— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

SkyView Investment Advisors, LLC

Q2 2025 · Filed 2025-08-15
Market Value
$670M
+5.2%
Holdings
314
New Purchases
25
Added To
120
Closed
20
Reduced
79
Top 10 Concentration
57.2%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.52% 2.45% +1.07% $24M
GSIE 6.07% 5.37% +0.70% $41M
IVV 7.37% 7.02% +0.35% $49M
IBKR 1.20% 0.96% +0.24% $8M
MSFT 1.02% 0.79% +0.23% $7M
SYY 0.22% 0.00% +0.22% $1M
OSCR 0.58% 0.39% +0.19% $4M
EME 0.49% 0.34% +0.14% $3M
TSM 0.46% 0.32% +0.14% $3M
AMZN 0.61% 0.48% +0.13% $4M
FGMC 0.12% 0.00% +0.12% $789K
SHY 0.41% 0.29% +0.11% $3M
META 0.62% 0.52% +0.11% $4M
AVGO 0.19% 0.10% +0.09% $1M
IBHE 3.37% 3.30% +0.07% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GSLC 12.50% 13.06% -0.56% $84M
GLST 0.00% 0.43% -0.43% $0
MBB 6.83% 7.15% -0.32% $46M
IAU 4.43% 4.73% -0.30% $30M
DESP 0.00% 0.28% -0.28% $0
USFR 0.19% 0.47% -0.28% $1M
TFLO 0.23% 0.50% -0.27% $2M
IBHF 0.52% 0.78% -0.26% $3M
IEI 5.25% 5.50% -0.26% $35M
EWJ 0.70% 0.90% -0.19% $5M
SWI 0.00% 0.19% -0.19% $0
OKLO 0.15% 0.34% -0.19% $980K
UNH 0.17% 0.31% -0.14% $1M
EFV 0.37% 0.47% -0.10% $3M
PGR 0.52% 0.60% -0.07% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 42 $134M 20.1%
Large Cap 133 $391M 58.3%
Mid Cap 48 $87M 13.0%
Small Cap 26 $48M 7.1%
Micro Cap 65 $10M 1.5%

Portfolio Analytics

Avg Market Cap
$176.8B
Median Market Cap
$17.5B
Avg P/E
31.3
Median P/E
24.6
Avg Dividend Yield
0.01%
Avg Beta
0.84
# Stocks
272
# ETFs / Funds
42

Top Holdings (314 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GSLC 12.50% 693,952 $84M $120.74 $595K -61,795 -8.2%
2 IVV 7.37% 79,982 $49M $617.46 $5M +465 +0.6%
3 MBB 6.83% 489,413 $46M $93.53 $231K +3,763 +0.8%
4 DGRW 6.69% 537,459 $45M $83.45 $2M +7,157 +1.4%
5 GSIE 6.07% 1,027,678 $41M $39.57 $6M +68,754 +7.2%
6 IEI 5.25% 295,867 $35M $118.86 $113K -857 -0.3%
7 IAU 4.43% 482,099 $30M $61.65 -$423K -29,268 -5.7%
8 NVDA 3.52% 149,456 $24M $157.77 $8M +5,750 +4.0%
9 IBHE 3.37% 970,073 $23M $23.25 $2M +66,764 +7.4%
10 IBKR 1.20% 148,163 $8M $54.16 $2M +111,285 +301.8%
11 MSFT 1.02% 13,792 $7M $496.08 $2M +352 +2.6%
12 ALLY 0.97% 167,083 $7M $38.91 $432K +644 +0.4%
13 UPWK 0.79% 389,237 $5M $13.61 $257K +2,971 +0.8%
14 EWJ 0.70% 62,679 $5M $75.27 -$1M -20,788 -24.9%
15 RSP 0.70% 26,034 $5M $181.03 -$85K -1,666 -6.0%
16 VIG 0.65% 21,335 $4M $203.89 $211K
17 XLC 0.63% 38,960 $4M $107.67 $443K +56 +0.1%
18 META 0.62% 5,679 $4M $734.46 $888K -18 -0.3%
19 IEFA 0.61% 49,166 $4M $83.31 $377K
20 AMZN 0.61% 18,379 $4M $222.59 $1M +2,384 +14.9%
21 XLP 0.58% 48,545 $4M $80.54 -$2K +647 +1.4%
22 OSCR 0.58% 190,539 $4M $20.49 $1M +2,186 +1.2%
23 XLY 0.56% 17,292 $4M $218.60 $418K +266 +1.6%
24 SPY 0.52% 5,700 $4M $614.91 $316K
25 PGR 0.52% 13,263 $4M $264.27 -$299K -177 -1.3%
26 GOOG 0.52% 19,654 $4M $178.28 $537K +664 +3.5%
27 IBHF 0.52% 149,642 $3M $23.22 -$1M -63,125 -29.7%
28 XLB 0.49% 37,382 $3M $87.90 $131K +682 +1.9%
29 EME 0.49% 6,126 $3M $530.69 $1M +200 +3.4%
30 TSM 0.46% 13,595 $3M $228.39 $1M +1,236 +10.0%
31 STLA 0.42% 276,938 $3M $10.18 -$230K +4,987 +1.8%
32 GE 0.41% 10,756 $3M $255.49 $571K -122 -1.1%
33 SHY 0.41% 32,899 $3M $82.83 $861K +10,366 +46.0%
34 EFV 0.37% 39,549 $3M $63.49 -$495K -11,449 -22.4%
35 SPGI 0.37% 4,728 $2M $518.82 $32K -36 -0.8%
36 CRH.L 0.37% 26,758 $2M $91.52 $117K +251 +0.9%
37 ACGL 0.33% 24,307 $2M $90.43 -$235K -991 -3.9%
38 TSLA 0.32% 6,658 $2M $320.07 $145K -1,006 -13.1%
39 AAPL 0.32% 10,545 $2M $201.04 -$10K +956 +10.0%
40 V 0.32% 6,047 $2M $349.93 $11K +42 +0.7%
41 XMHQ 0.31% 20,904 $2M $98.45 $248K +1,128 +5.7%
42 EFA 0.30% 22,553 $2M $89.35 $172K
43 ULCC 0.30% 556,259 $2M $3.61 -$325K +18,544 +3.5%
44 LIN 0.30% 4,331 $2M $463.87 -$87K -171 -3.8%
45 XLK 0.29% 7,790 $2M $250.71 $345K
46 SSD 0.28% 11,942 $2M $157.09 $55K +351 +3.0%
47 IWF 0.27% 4,353 $2M $421.78 $181K -230 -5.0%
48 PRI 0.27% 6,758 $2M $268.57 -$47K +212 +3.2%
49 BABA 0.27% 15,802 $2M $113.97 -$295K -46 -0.3%
50 ATEK 0.27% 133,584 $2M $13.44 -$51K
51 DDOG 0.27% 13,500 $2M $132.07 $444K
52 CLVT 0.26% 396,566 $2M $4.31 $214K +16,227 +4.3%
53 GEHC 0.25% 22,855 $2M $74.34 -$140K +69 +0.3%
54 USFD 0.24% 20,601 $2M $77.28 $276K +501 +2.5%
55 FCN 0.23% 9,673 $2M $160.65 $15K +292 +3.1%
56 TFLO 0.23% 30,328 $2M $50.65 -$2M -32,908 -52.0%
57 POST 0.23% 14,104 $2M $108.76 -$65K +364 +2.6%
58 RNR 0.23% 6,277 $2M $241.52 -$5K -59 -0.9%
59 TJX 0.22% 12,153 $2M $123.43 $4K -126 -1.0%
60 SYY 0.22% 19,893 $1M $75.00 +19,893 NEW
61 FCNCA 0.22% 757 $1M $1,956.41 $98K +11 +1.5%
62 MCD 0.22% 5,021 $1M $291.58 -$122K -56 -1.1%
63 CRVL 0.22% 14,112 $1M $103.60 -$83K +314 +2.3%
64 BRK-A 0.22% 2 $1M $731,000.00 -$135K
65 UTI 0.22% 42,404 $1M $34.43 $384K +506 +1.2%
66 SAFRY 0.21% 17,871 $1M $80.07 -$45K -4,423 -19.8%
67 WTS 0.21% 5,700 $1M $245.96 $265K +126 +2.3%
68 AMG 0.21% 6,997 $1M $197.66 $245K +226 +3.3%
69 RACE 0.20% 2,775 $1M $491.17 -$105K -656 -19.1%
70 RTMVY 0.20% 62,562 $1M $21.53 $255K +876 +1.4%
71 GFF 0.20% 18,533 $1M $72.63 $59K +527 +2.9%
72 SE 0.19% 8,199 $1M $159.29 -$142K -2,894 -26.1%
73 AVGO 0.19% 4,781 $1M $270.65 $668K +1,040 +27.8%
74 GMFI 0.19% 113,334 $1M $11.41
75 VZ 0.19% 30,383 $1M $42.33 -$101K -184 -0.6%
76 MA 0.19% 2,318 $1M $552.20 $49K +73 +3.2%
77 USFR 0.19% 25,201 $1M $50.32 -$2M -34,314 -57.7%
78 TXN 0.19% 6,041 $1M $207.08 $171K +29 +0.5%
79 NKE 0.19% 17,287 $1M $72.02 $187K +618 +3.7%
80 GOLF 0.19% 16,956 $1M $73.31 $110K +450 +2.7%
81 NVO 0.18% 17,933 $1M $68.53 $8K +353 +2.0%
82 RBC 0.18% 3,189 $1M $381.31 $209K +60 +1.9%
83 PEP 0.18% 9,196 $1M $131.04 -$134K +269 +3.0%
84 ORCL 0.18% 5,659 $1M $210.28 $394K -33 -0.6%
85 LPLA 0.18% 3,257 $1M $365.06 $150K +80 +2.5%
86 FBTC 0.18% 12,500 $1M $94.00 $455K +2,500 +25.0%
87 FI 0.17% 6,797 $1M $172.28 -$346K -71 -1.0%
88 ASMIY 0.17% 1,821 $1M $634.82 $334K +16 +0.9%
89 IWD 0.17% 5,975 $1M $193.31 $31K
90 PAR 0.17% 16,915 $1M $68.16 $149K +548 +3.4%
91 GFL 0.17% 23,068 $1M $49.72 $54K +443 +2.0%
92 UNH 0.17% 3,695 $1M $309.07 -$807K -26 -0.7%
93 NOA 0.17% 70,692 $1M $16.11 $55K +2,040 +3.0%
94 SPOT 0.17% 1,468 $1M $772.48 $71K -464 -24.0%
95 MMC 0.17% 5,106 $1M $217.00 -$152K -59 -1.1%
96 ACN 0.17% 3,751 $1M $295.39 -$49K +43 +1.2%
97 LOMA 0.16% 97,120 $1M $11.27 $29K +111 +0.1%
98 GOOGL 0.16% 6,153 $1M $176.99 $436K +1,932 +45.8%
99 KO 0.16% 15,403 $1M $70.31 -$135K -1,597 -9.4%
100 GPGI 0.16% 76,429 $1M $14.16 $278K +2,498 +3.4%

New Positions

SymbolValue% Port
SYY $1M 0.22%
FGMC $789K 0.12%
BTI $370K 0.06%
CLS $359K 0.05%
RBLX $316K 0.05%
GSK $303K 0.05%
ETN $300K 0.04%
CEG $290K 0.04%
FE $277K 0.04%
RDDT $256K 0.04%
APP $254K 0.04%
HIMS $226K 0.03%
CRM $220K 0.03%
NFLX $217K 0.03%
CNI $207K 0.03%

Sold Out Positions

SymbolValue% Port
T —%
BMY —%
ARE —%
LYB —%
ENS —%
SO —%
PPL —%
AGG —%
LQDA —%
OPRT —%
DFLIW —%
GBBKW —%
MAQCW —%
SWI —%
DMAQ —%
View SEC EDGAR Filings for SkyView Investment Advisors, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms