Sightline Wealth Advisors

Sightline Wealth Advisors as of March 31, 2022

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 55 positions in its portfolio as reported in the March 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) 19.6 $24M 149k 157.71
Goldman Sachs Etf Tr Acces Treasury (GBIL) 16.1 $19M 193k 99.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.9 $8.3M 226k 36.72
Ssga Active Etf Tr Blackstone Senr (SRLN) 6.9 $8.2M 183k 44.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.5 $7.8M 103k 75.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.4 $5.3M 113k 47.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.0 $4.8M 173k 27.77
Ishares Tr Core Msci Total (IXUS) 3.7 $4.4M 67k 66.57
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.5 $4.2M 40k 104.93
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $3.4M 15k 237.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $3.4M 7.4k 451.70
Ishares Tr Core S&p500 Etf (IVV) 1.9 $2.3M 5.0k 453.73
Invesco Qqq Trust Unit Ser 1 (QQQ) 1.4 $1.7M 4.6k 362.49
Wisdomtree Tr Em Ex St-owned (XSOE) 1.2 $1.4M 44k 32.66
Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) 0.9 $1.1M 55k 20.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $1.1M 10k 112.21
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.9 $1.1M 26k 42.05
Ishares Tr Rus 1000 Etf (IWB) 0.9 $1.1M 4.3k 249.94
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $963k 19k 50.51
Ishares Tr Russell 2000 Etf (IWM) 0.8 $906k 4.4k 205.21
Ark Etf Tr Genomic Rev Etf (ARKG) 0.7 $839k 18k 45.92
Microsoft Corporation (MSFT) 0.7 $828k 2.7k 308.49
Spdr Nuven Blm Sht Tm Mpl Bnd Etf 0.7 $801k 17k 47.31
Pimco Income Strategy Fund II (PFN) 0.6 $765k 88k 8.68
Ark Etf Tr Innovation Etf (ARKK) 0.6 $743k 11k 66.30
Pfizer (PFE) 0.6 $708k 14k 51.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $649k 11k 57.57
Ishares Tr Msci Eafe Etf (EFA) 0.5 $637k 14k 45.13
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $633k 13k 49.51
First Tr Morningstar Divid L SHS (FDL) 0.5 $583k 16k 37.46
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.5 $581k 9.3k 62.78
Kraneshares Tr Csi Chi Internet (KWEB) 0.4 $519k 18k 28.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $515k 1.9k 277.63
Ishares Tr Russell 3000 Etf (IWV) 0.4 $512k 2.0k 262.43
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $499k 10k 48.07
Delaware Invts Natl Mun Inco Sh Ben Int (VFL) 0.4 $487k 39k 12.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $461k 10k 46.16
Global X Fds Glb X Superdiv 0.4 $460k 50k 9.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $450k 8.4k 53.37
Templeton Global Income Fund (SABA) 0.4 $423k 84k 5.03
Vanguard Index Fds Value Etf (VTV) 0.3 $368k 2.5k 147.85
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $320k 4.3k 73.66
Ishares Tr Global Reit Etf (REET) 0.3 $307k 11k 29.23
Global X Fds Genomic Biotech (GNOM) 0.2 $300k 20k 15.02
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $292k 1.7k 170.66
Apple (AAPL) 0.2 $285k 1.6k 174.85
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $256k 838.00 305.49
First Trust Internet Index Cf Etf Dj Internt Idx (FDN) 0.2 $232k 1.2k 187.85
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.2 $230k 16k 14.46
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $206k 3.0k 68.87
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $202k 1.1k 182.15
Eversource Energy (ES) 0.2 $201k 2.3k 88.31
Nuveen Muni Value Fund (NUV) 0.1 $130k 14k 9.54
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.1 $120k 13k 9.59
Pioneer Mun High Income Tr Com Shs (MHI) 0.1 $111k 11k 10.49