Sightline Wealth Advisors

Sightline Wealth Advisors as of March 31, 2025

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 81 positions in its portfolio as reported in the March 2025 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) 13.0 $25M 142k 173.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.5 $24M 323k 73.45
Vanguard Index Fds Value Etf (VTV) 9.0 $17M 99k 172.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.6 $11M 541k 19.78
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.8 $9.1M 346k 26.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.7 $8.9M 380k 23.43
Vanguard Index Fds Growth Etf (VUG) 3.8 $7.2M 19k 370.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $5.2M 11k 468.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $4.9M 8.8k 559.41
Ishares Tr Core Msci Total (IXUS) 2.1 $4.1M 58k 69.81
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $4.0M 145k 27.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $3.7M 47k 78.94
Ishares Tr Ibonds Dec2026 (IBDR) 1.8 $3.4M 141k 24.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.8 $3.4M 66k 50.83
Ishares Tr Ibonds 27 Etf (IBDS) 1.7 $3.3M 137k 24.18
Tanger Factory Outlet Centers (SKT) 1.7 $3.3M 97k 33.79
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.7 $3.3M 43k 75.91
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.6 $3.1M 38k 80.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $2.3M 38k 60.66
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $2.3M 90k 25.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $2.2M 96k 23.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $2.1M 84k 25.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.7M 3.3k 513.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $1.7M 8.7k 193.02
Ishares Tr Ibonds 2026 Term (IBHF) 0.9 $1.6M 70k 23.22
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.8 $1.6M 65k 24.64
Asbury Automotive (ABG) 0.8 $1.5M 7.0k 220.84
Ishares Tr Ibonds 2027 Term (IBHG) 0.8 $1.5M 68k 22.33
Ishares Tr Rus 1000 Etf (IWB) 0.8 $1.5M 4.8k 306.73
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.5M 24k 61.78
Vanguard Index Fds Small Cp Etf (VB) 0.8 $1.4M 6.5k 221.75
Microsoft Corporation (MSFT) 0.6 $1.2M 3.2k 375.41
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.6 $1.2M 50k 23.36
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.1M 2.0k 562.03
Apple (AAPL) 0.6 $1.1M 4.8k 222.13
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.0M 5.1k 199.50
Ishares Msci Emrg Chn (EMXC) 0.5 $998k 18k 55.09
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.5 $940k 9.4k 99.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $934k 21k 45.26
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $800k 2.2k 361.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $728k 3.9k 186.28
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.4 $722k 13k 57.61
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 0.4 $684k 28k 24.07
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $672k 2.6k 258.59
Ishares Tr Russell 3000 Etf (IWV) 0.3 $650k 2.0k 317.63
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.3 $553k 3.0k 184.19
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $534k 4.1k 128.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $513k 24k 21.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $511k 18k 27.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $471k 2.8k 170.88
Ishares Tr Msci Eafe Etf (EFA) 0.2 $469k 5.7k 81.73
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $452k 20k 23.13
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $450k 2.3k 193.98
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $417k 17k 24.34
Global X Fds Genomic Biotech (GNOM) 0.2 $407k 51k 7.95
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $398k 9.1k 43.70
Pfizer (PFE) 0.2 $386k 15k 25.34
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $384k 5.6k 68.01
Netflix (NFLX) 0.2 $370k 397.00 932.53
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.2 $368k 9.1k 40.41
Newell Rubbermaid (NWL) 0.2 $363k 59k 6.20
Citigroup Com New (C) 0.2 $348k 4.9k 70.99
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $343k 3.4k 100.18
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $303k 14k 21.72
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $299k 3.8k 78.84
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.2 $285k 20k 14.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $276k 1.1k 251.81
Caterpillar (CAT) 0.1 $263k 797.00 329.80
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $255k 2.7k 92.78
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $253k 10k 25.28
Wal-Mart Stores (WMT) 0.1 $235k 2.7k 87.78
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $231k 9.2k 25.15
Procter & Gamble Company (PG) 0.1 $223k 1.3k 170.42
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.1 $219k 5.8k 37.86
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $207k 2.1k 100.65
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $201k 4.9k 40.76
Nuveen Muni Value Fund (NUV) 0.1 $145k 17k 8.77
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.1 $112k 12k 9.32
Booking Holdings Note 0.750% 5/0 0.0 $25k 10k 2.45
Euronet Worldwide Note 0.750% 3/1 0.0 $14k 14k 0.97
Expedia Group Note 2/1 0.0 $9.8k 10k 0.98