Sightline Wealth Advisors, LLC Incresed Positions in Q4 2024

Sightline Wealth Advisors, LLC

  • $185 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
31.9K
+ 11.76%
$71.75 - $75.11 $2.29M - $2.4M
303K $21.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.7K
+ 22.7%
$481.22 - $538.17 $816K - $912K
9.16K $4.68M
SCHA
Schwab Strategic Tr Us Small C

ETFs
198K
+ 115.11%
$25.33 - $51.16 $5.02M - $10.1M
370K $9.57M
SPYG
Spdr Portfolio

ETFs
2.76K
+ 6.3%
$81.74 - $91.38 $225K - $252K
46.6K $4.09M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18K
+ 112.4%
$24.82 - $25.48 $447K - $459K
34K $847K
VTV
Vanguard Value ETF

ETFs
5K
+ 5.86%
$168.32 - $181.87 $841K - $908K
90.3K $15.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.09K
+ 16.17%
$77.86 - $79.27 $396K - $403K
36.5K $2.85M
SCHG
Schwab Strategic Tr Us Large C

ETFs
44.5K
+ 346.94%
$25.93 - $105.3 $1.15M - $4.69M
57.4K $1.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.04K
+ 33.32%
$55.45 - $61.08 $279K - $308K
20.2K $1.12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
315
+ 4.04%
$198.04 - $221.51 $62.4K - $69.8K
8.11K $1.71M
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.14K
+ 12.37%
$22.11 - $22.54 $114K - $116K
46.7K $1.04M
AAPL
Apple Inc.

Technology
1
+ 0.02%
$221.69 - $259.02 $222 - $259
4.78K $1.2M
PFE
Pfizer Inc

Healthcare
3.37K
+ 28.6%
$24.8 - $30.19 $83.5K - $102K
15.1K $401K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.13%
$370.24 - $418.94 $1.11K - $1.26K
2.23K $893K
IXUS
Ishares Tr

ETFs
6.09K
+ 11.42%
$65.95 - $72.56 $402K - $442K
59.4K $3.93M
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 1.64%
$570.51 - $610.59 $20K - $21.4K
2.17K $1.28M
C
Citigroup Inc

Financial Services
32
+ 0.66%
$61.31 - $72.5 $1.96K - $2.32K
4.88K $343K
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.14%
$311.11 - $335.64 $2.18K - $2.35K
4.96K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.22%
$521.84 - $558.82 $3.13K - $3.35K
2.73K $1.47M
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.04%
$95.27 - $107.82 $95.3 - $108
2.74K $283K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
1.35K
+ 2.8%
$23.03 - $23.33 $31.2K - $31.6K
49.7K $1.15M
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.34%
$323.08 - $349.08 $2.26K - $2.44K
2.04K $682K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.2K
+ 202.5%
$22.01 - $66.82 $357K - $1.08M
24.2K $549K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
198
+ 1.02%
$14.45 - $15.15 $2.86K - $3K
19.7K $298K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
32
+ 1.59%
$100.16 - $100.7 $3.21K - $3.22K
2.05K $205K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.87%
N/A
2.31K $420K
IWM
Ishares Russell 2000 ETF

ETFs
13
+ 0.25%
$216.13 - $242.4 $2.81K - $3.15K
5.13K $1.13M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
32
+ 0.56%
$40.82 - $45.39 $1.31K - $1.45K
5.77K $240K
Schwab Strategic Tr
4.27K
+ 104.56%
N/A
8.35K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
44
+ 0.49%
$40.15 - $42.9 $1.77K - $1.89K
9.07K $365K
IBMP
Ishares Tr Ibonds December 202

ETFs
79
+ 0.8%
$25.08 - $25.43 $1.98K - $2.01K
9.98K $250K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
230
+ 1.42%
$8.51 - $9.15 $1.96K - $2.1K
16.5K $141K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.14K
+ 8.33%
$74.68 - $81.45 $234K - $256K
40.8K $3.05M
VBR
Vanguard Small Cap Value ETF

ETFs
6
+ 0.15%
$197.36 - $217.3 $1.18K - $1.3K
3.9K $773K
SCHO
Schwab Short Term Us Treasury

ETFs
5.97K
+ 95.03%
$24.06 - $48.88 $144K - $292K
12.2K $294K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.2K
+ 200.74%
$26.93 - $84.95 $327K - $1.03M
18.2K $497K
MSFT
Microsoft Corp

Technology
1
+ 0.03%
$406.35 - $454.46 $406 - $454
3.16K $1.33M
EFA
Ishares Tr Msci Eafe ETF

ETFs
27
+ 0.47%
$75.1 - $82.99 $2.03K - $2.24K
5.73K $433K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
226K
+ 198.29%
$27.54 - $83.04 $6.22M - $18.7M
340K $9.41M
VGLT
Vanguard Long Term Treasury Et

ETFs
261
+ 2.14%
$55.1 - $61.74 $14.4K - $16.1K
12.4K $689K
VEA
Vanguard Ftse Developed Market

ETFs
3.69K
+ 7.13%
$47.57 - $52.44 $176K - $194K
55.4K $2.65M
VEU
Vanguard Ftse All World Ex Us

ETFs
172
+ 0.49%
$57.29 - $63.1 $9.85K - $10.9K
35.1K $2.01M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
49.6K
+ 84.67%
$22.63 - $47.53 $1.12M - $2.36M
108K $2.46M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
269K
+ 101.19%
$18.41 - $40.87 $4.95M - $11M
535K $9.89M
Activity Summary
Buys All Purchases 52 New Holdings 7 Increased Positions 45 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sightline Wealth Advisors, LLC Portfolio

Follow Sightline Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email