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