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  Name: BlueSky Wealth Advisors LLC
  City: New Bern
  State: NC
  Zip: 28562
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $594,251,000
  Total Value Change : $466,447,000
  Securities Held Change : 41
   
All Securities Held : 76
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 48
  Unchanged Positions : 12
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (META)1 Year Chart         META Meta Platforms Inc 45 New $563.33 $857,000 1,699 0.14% 857,000 1,699 0    Internet Service Prov...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 56 New $246.07 $462,000 2,148 0.08% 462,000 2,148 0.001    Closed - End Fund - E...
   (NTRA)1 Year Chart         NTRA Natera, Inc. 63 New $123.08 $305,000 2,812 0.05% 305,000 2,812 0.002    N/A
   (V)1 Year Chart         V Visa Inc 64 New $272.78 $267,000 1,016 0.04% 267,000 1,016 0    Business Services
   (SNPS)1 Year Chart         SNPS Synopsys Inc 67 New $506.83 $249,000 419 0.04% 249,000 419 0    Technical & System So...
   (LIN)1 Year Chart         LIN Linde Plc 71 New $479.35 $237,000 541 0.04% 237,000 541 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 73 New $60.24 $223,000 3,300 0.04% 223,000 3,300 0    Discount, Variety Stores
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 74 New $343.52 $203,000 600 0.03% 203,000 600 0    Networking & Communic...

      8 Records Found
  1    
Page 1 of 1
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