Portfolio (Quarterly)
Guide ↗
Skyline Advisors, Inc.
· CIK 0001843832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 13,399 | $779K | 0.26% | SOLD |
| 2 | DUNK | TIDAL TRUST I | — | 17,034 | $419K | 0.14% | SOLD |
| 3 | VCEB | VANGUARD WORLD FD | — | 5,032 | $320K | 0.11% | SOLD |
| 4 | — | BLACKROCK ETF TRUST | — | 8,368 | $312K | 0.10% | SOLD |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | — | 7,626 | $269K | 0.09% | SOLD |
| 6 | HD | HOME DEPOT INC | Consumer Cyclical | 658 | $226K | 0.08% | SOLD |
| 7 | MA | MASTERCARD INCORPORATED | Financial Services | 384 | $219K | 0.07% | SOLD |
| 8 | GOOG | ALPHABET INC | Communication Services | 668 | $210K | 0.07% | SOLD |
| 9 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 103 | $208K | 0.07% | SOLD |
Sector Allocation
Technology
58.5%
Financial Services
12.8%
Consumer Defensive
9.8%
Industrials
7.9%
Utilities
3.6%
Consumer Cyclical
3.4%
Healthcare
1.9%
Communication Services
1.6%
Real Estate
0.5%