Skyline Advisors, Inc.
- SEC CIK
- 0001843832
- Latest filing
- Jul 20, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Mar 15, 2024. Long positions only.
- Positions
- 80
- No filing for Q3 2023
- Portfolio value
- $209.5M
- No filing for Q3 2023
Skyline Advisors, Inc. did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 101,387 | $24.1M | 11.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 49,563 | $18.6M | 8.9% | – | – | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 261,634 | $17.0M | 8.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 157,711 | $15.7M | 7.5% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 99,211 | $14.6M | 7.0% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 186,152 | $14.2M | 6.8% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 123,096 | $10.5M | 5.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 93,512 | $10.1M | 4.8% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 110,606 | $9.18M | 4.4% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 168,444 | $8.58M | 4.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 335,461 | $7.73M | 3.7% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 128,289 | $7.09M | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 26,020 | $5.01M | 2.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 9,962 | $3.55M | 1.7% | – | – | History |
| Schwab US Tips ETF808524870 | ETF | 51,879 | $2.71M | 1.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 51,057 | $2.52M | 1.2% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 49,906 | $2.51M | 1.2% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 20,130 | $1.99M | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 37,438 | $1.90M | 0.9% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 33,480 | $1.86M | 0.9% | – | – | – |
| DEDeere & Co | Stock | 4,479 | $1.79M | 0.9% | – | – | History |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 34,478 | $1.72M | 0.8% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,503 | $1.49M | 0.7% | – | – | History |
| BSTZBlackRock Science & Technology Term Trust | SHS BEN INT | 85,154 | $1.42M | 0.7% | – | – | History |
| iShares Tr46436E767 | ESG MSCI USA ETF | 29,633 | $1.18M | 0.6% | – | – | – |
| SBUXStarbucks Corp | Stock | 10,873 | $1.04M | 0.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,559 | $1.03M | 0.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,338 | $811.1K | 0.4% | – | – | History |
| SIGISelective Insurance Group Inc | COM | 7,575 | $753.6K | 0.4% | – | – | History |
| iShares Tr46436E759 | ESG EAFE ETF | 11,480 | $733.3K | 0.4% | – | – | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 7,427 | $727.3K | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 21,411 | $720.9K | 0.3% | – | – | History |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,284 | $695.7K | 0.3% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 23,185 | $669.6K | 0.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,406 | $640.3K | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,356 | $591.9K | 0.3% | – | – | – |
| BABoeing Co | Stock | 2,154 | $561.5K | 0.3% | – | – | History |
| SOSouthern Co | Stock | 7,507 | $526.4K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 3,391 | $496.9K | 0.2% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,001 | $495.9K | 0.2% | – | – | – |
| EMREmerson Electric Co | Stock | 5,000 | $486.6K | 0.2% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 4,837 | $455.1K | 0.2% | – | – | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,806 | $442.6K | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 10,740 | $435.6K | 0.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,985 | $416.2K | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 839 | $415.3K | 0.2% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 842 | $407.7K | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,395 | $375.3K | 0.2% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,892 | $372.8K | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 9,134 | $368.5K | 0.2% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,601 | $359.0K | 0.2% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 3,697 | $350.3K | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,055 | $349.5K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 657 | $345.8K | 0.2% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,323 | $337.8K | 0.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 709 | $337.1K | 0.2% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,066 | $331.4K | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,733 | $311.8K | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 973 | $295.0K | 0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,890 | $293.6K | 0.1% | – | – | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 8,889 | $292.5K | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,660 | $290.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 1,109 | $288.7K | 0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 1,653 | $280.7K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 4,472 | $271.6K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 765 | $270.8K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 760 | $263.4K | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 4,772 | $241.1K | 0.1% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,879 | $231.7K | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,483 | $229.9K | 0.1% | – | – | History |
| Schwab U.S. REIT ETF808524847 | ETF | 10,736 | $222.3K | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,355 | $221.7K | 0.1% | – | – | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,413 | $220.1K | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46654Q799 | HIGH YIELD MUNI | 4,378 | $217.2K | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 972 | $216.2K | 0.1% | – | – | History |
| WKCWorld Kinect Corp | COM | 9,408 | $214.3K | 0.1% | – | – | History |
| WFCWells Fargo & Company | Stock | 4,331 | $213.2K | 0.1% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 1,326 | $212.6K | 0.1% | – | – | History |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 13,381 | $98.1K | <0.1% | – | – | History |
| NOKNokia Corp | SPONSORED ADR | 23,839 | $81.5K | <0.1% | – | – | History |