SkyView Investment Advisors, LLC

data from 30/06/2025

Capitalization

$ 697.859 M 4.92 %

Average holding period

8 ans

Performance

$ -36.352 M -2.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SkyView Investment Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/06/30 GSLC GOLDMAN SACHS ACTVBETA US LRG ETF 12.01% 83.788 M $ 693952 2020/12/31 8.540 M $ 10.27 %
2025/06/30 IVV ISHARES CORE S&P 500 ETF IV 7.08% 49.386 M $ 79982 2023/03/31 4.692 M $ 10.50 %
2025/06/30 MBB ISHARES MBS ETF IV 6.56% 45.775 M $ 489413 2020/12/31 53.421 K $ 0.12 %
2025/06/30 DGRW WISDOMTREE US QLT DIV GRW ETF 6.43% 44.849 M $ 537459 2020/12/31 2.058 M $ 4.86 %
2025/06/30 GSIE GOLDMAN SACHS ACTVBT INTEREQY ETF IV 5.83% 40.665 M $ 1027678 2020/12/31 3.845 M $ 11.25 %
2025/06/30 IEI ISHARES 3-7 YEAR TRERY BOND ETF IV 5.04% 35.166 M $ 295867 2024/09/30 281.887 K $ 0.80 %
2025/06/30 IAU ISHARES GOLD ETF 4.26% 29.721 M $ 482099 2023/03/31 1.739 M $ 5.77 %
2025/06/30 NVDA NVIDIA CORP 3.38% 23.580 M $ 149456 2020/12/31 7.129 M $ 45.77 %
2025/06/30 IBHE ISHARES IBONDS 2025 H/Y INC 3.23% 22.554 M $ 970073 2025/03/31 18.066 K $ 0.09 %
2025/06/30 PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I 1.54% 10.749 M $ 4905536 2023/12/31 98.110 K $ 0.92 %
2025/06/30 IBKR INTERACTIVE BROKERS GROUCLASS A 1.15% 8.025 M $ 148163 2020/12/31 -4.063 M $ -66.53 %
2025/06/30 MSFT MICROSOFT CORP 0.98% 6.842 M $ 13792 2020/12/31 1.640 M $ 32.51 %
2025/06/30 PIMCO MORTGAGE BACKED SEC ACT ETF IV 0.94% 6.565 M $ 134360 2024/09/30 -29.559 K $ -0.45 %
2025/06/30 ALLY ALLY FINL INC 0.93% 6.502 M $ 167083 2024/12/31 412.768 K $ 6.80 %
2025/06/30 UPWK UPWORK INC 0.76% 5.298 M $ 389237 2020/12/31 150.643 K $ 2.99 %
2025/06/30 EWJ ISHARES MSCI JAPAN ETF IV 0.68% 4.718 M $ 62679 2020/12/31 535.023 K $ 9.35 %
2025/06/30 RSP INVSC S P 500 EQUAL WEIGHT ETF IV 0.68% 4.713 M $ 26034 2022/12/31 235.727 K $ 4.91 %
2025/06/30 VIG VANGUARD DIVIDEND APPRECIATIO ETF IV 0.62% 4.350 M $ 21335 2023/03/31 227.857 K $ 5.51 %
2025/06/30 XLC COMMUNICAT SVS SLCT SEC SPDR ETF IV 0.60% 4.195 M $ 38960 2023/06/30 469.960 K $ 12.53 %
2025/06/30 META META PLATFORMS INC-CLASS A 0.60% 4.171 M $ 5679 2020/12/31 921.375 K $ 28.07 %
2025/06/30 IEFA ISHARES CORE MSCI EAFE ETF IV 0.59% 4.096 M $ 49166 2023/12/31 384.969 K $ 10.35 %
2025/06/30 AMZN AMAZON.COM INC 0.59% 4.091 M $ 18379 2020/12/31 465.934 K $ 15.31 %
2025/06/30 XLP SPDR FUND CONSUMER STAPLES ETF IV 0.56% 3.910 M $ 48545 2024/03/31 -33.528 K $ -0.86 %
2025/06/30 OSCR OSCAR HEALTH INC - CLASS A 0.56% 3.904 M $ 190539 2024/12/31 1.569 M $ 63.55 %
2025/06/30 XLY SPDR FUND CONSUMER DISCRE SEL ETF IV 0.54% 3.780 M $ 17292 2022/06/30 338.306 K $ 10.06 %
2025/06/30 CP CANADIAN PACIFIC KANSAS CITY 0.53% 3.677 M $ 46881 2023/03/31 451.994 K $ 12.90 %
2025/06/30 PGR PROGRESSIVE CORP OH 0.50% 3.505 M $ 13263 2021/12/31 -217.055 K $ -5.71 %
2025/06/30 SPY SPDR S&P 500 ETF IV 0.50% 3.505 M $ 5700 2020/12/31 333.222 K $ 10.45 %
2025/06/30 GOOG ALPHABET INC CLASS C 0.50% 3.504 M $ 19654 2020/12/31 401.828 K $ 13.54 %
2025/06/30 IBHF ISHARES IBONDS 2026 TERMHIGH YIELD 0.50% 3.474 M $ 149642 2025/03/31 2.127 K $ 0.04 %
2025/06/30 XLB SPDR FUND MATERIALS SELECT SE ETF IV 0.47% 3.286 M $ 37382 2024/09/30 67.160 K $ 2.13 %
2025/06/30 EME EMCOR GROUP INC 0.47% 3.251 M $ 6126 2020/12/31 979.330 K $ 44.72 %
2025/06/30 TSM TAIWAN SEMICONDUCTOR-SP ADR 0.44% 3.105 M $ 13595 2025/03/31 747.595 K $ 36.43 %
2025/06/30 STLA STELLANTIS NV 0.40% 2.819 M $ 276938 2021/03/31 -320.902 K $ -10.52 %
2025/06/30 GE GE AEROSPACE 0.39% 2.748 M $ 10756 2023/03/31 622.656 K $ 28.60 %
2025/06/30 SHY ISHARES 1-3 YEAR TREASURY BO 0.39% 2.725 M $ 32899 2022/06/30 2.929 K $ 0.16 %
2025/06/30 EFV ISHARES MSCI EAFE VALUE ETF IV 0.36% 2.511 M $ 39549 2021/09/30 231.530 K $ 7.70 %
2025/06/30 SPGI S&P GLOBAL INC 0.35% 2.453 M $ 4728 2021/12/31 91.421 K $ 3.78 %
2025/06/30 CRH CRH PUBLIC LIMITED CO F 0.35% 2.449 M $ 26758 2024/12/31 101.521 K $ 4.35 %
2025/06/30 ACGL ARCH CAPITAL GROUP LTD F 0.32% 2.198 M $ 24307 2023/06/30 -129.778 K $ -5.33 %
2025/06/30 TSLA TESLA INC 0.31% 2.131 M $ 6658 2021/09/30 448.344 K $ 22.58 %
2025/06/30 AAPL APPLE INC 0.30% 2.120 M $ 10545 2020/12/31 -162.629 K $ -7.64 %
2025/06/30 V VISA INC-CLASS A SHARES 0.30% 2.116 M $ 6047 2020/12/31 27.562 K $ 1.31 %
2025/06/30 XMHQ INVESCO S AND P MIDCAP QUALTY ETF IV 0.29% 2.058 M $ 20904 2024/12/31 132.696 K $ 7.33 %
2025/06/30 EFA ISHARES MSCI EAFE ETF IV 0.29% 2.015 M $ 22553 2023/09/30 172.755 K $ 9.37 %
2025/06/30 LIN LINDE PLC F 0.29% 2.009 M $ 4331 2023/03/31 15.937 K $ 0.76 %
2025/06/30 ULCC FRONTIER GROUP HOLDINGS INC 0.29% 2.009 M $ 556259 2022/06/30 -381.777 K $ -16.36 %
2025/06/30 XLK TECHNOLOGY SELECT SECTORSPDR ETF IV 0.28% 1.953 M $ 7790 2021/03/31 364.182 K $ 22.65 %
2025/06/30 SSD SIMPSON MFG INC 0.27% 1.876 M $ 11942 2020/12/31 -20.516 K $ -1.13 %
2025/06/30 IWF ISHARES RUSSELL 1000 GROWTH ETF 0.26% 1.836 M $ 4353 2023/12/31 290.974 K $ 17.58 %
2025/06/30 PRI PRIMERICA INC 0.26% 1.815 M $ 6758 2020/12/31 -71.089 K $ -3.82 %
2025/06/30 BABA ALIBABA GROUP HOLDING-SP ADR 0.26% 1.801 M $ 15802 2024/09/30 -298.259 K $ -14.23 %
2025/06/30 ATEK ATHENA TECHNOLOGY ACQUISIT-A 0.26% 1.795 M $ 133584 2024/03/31 534.336 K $ 28.95 %
2025/06/30 DDOG DATADOG INC CLASS A 0.26% 1.783 M $ 13500 2023/09/30 474.120 K $ 35.41 %
2025/06/30 CLVT CLARIVATE PLC F 0.24% 1.709 M $ 396566 2022/06/30 140.725 K $ 9.41 %
2025/06/30 GEHC GE HEALTHCARE TECHNOLOGY 0.24% 1.699 M $ 22855 2024/12/31 -151.299 K $ -8.23 %
2025/06/30 USFD US FOODS HLDG CORP 0.23% 1.592 M $ 20601 2023/06/30 232.155 K $ 17.64 %
2025/06/30 FCN FTI CONSULTING INC 0.22% 1.554 M $ 9673 2021/09/30 -24.202 K $ -1.57 %
2025/06/30 TFLO ISHARES TREASURY FLOATG RT BD ETF IV 0.22% 1.536 M $ 30328 2024/09/30 -632.000 $ -0.02 %
2025/06/30 POST POST HLDGS INC 0.22% 1.534 M $ 14104 2022/06/30 -100.714 K $ -6.30 %
2025/06/30 RNR RENAISSANCERE HOLDINGS F 0.22% 1.516 M $ 6277 2024/12/31 18.374 K $ 1.21 %
2025/06/30 TJX TJX COS INC NEW 0.21% 1.500 M $ 12153 2020/12/31 20.751 K $ 1.39 %
2025/06/30 SYY SYSCO CORP 0.21% 1.492 M $ 19893 2020/12/31 0.000 $ 0.00 %
2025/06/30 FCNCA FIRST CTZNS BANCSHARES ICLASS A 0.21% 1.481 M $ 757 2023/06/30 76.353 K $ 5.52 %
2025/06/30 MCD MCDONALDS CORP 0.21% 1.464 M $ 5021 2024/12/31 -102.555 K $ -6.47 %
2025/06/30 BRK-A BERKSHIRE HATHAWAY INC DCLASS A 0.21% 1.462 M $ 2 2025/03/31 -139.283 K $ -8.72 %
2025/06/30 CRVL CORVEL CORP 0.21% 1.462 M $ 14112 2021/09/30 -126.803 K $ -8.21 %
2025/06/30 UTI UNIVERSAL TECHNICAL INSTITUT 0.21% 1.460 M $ 42404 2024/12/31 343.982 K $ 31.97 %
2025/06/30 SAFRY SAFRAN FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 0.21% 1.431 M $ 17871 2025/03/31 344.665 K $ 23.35 %
2025/06/30 FLUT FLUTTER ENTMT PLC F 0.20% 1.413 M $ 5071 2024/12/31 328.883 K $ 28.98 %
2025/06/30 WTS WATTS WATER TECHNOLOGIESCLASS A 0.20% 1.402 M $ 5700 2021/09/30 233.940 K $ 20.58 %
2025/06/30 AMG AFFILIATED MANAGERS GROU 0.20% 1.383 M $ 6997 2020/12/31 194.598 K $ 17.10 %
2025/06/30 RACE FERRARI N V NEW F 0.20% 1.363 M $ 2775 2020/12/31 215.672 K $ 14.69 %
2025/06/30 RTMVY RIGHTMOVE PLC FFORWARD SPLIT WITH STOCK SPLIT SHARES 0.19% 1.347 M $ 62562 2020/12/31 244.276 K $ 22.37 %
2025/06/30 GFF GRIFFON CORP 0.19% 1.346 M $ 18533 2023/06/30 15.665 K $ 1.22 %
2025/06/30 SE SEA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.19% 1.306 M $ 8199 2025/03/31 326.688 K $ 22.56 %
2025/06/30 AVGO BROADCOM INC 0.19% 1.294 M $ 4781 2024/09/30 404.851 K $ 64.67 %
2025/06/30 AETHERIUM ACQUISITION CORP-A 0.19% 1.293 M $ 113334 2022/03/31 0.000 $ 0.00 %
2025/06/30 VZ VERIZON COMMUNICATIONS I 0.18% 1.286 M $ 30383 2020/12/31 -63.885 K $ -4.61 %
2025/06/30 MA MASTERCARD INC - A 0.18% 1.280 M $ 2318 2020/12/31 31.025 K $ 2.52 %
2025/06/30 MITSUBISHI HEAVY INDS FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.18% 1.275 M $ 25125 2025/03/31 531.850 K $ 48.39 %
2025/06/30 USFR WISDOMTREE FLOATING RTE TREAS ETF IV 0.18% 1.268 M $ 25201 2022/12/31 -1.190 K $ -0.04 %
2025/06/30 TXN TEXAS INSTRS INC 0.18% 1.251 M $ 6041 2024/12/31 167.855 K $ 15.54 %
2025/06/30 NKE NIKE INC CLASS B 0.18% 1.245 M $ 17287 2024/12/31 126.017 K $ 11.91 %
2025/06/30 GOLF ACUSHNET HLDGS CORP 0.18% 1.243 M $ 16956 2020/12/31 68.664 K $ 6.06 %
2025/06/30 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.18% 1.229 M $ 17933 2025/03/31 -7.383 K $ -0.60 %
2025/06/30 RBC RBC BEARINGS INC 0.17% 1.216 M $ 3189 2021/09/30 197.220 K $ 19.59 %
2025/06/30 PEP PEPSICO INC 0.17% 1.205 M $ 9196 2024/12/31 -159.793 K $ -11.93 %
2025/06/30 ORCL ORACLE CORP 0.17% 1.190 M $ 5659 2023/03/31 448.643 K $ 56.36 %
2025/06/30 LPLA LPL FINL HLDGS INC 0.17% 1.189 M $ 3257 2020/12/31 151.955 K $ 14.63 %
2025/06/30 FBTC FIDELITY WISE ORIGIN BITCOIN 0.17% 1.175 M $ 12500 2024/09/30 220.199 K $ 30.58 %
2025/06/30 FI FISERV INC 0.17% 1.171 M $ 6797 2023/06/30 -332.548 K $ -21.92 %
2025/06/30 ASM INTERNTNL NV ADR FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.17% 1.156 M $ 1821 2025/03/31 323.853 K $ 39.40 %
2025/06/30 IWD ISHARES RUSSELL 1000 VALUE ETF IV 0.17% 1.155 M $ 5975 2024/03/31 36.268 K $ 3.23 %
2025/06/30 PAR PAR TECHNOLOGY CORP/DEL 0.17% 1.153 M $ 16915 2024/12/31 131.427 K $ 13.09 %
2025/06/30 GFL GFL ENVIRONMENTAL INC F 0.16% 1.147 M $ 23068 2024/12/31 48.643 K $ 4.45 %
2025/06/30 UNH UNITEDHEALTH GROUP INC 0.16% 1.142 M $ 3695 2024/12/31 -788.033 K $ -40.43 %
2025/06/30 NOA NORTH AMERN CONSTR GRO F 0.16% 1.139 M $ 70692 2021/12/31 13.043 K $ 1.20 %
2025/06/30 SPOT SPOTIFY TECHNOLOGY S A F 0.16% 1.134 M $ 1468 2024/12/31 419.842 K $ 39.50 %
2025/06/30 ACN ACCENTURE PLC IRELAND FCLASS A 0.16% 1.108 M $ 3751 2020/12/31 -48.760 K $ -4.21 %