Sightline Wealth Advisors, LLC Portfolio Holdings
Sightline Wealth Advisors, LLC
- $152 Million
- Q1 2024
Sightline Wealth Advisors, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $152 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $25.8M, Vanguard Value ETF with a value of $11.7M, Vanguard Bd Index Fd Inc Total with a value of $11.2M, Schwab Strategic Tr Intl Eqty with a value of $10.2M, and Schwab Strategic U.S. Mid Cap with a value of $8.92M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $131M to 152M.
Below you can find more details about Sightline Wealth Advisors, LLC portfolio as well as his latest detailed transactions.