54
Closed
83

Top Buys

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$5.73M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.19M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.69M
4
OSCR icon
Oscar Health
OSCR
+$2.8M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$2.69M

Top Sells

Rank Stock Value
1
V icon
Visa
V
+$4.71M
2
CNI icon
Canadian National Railway
CNI
+$4.14M
3
SEMR
Semrush
SEMR
+$3.32M
4
META icon
Meta Platforms (Facebook)
META
+$3.13M
5
OKLO
Oklo
OKLO
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 8.62%
2 Technology 7.37%
3 Industrials 5.89%
4 Consumer Discretionary 5.06%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICUCW
276
SeaStar Medical Holding Corp Warrant
ICUCW
$332K
$1K ﹤0.01%
+64,658
New +$2.1K
RMCOW icon
277
Royalty Management Holding Warrant
RMCOW
$1.83M
$1K ﹤0.01%
49,952
– –
LSBPW
278
DELISTED
LakeShore Biopharma Warrants
LSBPW
$1K ﹤0.01%
12,210
– –
MKDWW
279
MKDWELL Tech Inc Warrants
MKDWW
$65.8K
$1K ﹤0.01%
42,000
– –
OSRHW
280
OSR Health Warrant
OSRHW
$1K ﹤0.01%
30,000
– –
OCEAW
281
DELISTED
Ocean Biomediacal, Inc. Warrants
OCEAW
$1K ﹤0.01%
40,000
– –
WINVW
282
DELISTED
WinVest Acquisition Corp. Warrant
WINVW
$1K ﹤0.01%
50,000
– –
GLLIR
283
DELISTED
Globalink Investment Inc. Rights
GLLIR
$1K ﹤0.01%
100,000
– –
IXAQW
284
DELISTED
IX Acquisition Corp. Warrant
IXAQW
$1K ﹤0.01%
15,000
– –
AOGOW
285
DELISTED
Arogo Capital Acquisition Corp. Warrant
AOGOW
$1K ﹤0.01%
100,000
– –
MAQCW
286
DELISTED
Maquia Capital Acquisition Corporation Warrant
MAQCW
$1K ﹤0.01%
+51,998
New +$1K
ABG icon
287
Asbury Automotive
ABG
$3.85B
– –
-2,119
Closed -$506K
ACIW icon
288
ACI Worldwide
ACIW
$5.42B
– –
-13,950
Closed -$710K
ADI icon
289
Analog Devices
ADI
$190B
– –
-3,261
Closed -$751K
ALTG icon
290
Alta Equipment Group
ALTG
$245M
– –
-47,576
Closed -$321K
AMAT icon
291
Applied Materials
AMAT
$428B
– –
-3,746
Closed -$757K
ARRY icon
292
Array Technologies
ARRY
$855M
– –
-11,000
Closed -$73K
ASO icon
293
Academy Sports + Outdoors
ASO
$2.98B
– –
-4,155
Closed -$242K
BAX icon
294
Baxter International
BAX
$14.2B
– –
-9,012
Closed -$342K
BEN icon
295
Franklin Resources
BEN
$17.2B
– –
-19,485
Closed -$393K
BIL icon
296
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
– –
-5,500
Closed -$505K
BRK.B icon
297
Berkshire Hathaway Class B
BRK.B
$1.13T
– –
-1,178
Closed -$542K
BRO icon
298
Brown & Brown
BRO
$23.9B
– –
-8,045
Closed -$833K
BXC icon
299
BlueLinx
BXC
$706M
– –
-9,101
Closed -$959K
CMCSA icon
300
Comcast
CMCSA
$90B
– –
-12,580
Closed -$525K
10 11
12
13 14

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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 Q4 2024 Portfolio in Review

As of Q4 2024, SkyView Investment Advisors held 393 positions worth $627M, up 4.2% from $602M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q4 2024 filing shows 87 new, 77 increased, 54 reduced and 83 closed positions. Its largest new stake was Ally Financial: 157,671 shares worth $5.68M. The largest sale was Visa, an estimated $4.71M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9.3% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q4 2024 buy was Ally Financial: 157,671 shares worth $5.68M.
  • SkyView Investment Advisors added most to Invesco S&P 500 Equal Weight ETF in Q4 2024, an estimated $4.19M increase.
  • SkyView Investment Advisors's biggest Q4 2024 reduction was Visa, cutting an estimated $4.71M.
  • SkyView Investment Advisors fully exited Semrush in Q4 2024, selling an estimated $3.32M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $627M portfolio in Q4 2024.
  • SkyView Investment Advisors opened 87 new positions and closed 83 in Q4 2024.
  • SkyView Investment Advisors's portfolio value rose 4.2% quarter-over-quarter to $627M.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.