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Sightline Wealth Advisors LLC Top Holdings
As of  12/31/2023, below is a summary of the Sightline Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Sightline Wealth Advisors LLC. In the Sightline Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sightline Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Sightline Wealth Advisors LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
INVESCO EXCHANGE TRADED FD T (RSP) 159,971 +181 $25,243
     RSP159,971+181$25,243
SCHWAB STRATEGIC TR 254,919 +11,606 $9,422
     SCHF254,919+11,606$9,422
VANGUARD INDEX FDS (VTV) 55,049 +16,088 $8,230
     VTV55,049+16,088$8,230
SCHWAB STRATEGIC TR 108,104 +2,050 $8,142
     SCHM108,104+2,050$8,142
VANGUARD BD INDEX FDS (BND) 105,670 +64,358 $7,772
     BND105,670+64,358$7,772
SCHWAB STRATEGIC TR 158,141 +14,852 $7,471
     SCHA158,141+14,852$7,471
SPDR S&P 500 ETF TR (SPY) 8,666 +30 $4,119
     SPY8,666+30$4,119
VANGUARD INDEX FDS (VUG) 13,151 +2,595 $4,088
     VUG13,151+2,595$4,088
SCHWAB STRATEGIC TR 160,000 +4,739 $3,966
     SCHE160,000+4,739$3,966
ISHARES TR (IXUS) 53,518 +4,226 $3,475
     IXUS53,518+4,226$3,475
INVESCO QQQ TR 7,333 -90 $3,003
     QQQ7,333-90$3,003
SPDR SER TR (SPYG) 38,536 +8,762 $2,507
     SPYG38,536+8,762$2,507
VANGUARD TAX MANAGED FDS (VEA) 50,841 +2,589 $2,435
     VEA50,841+2,589$2,435
TANGER INC 81,841 UNCH $2,269
     SKT81,841UNCH$2,269
VANGUARD SCOTTSDALE FDS (VCSH) 27,595 +2,187 $2,135
     VCSH27,595+2,187$2,135
VANGUARD INDEX FDS (VO) 8,235 -468 $1,916
     VO8,235-468$1,916
SCHWAB STRATEGIC TR 40,522 +10,670 $1,889
     SCHZ40,522+10,670$1,889
ISHARES TR (IBDR) 78,753 +20,927 $1,882
     IBDR78,753+20,927$1,882
VANGUARD INTL EQUITY INDEX F (VEU) 33,028 +2,863 $1,854
     VEU33,028+2,863$1,854
ISHARES TR (IBDQ) 61,978 +20,928 $1,535
     IBDQ61,978+20,928$1,535
ISHARES TR (IWB) 4,938 +17 $1,295
     IWB4,938+17$1,295
ISHARES TR (IBDS) 52,742 +21,534 $1,262
     IBDS52,742+21,534$1,262
VANGUARD WHITEHALL FDS (VYM) 11,035 +694 $1,232
     VYM11,035+694$1,232
INVESCO EXCH TRADED FD TR II (QQQM) 7,269 +280 $1,225
     QQQM7,269+280$1,225
VANGUARD INDEX FDS (VOO) 2,752 +371 $1,202
     VOO2,752+371$1,202
ASBURY AUTOMOTIVE GROUP INC 5,284 UNCH $1,189
     ABG5,284UNCH$1,189
VANGUARD INDEX FDS (VB) 5,297 +352 $1,130
     VB5,297+352$1,130
MICROSOFT CORP 2,923 +2 $1,099
     MSFT2,923+2$1,099
ISHARES TR (IVV) 2,150 +18 $1,027
     IVV2,150+18$1,027
ISHARES TR (IWM) 5,077 +290 $1,019
     IWM5,077+290$1,019
ISHARES TR (IBDP) 36,702 +389 $914
     IBDP36,702+389$914
SPDR SER TR (SPSM) 21,510 -1,740 $907
     SPSM21,510-1,740$907
ISHARES INC (IEMG) 17,673 +4,397 $894
     IEMG17,673+4,397$894
GOLDMAN SACHS ETF TR (GBIL) 8,719 -1,630 $870
     GBIL8,719-1,630$870
GLOBAL X FDS 63,843 -8,451 $738
     GNOM63,843-8,451$738
ISHARES TR (IWF) 2,224 +5 $674
     IWF2,224+5$674
FIRST TR MORNINGSTAR DIVID L (FDL) 17,400 -6,836 $624
     FDL17,400-6,836$624
ISHARES TR (IBHD) 26,187 +1,886 $608
     IBHD26,187+1,886$608
ISHARES TR (IWV) 2,019 +17 $553
     IWV2,019+17$553
VANGUARD INDEX FDS (VBR) 3,003 +6 $540
     VBR3,003+6$540
APPLE INC 2,780 UNCH $535
     AAPL2,780UNCH$535
ISHARES TR (IBHF) 22,212 +6,330 $509
     IBHF22,212+6,330$509
VANGUARD ADMIRAL FDS INC (VOOV) 3,000 UNCH $504
     VOOV3,000UNCH$504
VANGUARD INTL EQUITY INDEX F (VWO) 11,818 +352 $486
     VWO11,818+352$486
SCHWAB STRATEGIC TR 7,877 +104 $439
     SCHB7,877+104$439
PFIZER INC 14,827 -526 $427
     PFE14,827-526$427
ISHARES TR (IBHE) 18,078 +6,412 $418
     IBHE18,078+6,412$418
ISHARES TR (EEM) 9,980 -731 $401
     EEM9,980-731$401
VANGUARD SPECIALIZED FUNDS (VIG) 2,270 +22 $387
     VIG2,270+22$387
ABRDN NATL MUN INCOME FD 36,700 -3,048 $375
     VFL36,700-3,048$375

See Full List: All Stocks Held By Sightline Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sightline Wealth Advisors LLC

Size ($ in 1000's)
At 12/31/2023: $131,524
At 09/30/2023: $107,095

Sightline Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sightline Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Sightline Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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