Sightline Wealth Advisors, LLC Portfolio Holdings by Sector
Sightline Wealth Advisors, LLC
- $160 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
RSP BND VTV SCHF SCHM SCHA VUG SPY 61 stocks |
$150,014
93.87% of portfolio
|
  35  
|
  19  
|
  4  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SKT 1 stocks |
$2,665
1.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$1,424
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,411
0.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,006
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
NWL PG 2 stocks |
$637
0.4% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NXP NUV NIM 3 stocks |
$536
0.34% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$444
0.28% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$428
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$416
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
C 1 stocks |
$305
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$267
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$265
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|