Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $185 Million
  • Q4 2024

Sightline Wealth Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $185 Million distributed in 88 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 $25.2M, Vanguard Bd Index Fd Inc Total with a value of $21.8M, Vanguard Value ETF with a value of $15.3M, Schwab Strategic Tr Intl Eqty with a value of $9.89M, and Schwab Strategic Tr Us Small C with a value of $9.57M.

Examining the 13F form we can see an increase of $3.91M in the current position value, from $181M to 185M.

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

Portfolio value $185 Million
ETFs: $173 Million
Real Estate: $2.97 Million
Technology: $2.53 Million
Consumer Cyclical: $1.52 Million
Financial Services: $1.2 Million
Consumer Defensive: $1.07 Million
Communication Services: $814,000
Healthcare: $401,000
Other: $289,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.2 Million 13.64% of portfolio
143,978
Q4 2024 Reduced 2.57%
$0
$21.8 Million 11.78% of portfolio
303,081
Q4 2024 Added 11.76%
$0
$15.3 Million 8.26% of portfolio
90,268
Q4 2024 Added 5.86%
$0
$9.89 Million 5.35% of portfolio
534,827
Q4 2024 Added 101.19%
$0
$9.57 Million 5.17% of portfolio
370,084
Q4 2024 Added 115.11%
$0
$9.41 Million 5.09% of portfolio
339,599
Q4 2024 Added 198.29%
$0
$7.12 Million 3.85% of portfolio
17,338
Q4 2024 Reduced 2.53%
$0
$5.19 Million 2.81% of portfolio
8,861
Q4 2024 Added 0.27%
$0
$4.68 Million 2.53% of portfolio
9,162
Q4 2024 Added 22.7%
$0
$4.09 Million 2.21% of portfolio
46,551
Q4 2024 Added 6.3%
$0
$3.93 Million 2.12% of portfolio
59,405
Q4 2024 Added 11.42%
$0
$3.67 Million 1.98% of portfolio
137,807
Q4 2024 Reduced 2.67%
$0
$3.36 Million 1.82% of portfolio
141,563
Q4 2024 Reduced 3.46%
$0
$3.14 Million 1.7% of portfolio
130,959
Q4 2024 Reduced 3.02%
$0
$3.05 Million 1.65% of portfolio
40,804
Q4 2024 Added 8.33%
$3.46B
$2.97 Million 1.61% of portfolio
87,080
Q4 2024 Reduced 11.44%
$0
$2.65 Million 1.43% of portfolio
55,442
Q4 2024 Added 7.13%
$0
$2.46 Million 1.33% of portfolio
108,159
Q4 2024 Added 84.67%
$0
$2.26 Million 1.22% of portfolio
93,258
Q4 2024 Reduced 17.9%
$0
$2.08 Million 1.12% of portfolio
85,190
Q4 2024 New
$0
$2.01 Million 1.09% of portfolio
35,090
Q4 2024 Added 0.49%
$0
$1.71 Million 0.92% of portfolio
8,110
Q4 2024 Added 4.04%
$0
$1.6 Million 0.86% of portfolio
57,356
Q4 2024 Added 346.94%
$0
$1.6 Million 0.86% of portfolio
4,963
Q4 2024 Added 0.14%
$5.69B
$1.52 Million 0.82% of portfolio
6,252
Q1 2024 Added 18.32%
$0
$1.46 Million 0.79% of portfolio
8,205
Q4 2024 Reduced 9.42%
$0
$1.47 Million 0.79% of portfolio
2,727
Q4 2024 Added 0.22%
$0
$1.44 Million 0.78% of portfolio
5,973
Q4 2024 Reduced 4.57%
$3.19T
$1.33 Million 0.72% of portfolio
3,159
Q4 2024 Added 0.03%
$0
$1.28 Million 0.69% of portfolio
2,167
Q4 2024 Added 1.64%
$3.58T
$1.2 Million 0.65% of portfolio
4,781
Q4 2024 Added 0.02%
$0
$1.15 Million 0.62% of portfolio
49,730
Q4 2024 Added 2.8%
$0
$1.13 Million 0.61% of portfolio
5,130
Q4 2024 Added 0.25%
$0
$1.12 Million 0.6% of portfolio
20,163
Q4 2024 Added 33.32%
$0
$1.04 Million 0.56% of portfolio
46,706
Q4 2024 Added 12.37%
$0
$893,000 0.48% of portfolio
2,226
Q4 2024 Added 0.13%
$0
$847,000 0.46% of portfolio
34,026
Q4 2024 Added 112.4%
$0
$770,000 0.42% of portfolio
2,917
Q4 2024 Reduced 30.27%
$0
$773,000 0.42% of portfolio
3,903
Q4 2024 Added 0.15%
$0
$689,000 0.37% of portfolio
12,449
Q4 2024 Added 2.14%
$0
$682,000 0.37% of portfolio
2,042
Q4 2024 Added 0.34%
$0
$629,000 0.34% of portfolio
14,304
Q4 2024 Reduced 1.26%
$0
$601,000 0.32% of portfolio
61,937
Q4 2024 Reduced 5.07%
$4.24B
$583,000 0.32% of portfolio
58,620
Q2 2024 Added 45.33%
$0
$564,000 0.3% of portfolio
9,204
Q4 2024 New
$0
$549,000 0.3% of portfolio
24,209
Q4 2024 Added 202.5%
$0
$553,000 0.3% of portfolio
3,000
Q4 2022 New
$0
$497,000 0.27% of portfolio
18,219
Q4 2024 Added 200.74%
$0
$476,000 0.26% of portfolio
19,041
Q4 2024 Reduced 46.51%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $185 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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