The Analysis of Sightline Wealth Advisors, LLC's Holdings
Currently, Sightline Wealth Advisors, LLC holds 93 types of securities in its portfolio with a total value $221.5M. In the most recent quarter, they have increased their positions in SCHJ (+74.4K shares, valued at $1.9M), SPTS (+28.2K shares, valued at $827.4K), VTV (+3.5K shares, valued at $645.3K); decreased their positions in RSP (-7.8K shares, valued at $1.5M), IXUS (-3.5K shares, valued at $285.3K), BND (-3.4K shares, valued at $249.2K); initiated new positions in SPTS (+28.2K shares, valued at $827.4K), AIQ (+10.3K shares, valued at $507.1K), SCYB (+17.1K shares, valued at $457.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
RSP INVESCO EXCHANGE TRADED FD T128.8K shares-5.73%2025-09-302025-11-03
BND VANGUARD BD INDEX FDS324.7K shares-1.02%2025-09-302025-11-03 VTV VANGUARD INDEX FDS104.7K shares3.42%2025-09-302025-11-03 SCHF SCHWAB STRATEGIC TR541.7K shares-0.22%2025-09-302025-11-03 SCHA SCHWAB STRATEGIC TR386.7K shares-0.43%2025-09-302025-11-03 SCHM SCHWAB STRATEGIC TR343.0K shares-0.60%2025-09-302025-11-03 VUG VANGUARD INDEX FDS20.6K shares4.45%2025-09-302025-11-03 QQQ INVESCO QQQ TR10.8K shares-3.11%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR8.6K shares-0.63%2025-09-302025-11-03 IBDS ISHARES TR209.6K shares13.08%2025-09-302025-11-03 SCHE SCHWAB STRATEGIC TR147.4K shares-2.51%2025-09-302025-11-03 IXUS ISHARES TR54.2K shares-6.00%2025-09-302025-11-03 IBDR ISHARES TR177.9K shares7.26%2025-09-302025-11-03 VEA VANGUARD TAX-MANAGED FDS71.6K shares5.54%2025-09-302025-11-03 SPYG SPDR SERIES TRUST37.8K shares-3.36%2025-09-302025-11-03 IBDT ISHARES TR147.8K shares15.61%2025-09-302025-11-03 VCSH VANGUARD SCOTTSDALE FDS45.8K shares-4.61%2025-09-302025-11-03 SCHJ SCHWAB STRATEGIC TR139.4K shares114.50%2025-09-302025-11-03 VCLT VANGUARD SCOTTSDALE FDS44.0K shares1.42%2025-09-302025-11-03 SKT TANGER INC96.9K shares0.00%2025-09-302025-11-03 SCHG SCHWAB STRATEGIC TR97.2K shares12.11%2025-09-302025-11-03 VEU VANGUARD INTL EQUITY INDEX F42.6K shares6.23%2025-09-302025-11-03 QQQM INVESCO EXCH TRADED FD TR II9.1K shares-0.09%2025-09-302025-11-03 SCHZ SCHWAB STRATEGIC TR86.0K shares-6.38%2025-09-302025-11-03 DGRO ISHARES TR26.5K shares4.52%2025-09-302025-11-03 IWB ISHARES TR4.8K shares0.13%2025-09-302025-11-03 ABG ASBURY AUTOMOTIVE GROUP INC7.0K shares0.00%2025-09-302025-11-03 MSFT MICROSOFT CORP3.3K shares-1.56%2025-09-302025-11-03 VB VANGUARD INDEX FDS6.4K shares-2.13%2025-09-302025-11-03 VOO VANGUARD INDEX FDS2.5K shares0.12%2025-09-302025-11-03 IBHF ISHARES TR60.8K shares-12.52%2025-09-302025-11-03 IBHG ISHARES TR61.8K shares-10.83%2025-09-302025-11-03 IVV ISHARES TR2.0K shares1.49%2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F22.9K shares9.05%2025-09-302025-11-03 IBHH ISHARES TR50.3K shares-8.63%2025-09-302025-11-03 IWF ISHARES TR2.2K shares-0.23%2025-09-302025-11-03 VYM VANGUARD WHITEHALL FDS7.3K shares20.89%2025-09-302025-11-03 IWM ISHARES TR4.2K shares-11.17%2025-09-302025-11-03 AAPL APPLE INC3.8K shares-1.59%2025-09-302025-11-03 IBDU ISHARES TR37.7K shares18.14%2025-09-302025-11-03 BILS SPDR SERIES TRUST8.8K shares-11.39%2025-09-302025-11-03 SPTS SPDR SERIES TRUST28.2K sharesnew addition2025-09-302025-11-03 SCHO SCHWAB STRATEGIC TR33.3K shares80.34%2025-09-302025-11-03 VBR VANGUARD INDEX FDS3.8K shares-0.48%2025-09-302025-11-03 IWV ISHARES TR2.1K shares0.24%2025-09-302025-11-03 VGLT VANGUARD SCOTTSDALE FDS12.8K shares1.13%2025-09-302025-11-03 EMXC ISHARES INC10.5K shares-24.55%2025-09-302025-11-03 SCHB SCHWAB STRATEGIC TR26.7K shares10.93%2025-09-302025-11-03 VO VANGUARD INDEX FDS2.0K shares-13.34%2025-09-302025-11-03 VOOV VANGUARD ADMIRAL FDS INC3.0K shares0.00%2025-09-302025-11-03 IBDV ISHARES TR26.6K shares14.19%2025-09-302025-11-03 EFA ISHARES TR5.8K shares0.00%2025-09-302025-11-03 AIQ GLOBAL X FDS10.3K sharesnew addition2025-09-302025-11-03 C CITIGROUP INC5.0K shares0.51%2025-09-302025-11-03 VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.43%2025-09-302025-11-03 NFLX NETFLIX INC397 shares0.00%2025-09-302025-11-03 SCHD SCHWAB STRATEGIC TR16.8K shares-8.22%2025-09-302025-11-03 SCYB SCHWAB STRATEGIC TR17.1K sharesnew addition2025-09-302025-11-03 EEM ISHARES TR8.5K shares-8.05%2025-09-302025-11-03 SPTM SPDR SERIES TRUST5.5K shares-2.02%2025-09-302025-11-03 VBK VANGUARD INDEX FDS1.4K shares42.11%2025-09-302025-11-03 GNOM GLOBAL X FDS10.8K sharesnew addition2025-09-302025-11-03 PRF INVESCO EXCHANGE TRADED FD T9.2K shares0.43%2025-09-302025-11-03 NWL NEWELL BRANDS INC78.1K shares0.00%2025-09-302025-11-03 FLBL FRANKLIN TEMPLETON ETF TR16.9K shares-24.00%2025-09-302025-11-03 PFE PFIZER INC15.5K shares0.69%2025-09-302025-11-03 SCHV SCHWAB STRATEGIC TR13.1K sharesnew addition2025-09-302025-11-03 WMT WALMART INC3.7K shares-1.08%2025-09-302025-11-03 QUAL ISHARES TR1.9K shares-12.81%2025-09-302025-11-03 VFL ABRDN NATL MUN INCOME FD32.8K shares1.37%2025-09-302025-11-03 GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-11-03 VONG VANGUARD SCOTTSDALE FDS2.5K shares-8.49%2025-09-302025-11-03 GOOGL ALPHABET INC1.2K shares-2.40%2025-09-302025-11-03 AOM ISHARES TR5.7K shares6.24%2025-09-302025-11-03 XLK SELECT SECTOR SPDR TR964 shares0.10%2025-09-302025-11-03 PRFZ INVESCO EXCHANGE TRADED FD T5.8K shares0.24%2025-09-302025-11-03 GBIL GOLDMAN SACHS ETF TR2.6K shares-13.11%2025-09-302025-11-03 IBMP ISHARES TR10.1K shares0.62%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.779 shares0.00%2025-09-302025-11-03 VTI VANGUARD INDEX FDS747 shares-0.80%2025-09-302025-11-03 AOA ISHARES TR2.6K shares0.69%2025-09-302025-11-03 SGOV ISHARES TR2.3K shares1.06%2025-09-302025-11-03 NXP NUVEEN SELECT TAX-FREE INCOM15.5K shares0.73%2025-09-302025-11-03 BAC BANK AMERICA CORP4.3K shares-9.90%2025-09-302025-11-03 IJK ISHARES TR2.3K shares0.00%2025-09-302025-11-03 FDN FIRST TR EXCHANGE-TRADED FD781 shares-2.01%2025-09-302025-11-03 DON WISDOMTREE TR3.9K sharesnew addition2025-09-302025-11-03 PG PROCTER AND GAMBLE CO1.3K shares-2.73%2025-09-302025-11-03 NUV NUVEEN MUN VALUE FD INC13.2K shares1.12%2025-09-302025-11-03 NIM NUVEEN SELECT MAT MUN FD12.2K shares0.60%2025-09-302025-11-03 SMTK SMARTKEM INC12.0K sharesnew addition2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available