Portfolio (Quarterly)
Guide ↗
Skyline Advisors, Inc.
· CIK 0001843832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,821.0 | $407K | 0.14% | — | — | $144.43 | +2.1% |
| 82 | SGOL | ETFS GOLD TR | Financial Services | 9,000.0 | $402K | 0.14% | — | — | $44.62 | -5.0% |
| 83 | NEE | NEXTERA ENERGY INC | Utilities | 4,270.0 | $397K | 0.14% | — | — | $92.88 | -5.6% |
| 84 | TMUS | T-MOBILE US INC | Communication Services | 1,874.0 | $394K | 0.14% | -248.0 | -11.7% | $210.05 | -9.2% |
| 85 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,002.0 | $391K | 0.14% | — | — | $390.41 | +65.3% |
| 86 | IWN | ISHARES TR | — | 2,043.0 | $387K | 0.14% | — | — | $189.62 | +13.3% |
| 87 | NULG | NUSHARES ETF TR | — | 4,052.0 | $369K | 0.13% | -4K | -50.0% | $90.95 | +22.1% |
| 88 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,742.0 | $363K | 0.13% | +30.0 | +1.8% | $208.27 | +30.5% |
| 89 | CSCO | CISCO SYS INC | Technology | 4,429.0 | $344K | 0.12% | — | — | $77.60 | +54.2% |
| 90 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,373.0 | $333K | 0.12% | — | — | $242.42 | +5.3% |
| 91 | MEAR | ISHARES U S ETF TR | — | 6,580.0 | $331K | 0.12% | — | — | $50.34 | -0.1% |
| 92 | EVUS | ISHARES TR | — | 9,940.0 | $316K | 0.11% | NEW | — | $31.83 | +10.6% |
| 93 | STIP | ISHARES TR | — | 3,050.0 | $315K | 0.11% | NEW | — | $103.41 | +0.0% |
| 94 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,029.0 | $303K | 0.11% | — | — | $294.25 | +1.7% |
| 95 | VGT | VANGUARD WORLD FD | — | 432.0 | $302K | 0.10% | -52.0 | -10.7% | $698.50 | -83.2% |
| 96 | NI | NISOURCE INC | Utilities | 6,373.0 | $297K | 0.10% | — | — | $46.66 | +1.7% |
| 97 | QLTA | ISHARES TR | — | 6,237.0 | $297K | 0.10% | NEW | — | $47.59 | -0.2% |
| 98 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 445.0 | $290K | 0.10% | — | — | $650.70 | +15.3% |
| 99 | WMT | WALMART INC | Consumer Defensive | 2,179.0 | $271K | 0.09% | — | — | $124.27 | -4.6% |
| 100 | MRK | MERCK & CO INC | Healthcare | 2,238.0 | $269K | 0.09% | — | — | $120.31 | -0.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%