Skyline Advisors, Inc.
- SEC CIK
- 0001843832
- Latest filing
- Jul 20, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 88
- −6 vs. Q4 2024
- Portfolio value
- $253.9M
- −$3.72M (−1.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 102,807 | $28.3M | 11.1% | +567+0.6% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 353,354 | $24.7M | 9.7% | +7,280+2.1% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 452,304 | $20.8M | 8.2% | +11,415+2.6% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 104,500 | $17.9M | 7.0% | +1,388+1.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 47,192 | $17.7M | 7.0% | −467−1.0% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 616,111 | $17.2M | 6.8% | +12,668+2.1% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 560,214 | $14.0M | 5.5% | +4,234+0.8% | Added | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 473,040 | $12.9M | 5.1% | +11,445+2.5% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 117,102 | $12.3M | 4.9% | +827+0.7% | Added | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 187,060 | $11.2M | 4.4% | +1,384+0.7% | Added | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 132,509 | $6.63M | 2.6% | −523−0.4% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,168 | $4.88M | 1.9% | −26−0.3% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 92,471 | $4.68M | 1.8% | +5,407+6.2% | Added | – |
| AAPLApple Inc. | Stock | 19,092 | $4.24M | 1.7% | −451−2.3% | Reduced | History |
| Capital Grp Fixed Incm ETF T14020Y201 | MUN INM ETF | 143,918 | $3.86M | 1.5% | +6,445+4.7% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 117,861 | $3.17M | 1.2% | +4,552+4.0% | Added | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 38,788 | $2.23M | 0.9% | +949+2.5% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 100,491 | $2.16M | 0.9% | +100.0% | Added | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 38,940 | $1.98M | 0.8% | −1,142−2.8% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,846 | $1.96M | 0.8% | +222+1.1% | Added | – |
| DEDeere & Co | Stock | 4,024 | $1.89M | 0.7% | −402−9.1% | Reduced | History |
| Vanguard World FD921910733 | ESG US STK ETF | 19,191 | $1.88M | 0.7% | −6,541−25.4% | Reduced | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 33,678 | $1.64M | 0.6% | −756−2.2% | Reduced | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 34,629 | $1.62M | 0.6% | +3,443+11.0% | Added | – |
| COSTCostco Wholesale Corp | Stock | 1,503 | $1.42M | 0.6% | −47−3.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,318 | $1.30M | 0.5% | 00.0% | Unchanged | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 25,674 | $1.28M | 0.5% | +60.0% | Added | – |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 17,944 | $1.24M | 0.5% | +2,345+15.0% | Added | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 27,031 | $1.17M | 0.5% | +3,656+15.6% | Added | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 18,653 | $1.10M | 0.4% | −6,439−25.7% | Reduced | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 31,425 | $970.1K | 0.4% | +1,361+4.5% | Added | – |
| ADBEAdobe Inc. | Stock | 2,522 | $967.3K | 0.4% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 18,469 | $951.1K | 0.4% | +2,454+15.3% | Added | – |
| BACBank of America Corp | Stock | 21,337 | $890.4K | 0.4% | +315+1.5% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,395 | $822.5K | 0.3% | +3,039+26.8% | Added | – |
| SBUXStarbucks Corp | Stock | 8,367 | $820.7K | 0.3% | −815−8.9% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 4,864 | $772.0K | 0.3% | +5+0.1% | Added | History |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 2,307 | $751.0K | 0.3% | +5+0.2% | Added | – |
| iShares Tr46436E759 | ESG EAFE ETF | 11,039 | $743.4K | 0.3% | −149−1.3% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,704 | $709.9K | 0.3% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 3,706 | $705.1K | 0.3% | −92−2.4% | Reduced | History |
| SOSouthern Co | Stock | 7,507 | $690.3K | 0.3% | −10−0.1% | Reduced | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 12,358 | $639.9K | 0.3% | +2,627+27.0% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,418 | $631.2K | 0.2% | +10.0% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 7,897 | $618.2K | 0.2% | +2,718+52.5% | Added | – |
| SIGISelective Insurance Group Inc | COM | 6,575 | $601.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,059 | $575.7K | 0.2% | +12+0.4% | Added | – |
| MOAltria Group, Inc. | Stock | 9,255 | $555.5K | 0.2% | +200+2.2% | Added | History |
| EMREmerson Electric Co | Stock | 5,000 | $548.2K | 0.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 3,212 | $547.3K | 0.2% | −23−0.7% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,973 | $500.5K | 0.2% | +11+0.3% | Added | – |
| Impact Shs Tr I74741A106 | AFFORDABLE HOUS | 28,327 | $485.8K | 0.2% | +4,253+17.7% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 873 | $473.7K | 0.2% | −67−7.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 4,333 | $469.6K | 0.2% | +14+0.3% | Added | History |
| BABoeing Co | Stock | 2,627 | $448.1K | 0.2% | −84−3.1% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,809 | $447.5K | 0.2% | +2+0.1% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,652 | $435.7K | 0.2% | +3+0.1% | Added | – |
| J P Morgan Exchange Traded F46654Q815 | SUST MUNI IN ETF | 8,697 | $433.1K | 0.2% | +120+1.4% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,082 | $390.6K | 0.2% | −1−0.1% | Reduced | – |
| iShares S&P 100 ETF464287101 | ETF | 1,323 | $358.3K | 0.1% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,002 | $353.3K | 0.1% | +3+0.3% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,883 | $350.7K | 0.1% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 1,396 | $347.2K | 0.1% | 00.0% | Unchanged | History |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 3,571 | $342.8K | 0.1% | −5−0.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 2,026 | $335.9K | 0.1% | −32−1.6% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 13,830 | $324.0K | 0.1% | +796+6.1% | Added | – |
| LOWLowes Companies Inc | Stock | 1,321 | $308.0K | 0.1% | +3+0.2% | Added | History |
| NEENextera Energy Inc | Stock | 4,308 | $305.4K | 0.1% | +15+0.3% | Added | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,012 | $303.7K | 0.1% | +7+0.3% | Added | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 8,658 | $303.5K | 0.1% | +37+0.4% | Added | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,756 | $301.3K | 0.1% | −894−11.7% | Reduced | – |
| NFLXNetflix Inc | Stock | 314 | $292.9K | 0.1% | −25−7.4% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 4,598 | $283.7K | 0.1% | −44−0.9% | Reduced | History |
| VVisa Inc. | Stock | 808 | $283.1K | 0.1% | −26−3.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,114 | $273.3K | 0.1% | −299−21.2% | Reduced | History |
| SGOLabrdn Gold ETF Trust | ETF | 9,000 | $268.4K | 0.1% | 00.0% | Unchanged | History |
| NINisource Inc. | COM | 6,381 | $255.8K | 0.1% | +8+0.1% | Added | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 2,935 | $255.4K | 0.1% | −10−0.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 680 | $249.3K | 0.1% | −15−2.2% | Reduced | History |
| PEPPepsiCo Inc | Stock | 1,655 | $248.2K | 0.1% | +1+0.1% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 418 | $233.7K | 0.1% | −101−19.5% | Reduced | History |
| Schwab U.S. REIT ETF808524847 | ETF | 10,736 | $230.9K | 0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 405 | $222.1K | 0.1% | −4−1.0% | Reduced | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,036 | $213.2K | 0.1% | +3,036 | New | – |
| MRKMerck & Co., Inc. | Stock | 2,325 | $208.7K | 0.1% | −42−1.8% | Reduced | History |
| UNMUnum Group | Stock | 2,500 | $203.7K | 0.1% | +2,500 | New | History |
| MELIMercadolibre Inc | COM | 103 | $201.3K | 0.1% | +103 | New | History |
| NOKNokia Corp | SPONSORED ADR | 23,839 | $125.6K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (9)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 11,963 | $274.9K | 0.1% | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 2,226 | $245.5K | 0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 4,854 | $245.0K | 0.1% | – |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 2,488 | $244.8K | 0.1% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 447 | $228.5K | 0.1% | – |
| J P Morgan Exchange Traded F46654Q799 | HIGH YIELD MUNI | 4,406 | $221.3K | 0.1% | – |
| TMUST-Mobile US, Inc. | Stock | 927 | $204.7K | 0.1% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,057 | $203.8K | 0.1% | History |
| WMTWalmart Inc. | Stock | 2,246 | $202.9K | 0.1% | History |