Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $190 Million
  • Q1 2025

Sightline Wealth Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $190 Million distributed in 81 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 $24.6M, Vanguard Bd Index Fd Inc Total with a value of $23.8M, Vanguard Value ETF with a value of $17M, Schwab Strategic Tr Intl Eqty with a value of $10.7M, and Schwab Strategic U.S. Mid Cap with a value of $9.05M.

Examining the 13F form we can see an increase of $4.59M in the current position value, from $185M to 190M.

Below you can find more details about Sightline Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Million
ETFs: $178 Million
Real Estate: $3.28 Million
Technology: $2.25 Million
Consumer Cyclical: $1.54 Million
Financial Services: $888,000
Consumer Defensive: $820,000
Healthcare: $385,000
Communication Services: $370,000
Other: $262,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $190 Million
  • Prior Value $185 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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