Sightline Wealth Advisors, LLC Portfolio Holdings by Sector
Sightline Wealth Advisors, LLC
- $190 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
RSP BND VTV SCHF SCHM SCHA VUG QQQ 61 stocks |
$177,520
94.57% of portfolio
|
  37  
|
  22  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SKT 1 stocks |
$3,275
1.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$1,538
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,186
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,062
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
NWL PG 2 stocks |
$586
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NXP NUV NIM 3 stocks |
$540
0.29% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$398
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$385
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$370
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
C 1 stocks |
$348
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$262
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$234
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|