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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
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$88.3M 11.16%
677,925
-16,027
-2% -$2.02M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$887B
$53M 6.69%
79,145
-837
-1% -$539K
JMTG
3
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.74B
$51.6M 6.51%
+1,012,054
New +$51M
DGRW icon
4
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$47.1M 5.95%
529,101
-8,358
-2% -$725K
MBB icon
5
iShares MBS ETF
MBB
$39.3B
$46.8M 5.91%
492,229
+2,816
+0.6% +$265K
GSIE icon
6
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$41.8M 5.27%
1,015,852
-11,826
-1% -$477K
IEI icon
7
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$35.4M 4.47%
296,167
+300
+0.1% +$35.7K
IAU icon
8
iShares Gold Trust
IAU
$62.3B
$35M 4.42%
481,112
-987
-0.2% -$64.4K
NVDA icon
9
NVIDIA
NVDA
$5.01T
$27.6M 3.49%
148,029
-1,427
-1% -$249K
IBHE
10
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
$22M 2.77%
945,683
-24,390
-3% -$566K
IBKR icon
11
Interactive Brokers
IBKR
$41.5B
$10M 1.27%
145,914
-2,249
-2% -$141K
UPWK icon
12
Upwork
UPWK
$1.13B
$7.47M 0.94%
402,394
+13,157
+3% +$196K
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$7.42M 0.94%
11,139
+5,439
+95% +$3.49M
MSFT icon
14
Microsoft
MSFT
$2.92T
$7M 0.88%
13,506
-286
-2% -$146K
ALLY icon
15
Ally Financial
ALLY
$14B
$6.49M 0.82%
165,609
-1,474
-0.9% -$59.1K
RSP icon
16
Invesco S&P 500 Equal Weight ETF
RSP
$96B
$5.28M 0.67%
27,825
+1,791
+7% +$334K
EWJ icon
17
iShares MSCI Japan ETF
EWJ
$21.7B
$5.09M 0.64%
63,425
+746
+1% +$57.7K
XLC icon
18
State Street Communication Services Select Sector SPDR ETF
XLC
$22.9B
$4.74M 0.6%
40,028
+1,068
+3% +$119K
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.36T
$4.65M 0.59%
19,105
-549
-3% -$115K
VIG icon
20
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.42M 0.56%
20,626
-709
-3% -$149K
IEFA icon
21
iShares Core MSCI EAFE ETF
IEFA
$186B
$4.29M 0.54%
49,166
– –
XLY icon
22
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$4.27M 0.54%
35,674
+1,090
+3% +$125K
META icon
23
Meta Platforms (Facebook)
META
$1.64T
$4.1M 0.52%
5,588
-91
-2% -$67.7K
EME icon
24
Emcor
EME
$33.6B
$4.02M 0.51%
6,196
+70
+1% +$42.5K
AMZN icon
25
Amazon
AMZN
$2.68T
$3.95M 0.5%
17,987
-392
-2% -$88.7K
1
2 3 4 5

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EIG
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APG
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HI
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HCP
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AFG
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CAWM
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CC
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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.