AI Portfolio Summary
In 2025 Q4, Skyview Financial Group LLC maintained a portfolio of 57 distinct positions. The most significant new addition to the portfolio was SPDR GOLD TR, which now represents 7.16% of the total fund value.
Total Positions
57
Quarter
2025 Q4
Top Holding
GLD (7.2%)
Top 10 Concentration
42.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 57
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GLD
SPDR GOLD TR
|
ETF | 7.16% | — |
#1
Prev: #—
|
4.9 | 17,501 | no change |
NEW
|
17,501 | $6,935,681 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAH
CARDINAL HEALTH...
|
Unknown | 4.44% | — |
#2
Prev: #—
|
3.8 | 20,925 | no change |
NEW
|
20,925 | $4,300,157 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BA
BOEING CO
|
Unknown | 4.19% | — |
#3
Prev: #—
|
3.7 | 18,691 | no change |
NEW
|
18,691 | $4,058,249 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
C
CITIGROUP INC
|
Unknown | 4.17% | — |
#4
Prev: #—
|
3.7 | 34,615 | no change |
NEW
|
34,615 | $4,039,215 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Unknown | 4.01% | — |
#5
Prev: #—
|
3.6 | 5,883 | no change |
NEW
|
5,883 | $3,883,341 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FPE
FIRST TR EXCH T...
|
Preferred | 3.99% | — |
#6
Prev: #—
|
3.6 | 212,196 | no change |
NEW
|
212,196 | $3,866,219 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVLC
AMERICAN CENTY ...
|
Bond/Debt | 3.98% | — |
#7
Prev: #—
|
3.6 | 49,061 | no change |
NEW
|
49,061 | $3,857,138 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGK
VANGUARD INTL E...
|
ETF | 3.63% | — |
#8
Prev: #—
|
3.5 | 42,103 | no change |
NEW
|
42,103 | $3,520,221 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KLAC
KLA CORP
|
Unknown | 3.57% | — |
#9
Prev: #—
|
3.4 | 2,844 | no change |
NEW
|
2,844 | $3,455,819 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMO
THERMO FISHER S...
|
Unknown | 3.38% | — |
#10
Prev: #—
|
3.4 | 5,657 | no change |
NEW
|
5,657 | $3,278,210 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KWEB
KRANESHARES TRU...
|
Bond/Debt | 3.33% | — |
#11
Prev: #—
|
3.3 | 94,810 | no change |
NEW
|
94,810 | $3,228,267 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Unknown | 3.19% | — |
#12
Prev: #—
|
3.3 | 9,892 | no change |
NEW
|
9,892 | $3,096,085 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AIR
AAR CORP
|
Unknown | 2.94% | — |
#13
Prev: #—
|
3.2 | 34,362 | no change |
NEW
|
34,362 | $2,844,814 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PATH
UIPATH INC
|
Unknown | 2.88% | — |
#14
Prev: #—
|
3.2 | 170,480 | no change |
NEW
|
170,480 | $2,794,165 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HCA
HCA HEALTHCARE ...
|
Unknown | 2.81% | — |
#15
Prev: #—
|
3.1 | 5,836 | no change |
NEW
|
5,836 | $2,724,552 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 2.70% | — |
#16
Prev: #—
|
3.1 | 25,663 | no change |
NEW
|
25,663 | $2,617,067 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Unknown | 2.53% | — |
#17
Prev: #—
|
3.0 | 13,345 | no change |
NEW
|
13,345 | $2,447,470 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Unknown | 2.32% | — |
#18
Prev: #—
|
2.9 | 6,416 | no change |
NEW
|
6,416 | $2,250,267 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Unknown | 2.30% | — |
#19
Prev: #—
|
2.9 | 3,899 | no change |
NEW
|
3,899 | $2,226,101 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 2.28% | — |
#20
Prev: #—
|
2.9 | 64,434 | no change |
NEW
|
64,434 | $2,207,515 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Unknown | 2.26% | — |
#21
Prev: #—
|
2.9 | 11,245 | no change |
NEW
|
11,245 | $2,191,722 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTCS
FIRST TR EXCHAN...
|
ETF | 2.14% | — |
#22
Prev: #—
|
2.9 | 22,427 | no change |
NEW
|
22,427 | $2,074,764 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Unknown | 1.86% | — |
#23
Prev: #—
|
2.7 | 7,828 | no change |
NEW
|
7,828 | $1,806,943 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TCAF
T ROWE PRICE ET...
|
ETF | 1.73% | — |
#24
Prev: #—
|
2.7 | 43,976 | no change |
NEW
|
43,976 | $1,680,748 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FFEB
FIRST TR EXCHNG...
|
ETF | 1.36% | — |
#25
Prev: #—
|
2.5 | 23,240 | no change |
NEW
|
23,240 | $1,315,850 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 57 holdings