Sightline Wealth Advisors, LLC Portfolio Holdings by Sector
Sightline Wealth Advisors, LLC
- $181 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
RSP BND VTV SCHF SCHM SCHA VUG SPY 61 stocks |
$169,111
93.91% of portfolio
|
  34  
|
  22  
|
  4  
|
- |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
SKT 1 stocks |
$3,263
1.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$1,491
0.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,358
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,113
0.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
VFL NXP NUV NIM 4 stocks |
$931
0.52% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
NWL PG 2 stocks |
$725
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$426
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$340
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$311
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
C 1 stocks |
$303
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$281
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$215
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$209
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|