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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
+9.33%
1 Year Est. Return
+17.91%
3 Year Est. Return
+62.62%
5 Year Est. Return
+81.94%
10 Year Est. Return
–
AUM
$698M
AUM Growth
+$32.8M
Cap. Flow
-$18.1M
Cap. Flow %
-2.6%
Top 10 Hldgs %
55.35%
Holding
363
New
33
Increased
121
Reduced
86
Closed
22

Top Buys

Rank Stock Value
1
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$2.59M
2
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$1.55M
3
SYY icon
Sysco
SYY
+$1.44M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$856K
5
BXBL
BOXABL, Inc. Common stock
BXBL
+$776K

Top Sells

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$6.95M
2
OKLO
Oklo
OKLO
+$3.18M
3
GLST
Global Star Acquisition, Inc. Class A Common Stock
GLST
+$2.73M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
DESP
Despegar.com
DESP
+$1.8M

Sector Composition

Rank Sector Weight
1 Financials 8.6%
2 Technology 7.79%
3 Industrials 5.18%
4 Consumer Discretionary 4.4%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
76
Verizon
VZ
$195B
$1.29M 0.18%
30,383
-184
-0.6% -$7.97K
MA icon
77
Mastercard
MA
$498B
$1.28M 0.18%
2,318
+73
+3% +$40.4K
USFR icon
78
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$1.27M 0.18%
25,201
-34,314
-58% -$1.73M
TXN icon
79
Texas Instruments
TXN
$255B
$1.25M 0.18%
6,041
+29
+0.5% +$5.15K
NKE icon
80
Nike
NKE
$63.2B
$1.25M 0.18%
17,287
+618
+4% +$37.1K
GOLF icon
81
Acushnet Holdings
GOLF
$6.36B
$1.24M 0.18%
16,956
+450
+3% +$30.4K
NVO
82
Novo Nordisk
NVO
$201B
$1.23M 0.18%
17,933
+353
+2% +$24K
RBC icon
83
RBC Bearings
RBC
$18.3B
$1.22M 0.17%
3,189
+60
+2% +$21.2K
PEP icon
84
PepsiCo
PEP
$189B
$1.21M 0.17%
9,196
+269
+3% +$36.2K
ORCL icon
85
Oracle
ORCL
$414B
$1.19M 0.17%
5,659
-33
-0.6% -$5.33K
LPLA icon
86
LPL Financial
LPLA
$28.4B
$1.19M 0.17%
3,257
+80
+3% +$28K
FBTC icon
87
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$1.18M 0.17%
12,500
+2,500
+25% +$215K
FISV
88
Fiserv Inc
FISV
$27B
$1.17M 0.17%
6,797
-71
-1% -$12.9K
ASMI
89
DELISTED
ASM INTERNATL N.V
ASMI
$1.16M 0.17%
1,821
+16
+0.9% +$10.2K
IWD icon
90
iShares Russell 1000 Value ETF
IWD
$83.4B
$1.16M 0.17%
5,975
– –
PAR icon
91
PAR Technology
PAR
$707M
$1.15M 0.17%
16,915
+548
+3% +$34.2K
GFL icon
92
GFL Environmental
GFL
$14.8B
$1.15M 0.16%
23,068
+443
+2% +$21.8K
UNH icon
93
UnitedHealth
UNH
$371B
$1.14M 0.16%
3,695
-26
-0.7% -$9.94K
NOA
94
North American Construction
NOA
$391M
$1.14M 0.16%
70,692
+2,040
+3% +$33.2K
SPOT icon
95
Spotify
SPOT
$97.2B
$1.13M 0.16%
1,468
-464
-24% -$298K
ACN icon
96
Accenture
ACN
$101B
$1.11M 0.16%
3,751
+43
+1% +$13.1K
MRSH
97
Marsh
MRSH
$91.5B
$1.11M 0.16%
5,106
-59
-1% -$13.3K
LOMA
98
Loma Negra
LOMA
$1.3B
$1.09M 0.16%
97,120
+111
+0.1% +$1.28K
GOOGL icon
99
Alphabet (Google) Class A
GOOGL
$4.43T
$1.09M 0.16%
6,153
+1,932
+46% +$316K
KO icon
100
Coca-Cola
KO
$376B
$1.08M 0.16%
15,403
-1,597
-9% -$114K
2 3
4
5 6

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KAM
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HI
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HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
PCOC
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QI
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MGM
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JJBC
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SkyView Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, SkyView Investment Advisors held 363 positions worth $698M, up 4.9% from $665M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

SkyView Investment Advisors's Q2 2025 filing shows 33 new, 121 increased, 86 reduced and 22 closed positions. Its largest new stake was Sysco: 19,893 shares worth $1.49M. The largest sale was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $6.95M.

By sector, the portfolio is most concentrated in Financials at 8.6% of assets, down from 9% a quarter earlier, followed by Technology and Industrials.

  • SkyView Investment Advisors's largest Q2 2025 buy was Sysco: 19,893 shares worth $1.49M.
  • SkyView Investment Advisors added most to Goldman Sachs ActiveBeta International Equity ETF in Q2 2025, an estimated $2.59M increase.
  • SkyView Investment Advisors's biggest Q2 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $6.95M.
  • SkyView Investment Advisors fully exited Global Star Acquisition, Inc. Class A Common Stock in Q2 2025, selling an estimated $2.73M.
  • SkyView Investment Advisors's ten largest holdings make up 55% of its $698M portfolio in Q2 2025.
  • SkyView Investment Advisors opened 33 new positions and closed 22 in Q2 2025.
  • SkyView Investment Advisors's portfolio value rose 4.9% quarter-over-quarter to $698M.

Based on SkyView Investment Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.