Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $190 Million
  • Q1 2025

Sightline Wealth Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Million distributed in 81 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 $24.6M, Vanguard Bd Index Fd Inc Total with a value of $23.8M, Vanguard Value ETF with a value of $17M, Schwab Strategic Tr Intl Eqty with a value of $10.7M, and Schwab Strategic U.S. Mid Cap with a value of $9.05M.

Examining the 13F form we can see an increase of $4.59M in the current position value, from $185M to 190M.

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

Portfolio value $190 Million
ETFs: $178 Million
Real Estate: $3.28 Million
Technology: $2.25 Million
Consumer Cyclical: $1.54 Million
Financial Services: $888,000
Consumer Defensive: $820,000
Healthcare: $385,000
Communication Services: $370,000
Other: $262,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.6 Million 12.97% of portfolio
141,847
Q1 2025 Reduced 1.48%
$0
$23.8 Million 12.53% of portfolio
323,363
Q1 2025 Added 6.69%
$0
$17 Million 8.97% of portfolio
98,462
Q1 2025 Added 9.08%
$0
$10.7 Million 5.65% of portfolio
541,157
Q1 2025 Added 1.18%
$0
$9.05 Million 4.78% of portfolio
345,587
Q1 2025 Added 1.76%
$0
$8.91 Million 4.7% of portfolio
380,429
Q1 2025 Added 2.8%
$0
$7.17 Million 3.78% of portfolio
19,334
Q1 2025 Added 11.51%
$0
$5.25 Million 2.77% of portfolio
11,189
Q1 2025 Added 22.12%
$0
$4.91 Million 2.59% of portfolio
8,780
Q1 2025 Reduced 0.91%
$0
$4.06 Million 2.14% of portfolio
58,155
Q1 2025 Reduced 2.1%
$0
$4.01 Million 2.11% of portfolio
145,328
Q1 2025 Added 5.46%
$0
$3.68 Million 1.94% of portfolio
46,664
Q1 2025 Added 27.72%
$0
$3.38 Million 1.78% of portfolio
66,420
Q1 2025 Added 19.8%
$0
$3.34 Million 1.76% of portfolio
140,641
Q1 2025 Reduced 0.65%
$0
$3.31 Million 1.74% of portfolio
136,770
Q1 2025 Added 4.44%
$3.29B
$3.28 Million 1.73% of portfolio
96,924
Q1 2025 Added 11.3%
$0
$3.09 Million 1.63% of portfolio
38,393
Q1 2025 Reduced 17.52%
$0
$2.31 Million 1.22% of portfolio
38,027
Q1 2025 Added 8.37%
$0
$2.27 Million 1.2% of portfolio
89,701
Q1 2025 Added 163.62%
$0
$2.22 Million 1.17% of portfolio
96,009
Q1 2025 Reduced 11.23%
$0
$2.11 Million 1.11% of portfolio
84,098
Q1 2025 Added 46.62%
$0
$1.7 Million 0.9% of portfolio
3,305
Q1 2025 Added 21.2%
$0
$1.67 Million 0.88% of portfolio
8,650
Q1 2025 Added 6.66%
$0
$1.61 Million 0.85% of portfolio
69,478
Q1 2025 Added 39.71%
$0
$1.61 Million 0.85% of portfolio
65,289
Q1 2025 Reduced 23.36%
$4.83B
$1.54 Million 0.81% of portfolio
6,965
Q1 2025 Added 11.4%
$0
$1.51 Million 0.8% of portfolio
67,680
Q1 2025 Added 44.91%
$0
$1.47 Million 0.77% of portfolio
4,788
Q1 2025 Reduced 3.53%
$0
$1.46 Million 0.77% of portfolio
23,584
Q1 2025 Added 156.24%
$0
$1.44 Million 0.76% of portfolio
6,510
Q1 2025 Added 8.99%
$2.95T
$1.19 Million 0.63% of portfolio
3,161
Q1 2025 Added 0.06%
$0
$1.18 Million 0.62% of portfolio
50,422
Q1 2025 Added 234.3%
$0
$1.13 Million 0.6% of portfolio
2,013
Q1 2025 Reduced 7.11%
$3.42T
$1.06 Million 0.56% of portfolio
4,781
Q4 2024 Added 0.02%
$0
$1.02 Million 0.54% of portfolio
5,096
Q1 2025 Reduced 0.66%
$0
$997,000 0.53% of portfolio
18,110
Q1 2025 Reduced 10.18%
$0
$939,000 0.5% of portfolio
9,447
Q1 2025 Added 166.86%
$0
$934,000 0.49% of portfolio
20,637
Q1 2025 Added 44.27%
$0
$800,000 0.42% of portfolio
2,216
Q1 2025 Reduced 0.45%
$0
$722,000 0.38% of portfolio
12,536
Q1 2025 Added 0.7%
$0
$727,000 0.38% of portfolio
3,906
Q1 2025 Added 0.08%
$0
$683,000 0.36% of portfolio
28,416
Q1 2025 Reduced 69.53%
$0
$672,000 0.35% of portfolio
2,600
Q1 2025 Reduced 10.87%
$0
$650,000 0.34% of portfolio
2,047
Q1 2025 Added 0.24%
$0
$552,000 0.29% of portfolio
3,000
Q4 2022 New
$0
$534,000 0.28% of portfolio
4,144
Q1 2025 Added 20.92%
$0
$510,000 0.27% of portfolio
18,263
Q1 2025 Added 0.24%
$0
$513,000 0.27% of portfolio
23,844
Q1 2025 Reduced 1.51%
$0
$468,000 0.25% of portfolio
5,732
Q4 2024 Added 0.47%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $190 Million
  • Prior Value $185 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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