Sightline Wealth Advisors, LLC Portfolio Holdings
Sightline Wealth Advisors, LLC
- $160 Million
- Q2 2024
Sightline Wealth Advisors, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $160 Million distributed in 82 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 $24.7M, Vanguard Bd Index Fd Inc Total with a value of $13.7M, Vanguard Value ETF with a value of $13.2M, Schwab Strategic Tr Intl Eqty with a value of $10.2M, and Schwab Strategic U.S. Mid Cap with a value of $8.81M.
Examining the 13F form we can see an increase of $8.61M in the current position value, from $152M to 160M.
Below you can find more details about Sightline Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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