Sightline Wealth Advisors, LLC holdings history

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112 is the total number of securities Sightline Wealth Advisors, LLC has owned. The longest Sightline Wealth Advisors, LLC has owned a single stock is 12 quarters.

Sightline Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
RSP INVESCO S&P 500 EQUAL ...121217.08%21.42%25.84%Q4 2020Q3 202312
GBIL GOLDMAN SACHS ETF TR12120.97%11.10%18.45%Q4 2020Q3 202312
SCHF SCHWAB STRATEGIC TR12120.20%7.13%8.50%Q4 2020Q3 202312
SCHM Schwab US Mid Cap Etf12126.29%7.09%7.58%Q4 2020Q3 202312
SCHA SCHWAB US SMALL CAP ETF12124.45%5.25%6.29%Q4 2020Q3 202312
SCHE SCHWAB STRATEGIC TR12120.16%4.13%6.32%Q4 2020Q3 202312
IXUS ISHARES TR12122.76%3.49%4.19%Q4 2020Q3 202312
SRLN SSGA ACTIVE ETF TR12120.20%3.37%9.10%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12122.68%3.17%3.61%Q4 2020Q3 202312
VO VANGUARD MID CAP ETF IV12121.69%2.85%3.37%Q4 2020Q3 202312
IVV ISHARES TR12120.86%2.19%5.32%Q4 2020Q3 202312
VTV VANGUARD VALUE ETF IV12120.28%1.10%5.02%Q4 2020Q3 202312
SPSM SPDR SER TR12120.48%1.06%1.42%Q4 2020Q3 202312
IWB ISHARES TR12120.88%1.03%1.16%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12120.42%0.94%2.06%Q4 2020Q3 202312
VEU VANGUARD INTL EQUITY I...12120.54%0.89%1.60%Q4 2020Q3 202312
IWM ISHARES TR12120.67%0.88%1.30%Q4 2020Q3 202312
MSFT MICROSOFT CORP Equity12120.57%0.76%1.02%Q4 2020Q3 202312
PFE Pfizer Incorporated12120.48%0.64%1.00%Q4 2020Q3 202312
SCHO SCHWAB STRATEGIC TR12120.24%0.54%0.69%Q4 2020Q3 202312
IWF ISHARES TR12120.40%0.46%0.55%Q4 2020Q3 202312
EFA ISHARES TR12120.28%0.45%0.64%Q4 2020Q3 202312
IWV ISHARES TR12120.41%0.45%0.49%Q4 2020Q3 202312
VWO VANGUARD INTL EQUITY I...12120.35%0.43%0.53%Q4 2020Q3 202312
GIM Templeton Income Tr12120.17%0.38%0.66%Q4 2020Q3 202312
SCHB SCHWAB US BROAD MARKET...12120.36%0.38%0.43%Q4 2020Q3 202312
PRF INVESCO FTSE RAFI US 1...12120.22%0.25%0.29%Q4 2020Q3 202312
NUV NUVEEN MUN VALUE FD INC12120.11%0.15%0.19%Q4 2020Q3 202312
MHI PIONEER MUNICIPAL HIGH...12120.07%0.11%0.19%Q4 2020Q3 202312
QQQ INVSC QQQ TRUST SRS 1 ETF741.19%1.94%2.94%Q4 2020Q3 202311
ARKK ARK INNOVATION ETF IV11110.21%0.76%1.68%Q4 2020Q2 202311
NIM NUVEEN SELECT MATURITY M11110.10%0.12%0.13%Q1 2021Q3 202311
XSOE WSDMTRE EMRG MKT EX ST...820.26%1.13%1.44%Q4 2020Q3 202310
SCHZ SCHWAB US AGGREGATE BO...540.21%0.67%1.23%Q4 2020Q3 20239
KWEB KRANESHARES TR990.33%0.54%0.83%Q4 2020Q4 20229
AAPL APPLE INC990.20%0.34%0.55%Q3 2021Q3 20239
FDL FIRST TRUST MORNINGSTA...880.25%1.11%2.14%Q4 2021Q3 20238
FLOT ISHARES TR880.45%0.80%0.94%Q4 2020Q3 20228
ARKG ARK GENOMIC REVOLUTION...880.39%0.66%1.03%Q4 2020Q3 20228
GNOM GLOBAL X GENOMICS AND ...880.25%0.66%1.00%Q4 2021Q3 20238
SHM SPDR SER TR410.33%0.58%0.75%Q4 2020Q3 20238
NXP NUVEEN SELECT TAX-FREE...880.19%0.25%0.28%Q4 2021Q3 20238
C CITIGROUP INC530.20%0.22%0.24%Q4 2020Q2 20238
VFL DELAWARE INVTS NATL MU...770.32%0.42%0.50%Q1 2022Q3 20237
AOA ISHARES TR610.17%0.26%0.33%Q4 2020Q2 20237
PFN PIMCO INCOME STRATEGY II660.64%2.58%3.32%Q4 2020Q1 20226
QQQM INVESCO NASDAQ 100 ETF660.30%0.76%0.96%Q2 2022Q3 20236
VOO VANGUARD S&P 500 ETF660.21%0.68%0.92%Q2 2022Q3 20236
EEM ISHARES TR420.38%0.54%0.72%Q4 2020Q3 20236
FDN FIRST TRUST INTERNET I...660.19%0.33%0.44%Q4 2020Q1 20226
EFG ISHARES TR660.27%0.28%0.31%Q2 2021Q3 20226
STIP ISHARES TR550.27%2.04%3.48%Q4 2021Q4 20225
VCSH VANGUARD SCOTTSDALE FDS550.91%1.59%1.88%Q3 2022Q3 20235
SRET GLOBAL X SUPERDIVIDEND...410.17%0.63%0.82%Q1 2021Q3 20225
VMM DELAWARE INV MINNESTA ...550.40%0.53%0.68%Q4 2020Q4 20215
FIVG DEFIANCE NEXT GEN CONN...550.20%0.48%0.74%Q4 2020Q4 20215
VUG VANGUARD INDEX FDS440.69%1.96%2.68%Q4 2022Q3 20234
SKT TANGER FACTORY OUTLET ...441.37%1.58%1.73%Q4 2022Q3 20234
ABG ASBURY AUTOMOTIVE GROU...441.10%1.12%1.14%Q4 2022Q3 20234
VB VANGUARD INDEX FDS440.51%0.74%0.87%Q4 2022Q3 20234
SHM SPDR NUVEN BLM SHT TM210.60%0.66%0.75%Q1 2021Q3 20224
VCR VANGUARD WORLD FDS440.21%0.55%0.76%Q2 2021Q1 20224
VOOV VANGUARD ADMIRAL FDS INC440.42%0.44%0.45%Q4 2022Q3 20234
FTEC FIDELITY MSCI INFOR TE...440.18%0.44%0.68%Q4 2020Q3 20214
NWL NEWELL BRANDS INC440.34%0.41%0.47%Q4 2022Q3 20234
HYMB Spdr Nuveen S&P High440.18%0.20%0.23%Q4 2020Q3 20214
BNDX VANGUARD TOTAL INTERNA...440.17%0.19%0.24%Q4 2020Q3 20214
PRFZ INVESCO FTSE RAFI US 1...440.17%0.17%0.19%Q2 2021Q1 20224
VYM VANGUARD WHITEHALL FDS210.93%0.97%1.00%Q1 2022Q3 20233
PFXF VANECK VECTORS ETF TR330.24%0.74%1.04%Q1 2022Q3 20223
GNR SPDR S&P GLOBAL NATURA...330.23%0.43%0.57%Q4 2021Q2 20223
VBR VANGUARD INDEX FDS330.30%0.35%0.45%Q1 2023Q3 20233
JXI ISHARES GLOBAL UTILITI...330.25%0.28%0.30%Q4 2020Q2 20213
PG PROCTER AND GAMBLE CO330.22%0.25%0.30%Q4 2022Q2 20233
VBK VANGUARD INDEX FDS330.21%0.22%0.22%Q1 2023Q3 20233
ES EVERSOURCE ENERGY210.17%0.19%0.22%Q4 2021Q4 20223
WSDMTRE EMRG MKT220.91%1.02%1.13%Q4 2022Q1 20232
REET ISHARES TR220.26%0.28%0.31%Q1 2022Q2 20222
SPTM SPDR SER TR220.22%0.25%0.28%Q2 2023Q3 20232
STAA STAAR SURGICAL CO110.20%0.20%0.21%Q4 2021Q1 20232
NEA NUVEEN AMT FREE QUALITY220.16%0.20%0.25%Q4 2020Q1 20212
BOOKING HOLDINGS INC220.02%0.02%0.02%Q2 2023Q3 20232
WESTERN DIGITAL CORP.220.01%0.01%0.01%Q2 2023Q3 20232
EURONET WORLDWIDE INC220.01%0.01%0.01%Q2 2023Q3 20232
ARES CAPITAL CORP220.01%0.01%0.01%Q2 2023Q3 20232
EXPEDIA GROUP INC220.01%0.01%0.01%Q2 2023Q3 20232
BND VANGUARD BD INDEX FDS112.69%2.69%2.69%Q3 2023Q3 20231
SPYG SPDR SER TR111.65%1.65%1.65%Q3 2023Q3 20231
IBDR ISHARES TR111.26%1.26%1.26%Q3 2023Q3 20231
DIV Global X Superdividend110.95%0.95%0.95%Q4 2020Q4 20201
IBDQ ISHARES TR110.93%0.93%0.93%Q3 2023Q3 20231
IBDP ISHARES TR110.84%0.84%0.84%Q3 2023Q3 20231
IBDS ISHARES TR110.67%0.67%0.67%Q3 2023Q3 20231
IEMG ISHARES INC110.59%0.59%0.59%Q3 2023Q3 20231
IBHD ISHARES TR110.53%0.53%0.53%Q3 2023Q3 20231
SDIV GLOBAL X FDS110.38%0.38%0.38%Q1 2022Q1 20221
IBHF ISHARES TR110.33%0.33%0.33%Q3 2023Q3 20231
VIG VANGUARD SPECIALIZED F...110.33%0.33%0.33%Q3 2023Q3 20231
NXQ Nuveen Select Tax-Free I110.28%0.28%0.28%Q4 2020Q4 20201
TXN TEXAS INSTRS INC110.25%0.25%0.25%Q4 2022Q4 20221
IBHE ISHARES TR110.25%0.25%0.25%Q3 2023Q3 20231
MRK MERCK & CO INC110.25%0.25%0.25%Q4 2022Q4 20221
BRKB BERKSHIRE HATHAWAY INC...110.24%0.24%0.24%Q4 2022Q4 20221
GLOBAL X SUPERDIVIDEND...110.24%0.24%0.24%Q2 2022Q2 20221
United States Treas NT110.24%0.24%0.24%Q4 2020Q4 20201
MDY SPDR S&P MIDCAP 400 ET...110.23%0.23%0.23%Q2 2021Q2 20211
WPC WP CAREY INC110.22%0.22%0.22%Q4 2022Q4 20221
TAN INVESCO SOLAR ETF110.20%0.20%0.20%Q4 2021Q4 20211
BIGZ BLACKROCK INNOVATION A...110.12%0.12%0.12%Q4 2022Q4 20221
AMRN AMARIN CORP PLC FSPONS...110.07%0.07%0.07%Q1 2021Q1 20211
LCTX LINEAGE CELL THERAPEUTIC110.03%0.03%0.03%Q3 2021Q3 20211
ILLUMINA INC110.01%0.01%0.01%Q2 2023Q2 20231
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The securities at the top of the list , including INVESCO S&P 500 EQUAL WEIGHT ETF, GOLDMAN SACHS ETF TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Sightline Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Sightline Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sightline Wealth Advisors, LLC owns currently or has owned in the past.