Sightline Wealth Advisors, LLC Incresed Positions in Q3 2025

Sightline Wealth Advisors, LLC

  • $220 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
74.4K
+ 114.5%
$24.65 - $24.98 $1.83M - $1.86M
139K $3.48M
VTV
Vanguard Value ETF

ETFs
3.46K
+ 3.42%
$175.51 - $186.57 $607K - $646K
105K $19.5M
VUG
Vanguard Growth ETF

ETFs
880
+ 4.45%
$433.97 - $484.08 $382K - $426K
20.6K $9.9M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.2K
+ 13.08%
$24.14 - $24.34 $585K - $590K
210K $5.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 12.11%
$28.92 - $32.19 $304K - $338K
97.2K $3.1M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
20K
+ 15.61%
$25.24 - $25.56 $504K - $510K
148K $3.77M
VEA
Vanguard Ftse Developed Market

ETFs
3.76K
+ 5.54%
$56.02 - $60.3 $211K - $227K
71.6K $4.29M
SCHO
Schwab Short Term Us Treasury

ETFs
14.8K
+ 80.34%
$24.23 - $24.42 $359K - $362K
33.3K $811K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.5K
+ 6.23%
$66.38 - $71.68 $166K - $179K
42.6K $3.04M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12K
+ 7.26%
N/A
178K $4.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.9K
+ 9.05%
$49.43 - $54.52 $94.1K - $104K
22.9K $1.24M
DGRO
Ishares Core Dividend Growth E

ETFs
1.14K
+ 4.52%
$64.12 - $68.08 $73.4K - $77.9K
26.5K $1.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
419
+ 42.11%
$276.51 - $305.12 $116K - $128K
1.41K $420K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.79K
+ 18.14%
$23.13 - $23.54 $134K - $136K
37.7K $885K
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.13%
$339.37 - $366.46 $2.04K - $2.2K
4.8K $1.75M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
616
+ 1.42%
$73.94 - $78.51 $45.5K - $48.4K
44K $3.41M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 1.49%
$620.67 - $670.08 $18.6K - $20.1K
2.05K $1.37M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.63K
+ 10.93%
$23.82 - $25.84 $62.6K - $68K
26.7K $686K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.12%
$567.77 - $614.76 $1.7K - $1.84K
2.45K $1.5M
C
Citigroup Inc

Financial Services
25
+ 0.51%
$85.57 - $103.49 $2.14K - $2.59K
4.96K $503K
IBDV
Ishares Tr

Technology
3.31K
+ 14.19%
$21.75 - $22.22 $71.9K - $73.4K
26.6K $588K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.24%
$351.04 - $379.81 $1.76K - $1.9K
2.06K $779K
PRF
Invesco Exchange Traded Fd Tr

ETFs
39
+ 0.43%
$42.04 - $45.23 $1.64K - $1.76K
9.19K $415K
XLK
Technology Sector Spdr

ETFs
1
+ 0.1%
$250.97 - $282.66 $251 - $283
964 $271K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
14
+ 0.24%
$40.68 - $46.33 $570 - $649
5.81K $263K
AOM
Ishares Tr Core Moderate Alloc

ETFs
336
+ 6.24%
$45.4 - $47.61 $15.3K - $16K
5.72K $272K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
444
+ 1.37%
$9.4 - $10.36 $4.17K - $4.6K
32.8K $335K
PFE
Pfizer Inc

Healthcare
106
+ 0.69%
$23.29 - $25.88 $2.47K - $2.74K
15.5K $395K
VGLT
Vanguard Long Term Treasury Et

ETFs
143
+ 1.13%
$54.21 - $57.41 $7.75K - $8.21K
12.8K $728K
AOA
Ishares Tr Core Aggressive All

ETFs
18
+ 0.69%
$82.71 - $88.14 $1.49K - $1.59K
2.64K $232K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
112
+ 0.73%
$13.75 - $14.59 $1.54K - $1.63K
15.5K $224K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
147
+ 1.12%
$8.46 - $9.02 $1.24K - $1.33K
13.2K $118K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
73
+ 0.6%
$9.0 - $9.32 $657 - $680
12.2K $112K
IBMP
Ishares Tr Ibonds December 202

ETFs
63
+ 0.62%
$25.3 - $25.56 $1.59K - $1.61K
10.1K $258K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
24
+ 1.06%
$100.37 - $100.74 $2.41K - $2.42K
2.28K $229K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.43%
N/A
2.33K $424K
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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