Sightline Wealth Advisors, LLC Incresed Positions in Q1 2025

Sightline Wealth Advisors, LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.3K
+ 6.69%
$71.17 - $73.66 $1.44M - $1.49M
323K $23.8M
VTV
Vanguard Value ETF

ETFs
8.19K
+ 9.08%
$167.73 - $179.21 $1.37M - $1.47M
98.5K $17M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
55.7K
+ 163.62%
$24.79 - $25.26 $1.38M - $1.41M
89.7K $2.27M
DGRO
Ishares Core Dividend Growth E

ETFs
14.4K
+ 156.24%
$60.46 - $64.42 $869K - $926K
23.6K $1.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.1K
+ 27.72%
$77.7 - $78.94 $787K - $800K
46.7K $3.68M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
35.3K
+ 234.3%
$23.33 - $23.71 $824K - $838K
50.4K $1.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.33K
+ 1.18%
$18.36 - $20.51 $116K - $130K
541K $10.7M
VEA
Vanguard Ftse Developed Market

ETFs
11K
+ 19.8%
$47.4 - $52.99 $520K - $582K
66.4K $3.38M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.91K
+ 166.86%
$99.16 - $99.52 $586K - $588K
9.45K $939K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.03K
+ 22.12%
$468.34 - $539.52 $949K - $1.09M
11.2K $5.25M
IBHG
Ishares Tr Ibonds 2027 Term Hi
21K
+ 44.91%
$22.21 - $22.56 $466K - $473K
67.7K $1.51M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
19.7K
+ 39.71%
$23.13 - $23.41 $457K - $462K
69.5K $1.61M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.52K
+ 5.46%
$25.81 - $28.52 $194K - $214K
145K $4.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.33K
+ 44.27%
$42.5 - $46.71 $269K - $296K
20.6K $934K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
9.84K
+ 11.3%
$31.75 - $36.0 $313K - $354K
96.9K $3.28M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.94K
+ 8.37%
$56.51 - $62.98 $166K - $185K
38K $2.31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
578
+ 21.2%
$507.05 - $563.67 $293K - $326K
3.31K $1.7M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.16K
+ 5.29%
$73.11 - $77.43 $158K - $167K
43K $3.26M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
5.81K
+ 4.44%
$23.9 - $24.18 $139K - $141K
137K $3.31M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.96K
+ 55.45%
$22.61 - $23.14 $157K - $161K
19.5K $451K
SCHO
Schwab Short Term Us Treasury

ETFs
4.88K
+ 39.85%
$24.1 - $24.34 $118K - $119K
17.1K $416K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
717
+ 20.92%
$126.11 - $135.06 $90.4K - $96.8K
4.14K $534K
VUG
Vanguard Growth ETF

ETFs
2K
+ 11.51%
$369.1 - $427.61 $737K - $854K
19.3K $7.17M
VGLT
Vanguard Long Term Treasury Et

ETFs
87
+ 0.7%
$53.99 - $58.43 $4.7K - $5.08K
12.5K $722K
GBIL
Goldman Sachs Access Treasury

ETFs
221
+ 6.89%
$99.85 - $100.19 $22.1K - $22.1K
3.43K $343K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
713
+ 11.4%
$218.17 - $305.86 $156K - $218K
6.97K $1.54M
EEM
Ishares Msci Emerging Markets

ETFs
10
+ 0.11%
$40.81 - $45.34 $408 - $453
9.11K $398K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
44
+ 0.24%
$27.01 - $28.54 $1.19K - $1.26K
18.3K $510K
VB
Vanguard Small Cap ETF

ETFs
537
+ 8.99%
$217.89 - $252.64 $117K - $136K
6.51K $1.44M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
47
+ 0.39%
$8.73 - $9.39 $410 - $441
12K $111K
C
Citigroup Inc

Financial Services
29
+ 0.59%
$67.23 - $84.63 $1.95K - $2.45K
4.91K $348K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
121
+ 0.74%
$8.58 - $8.9 $1.04K - $1.08K
16.6K $145K
PRF
Invesco Exchange Traded Fd Tr

ETFs
42
+ 0.46%
$39.4 - $42.61 $1.65K - $1.79K
9.11K $368K
IBMP
Ishares Tr Ibonds December 202

ETFs
41
+ 0.41%
$25.1 - $25.34 $1.03K - $1.04K
10K $253K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
14
+ 0.68%
$100.34 - $100.68 $1.4K - $1.41K
2.06K $207K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.48%
N/A
2.32K $422K
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.19%
$84.5 - $105.05 $423 - $525
2.67K $234K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
101
+ 0.51%
$14.19 - $15.01 $1.43K - $1.52K
19.8K $284K
PFE
Pfizer Inc

Healthcare
95
+ 0.63%
$25.01 - $27.13 $2.38K - $2.58K
15.2K $385K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
7
+ 0.12%
$37.35 - $43.35 $261 - $303
5.78K $218K
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.07%
$92.71 - $107.38 $185 - $215
2.74K $254K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.24%
$313.1 - $349.83 $1.57K - $1.75K
2.05K $650K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
540
+ 6.66%
$192.82 - $222.1 $104K - $120K
8.65K $1.67M
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.08%
$183.02 - $207.75 $549 - $623
3.91K $727K
MSFT
Microsoft Corp

Technology
2
+ 0.06%
$375.39 - $447.2 $751 - $894
3.16K $1.19M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.99K
+ 1.76%
$25.58 - $29.24 $153K - $175K
346K $9.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.3K
+ 2.8%
$23.16 - $27.04 $240K - $280K
380K $8.91M
Activity Summary
Buys All Purchases 49 New Holdings 1 Increased Positions 48 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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