SW

Sightline Wealth Advisors, LLC

13F
Sightline Wealth Advisors, LLC
Last update 2025-04-29 78 Stocks (1 new)
Value $190.00 Mil Turnover 8 %
Countries:
Top Holdings: RSP(12.96%)BND(12.52%)VTV(8.97%)SCHF(5.64%)SCHM(4.77%)
Summary Stock Picks Current Portfolio
Sightline Wealth Advisors, LLC... Top Holdings of 2025-03-31 View Full List
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
141,847
24,572.1
-1.48%
12.960
-0.20%
0.030
+2.00%
+2.09%
72,645.7
 
BND 		Vanguard Total Bond Market ETF
323,363
23,751.0
+6.69%
12.520
+0.79%
0.020
-0.54%
+2.15%
126,035.8
 
VTV 		Vanguard Value ETF
98,462
17,008.2
+9.08%
8.970
+0.75%
0.010
+0.38%
+2.53%
130,487.1
 
SCHF 		Schwab International Equity ETF
541,157
10,704.1
+1.18%
5.640
+0.07%
0.020
+8.78%
+17.19%
47,782.7
 
SCHM 		Schwab U.S. Mid-Cap ETF
345,587
9,054.4
+1.76%
4.770
+0.08%
0.080
+2.23%
-0.98%
11,340.7
 
SCHA 		Schwab U.S. Small-Cap ETF
380,429
8,913.5
+2.80%
4.700
+0.13%
0.060
+1.67%
-4.70%
16,833.1
 
VUG 		Vanguard Growth ETF
19,334
7,169.7
+11.51%
3.780
+0.39%
0.010
+6.68%
+2.27%
152,573.2
 
QQQ 		INVESCO QQQ Trust
11,189
5,246.9
+22.12%
2.770
+0.50%
0.000
+6.57%
+3.30%
335,521.0
 
SPY 		SPDR S&P 500 ETF Trust
8,780
4,911.6
-0.91%
2.590
-0.03%
0.000
+3.64%
+2.01%
609,700.0
 
IXUS 		iShares Core MSCI Total International Stock ETF
58,155
4,059.8
-2.10%
2.140
-0.04%
0.010
+8.60%
+14.73%
44,657.1
 

Sightline Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Sightline Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLBL 		Franklin Senior Loan ETF2025-03-31Reduce
-0.85%
●
23.9 ($24.23) 24.43
$24.10
-0.54%
Reduce -69.53%
28,416
-64,842
BND 		Vanguard Total Bond Market ETF2025-03-31Add
+0.79%
●
71.17 ($72.57) 73.66
$72.29
-0.39%
Add 6.69%
323,363
20,282
VTV 		Vanguard Value ETF2025-03-31Add
+0.75%
●
167.73 ($174.39) 179.21
$172.58
-1.04%
Add 9.08%
98,462
8,194
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF2025-03-31Add
+0.74%
●
24.79 ($25.06) 25.26
$25.20
0.56%
Add 163.62%
89,701
55,675
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Reduce
-0.52%
●
168.16 ($179.03) 186.21
$178.96
-0.04%
Reduce -66.39%
2,758
-5,447
QQQ 		INVESCO QQQ Trust2025-03-31Add
+0.50%
●
468.34 ($508.07) 539.52
$527.30
3.78%
Add 22.12%
11,189
2,027
DGRO 		iShares Core Dividend Growth ETF2025-03-31Add
+0.47%
●
60.46 ($62.66) 64.42
$62.67
0.02%
Add 156.24%
23,584
14,380
IBHH 		iShares iBonds 2028 Term High Yield and Income ETF2025-03-31Add
+0.43%
●
23.33 ($23.52) 23.71
$23.41
-0.47%
Add 234.3%
50,422
35,339
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31Add
+0.42%
●
77.7 ($78.41) 78.94
$78.73
0.41%
Add 27.72%
46,664
10,129
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Reduce
-0.39%
●
80.05 ($87.3) 92.39
$91.00
4.24%
Reduce -17.52%
38,393
-8,158

Sightline Wealth Advisors, LLC Total Holding History ($B)

To

Sightline Wealth Advisors, LLC's Asset Allocation

To

Sightline Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sightline Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Sightline Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sightline Wealth Advisors, LLC's Holdings Heat Map

Size field:

Sightline Wealth Advisors, LLC's Holdings Bubble Chart

Sightline Wealth Advisors, LLC News

  • 1

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