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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
GEV icon
351
GE Vernova
GEV
$264B
– –
-2,310
Closed -$589K
BTC
352
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
– –
-4,000
Closed -$113K
MSPRZ
353
DELISTED
MSP Recovery Inc Warrant
MSPRZ
– –
-57,906
Closed -$3K
MSPRW
354
DELISTED
MSP Recovery Inc Warrant
MSPRW
– –
-13,245,781
Closed -$29K
AZPN
355
DELISTED
Aspen Technology Inc
AZPN
– –
-3,188
Closed -$761K
GLLIW
356
DELISTED
Globalink Investment Inc. Warrants
GLLIW
$0 ﹤0.01%
100,000
– –
ROCL
357
DELISTED
Roth CH Acquisition V Co. Common Stock
ROCL
– –
-134,482
Closed -$1.51M
SAVE
358
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-179,604
Closed -$431K
PLAOW
359
DELISTED
Patria Latin American Opportunity Acquisition Corp. Warrant
PLAOW
$0 ﹤0.01%
45,800
– –
FRLAW
360
DELISTED
Fortune Rise Acquisition Corporation Warrant
FRLAW
$0 ﹤0.01%
20,000
– –
SRCL
361
DELISTED
Stericycle Inc
SRCL
– –
-16,588
Closed -$1.01M
VSAC
362
DELISTED
Vision Sensing Acquisition Corp. Class A Common Stock
VSAC
– –
-25,000
Closed -$291K
VSACW
363
DELISTED
Vision Sensing Acquisition Corp. Warrants
VSACW
– –
-18,750
Closed -$1K
XFINW
364
DELISTED
ExcelFin Acquisition Corp Warrant
XFINW
– –
-36,779
Closed -$5K
XFIN
365
DELISTED
ExcelFin Acquisition Corp Class A Common Stock
XFIN
– –
-100,000
Closed -$1.1M
PRSTW
366
DELISTED
Presto Technologies, Inc. Warrant
PRSTW
$0 ﹤0.01%
+57,004
New –
GMFIW
367
DELISTED
Aetherium Acquisition Corp Warrant
GMFIW
$0 ﹤0.01%
+113,334
New –
AWINW
368
DELISTED
AERWINS Technologies Inc Warrant
AWINW
$0 ﹤0.01%
+45,000
New –
PPHP
369
DELISTED
PHP Ventures Acquisition Corp. Class A Common Stock
PPHP
– –
-70,000
Closed -$829K
PPHPW
370
DELISTED
PHP Ventures Acquisition Corp. Warrants
PPHPW
$0 ﹤0.01%
+35,000
New –
LIBY
371
DELISTED
Liberty Resources Acquisition Corp. Class A Common Stock
LIBY
– –
-50,000
Closed -$554K
VHAQ.RT
372
DELISTED
Viveon Health Acquisition Corp. Rights, each exchangeable into one-twentieth of a share of Common Stock
VHAQ.RT
$0 ﹤0.01%
+389,264
New –
NRAC
373
DELISTED
Northern Revival Acquisition Corporation Class A Ordinary Share
NRAC
– –
-100,000
Closed -$1.1M
ACAXW
374
DELISTED
Alset Capital Acquisition Corp Warrant
ACAXW
$0 ﹤0.01%
+72,500
New –
VHAQ.WS
375
DELISTED
Viveon Health Acquisition Corp. Warrants to purchase one-half of a share of common stock at a price of $11.50 per whole share
VHAQ.WS
$0 ﹤0.01%
+72,409
New –
12 13 14
15
16

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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 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.