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CIK: 0001841979
Total reported value
$273.3M
$273.3M
88 檔
29.9%
As reported in its official Q4 2024 Form 13F filing, Sightline Wealth Advisors, LLC's tracked investment portfolio stood at $273.3M with 88 total positions.
In Q4 2024, Sightline Wealth Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 13.61% | -0.50% | -2.57% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.76% | -0.94% | +11.76% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.25% | +0.01% | +5.86% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.34% | -0.25% | +101.19% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-Other | 5.16% | +0.60% | +115.11% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 5.08% | — | +198.29% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.84% | +0.15% | -2.53% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.80% | -0.01% | +0.27% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.53% | +0.17% | +22.70% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.21% | +0.27% | +6.30% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.12% | -0.13% | +11.42% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.98% | -0.08% | -2.67% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.84% | -0.42% | -3.46% | |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.69% | +0.17% | -3.02% | |
| 15 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.65% | -0.19% | +8.33% | |
| 16 | SKT | Tanger Inc | Stock-Real Estate | 1.60% | -0.20% | -11.44% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.54% | -0.15% | +16.17% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.43% | +0.15% | +7.13% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.32% | -0.11% | +84.67% | |
| 20 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.22% | — | -17.90% | |
| 21 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 1.12% | -0.15% | — | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.09% | +0.09% | +0.49% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.92% | +0.19% | +4.04% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.86% | -0.03% | +0.14% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.86% | +0.31% | +346.94% | |
| 26 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 0.82% | -0.07% | — | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.01% | +0.22% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | — | -9.42% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | — | -4.57% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.06% | +0.03% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | — | +1.64% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.08% | +0.02% | |
| 33 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 0.62% | — | +2.80% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.03% | +0.25% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.60% | — | +33.32% | |
| 36 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.56% | — | +12.37% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | — | +0.14% | |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.46% | +0.25% | +112.40% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.42% | -0.01% | +0.15% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | +0.03% | -30.27% | |
| 41 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.37% | -0.04% | +2.14% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.37% | — | +0.34% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.01% | -1.26% | |
| 44 | GNOMEUR | Global X Genomics & Biotechn | ETF-Tech | 0.32% | — | -5.07% | |
| 45 | NWL | Newell Brands Inc | Stock-Consumer Staples | 0.32% | +0.13% | — | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.30% | -0.11% | EXIT | |
| 47 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | — | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.30% | +0.02% | +202.50% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | +0.01% | +200.74% | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.26% | — | -46.51% |
According to official SEC Form 13F filings, Sightline Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $273.3M across 88 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including RSP, BND, VTV) accounted for 29.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
SCHJ
市值: $2.1M
Top Position Liquidated / Trimmed
FDL
前期市值: $316.9K
During Q4 2024, Sightline Wealth Advisors, LLC's top holdings by market value included RSP (13.6%)、BND (11.8%)、VTV (8.3%). The largest single position, RSP, represented 13.6% of total portfolio value.
In Q4 2024, Sightline Wealth Advisors, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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