Skyline Advisors, Inc. Top Holdings and 13F Report (2024) About Skyline Advisors, Inc.Investment ActivitySkyline Advisors, Inc. has $242.86 million in total holdings as of September 30, 2024.Skyline Advisors, Inc. owns shares of 92 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.02% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Skyline Advisors, Inc. has purchased 80 new stocks and bought additional shares in 37 stocks.Skyline Advisors, Inc. sold shares of 32 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $29,292,311Microsoft $20,919,119iShares Core MSCI Total International Stock ETF $19,850,849iShares MSCI USA Quality Factor ETF $17,558,350iShares Core U.S. Aggregate Bond ETF $16,778,437 Largest New Holdings this Quarter iShares Core S&P 500 ETF $1,348,966 HoldingiShares S&P 100 ETF $366,153 HoldingAlpha Architect 1-3 Month Box ETF $257,765 HoldingCapital Group International Focus Equity ETF $253,978 HoldingSPDR S&P 500 ETF Trust $241,436 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,339 shares (about $1.35M)iShares S&P 100 ETF 1,323 shares (about $366.15K)Alpha Architect 1-3 Month Box ETF 2,366 shares (about $257.77K)Capital Group International Focus Equity ETF 9,417 shares (about $253.98K)SPDR S&P 500 ETF Trust 421 shares (about $241.44K) Largest Sales this Quarter Apple 2,493 shares (about $580.87K)Vanguard ESG US Stock ETF 2,089 shares (about $212.35K)iShares MSCI USA Quality Factor ETF 988 shares (about $177.15K)Microsoft 360 shares (about $154.91K)Schwab U.S. Large-Cap Growth ETF 1,338 shares (about $139.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSkyline Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$29,292,311$54,650 ▼-0.2%103,44812.1%ETFMSFTMicrosoft$20,919,119$154,909 ▼-0.7%48,6158.6%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$19,850,849$16,560 ▼-0.1%273,3158.2%ManufacturingQUALiShares MSCI USA Quality Factor ETF$17,558,350$177,149 ▼-1.0%97,9277.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$16,778,437$4,253 ▲0.0%165,6806.9%FinanceSCHDSchwab US Dividend Equity ETF$16,463,857$209,466 ▲1.3%194,7696.8%ETFESGVVanguard ESG US Stock ETF$12,266,838$212,347 ▼-1.7%120,6775.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,195,318$139,393 ▼-1.2%107,4614.6%ETFMUBiShares National Muni Bond ETF$10,627,286$92,444 ▲0.9%97,8304.4%ETFJMUBJPMorgan Municipal ETF$8,573,597$120,690 ▲1.4%167,2243.5%ETFGOVTiShares U.S. Treasury Bond ETF$8,193,980$73,727 ▼-0.9%349,4233.4%ETFVSGXVanguard ESG International Stock ETF$8,018,727$114,408 ▼-1.4%130,3653.3%ETFAAPLApple$4,804,202$580,866 ▼-10.8%20,6192.0%Computer and TechnologyBRK.BBerkshire Hathaway$4,341,327$29,458 ▼-0.7%9,4321.8%FinanceSCHPSchwab U.S. TIPS ETF$2,820,644$63,229 ▼-2.2%52,5951.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,813,849$40,344 ▼-1.4%55,2391.2%ETFJPSTJPMorgan Ultra-Short Income ETF$2,595,950$17,860 ▲0.7%51,1621.1%ETFBNDXVanguard Total International Bond ETF$2,329,378$59,683 ▼-2.5%46,3281.0%ETFSCHBSchwab US Broad Market ETF$2,227,769$466 ▲0.0%33,4900.9%ETFTLTiShares 20+ Year Treasury Bond ETF$2,042,267$19,620 ▼-1.0%20,8180.8%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,940,625$1,364 ▼-0.1%38,4280.8%ETFDEDeere & Company$1,847,1740.0%4,4260.8%Industrial ProductsBSTZBlackRock Science and Technology Term Trust$1,538,607$131,174 ▼-7.9%80,1360.6%Financial ServicesUSXFiShares ESG Advanced MSCI USA ETF$1,432,420$982 ▼-0.1%29,1850.6%ManufacturingCOSTCostco Wholesale$1,413,260$1,773 ▲0.1%1,5940.6%Retail/WholesaleADBEAdobe$1,396,970$2,589 ▼-0.2%2,6980.6%Computer and TechnologyIVViShares Core S&P 500 ETF$1,348,966$1,348,966 ▲New Holding2,3390.6%ETFAMZNAmazon.com$996,307$8,944 ▼-0.9%5,3470.4%Retail/WholesaleSBUXStarbucks$931,476$92,027 ▼-9.0%9,5550.4%Retail/WholesaleBACBank of America$917,267$2,063 ▼-0.2%23,1170.4%FinanceNVDANVIDIA$915,335$48,943 ▼-5.1%7,5370.4%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$884,200$15,488 ▲1.8%12,2740.4%ManufacturingEMNTPIMCO Enhanced Short Maturity Active ESG ETF$843,635$63,045 ▲8.1%8,5240.3%ETFVCRVanguard Consumer Discretionary ETF$780,826$1,362 ▲0.2%2,2930.3%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$763,772$10,735 ▲1.4%23,1240.3%FinanceCGMUCapital Group Municipal Income ETF$759,366$4,119 ▲0.5%27,6540.3%ETFVEUVanguard FTSE All-World ex-US ETF$737,023$18,459 ▲2.6%11,6990.3%ETFSOSouthern$676,9910.0%7,5070.3%UtilitiesVEAVanguard FTSE Developed Markets ETF$655,7100.0%12,4160.3%ETFSIGISelective Insurance Group$613,4480.0%6,5750.3%FinancePMPhilip Morris International$598,498$9,833 ▲1.7%4,9300.2%Consumer StaplesPGProcter & Gamble$587,662$7,794 ▲1.3%3,3930.2%Consumer StaplesIWDiShares Russell 1000 Value ETF$577,061$2,847 ▲0.5%3,0400.2%ETFVGTVanguard Information Technology ETF$570,167$2,346 ▲0.4%9720.2%ETFEMREmerson Electric$546,8500.0%5,0000.2%Industrial ProductsIWSiShares Russell Mid-Cap Value ETF$521,629$1,984 ▲0.4%3,9440.2%ETFFVDFirst Trust Value Line Dividend Index Fund$490,812$1,456 ▼-0.3%10,7890.2%ETFMOAltria Group$466,558$4,389 ▲0.9%9,1410.2%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$446,063$20,761 ▼-4.4%3,8030.2%ETFJNJJohnson & Johnson$425,140$5,349 ▲1.3%2,6230.2%MedicalUSMViShares MSCI USA Min Vol Factor ETF$424,473$3,013 ▼-0.7%4,6490.2%ETFIWNiShares Russell 2000 Value ETF$407,831$76,729 ▲23.2%2,4450.2%ETFVUGVanguard Growth ETF$407,311$384 ▲0.1%1,0610.2%ETFIWFiShares Russell 1000 Growth ETF$406,335$376 ▲0.1%1,0820.2%ETFVVisa$401,315$28,037 ▲7.5%1,4600.2%Business ServicesLDURPIMCO Low Duration Exchange-Traded Fund$396,671$96 ▼0.0%4,1340.2%ETFSCHASchwab US Small-Cap ETF$395,946$2,163 ▲0.5%7,6880.2%ETFJPMJPMorgan Chase & Co.$386,699$5,904 ▲1.6%1,8340.2%FinanceVBRVanguard Small-Cap Value ETF$377,9800.0%1,8830.2%ETFMETAMeta Platforms$373,803$74,990 ▼-16.7%6530.2%Computer and TechnologyNEENextEra Energy$373,486$4,480 ▼-1.2%4,4180.2%UtilitiesOEFiShares S&P 100 ETF$366,153$366,153 ▲New Holding1,3230.2%ETFCRWDCrowdStrike$361,526$1,122 ▼-0.3%1,2890.1%Computer and TechnologyLOWLowe's Companies$355,708$1,084 ▲0.3%1,3130.1%Retail/WholesaleNFLXNetflix$332,730$3,547 ▼-1.1%4690.1%Consumer DiscretionaryBABoeing$331,9020.0%2,1830.1%AerospaceFRDMAlpha Architect Freedom 100 Emerging Market ETF$326,718$4,544 ▲1.4%9,1310.1%ETFUNHUnitedHealth Group$325,740$26,901 ▲9.0%5570.1%MedicalHDHome Depot$310,405$6,484 ▲2.1%7660.1%Retail/WholesaleIBMInternational Business Machines$308,479$4,644 ▲1.5%1,3950.1%Computer and TechnologyMRKMerck & Co., Inc.$307,612$5,223 ▲1.7%2,7090.1%MedicalPEPPepsiCo$281,3390.0%1,6540.1%Consumer StaplesTMUST-Mobile US$278,731$1,444 ▼-0.5%1,3510.1%Computer and TechnologyWKCWorld Kinect$278,173$1,175 ▲0.4%8,9990.1%Oils/EnergyABBVAbbVie$265,860$21,332 ▼-7.4%1,3460.1%MedicalBOXXAlpha Architect 1-3 Month Box ETF$257,765$257,765 ▲New Holding2,3660.1%ETFCGXUCapital Group International Focus Equity ETF$253,978$253,978 ▲New Holding9,4170.1%ETFCSCOCisco Systems$253,092$8,461 ▲3.5%4,7560.1%Computer and TechnologySCHHSchwab U.S. REIT ETF$248,7530.0%10,7360.1%ETFVGKVanguard FTSE Europe ETF$248,009$569 ▲0.2%3,4880.1%ETFSPYSPDR S&P 500 ETF Trust$241,436$241,436 ▲New Holding4210.1%FinanceAVGOBroadcom$240,010$215,336 ▲872.7%1,3910.1%Computer and TechnologyCOCA-COLA EUROPACIFIC PARTNE$231,1310.0%2,9350.1%SHSSGOLabrdn Physical Gold Shares ETF$226,170$226,170 ▲New Holding9,0000.1%ETFNINiSource$220,837$220,837 ▲New Holding6,3730.1%UtilitiesQQQInvesco QQQ$215,243$10,250 ▲5.0%4410.1%FinanceMELIMercadoLibre$211,746$211,746 ▲New Holding1030.1%Retail/WholesalePNCThe PNC Financial Services Group$211,099$211,099 ▲New Holding1,1420.1%FinanceMAMastercard$203,695$203,695 ▲New Holding4130.1%Business ServicesVWOVanguard FTSE Emerging Markets ETF$203,013$203,013 ▲New Holding4,2430.1%ETFSHCRSharecare$170,897$170,897 ▲New Holding120,3500.1%MedicalNOKNokia Oyj$104,1760.0%23,8390.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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