Sightline Wealth Advisors, LLC Portfolio Holdings
Q3 2025•91 long positions•$221.5M portfolio value
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Holding94 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $24.4M 11.03% | -$1.5M Sold | — 128.8K shares | 136.6K → 128.8K −$1.5M | -5.73% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $24.1M 10.9% | -$249.2K Sold | — 324.7K shares | 328.1K → 324.7K −$249.2K | -1.02% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $19.5M 8.82% | +$645.3K Bought | — 104.7K shares | 101.3K → 104.7K +$645.3K | +3.42% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $12.6M 5.69% | -$27.6K Sold | — 541.7K shares | 542.9K → 541.7K −$27.6K | -0.22% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.8M 4.87% | -$47.1K Sold | — 386.7K shares | 388.4K → 386.7K −$47.1K | -0.43% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.2M 4.59% | -$61.8K Sold | — 343.0K shares | 345.1K → 343.0K −$61.8K | -0.6% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.9M 4.47% | +$422.1K Bought | — 20.6K shares | 19.8K → 20.6K +$422.1K | +4.45% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.5M 2.94% | -$208.9K Sold | — 10.8K shares | 11.2K → 10.8K −$208.9K | -3.11% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.7M 2.58% | -$36.0K Sold | — 8.6K shares | 8.6K → 8.6K −$36.0K | -0.63% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.1M 2.3% | +$590.1K Bought | — 209.6K shares | 185.4K → 209.6K +$590.1K | +13.08% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.9M 2.22% | -$126.8K Sold | — 147.4K shares | 151.2K → 147.4K −$126.8K | -2.51% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.5M 2.02% | -$285.3K Sold | — 54.2K shares | 57.6K → 54.2K −$285.3K | -6.0% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.3M 1.95% | +$292.5K Bought | — 177.9K shares | 165.8K → 177.9K +$292.5K | +7.26% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.3M 1.94% | +$225.2K Bought | — 71.6K shares | 67.8K → 71.6K +$225.2K | +5.54% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.9M 1.78% | -$137.1K Sold | — 37.8K shares | 39.1K → 37.8K −$137.1K | -3.36% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.8M 1.7% | +$509.3K Bought | — 147.8K shares | 127.8K → 147.8K +$509.3K | +15.61% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.7M 1.65% | -$176.9K Sold | — 45.8K shares | 48.0K → 45.8K −$176.9K | -4.61% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $3.5M 1.57% | +$1.9M Bought | — 139.4K shares | 65.0K → 139.4K +$1.9M | +114.5% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 1.54% | +$47.8K Bought | — 44.0K shares | 43.4K → 44.0K +$47.8K | +1.42% | — — | Q3 2024 Held for 1y 2m | |
REIT - Retail Real Estate | $3.3M 1.48% | — | 0.086% 96.9K shares | — | — | $3.8B Mid Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 1.4% | +$335.1K Bought | — 97.2K shares | 86.7K → 97.2K +$335.1K | +12.11% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.0M 1.37% | +$178.2K Bought | — 42.6K shares | 40.1K → 42.6K +$178.2K | +6.23% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.2M 1.01% | -$2.0K Sold | — 9.1K shares | 9.1K → 9.1K −$2.0K | -0.09% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.0M 0.911% | -$137.4K Sold | — 86.0K shares | 91.8K → 86.0K −$137.4K | -6.38% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.8M 0.814% | +$77.9K Bought | — 26.5K shares | 25.3K → 26.5K +$77.9K | +4.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.792% | +$2.2K Bought | — 4.8K shares | 4.8K → 4.8K +$2.2K | +0.13% | — — | Q4 2020 Held for 4y 11m | |
Auto - Dealerships Consumer Cyclical | $1.7M 0.769% | — | 0.035% 7.0K shares | — | — | $4.8B Mid Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $1.7M 0.767% | -$26.9K Sold | 0.0% 3.3K shares | 3.3K → 3.3K −$26.9K | -1.56% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.6M 0.734% | -$35.3K Sold | — 6.4K shares | 6.5K → 6.4K −$35.3K | -2.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.678% | +$1.8K Bought | — 2.5K shares | 2.4K → 2.5K +$1.8K | +0.12% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.4M 0.642% | -$203.6K Sold | — 60.8K shares | 69.5K → 60.8K −$203.6K | -12.52% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.4M 0.627% | -$168.8K Sold | — 61.8K shares | 69.3K → 61.8K −$168.8K | -10.83% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.619% | +$20.1K Bought | — 2.0K shares | 2.0K → 2.0K +$20.1K | +1.49% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.2M 0.561% | +$103.1K Bought | — 22.9K shares | 21.0K → 22.9K +$103.1K | +9.05% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.2M 0.542% | -$113.4K Sold | — 50.3K shares | 55.1K → 50.3K −$113.4K | -8.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.468% | -$2.3K Sold | — 2.2K shares | 2.2K → 2.2K −$2.3K | -0.23% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.0M 0.464% | +$177.5K Bought | — 7.3K shares | 6.0K → 7.3K +$177.5K | +20.89% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.0M 0.459% | -$127.8K Sold | — 4.2K shares | 4.7K → 4.2K −$127.8K | -11.17% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $960.7K 0.434% | -$15.5K Sold | 0.0% 3.8K shares | 3.8K → 3.8K −$15.5K | -1.59% | $3.78T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $885.6K 0.4% | +$136.0K Bought | — 37.7K shares | 31.9K → 37.7K +$136.0K | +18.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $879.0K 0.397% | -$113.0K Sold | — 8.8K shares | 10.0K → 8.8K −$113.0K | -11.39% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $827.4K 0.374% | +$827.4K New | — 28.2K shares | 0 → 28.2K +$827.4K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $811.7K 0.367% | +$361.6K Bought | — 33.3K shares | 18.4K → 33.3K +$361.6K | +80.34% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $783.9K 0.354% | -$3.8K Sold | — 3.8K shares | 3.8K → 3.8K −$3.8K | -0.48% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $779.6K 0.352% | +$1.9K Bought | — 2.1K shares | 2.1K → 2.1K +$1.9K | +0.24% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $728.8K 0.329% | +$8.1K Bought | — 12.8K shares | 12.7K → 12.8K +$8.1K | +1.13% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $707.1K 0.319% | -$230.1K Sold | — 10.5K shares | 13.9K → 10.5K −$230.1K | -24.55% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $686.1K 0.31% | +$67.6K Bought | — 26.7K shares | 24.1K → 26.7K +$67.6K | +10.93% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $599.2K 0.271% | -$92.2K Sold | — 2.0K shares | 2.4K → 2.0K −$92.2K | -13.34% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $598.4K 0.27% | — | — 3.0K shares | — | — | — — | Q4 2022 Held for 2y 11m |
