Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024

Sightline Wealth Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Million distributed in 83 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 $26.5M, Vanguard Bd Index Fd Inc Total with a value of $20.4M, Vanguard Value ETF with a value of $14.9M, Schwab Strategic Tr Intl Eqty with a value of $10.9M, and Schwab Strategic U.S. Mid Cap with a value of $9.46M.

Examining the 13F form we can see an increase of $20.7M in the current position value, from $160M to 181M.

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

Portfolio value $181 Million
ETFs: $170 Million
Real Estate: $3.26 Million
Technology: $2.47 Million
Consumer Cyclical: $1.49 Million
Financial Services: $1.23 Million
Consumer Defensive: $940,000
Communication Services: $490,000
Healthcare: $340,000
Other: $311,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83B
$3.26 Million 1.8% of portfolio
98,330
Q1 2024 Added 20.15%
$5.91B
$1.49 Million 0.82% of portfolio
6,252
Q1 2024 Added 18.32%
$3.86B
$450,000 0.25% of portfolio
58,620
Q2 2024 Added 45.33%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $181 Million
  • Prior Value $160 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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