2025 Q4 Portfolio Activity
In 2025 Q4, Skyview Financial Group LLC maintained a portfolio of 57 distinct positions.
Position History
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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:
Showing 1-50 of 57
Skyview Financial Group LLC Full Holdings List — 2025 Q4
| 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: #—
|
8.4 |
—
|
17,501 | — |
NEW
|
17,501 | $6,935,681 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAH
CARDINAL HEALTH...
|
Healthcare | 4.44% | — |
#2
Prev: #—
|
6.8 |
—
|
20,925 | — |
NEW
|
20,925 | $4,300,157 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BA
BOEING CO
|
Industrials | 4.19% | — |
#3
Prev: #—
|
6.2 |
—
|
18,691 | — |
NEW
|
18,691 | $4,058,249 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
C
CITIGROUP INC
|
Financial Services | 4.17% | — |
#4
Prev: #—
|
5.7 |
—
|
34,615 | — |
NEW
|
34,615 | $4,039,215 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 4.01% | — |
#5
Prev: #—
|
5.6 |
—
|
5,883 | — |
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: #—
|
5.1 |
—
|
212,196 | — |
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: #—
|
5.1 |
—
|
49,061 | — |
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: #—
|
5.0 |
—
|
42,103 | — |
NEW
|
42,103 | $3,520,221 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KLAC
KLA CORP
|
Technology | 3.57% | — |
#9
Prev: #—
|
4.9 |
—
|
2,844 | — |
NEW
|
2,844 | $3,455,819 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 3.38% | — |
#10
Prev: #—
|
4.9 |
—
|
5,657 | — |
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: #—
|
4.8 |
—
|
94,810 | — |
NEW
|
94,810 | $3,228,267 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.19% | — |
#12
Prev: #—
|
4.8 |
—
|
9,892 | — |
NEW
|
9,892 | $3,096,085 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AIR
AAR CORP
|
Industrials | 2.94% | — |
#13
Prev: #—
|
4.7 |
—
|
34,362 | — |
NEW
|
34,362 | $2,844,814 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PATH
UIPATH INC
|
Technology | 2.88% | — |
#14
Prev: #—
|
4.7 |
—
|
170,480 | — |
NEW
|
170,480 | $2,794,165 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 2.81% | — |
#15
Prev: #—
|
4.6 |
—
|
5,836 | — |
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: #—
|
4.6 |
—
|
25,663 | — |
NEW
|
25,663 | $2,617,067 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 2.53% | — |
#17
Prev: #—
|
4.5 |
—
|
13,345 | — |
NEW
|
13,345 | $2,447,470 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 2.32% | — |
#18
Prev: #—
|
4.4 |
—
|
6,416 | — |
NEW
|
6,416 | $2,250,267 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.30% | — |
#19
Prev: #—
|
4.4 |
—
|
3,899 | — |
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: #—
|
4.4 |
—
|
64,434 | — |
NEW
|
64,434 | $2,207,515 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 2.26% | — |
#21
Prev: #—
|
4.4 |
—
|
11,245 | — |
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: #—
|
4.4 |
—
|
22,427 | — |
NEW
|
22,427 | $2,074,764 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.86% | — |
#23
Prev: #—
|
4.2 |
—
|
7,828 | — |
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: #—
|
4.2 |
—
|
43,976 | — |
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: #—
|
4.0 |
—
|
23,240 | — |
NEW
|
23,240 | $1,315,850 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.32% | — |
#26
Prev: #—
|
4.0 |
—
|
6,671 | — |
NEW
|
6,671 | $1,277,936 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.23% | — |
#27
Prev: #—
|
4.0 |
—
|
6,411 | — |
NEW
|
6,411 | $1,195,669 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 1.23% | — |
#28
Prev: #—
|
4.0 |
—
|
17,134 | — |
NEW
|
17,134 | $1,190,277 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 1.23% | — |
#29
Prev: #—
|
4.0 |
—
|
7,778 | — |
NEW
|
7,778 | $1,190,160 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSPA
T ROWE PRICE ET...
|
ETF | 1.10% | — |
#30
Prev: #—
|
3.9 |
—
|
24,883 | — |
NEW
|
24,883 | $1,064,504 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BFLY
BUTTERFLY NETWO...
|
Healthcare | 1.09% | — |
#31
Prev: #—
|
3.9 |
—
|
277,309 | — |
NEW
|
277,309 | $1,053,776 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FESM
FIDELITY COVING...
|
Unknown | 1.08% | — |
#32
Prev: #—
|
3.9 |
—
|
27,809 | — |
NEW
|
27,809 | $1,050,611 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.06% | — |
#33
Prev: #—
|
3.9 |
—
|
3,258 | — |
NEW
|
3,258 | $1,022,399 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.02% | — |
#34
Prev: #—
|
3.9 |
—
|
4,629 | — |
NEW
|
4,629 | $991,347 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.98% | — |
#35
Prev: #—
|
3.9 |
—
|
9,927 | — |
NEW
|
9,927 | $946,553 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.86% | — |
#36
Prev: #—
|
3.8 |
—
|
1,966 | — |
NEW
|
1,966 | $829,796 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 0.72% | — |
#37
Prev: #—
|
3.8 |
—
|
27,883 | — |
NEW
|
27,883 | $701,815 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMSC
AMERICAN SUPERC...
|
Industrials | 0.68% | — |
#38
Prev: #—
|
3.8 |
—
|
23,038 | — |
NEW
|
23,038 | $663,034 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.67% | — |
#39
Prev: #—
|
3.8 |
—
|
1,050 | — |
NEW
|
1,050 | $644,836 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.66% | — |
#40
Prev: #—
|
3.8 |
—
|
9,867 | — |
NEW
|
9,867 | $635,627 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.55% | — |
#41
Prev: #—
|
3.7 |
—
|
6,784 | — |
NEW
|
6,784 | $536,108 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FVD
FIRST TR EXCHAN...
|
ETF | 0.55% | — |
#42
Prev: #—
|
3.7 |
—
|
11,574 | — |
NEW
|
11,574 | $533,315 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GFL
GFL ENVIRONMENT...
|
Industrials | 0.51% | — |
#43
Prev: #—
|
3.7 |
—
|
11,402 | — |
NEW
|
11,402 | $489,735 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.49% | — |
#44
Prev: #—
|
3.7 |
—
|
1,756 | — |
NEW
|
1,756 | $477,397 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGRO
ISHARES TR
|
Warrant | 0.44% | — |
#45
Prev: #—
|
3.7 |
—
|
6,112 | — |
NEW
|
6,112 | $424,284 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDEC
FIRST TR EXCHNG...
|
ETF | 0.40% | — |
#46
Prev: #—
|
3.7 |
—
|
7,528 | — |
NEW
|
7,528 | $385,309 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.36% | — |
#47
Prev: #—
|
3.6 |
—
|
1,019 | — |
NEW
|
1,019 | $352,684 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.36% | — |
#48
Prev: #—
|
3.6 |
—
|
1,094 | — |
NEW
|
1,094 | $352,624 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.36% | — |
#49
Prev: #—
|
3.6 |
—
|
3,849 | — |
NEW
|
3,849 | $351,740 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.33% | — |
#50
Prev: #—
|
3.6 |
—
|
2,257 | — |
NEW
|
2,257 | $323,896 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 57 holdings