$120 Million is the total value of Sightline Wealth Advisors, LLC's 55 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STAA | Exit | STAAR SURGICAL CO | $0 | – | -2,400 | -100.0% | -0.20% | – |
| FIVG | Exit | DEFIANCE NEXT GEN CONNECTIVITY ETFdefiance next | $0 | – | -5,211 | -100.0% | -0.20% | – |
| C | Exit | CITIGROUP INC | $0 | – | -3,581 | -100.0% | -0.20% | – |
| TAN | Exit | INVESCO SOLAR ETFsolar etf | $0 | – | -2,859 | -100.0% | -0.20% | – |
| VMM | Exit | DELAWARE INV MINNESTA MU | $0 | – | -33,570 | -100.0% | -0.42% | – |
| SRET | Exit | GLOBAL X SUPERDIVIDEND REIT ETFreit etf | $0 | – | -75,237 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF | 12 | Q3 2023 | 25.8% |
| GOLDMAN SACHS ETF TR | 12 | Q3 2023 | 18.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 8.5% |
| Schwab US Mid Cap Etf | 12 | Q3 2023 | 7.6% |
| SCHWAB US SMALL CAP ETF | 12 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.3% |
| ISHARES TR | 12 | Q3 2023 | 4.2% |
| SSGA ACTIVE ETF TR | 12 | Q3 2023 | 9.1% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 3.6% |
| VANGUARD MID CAP ETF IV | 12 | Q3 2023 | 3.4% |
View Sightline Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-26 |
View Sightline Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.