Sightline Wealth Advisors, LLC Incresed Positions in Q3 2024

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
81.5K
+ 42.96%
$71.45 - $75.64 $5.82M - $6.16M
271K $20.4M
VTV
Vanguard Value ETF

ETFs
2.82K
+ 3.42%
$159.75 - $174.57 $450K - $492K
85.3K $14.9M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
50.2K
+ 59.17%
$23.63 - $24.42 $1.19M - $1.23M
135K $3.29M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
44.7K
+ 43.91%
$23.75 - $23.75 $1.06M - $1.06M
147K $3.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.28K
+ 1.34%
$46.9 - $51.96 $107K - $118K
172K $8.86M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.46K
+ 61.92%
$162.64 - $179.3 $563K - $621K
9.06K $1.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
679
+ 0.6%
$75.47 - $83.18 $51.2K - $56.5K
114K $9.46M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
23K
+ 25.41%
$24.05 - $24.42 $553K - $562K
114K $2.76M
IBHG
Ishares Tr Ibonds 2027 Term Hi
17.8K
+ 74.66%
$21.89 - $22.6 $389K - $402K
41.6K $939K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
16.4K
+ 51.06%
$22.76 - $23.41 $372K - $383K
48.4K $1.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 0.3%
$517.38 - $573.86 $13.5K - $14.9K
8.84K $5.07M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.93K
+ 17.71%
$92.63 - $105.69 $179K - $204K
12.8K $1.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.29K
+ 60.9%
$77.02 - $85.06 $177K - $195K
6.06K $512K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.15K
+ 26.25%
$56.04 - $62.99 $176K - $198K
15.1K $924K
IVV
Ishares Core S&P 500 ETF

ETFs
191
+ 9.84%
$520.18 - $576.82 $99.4K - $110K
2.13K $1.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
107
+ 0.31%
$56.47 - $63.69 $6.04K - $6.81K
34.9K $2.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
510
+ 7.0%
$178.94 - $207.0 $91.3K - $106K
7.8K $1.57M
VB
Vanguard Small Cap ETF

ETFs
18
+ 0.29%
$214.77 - $237.72 $3.87K - $4.28K
6.26K $1.48M
VBR
Vanguard Small Cap Value ETF

ETFs
253
+ 6.94%
$179.99 - $201.6 $45.5K - $51K
3.9K $782K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.59K
+ 28.89%
$24.62 - $25.59 $88.4K - $91.9K
16K $408K
QQQ
Invesco Qqq Trust, Series 1

ETFs
66
+ 0.89%
$434.77 - $502.96 $28.7K - $33.2K
7.47K $3.64M
IWM
Ishares Russell 2000 ETF

ETFs
14
+ 0.27%
$200.87 - $224.6 $2.81K - $3.14K
5.12K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.14%
$283.28 - $314.39 $1.98K - $2.2K
4.96K $1.56M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
810
+ 14.95%
$63.28 - $70.06 $51.3K - $56.7K
6.23K $436K
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 0.3%
$294.75 - $326.73 $1.77K - $1.96K
2.04K $664K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
101
+ 1.28%
$59.93 - $66.52 $6.05K - $6.72K
8K $532K
PRF
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.46%
$37.33 - $40.63 $1.53K - $1.67K
9.02K $366K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$332.02 - $382.76 $332 - $383
2.22K $834K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
18
+ 0.31%
$37.68 - $42.0 $678 - $756
5.74K $238K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
149
+ 0.77%
$14.34 - $15.17 $2.14K - $2.26K
19.5K $294K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.06%
$160.76 - $177.82 $161 - $178
1.59K $275K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
160
+ 1.0%
$8.59 - $9.07 $1.37K - $1.45K
16.2K $146K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
82
+ 0.62%
$9.0 - $9.4 $738 - $771
13.2K $122K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.48%
$182.15 - $182.15 $2K - $2K
2.29K $417K
Schwab Strategic Tr
71
+ 1.77%
N/A
4.08K $0
C
Citigroup Inc

Financial Services
35
+ 0.73%
$56.11 - $67.61 $1.96K - $2.37K
4.85K $303K
MSFT
Microsoft Corp

Technology
1
+ 0.03%
$395.15 - $467.56 $395 - $468
3.16K $1.36M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 24 Reductions 24 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