Sightline Wealth Advisors

Sightline Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 50 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 24.3 $21M 158k 130.83
Goldman Sachs Etf Tr Acces Treasury (GBIL) 12.6 $11M 107k 99.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.8 $6.7M 232k 28.71
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.5 $6.4M 103k 62.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.4 $4.6M 118k 38.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.3 $3.7M 162k 22.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $3.0M 8.3k 366.64
Ishares Tr Core Msci Total (IXUS) 3.6 $3.0M 58k 51.95
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $2.6M 13k 193.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $2.5M 9.1k 273.56
Ishares Tr Core S&p500 Etf (IVV) 1.8 $1.5M 4.1k 368.24
Ssga Active Etf Tr Blackstone Senr (SRLN) 1.5 $1.3M 32k 40.84
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.3 $1.1M 33k 34.91
Wisdomtree Tr Em Ex St-owned (XSOE) 1.3 $1.1M 45k 24.95
Ishares Tr Russell 2000 Etf (IWM) 1.3 $1.1M 6.5k 169.27
Ishares Tr Rus 1000 Etf (IWB) 1.0 $877k 4.3k 202.40
First Tr Morningstar Divid L SHS (FDL) 1.0 $830k 25k 33.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $777k 10k 74.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $752k 17k 45.58
Global X Fds Genomic Biotech (GNOM) 0.8 $685k 54k 12.59
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $682k 7.0k 96.81
Microsoft Corporation (MSFT) 0.8 $647k 2.7k 240.70
Pfizer (PFE) 0.7 $607k 14k 44.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $540k 15k 37.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $525k 12k 45.27
Ishares Tr Msci Eafe Etf (EFA) 0.6 $515k 14k 36.22
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $514k 11k 48.28
Spdr Nuven Blm Sht Tm Mpl Bond Etf 0.6 $513k 11k 46.12
Kraneshares Tr Csi Chi Internet (KWEB) 0.5 $466k 19k 24.74
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $443k 3.9k 114.68
Delaware Invts Natl Mun Inco Sh Ben Int (VFL) 0.5 $428k 39k 11.00
Ark Etf Tr Innovation Etf (ARKK) 0.5 $424k 11k 37.89
Ishares Tr Russell 3000 Etf (IWV) 0.5 $416k 2.0k 212.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $400k 1.9k 215.63
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $382k 7.6k 50.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $376k 10k 37.07
Templeton Global Income Fund (SABA) 0.4 $373k 87k 4.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $367k 8.5k 43.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $337k 999.00 337.34
Vanguard Index Fds Value Etf (VTV) 0.4 $336k 2.7k 126.70
Ark Etf Tr Genomic Rev Etf (ARKG) 0.4 $329k 9.7k 33.97
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $257k 4.4k 58.65
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $248k 1.7k 142.77
Apple (AAPL) 0.3 $232k 1.6k 142.33
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.3 $214k 16k 13.28
Vaneck Etf Trust Preferred Securt (PFXF) 0.2 $203k 12k 17.29
Global X Fds Reit Etf 0.2 $141k 20k 6.92
Nuveen Muni Value Fund (NUV) 0.1 $117k 14k 8.52
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.1 $112k 13k 8.87
Pioneer Municipal High Incom Com Shs (MHI) 0.1 $90k 11k 8.41