Sightline Wealth Advisors, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $152 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $25.8M, Vanguard Value ETF with a value of $11.7M, Vanguard Bd Index Fd Inc Total with a value of $11.2M, Schwab Strategic Tr Intl Eqty with a value of $10.2M, and Schwab Strategic U.S. Mid Cap with a value of $8.92M.

Examining the 13F form we can see an increase of $20.3M in the current position value, from $131M to 152M.

Below you can find more details about Sightline Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
ETFs: $143 Million
Real Estate: $2.9 Million
Technology: $1.77 Million
Consumer Cyclical: $1.47 Million
Financial Services: $1.25 Million
Consumer Defensive: $546,000
Healthcare: $411,000
Communication Services: $241,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 76
  • Current Value $152 Million
  • Prior Value $131 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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