SW
| |
Sightline Wealth Advisors, LLC13F | |
| Sightline Wealth Advisors, LLC | |
| Last update 2025-07-15 | 88 Stocks (12 new) |
| Value $207.00 Mil | Turnover 4 % |
Sightline Wealth Advisors, LLC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 136,591 | 24,824.1 | -3.71% | 11.990 | -0.48% | 0.030 | +13.69% | +6.04% | 74,012.7 | ||
BND | Vanguard Total Bond Market ETF | 328,063 | 24,155.2 | +1.45% | 11.660 | +0.17% | 0.020 | +1.26% | +3.27% | 127,496.0 | ||
VTV | Vanguard Value ETF | 101,255 | 17,895.9 | +2.84% | 8.640 | +0.24% | 0.010 | +10.43% | +6.13% | 132,881.1 | ||
SCHF | Schwab International Equity ETF | 542,851 | 11,997.0 | +0.31% | 5.790 | +0.02% | 0.020 | +11.99% | +19.38% | 48,597.1 | ||
SCHA | Schwab U.S. Small-Cap ETF | 388,420 | 9,827.0 | +2.10% | 4.740 | +0.10% | 0.060 | +19.86% | +1.41% | 17,752.7 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 345,072 | 9,679.3 | -0.15% | 4.670 | -0.01% | 0.080 | +17.81% | +4.47% | 11,876.4 | ||
VUG | Vanguard Growth ETF | 19,765 | 8,665.3 | +2.23% | 4.180 | +0.09% | 0.010 | +27.48% | +9.52% | 167,127.0 | ||
QQQ | INVESCO QQQ Trust | 11,186 | 6,170.9 | -0.03% | 2.980 | 0% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
SPY | SPDR S&P 500 ETF Trust | 8,618 | 5,324.7 | -1.85% | 2.570 | -0.05% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
SCHE | Schwab Emerging Markets Equity ETF | 151,163 | 4,556.1 | +4.02% | 2.200 | +0.08% | 0.040 | +16.00% | +15.61% | 10,485.8 |
Sightline Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Sightline Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 2025-06-30 | Add Add | +0.57% | 23.96 ($24.13) 24.27 | $24.20 | 0.29% | Add 35.52% | 185,356 | 48,586 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Reduce Reduce | -0.48% | 152.93 ($172.62) 181.74 | $184.18 | 6.70% | Reduce -3.71% | 136,591 | -5,256 | |
IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
| 2025-06-30 | Add Add | +0.47% | 24.94 ($25.2) 25.42 | $25.34 | 0.56% | Add 42.5% | 127,826 | 38,125 | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 2025-06-30 | Add Add | +0.29% | 24.06 ($24.16) 24.25 | $24.21 | 0.21% | Add 17.91% | 165,825 | 25,184 | |
VTV | Vanguard Value ETF | 2025-06-30 | Add Add | +0.24% | 153.67 ($168.97) 176.74 | $177.66 | 5.14% | Add 2.84% | 101,255 | 2,793 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.23% | 456.74 ($525.37) 568.03 | $576.92 | 9.81% | Reduce -25.9% | 2,449 | -856 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +0.17% | 71.88 ($72.74) 73.82 | $72.85 | 0.15% | Add 1.45% | 328,063 | 4,700 | |
VFL |
Delaware Investments Natl Muni Income
Delaware Investments Natl Muni Income
| 2025-06-30 | New Buy New Buy | +0.15% | 9.33 ($9.77) 10.35 | $9.50 | -2.73% | New holding | 32,383 | 32,383 | |
IBDU |
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
| 2025-06-30 | Add Add | +0.14% | 22.7 ($23.07) 23.33 | $23.23 | 0.69% | Add 63.62% | 31,939 | 12,419 | |
CAT | Caterpillar Inc | 2025-06-30 | Sold Out Sold Out | -0.14% | 273.94 ($333.25) 388.21 | $413.71 | 24.14% | Sold Out | 0 | -797 |
Sightline Wealth Advisors, LLC Total Holding History ($B)
Sightline Wealth Advisors, LLC's Asset Allocation
Sightline Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sightline Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30
Sightline Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sightline Wealth Advisors, LLC's Holdings Heat Map
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Sightline Wealth Advisors, LLC's Holdings Bubble Chart
Sightline Wealth Advisors, LLC News
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