Sightline Wealth Advisors, LLC Portfolio Holdings by Sector
Sightline Wealth Advisors, LLC
- $207 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
RSP BND VTV SCHF SCHA SCHM VUG QQQ 65 stocks |
$192,950
94.19% of portfolio
|
43
|
20
|
5
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SKT 1 stocks |
$2,963
1.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$1,661
0.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,656
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
C BAC JPM 3 stocks |
$872
0.43% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$786
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VFL NXP NUV NIM 4 stocks |
$750
0.37% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
NWL PG 2 stocks |
$636
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$531
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$444
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$434
0.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$373
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$363
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$228
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$205
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|