Sightline Wealth Advisors, LLC Reduced Holdings in Q1 2025

Sightline Wealth Advisors, LLC

  • $190 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-64.8K
- 69.53%
$23.9 - $24.43 $1.55M - $1.58M
28.4K $683K
SPYG
Spdr Portfolio

ETFs
-8.16K
- 17.52%
$80.05 - $92.39 $653K - $754K
38.4K $3.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.45K
- 66.39%
$168.16 - $186.21 $916K - $1.01M
2.76K $471K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.13K
- 1.48%
$169.43 - $182.84 $361K - $390K
142K $24.6M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-19.9K
- 23.36%
$24.29 - $24.65 $483K - $491K
65.3K $1.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
-81
- 0.91%
$551.42 - $612.93 $44.7K - $49.6K
8.78K $4.91M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-9.87K
- 51.83%
$25.05 - $25.16 $247K - $248K
9.17K $230K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-12.2K
- 11.23%
$22.46 - $23.26 $273K - $283K
96K $2.22M
GNOM
Global X Fds Genomics & Biotec

ETFs
-10.8K
- 17.37%
$7.95 - $10.29 $85.5K - $111K
51.2K $406K
IVV
Ishares Core S&P 500 ETF

ETFs
-154
- 7.11%
$554.06 - $615.85 $85.3K - $94.8K
2.01K $1.13M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.05K
- 10.18%
$54.25 - $57.64 $111K - $118K
18.1K $997K
IWM
Ishares Russell 2000 ETF

ETFs
-34
- 0.66%
$198.1 - $229.79 $6.74K - $7.81K
5.1K $1.02M
VO
Vanguard Mid Cap ETF

ETFs
-317
- 10.87%
$251.87 - $277.95 $79.8K - $88.1K
2.6K $672K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.65K
- 25.12%
$40.03 - $46.81 $66.2K - $77.4K
4.93K $200K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.45%
$360.07 - $417.26 $3.6K - $4.17K
2.22K $800K
XLU
Utilities Sector Spdr

ETFs
-1.13K
- 22.94%
$74.7 - $80.27 $84.3K - $90.5K
3.79K $298K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-298
- 5.01%
$67.03 - $74.61 $20K - $22.2K
5.65K $383K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-365
- 1.51%
$21.23 - $23.75 $7.75K - $8.67K
23.8K $513K
VBK
Vanguard Small Cap Growth ETF

ETFs
-3
- 0.27%
$247.97 - $296.33 $744 - $889
1.09K $275K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-922
- 0.65%
N/A
141K $3.34M
PG
Procter & Gamble CO

Consumer Defensive
-150
- 10.27%
$158.56 - $176.26 $23.8K - $26.4K
1.31K $223K
IXUS
Ishares Tr

ETFs
-1.25K
- 2.1%
$65.06 - $72.31 $81.3K - $90.4K
58.2K $4.06M
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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