Sightline Wealth Advisors, LLC Purchases in Q4 2025

Sightline Wealth Advisors, LLC

  • $231 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
128K
+ 980.21%
$28.46 - $29.45 $3.65M - $3.78M
141K $4.1M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
111K
+ 79.53%
$24.8 - $25.02 $2.75M - $2.77M
250K $6.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
33.8K
+ 10.41%
$74.09 - $75.1 $2.5M - $2.54M
359K $26.6M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
48.2K
New
$42.41 - $43.07 $2.04M - $2.07M
48.2K $2.04M
VEU
Vanguard Ftse All World Ex Us

ETFs
20.1K
+ 47.16%
$70.2 - $73.89 $1.41M - $1.48M
62.7K $4.58M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.5K
+ 3.78%
$23.02 - $24.23 $471K - $496K
562K $13.5M
AAPL
Apple Inc.

Technology
2.68K
+ 71.11%
$245.27 - $275.25 $658K - $738K
6.46K $1.73M
VUG
Vanguard Growth ETF

ETFs
1.31K
+ 6.33%
$470.44 - $504.26 $614K - $659K
22K $10.6M
SPYG
Spdr Portfolio

ETFs
6.58K
+ 17.4%
$102.4 - $109.39 $673K - $719K
44.4K $4.65M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.61K
+ 18.79%
$79.55 - $80.13 $685K - $690K
54.4K $4.33M
SCHO
Schwab Short Term Us Treasury

ETFs
25.6K
+ 77.05%
$24.31 - $24.46 $623K - $627K
58.9K $1.43M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.6K
+ 33.26%
$358.39 - $376.54 $572K - $601K
6.4K $2.35M
VEA
Vanguard Ftse Developed Market

ETFs
7.27K
+ 10.16%
$59.18 - $62.09 $430K - $452K
78.8K $4.83M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
41.5K
New
$11.57 - $12.09 $480K - $501K
41.5K $496K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
23.6K
New
N/A
23.6K $479K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.4K
+ 13.76%
$31.41 - $33.69 $420K - $451K
111K $3.57M
JXI
Ishares Tr Global Utils ETF

ETFs
4.68K
New
$78.02 - $81.52 $365K - $382K
4.68K $378K
NVDA
Nvidia Corp

Technology
2K
New
$179.83 - $207.04 $359K - $413K
2K $372K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.89K
New
$83.45 - $84.82 $324K - $330K
3.89K $324K
NFLX
Netflix Inc

Communication Services
6.7K
+ 1686.9%
$110.29 - $1241.35 $739K - $8.31M
7.09K $782K
XLK
Technology Sector Spdr

ETFs
964
+ 100.0%
$278.39 - $304.13 $268K - $293K
1.93K $555K
CIEN
Ciena Corp

Technology
1.44K
New
$151.45 - $209.52 $218K - $301K
1.44K $275K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.24K
+ 18.5%
$52.54 - $55.77 $223K - $237K
27.2K $1.49M
IXP
Ishares Global Comm Services E

ETFs
2.02K
New
$119.14 - $126.35 $240K - $255K
2.02K $240K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.87K
New
$23.54 - $23.93 $209K - $212K
8.87K $209K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.5K
New
$76.84 - $80.86 $192K - $202K
2.5K $197K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.72K
New
$101.39 - $114.39 $174K - $196K
1.72K $195K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.29K
+ 21.97%
$23.35 - $23.55 $194K - $195K
46K $1.08M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.15K
+ 7.16%
$76.23 - $79.22 $240K - $249K
47.1K $3.59M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
15K
New
$11.22 - $11.68 $168K - $175K
15K $172K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
13.6K
New
$12.33 - $12.79 $167K - $174K
13.6K $170K
VB
Vanguard Small Cap ETF

ETFs
349
+ 5.46%
$248.1 - $260.08 $86.6K - $90.8K
6.74K $1.68M
AIQ
Global X Funds Global X Artifi

ETFs
985
+ 9.59%
$48.93 - $53.56 $48.2K - $52.8K
11.3K $564K
IBDV
Ishares Tr

Technology
1.71K
+ 6.44%
$22.03 - $22.24 $37.7K - $38.1K
28.3K $623K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
2.56K
+ 21.09%
$9.22 - $9.5 $23.6K - $24.3K
14.7K $139K
PFE
Pfizer Inc

Healthcare
1.28K
+ 8.22%
$24.23 - $27.37 $30.9K - $35K
16.8K $421K
EEM
Ishares Msci Emerging Markets

ETFs
118
+ 1.39%
$51.94 - $56.01 $6.13K - $6.61K
8.59K $472K
EFA
Ishares Tr Msci Eafe ETF

ETFs
36
+ 0.62%
$92.24 - $96.56 $3.32K - $3.48K
5.8K $552K
AOA
Ishares Tr Core Aggressive All

ETFs
128
+ 4.86%
$86.51 - $90.12 $11.1K - $11.5K
2.76K $245K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
737
+ 0.86%
$23.37 - $23.7 $17.2K - $17.5K
86.7K $2.03M
IWM
Ishares Russell 2000 ETF

ETFs
117
+ 2.79%
$236.79 - $250.33 $27.7K - $29.3K
4.31K $1.02M
VGLT
Vanguard Long Term Treasury Et

ETFs
190
+ 1.48%
$56.44 - $58.38 $10.7K - $11.1K
13K $736K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
215
+ 0.81%
$25.2 - $26.46 $5.42K - $5.69K
26.9K $694K
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 0.29%
$371.33 - $389.89 $2.23K - $2.34K
2.06K $785K
PRF
Invesco Exchange Traded Fd Tr

ETFs
37
+ 0.4%
$44.13 - $46.37 $1.63K - $1.72K
9.22K $421K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
61
+ 0.69%
$99.21 - $99.52 $6.05K - $6.07K
8.89K $883K
VBR
Vanguard Small Cap Value ETF

ETFs
74
+ 1.97%
$201.42 - $211.15 $14.9K - $15.6K
3.83K $786K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
29
+ 1.27%
$100.37 - $100.72 $2.91K - $2.92K
2.31K $232K
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.73%
N/A
2.35K $427K
Activity Summary
Buys All Purchases 54 New Holdings 13 Increased Positions 41 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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