Sightline Wealth Advisors, LLC Portfolio Holdings by Sector
Sightline Wealth Advisors, LLC
- $220 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
RSP BND VTV SCHF SCHA SCHM VUG QQQ 66 stocks |
$205,831
94.25% of portfolio
|
  34  
|
  29  
|
  4  
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SKT 1 stocks |
$3,279
1.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$1,702
0.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,698
0.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
C JPM BAC 3 stocks |
$971
0.44% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$960
0.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VFL NXP NUV NIM 4 stocks |
$789
0.36% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
NWL PG 2 stocks |
$611
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$591
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$475
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$452
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$395
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$379
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$245
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|