Sightline Wealth Advisors, LLC Purchases in Q2 2025

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
431
+ 2.23%
$329.49 - $438.4 $142K - $189K
19.8K $8.66M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.69K
+ 0.31%
$17.76 - $22.1 $30.1K - $37.4K
543K $12M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
48.6K
+ 35.52%
$23.96 - $24.27 $1.16M - $1.18M
185K $4.5M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
38.1K
+ 42.5%
$24.94 - $25.42 $951K - $969K
128K $3.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.99K
+ 2.1%
$20.42 - $25.3 $163K - $202K
388K $9.83M
VTV
Vanguard Value ETF

ETFs
2.79K
+ 2.84%
$153.67 - $176.74 $429K - $494K
101K $17.9M
SPYG
Spdr Portfolio

ETFs
712
+ 1.85%
$71.83 - $95.32 $51.1K - $67.9K
39.1K $3.73M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
25.2K
+ 17.91%
N/A
166K $3.94M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.84K
+ 4.02%
$24.38 - $30.18 $142K - $176K
151K $4.56M
VEA
Vanguard Ftse Developed Market

ETFs
1.38K
+ 2.08%
$45.65 - $57.01 $63.2K - $78.9K
67.8K $3.87M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.64K
+ 3.14%
$22.27 - $29.21 $58.8K - $77.1K
86.7K $2.53M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.7K
+ 1.45%
$72.02 - $73.82 $338K - $347K
328K $24.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
453
+ 5.24%
$171.4 - $227.1 $77.6K - $103K
9.1K $2.07M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.07K
+ 5.45%
$54.19 - $67.22 $112K - $139K
40.1K $2.7M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
32.4K
New
$9.32 - $10.35 $302K - $335K
32.4K $312K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
12.4K
+ 63.62%
$22.7 - $23.33 $282K - $290K
31.9K $745K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.88K
+ 45.46%
$114.78 - $133.31 $216K - $251K
6.03K $803K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.39K
New
$41.55 - $46.04 $224K - $248K
5.39K $248K
XLK
Technology Sector Spdr

ETFs
963
New
$179.73 - $253.23 $173K - $244K
963 $243K
VTI
Vanguard Total Stock Market Et

ETFs
753
New
$243.75 - $303.93 $184K - $229K
753 $228K
BAC
Bank Of America Corp

Financial Services
4.81K
New
$34.39 - $47.46 $165K - $228K
4.81K $227K
JPM
Jpmorgan Chase & CO

Financial Services
779
New
$210.28 - $289.91 $164K - $226K
779 $225K
GOOG
Alphabet Inc.

Communication Services
1.26K
New
$146.58 - $180.01 $184K - $226K
1.26K $222K
AOA
Ishares Tr Core Aggressive All

ETFs
2.62K
New
$69.46 - $83.4 $182K - $218K
2.62K $218K
FDN
First Tr Fd Dow Jones

ETFs
797
New
$200.29 - $269.33 $160K - $215K
797 $214K
GOOGL
Alphabet Inc.

Communication Services
1.21K
New
$144.7 - $178.6 $175K - $216K
1.21K $212K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.33K
New
$73.7 - $90.98 $172K - $212K
2.33K $211K
IBDV
Ishares Tr

Technology
9.35K
+ 67.11%
$21.28 - $21.98 $199K - $206K
23.3K $511K
KO
Coca Cola CO

Consumer Defensive
2.9K
New
$68.37 - $73.9 $198K - $214K
2.9K $205K
DGRO
Ishares Core Dividend Growth E

ETFs
1.74K
+ 7.37%
$55.22 - $63.94 $96K - $111K
25.3K $1.62M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.1%
$272.36 - $339.57 $1.36K - $1.7K
4.79K $1.63M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.14%
$320.42 - $424.58 $961 - $1.27K
2.22K $935K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.36K
+ 2.92%
$77.94 - $79.5 $106K - $108K
48K $3.82M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
4.66K
+ 9.24%
$22.36 - $23.73 $104K - $111K
55.1K $1.31M
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 39.2%
$81.79 - $99.98 $85.6K - $105K
3.72K $363K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.3%
$498.8 - $620.9 $2.99K - $3.73K
2.02K $1.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
393
+ 1.9%
$39.89 - $49.46 $15.7K - $19.4K
21K $1.04M
VB
Vanguard Small Cap ETF

ETFs
24
+ 0.37%
$193.73 - $237.37 $4.65K - $5.7K
6.53K $1.55M
C
Citigroup Inc

Financial Services
31
+ 0.63%
$58.13 - $85.12 $1.8K - $2.64K
4.94K $420K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.24%
$281.67 - $351.0 $1.41K - $1.76K
2.05K $720K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
214
+ 0.9%
$19.1 - $23.83 $4.09K - $5.1K
24.1K $573K
NWL
Newell Brands Inc.

Consumer Defensive
19.4K
+ 33.16%
$4.48 - $6.27 $87.1K - $122K
78.1K $421K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
521
+ 5.51%
$99.1 - $99.49 $51.6K - $51.8K
9.97K $991K
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.6K
+ 2.37%
$21.56 - $22.54 $34.6K - $36.2K
69.3K $1.56M
EFA
Ishares Tr Msci Eafe ETF

ETFs
34
+ 0.59%
$72.96 - $90.39 $2.48K - $3.07K
5.77K $515K
EEM
Ishares Msci Emerging Markets

ETFs
101
+ 1.11%
$38.52 - $48.28 $3.89K - $4.88K
9.21K $444K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.04%
$82.51 - $109.2 $82.5 - $109
2.75K $299K
SCHO
Schwab Short Term Us Treasury

ETFs
1.33K
+ 7.74%
$24.19 - $24.45 $32.1K - $32.4K
18.4K $449K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
390
+ 0.91%
$72.12 - $76.23 $28.1K - $29.7K
43.4K $3.29M
Activity Summary
Buys All Purchases 60 New Holdings 12 Increased Positions 48 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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