The Analysis of Skyline Advisors, Inc.'s Holdings
Currently, Skyline Advisors, Inc. holds 104 types of securities in its portfolio with a total value $299.6M. In the most recent quarter, they have increased their positions in INMU (+94.6K shares, valued at $2.3M), IUSB (+25.1K shares, valued at $1.2M), DYNF (+18.2K shares, valued at $1.1M); decreased their positions in AAPL (-2.2K shares, valued at $607.1K), MSFT (-937 shares, valued at $453.1K), HELO (-4.9K shares, valued at $327.3K); initiated new positions in INMU (+94.6K shares, valued at $2.3M), DYNF (+18.2K shares, valued at $1.1M), DUNK (+17.0K shares, valued at $419.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS103.8K shares1.18%2025-12-312026-01-12
IXUS ISHARES TR368.5K shares1.63%2025-12-312026-01-12 IUSB ISHARES TR499.7K shares5.30%2025-12-312026-01-12 MSFT MICROSOFT CORP45.9K shares-2.00%2025-12-312026-01-12 QUAL ISHARES TR109.4K shares1.42%2025-12-312026-01-12 SCHG SCHWAB STRATEGIC TR573.1K shares-1.16%2025-12-312026-01-12 SCHD SCHWAB STRATEGIC TR655.9K shares0.67%2025-12-312026-01-12 CGMS CAPITAL GRP FIXED INCM ETF T526.9K shares5.40%2025-12-312026-01-12 HELO J P MORGAN EXCHANGE TRADED F183.4K shares-2.62%2025-12-312026-01-12 MUB ISHARES TR112.3K shares2.76%2025-12-312026-01-12 JMUB J P MORGAN EXCHANGE TRADED F140.9K shares6.61%2025-12-312026-01-12 JPST J P MORGAN EXCHANGE TRADED F110.8K shares5.75%2025-12-312026-01-12 CGMU CAPITAL GRP FIXED INCM ETF T172.0K shares3.59%2025-12-312026-01-12 AAPL APPLE INC13.6K shares-14.09%2025-12-312026-01-12 SCHP SCHWAB STRATEGIC TR128.9K shares3.25%2025-12-312026-01-12 SCHB SCHWAB STRATEGIC TR116.1K shares0.05%2025-12-312026-01-12 VGLT VANGUARD SCOTTSDALE FDS44.4K shares9.62%2025-12-312026-01-12 JMST J P MORGAN EXCHANGE TRADED F47.5K shares1.21%2025-12-312026-01-12 INMU BLACKROCK ETF TRUST II94.6K sharesnew addition2025-12-312026-01-12 USXF ISHARES TR34.9K shares-2.33%2025-12-312026-01-12 ESGV VANGUARD WORLD FD16.5K shares-0.78%2025-12-312026-01-12 AGG ISHARES TR18.8K shares-1.55%2025-12-312026-01-12 BNDX VANGUARD CHARLOTTE FDS36.5K shares2.30%2025-12-312026-01-12 DE DEERE & CO3.8K shares-3.69%2025-12-312026-01-12 CVLC MORGAN STANLEY ETF TRUST19.5K shares-1.19%2025-12-312026-01-12 EUSB ISHARES TR33.5K shares6.97%2025-12-312026-01-12 XSOE WISDOMTREE TR35.2K shares-2.28%2025-12-312026-01-12 DFSB DIMENSIONAL ETF TRUST22.8K shares12.38%2025-12-312026-01-12 BAC BANK AMERICA CORP21.3K shares-1.08%2025-12-312026-01-12 COST COSTCO WHSL CORP NEW1.3K shares0.15%2025-12-312026-01-12 SMMU PIMCO ETF TR22.1K shares-5.58%2025-12-312026-01-12 VSGX VANGUARD WORLD FD15.5K shares-8.36%2025-12-312026-01-12 DYNF BLACKROCK ETF TRUST18.2K sharesnew addition2025-12-312026-01-12 NVDA NVIDIA CORPORATION5.7K shares26.97%2025-12-312026-01-12 IVV ISHARES TR1.5K shares-3.80%2025-12-312026-01-12 VEU VANGUARD INTL EQUITY INDEX F13.4K shares0.03%2025-12-312026-01-12 JEPI J P MORGAN EXCHANGE TRADED F16.1K shares9.18%2025-12-312026-01-12 VCR VANGUARD WORLD FD2.3K shares0.17%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS14.3K shares14.88%2025-12-312026-01-12 NULG NUSHARES ETF TR8.1K shares-5.05%2025-12-312026-01-12 JEPQ J P MORGAN EXCHANGE TRADED F13.4K shares6.94%2025-12-312026-01-12 DMXF ISHARES TR10.2K shares-9.60%2025-12-312026-01-12 PM PHILIP MORRIS INTL INC4.7K shares0.67%2025-12-312026-01-12 OWNS TIDAL TRUST III38.8K shares11.49%2025-12-312026-01-12 SBUX STARBUCKS CORP8.0K shares-0.96%2025-12-312026-01-12 SO SOUTHERN CO7.5K shares0.00%2025-12-312026-01-12 IWD ISHARES TR3.1K shares0.45%2025-12-312026-01-12 OEF ISHARES TR2.0K shares50.34%2025-12-312026-01-12 EMR EMERSON ELEC CO4.6K shares-8.80%2025-12-312026-01-12 IWS ISHARES TR4.0K shares0.45%2025-12-312026-01-12 SIGI SELECTIVE INS GROUP INC6.6K shares0.00%2025-12-312026-01-12 BA BOEING CO2.4K shares-7.66%2025-12-312026-01-12 MO ALTRIA GROUP INC9.1K shares-4.23%2025-12-312026-01-12 IWP ISHARES TR3.8K shares-0.10%2025-12-312026-01-12 IWF ISHARES TR1.1K shares0.09%2025-12-312026-01-12 ADBE ADOBE INC1.4K shares-23.94%2025-12-312026-01-12 CRWD CROWDSTRIKE HLDGS INC1.0K shares-1.57%2025-12-312026-01-12 JMSI J P MORGAN EXCHANGE TRADED F9.0K shares0.95%2025-12-312026-01-12 TMUS T-MOBILE US INC2.1K shares1.87%2025-12-312026-01-12 USMV ISHARES TR4.5K shares1.38%2025-12-312026-01-12 DUNK TIDAL TRUST I17.0K sharesnew addition2025-12-312026-01-12 JNJ JOHNSON & JOHNSON2.0K shares-4.47%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS1.4K shares-2.56%2025-12-312026-01-12 VBR VANGUARD INDEX FDS1.9K shares1.49%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO2.8K shares-2.90%2025-12-312026-01-12 HIMU BLACKROCK ETF TRUST II8.3K sharesnew addition2025-12-312026-01-12 AMZN AMAZON COM INC1.7K shares-12.92%2025-12-312026-01-12 FRDM EA SERIES TRUST7.5K shares-10.51%2025-12-312026-01-12 ETFS GOLD TR ETFS GOLD TR9.0K shares0.00%2025-12-312026-01-12 IWN ISHARES TR2.0K shares0.59%2025-12-312026-01-12 VGT VANGUARD WORLD FD484 shares-2.62%2025-12-312026-01-12 LDUR PIMCO ETF TR3.7K shares19.30%2025-12-312026-01-12 NEE NEXTERA ENERGY INC4.3K shares0.26%2025-12-312026-01-12 CSCO CISCO SYS INC4.4K shares-0.45%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.1.0K shares-5.25%2025-12-312026-01-12 MEAR ISHARES U S ETF TR6.6K shares0.20%2025-12-312026-01-12 VCEB VANGUARD WORLD FD5.0K shares42.55%2025-12-312026-01-12 BLCV BLACKROCK ETF TRUST8.4K sharesnew addition2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR444 shares5.97%2025-12-312026-01-12 CGBL CAPITAL GROUP CORE BALANCED7.6K shares1.82%2025-12-312026-01-12 CCEP COCA-COLA EUROPACIFIC PARTNE2.9K shares0.00%2025-12-312026-01-12 NI NISOURCE INC6.4K shares0.00%2025-12-312026-01-12 VTIP VANGUARD MALVERN FDS5.3K shares-54.48%2025-12-312026-01-12 WFC WELLS FARGO CO NEW2.8K shares1.17%2025-12-312026-01-12 JQUA J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2025-12-312026-01-12 FVD FIRST TR EXCHANGE-TRADED FD5.3K shares-0.43%2025-12-312026-01-12 LOW LOWES COS INC1.0K shares0.30%2025-12-312026-01-12 WMT WALMART INC2.2K shares0.00%2025-12-312026-01-12 PEP PEPSICO INC1.7K shares0.00%2025-12-312026-01-12 MERCK & CO INC MERCK & CO INC2.2K sharesnew addition2025-12-312026-01-12 VGK VANGUARD INTL EQUITY INDEX F2.8K shares0.93%2025-12-312026-01-12 NFLX NETFLIX INC2.5K shares577.35%2025-12-312026-01-12 HD HOME DEPOT INC658 shares-1.50%2025-12-312026-01-12 SCHH SCHWAB STRATEGIC TR10.7K shares0.00%2025-12-312026-01-12 MA MASTERCARD INCORPORATED384 shares-1.03%2025-12-312026-01-12 PNC PNC FINL SVCS GROUP INC1.0K shares-1.25%2025-12-312026-01-12 ALPHABET INC ALPHABET INC668 sharesnew addition2025-12-312026-01-12 SPG SIMON PPTY GROUP INC NEW1.1K shares1.17%2025-12-312026-01-12 MELI MERCADOLIBRE INC103 shares0.00%2025-12-312026-01-12 THRO BLACKROCK ETF TRUST5.3K sharesnew addition2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2025-12-312026-01-12 NOK NOKIA CORP23.8K shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available