$102 Million is the total value of Sightline Wealth Advisors, LLC's 51 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHM | New | SPDR NUVEN BLM SHT TM MPL BND ETFnuveen blmbrg sh | $767,000 | – | 16,233 | +100.0% | 0.75% | – |
| QQQM | New | INVESCO NASDAQ 100 ETFnasdaq 100 etf | $307,000 | – | 2,674 | +100.0% | 0.30% | – |
| New | GLOBAL X SUPERDIVIDEND REIT ETFreit etf | $243,000 | – | 30,191 | +100.0% | 0.24% | – | |
| VOO | New | VANGUARD S&P 500 ETF | $214,000 | – | 620 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-15
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.