Sightline Wealth Advisors, LLC Sells in Q2 2025

Sightline Wealth Advisors, LLC

  • $207 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-856
- 25.9%
$456.74 - $568.03 $391K - $486K
2.45K $1.39M
AAPL
Apple Inc.

Technology
-947
- 19.81%
$172.42 - $223.89 $163K - $212K
3.83K $786K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-6.12K
- 21.53%
$23.13 - $24.23 $142K - $148K
22.3K $540K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.23K
- 23.34%
$50.08 - $63.14 $212K - $267K
13.9K $876K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.2K
- 4.38%
$22.68 - $23.28 $95.3K - $97.8K
91.8K $2.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-564
- 20.45%
$152.42 - $182.82 $86K - $103K
2.19K $401K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-4.41K
- 22.28%
$13.63 - $14.4 $60.1K - $63.5K
15.4K $216K
GBIL
Goldman Sachs Access Treasury

ETFs
-438
- 12.78%
$99.83 - $100.19 $43.7K - $43.9K
2.99K $299K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-3.48K
- 21.0%
$8.43 - $8.77 $29.4K - $30.5K
13.1K $113K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-848
- 9.25%
$25.04 - $25.18 $21.2K - $21.4K
8.32K $209K
XLU
Utilities Sector Spdr

ETFs
-234
- 6.18%
$73.09 - $82.77 $17.1K - $19.4K
3.56K $290K
VBK
Vanguard Small Cap Growth ETF

ETFs
-99
- 9.05%
$219.76 - $276.94 $21.8K - $27.4K
995 $275K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-322
- 0.49%
$24.32 - $24.81 $7.83K - $7.99K
65K $1.61M
IWM
Ishares Russell 2000 ETF

ETFs
-371
- 7.28%
$174.82 - $215.79 $64.9K - $80.1K
4.73K $1.02M
VBR
Vanguard Small Cap Value ETF

ETFs
-132
- 3.38%
$162.76 - $195.77 $21.5K - $25.8K
3.77K $735K
GNOM
Global X Fds Genomics & Biotec

ETFs
-1.55K
- 3.03%
$6.97 - $8.49 $10.8K - $13.2K
49.6K $418K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-56
- 0.99%
$60.34 - $74.89 $3.38K - $4.19K
5.59K $418K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.26K
- 3.71%
$152.93 - $181.74 $804K - $955K
137K $24.8M
IXUS
Ishares Tr

ETFs
-526
- 0.9%
$62.37 - $77.63 $32.8K - $40.8K
57.6K $4.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
-162
- 1.85%
$496.48 - $617.85 $80.4K - $100K
8.62K $5.32M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-515
- 0.15%
$22.92 - $28.05 $11.8K - $14.4K
345K $9.68M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.03%
$416.06 - $551.64 $1.25K - $1.65K
11.2K $6.17M
Activity Summary
Buys All Purchases 60 New Holdings 12 Increased Positions 48 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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