Sightline Wealth Advisors, LLC Portfolio Holdings

Sightline Wealth Advisors, LLC

  • $185 Million
  • Q4 2024

Sightline Wealth Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $185 Million distributed in 88 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 $25.2M, Vanguard Bd Index Fd Inc Total with a value of $21.8M, Vanguard Value ETF with a value of $15.3M, Schwab Strategic Tr Intl Eqty with a value of $9.89M, and Schwab Strategic Tr Us Small C with a value of $9.57M.

Examining the 13F form we can see an increase of $3.91M in the current position value, from $181M to 185M.

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

Portfolio value $185 Million
ETFs: $173 Million
Real Estate: $2.97 Million
Technology: $2.53 Million
Consumer Cyclical: $1.52 Million
Financial Services: $1.2 Million
Consumer Defensive: $1.07 Million
Communication Services: $814,000
Healthcare: $401,000
Other: $289,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43B
$2.97 Million 1.61% of portfolio
87,080
Q4 2024 Reduced 11.44%
$6.57B
$1.52 Million 0.82% of portfolio
6,252
Q1 2024 Added 18.32%
$3.09T
$1.33 Million 0.72% of portfolio
3,159
Q4 2024 Added 0.03%
$3.79T
$1.2 Million 0.65% of portfolio
4,781
Q4 2024 Added 0.02%
$4.12B
$583,000 0.32% of portfolio
58,620
Q2 2024 Added 45.33%
$149B
$401,000 0.22% of portfolio
15,134
Q4 2024 Added 28.6%
$158B
$343,000 0.19% of portfolio
4,877
Q4 2024 Added 0.66%
$435B
$353,000 0.19% of portfolio
397
Q1 2024 New
$0
$318,000 0.17% of portfolio
31,393
Q4 2024 Reduced 5.21%
$196B
$289,000 0.16% of portfolio
797
Q2 2024 New
$0
$298,000 0.16% of portfolio
19,701
Q4 2024 Added 1.02%
$1.25T
$239,000 0.13% of portfolio
1,255
Q2 2024 New
$266B
$240,000 0.13% of portfolio
2,666
Q3 2024 New
$393B
$244,000 0.13% of portfolio
1,460
Q4 2024 Reduced 8.35%
$1.22T
$222,000 0.12% of portfolio
1,177
Q4 2024 New
$0
$141,000 0.08% of portfolio
16,460
Q4 2024 Added 1.42%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $185 Million
  • Prior Value $181 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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