Sightline Wealth Advisors

Sightline Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Sightline Wealth Advisors

Sightline Wealth Advisors holds 60 positions in its portfolio as reported in the December 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) 25.8 $24M 170k 141.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.2 $7.6M 237k 32.21
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.6 $7.0M 107k 65.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.3 $4.9M 121k 40.51
Goldman Sachs Etf Tr Acces Treasury (GBIL) 4.9 $4.6M 46k 99.71
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 4.1 $3.8M 162k 23.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $3.3M 8.8k 382.44
Ishares Tr Core Msci Total (IXUS) 3.4 $3.1M 54k 57.88
Vanguard Index Fds Mid Cap Etf (VO) 2.9 $2.7M 13k 203.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $2.1M 7.7k 266.27
First Tr Morningstar Divid L SHS (FDL) 1.6 $1.5M 41k 36.56
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $1.4M 19k 75.19
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.4M 3.6k 384.26
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.4 $1.3M 35k 36.97
Tanger Factory Outlet Centers (SKT) 1.4 $1.3M 71k 17.94
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $1.3M 25k 50.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $1.2M 30k 41.97
Ishares Tr Russell 2000 Etf (IWM) 1.3 $1.2M 6.8k 174.36
Wisdomtree Tr Em Ex St-owned 1.1 $1.0M 39k 26.68
Ishares Tr Rus 1000 Etf (IWB) 1.1 $1.0M 4.9k 210.54
Asbury Automotive (ABG) 1.1 $1.0M 5.7k 179.25
Microsoft Corporation (MSFT) 1.0 $946k 3.9k 239.81
Pfizer (PFE) 1.0 $928k 18k 51.24
Global X Fds Genomic Biotech (GNOM) 1.0 $928k 73k 12.65
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.9 $813k 7.4k 109.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $786k 2.2k 351.30
Vanguard Index Fds Growth Etf (VUG) 0.7 $636k 3.0k 213.11
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $587k 13k 45.65
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.6 $575k 14k 40.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $515k 11k 48.24
Apple (AAPL) 0.5 $509k 3.9k 129.92
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $496k 13k 37.90
Vanguard Index Fds Small Cp Etf (VB) 0.5 $472k 2.6k 183.57
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.5 $471k 10k 46.98
Ishares Tr Russell 3000 Etf (IWV) 0.5 $435k 2.0k 220.71
Newell Rubbermaid (NWL) 0.5 $435k 33k 13.08
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.5 $420k 3.0k 140.06
Vanguard Index Fds Value Etf (VTV) 0.5 $419k 3.0k 140.38
Delaware Invts Natl Mun Inco Sh Ben Int (VFL) 0.4 $405k 39k 10.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $399k 1.9k 214.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $382k 8.5k 44.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $327k 8.4k 38.98
Kraneshares Tr Csi Chi Internet (KWEB) 0.3 $306k 10k 30.20
Ishares Tr Msci Eafe Etf (EFA) 0.3 $288k 4.4k 65.64
Procter & Gamble Company (PG) 0.3 $276k 1.8k 151.59
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.3 $271k 1.7k 155.12
Ark Etf Tr Innovation Etf (ARKK) 0.3 $265k 8.5k 31.24
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.3 $258k 19k 13.91
Templeton Global Income Fund (SABA) 0.3 $251k 58k 4.33
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $250k 2.6k 96.95
Texas Instruments Incorporated (TXN) 0.2 $232k 1.4k 165.24
Merck & Co (MRK) 0.2 $228k 2.1k 110.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $221k 714.00 308.90
Citigroup Com New (C) 0.2 $211k 4.7k 45.23
Eversource Energy (ES) 0.2 $208k 2.5k 83.84
Wp Carey (WPC) 0.2 $202k 2.6k 78.15
Nuveen Muni Value Fund (NUV) 0.2 $147k 17k 8.60
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.1 $116k 17k 6.81
Nuveen Select Mat Mun Sh Ben Int (NIM) 0.1 $115k 13k 9.06
Pioneer Municipal High Incom Com Shs (MHI) 0.1 $92k 11k 8.58