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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
BILS +16,638+$1,654
QUAL +3,326+$547
SCHD +3,765+$304
NFLX +397+$241
PG +1,378+$224
IJK +2,328+$212
XLK +963+$201
BKNG +10,000+$19
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SGOV -2,240-$225
XSOE -7,303-$211
BOOKING HOLDINGS INC -10,000-$19
WESTERN DIGITAL CORP. -15,000-$15
ARES CAPITAL CORP -12,000-$13
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
FLBL +55,800+$1,369
BND +48,271+$3,409
SCHZ +41,948+$1,905
VTV +16,738+$3,461
SKT +16,489+$635
SCHA +7,055+$663
EMXC +6,960+$411
SCHF +6,909+$795
SPYG +6,889+$816
VCSH +2,786+$214
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SPSM -7,887-$321
RSP -7,418+$595
VYM -6,841-$725
SCHE -6,781-$97
IEMG -6,174-$301
VFL -2,739-$23
FDL -2,733-$60
VO -2,540-$493
GNOM -1,800-$32
Sightline Wealth Advisors LLC Info
Size ($ in 1000's)
At 03/31/2024: $151,812
At 12/31/2023: $131,524

Sightline Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sightline Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Sightline Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by Sightline Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Sightline Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Sightline Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Sightline Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
INVESCO EXCHANGE TRADED FD T (RSP) 152,553 -7,418 $25,838
     RSP152,553-7,418$25,838
VANGUARD INDEX FDS (VTV) 71,787 +16,738 $11,691
     VTV71,787+16,738$11,691
VANGUARD BD INDEX FDS (BND) 153,941 +48,271 $11,181
     BND153,941+48,271$11,181
SCHWAB STRATEGIC TR 261,828 +6,909 $10,217
     SCHF261,828+6,909$10,217
SCHWAB STRATEGIC TR 109,511 +1,407 $8,917
     SCHM109,511+1,407$8,917
SCHWAB STRATEGIC TR 165,196 +7,055 $8,134
     SCHA165,196+7,055$8,134
VANGUARD INDEX FDS (VUG) 15,745 +2,594 $5,419
     VUG15,745+2,594$5,419
SPDR S&P 500 ETF TR (SPY) 8,787 +121 $4,596
     SPY8,787+121$4,596
SCHWAB STRATEGIC TR 153,219 -6,781 $3,869
     SCHE153,219-6,781$3,869
SCHWAB STRATEGIC TR 82,470 +41,948 $3,794
     SCHZ82,470+41,948$3,794
ISHARES TR (IXUS) 52,607 -911 $3,570
     IXUS52,607-911$3,570
SPDR SER TR (SPYG) 45,425 +6,889 $3,323
     SPYG45,425+6,889$3,323
INVESCO QQQ TR 7,294 -39 $3,238
     QQQ7,294-39$3,238
TANGER INC 98,330 +16,489 $2,904
     SKT98,330+16,489$2,904
VANGUARD TAX MANAGED FDS (VEA) 51,818 +977 $2,600
     VEA51,818+977$2,600
VANGUARD SCOTTSDALE FDS (VCSH) 30,381 +2,786 $2,349
     VCSH30,381+2,786$2,349
VANGUARD INTL EQUITY INDEX F (VEU) 33,409 +381 $1,959
     VEU33,409+381$1,959
ISHARES TR (IBDR) 80,018 +1,265 $1,908
     IBDR80,018+1,265$1,908
SPDR SER TR (BILS) 16,638 +16,638 $1,654
     BILS16,638+16,638$1,654
FRANKLIN TEMPLETON ETF TR (FLBL) 67,186 +55,800 $1,646
     FLBL67,186+55,800$1,646
ISHARES TR (IBDQ) 63,297 +1,319 $1,570
     IBDQ63,297+1,319$1,570
ASBURY AUTOMOTIVE GROUP INC 6,252 +968 $1,474
     ABG6,252+968$1,474
VANGUARD INDEX FDS (VB) 6,311 +1,014 $1,443
     VB6,311+1,014$1,443
ISHARES TR (IWB) 4,944 +6 $1,424
     IWB4,944+6$1,424
VANGUARD INDEX FDS (VO) 5,695 -2,540 $1,423
     VO5,695-2,540$1,423
INVESCO EXCH TRADED FD TR II (QQQM) 7,278 +9 $1,330
     QQQM7,278+9$1,330
VANGUARD INDEX FDS (VOO) 2,755 +3 $1,324
     VOO2,755+3$1,324
ISHARES TR (IBDS) 54,032 +1,290 $1,286
     IBDS54,032+1,290$1,286
MICROSOFT CORP 2,936 +13 $1,235
     MSFT2,936+13$1,235
ISHARES TR (IWM) 5,087 +10 $1,070
     IWM5,087+10$1,070
ISHARES TR (IVV) 1,939 -211 $1,020
     IVV1,939-211$1,020
ISHARES TR (IBDP) 34,972 -1,730 $876
     IBDP34,972-1,730$876
GOLDMAN SACHS ETF TR (GBIL) 8,433 -286 $851
     GBIL8,433-286$851
ISHARES TR (IWF) 2,228 +4 $751
     IWF2,228+4$751
GLOBAL X FDS 62,043 -1,800 $706
     GNOM62,043-1,800$706
VANGUARD INDEX FDS (VBR) 3,644 +641 $699
     VBR3,644+641$699
ISHARES INC (EMXC) 11,616 +6,960 $669
     EMXC11,616+6,960$669
ISHARES TR (IWV) 2,024 +5 $607
     IWV2,024+5$607
VANGUARD INTL EQUITY INDEX F (VWO) 14,461 +2,643 $604
     VWO14,461+2,643$604
ISHARES INC (IEMG) 11,499 -6,174 $593
     IEMG11,499-6,174$593
ISHARES TR (IBHD) 25,315 -872 $590
     IBHD25,315-872$590
SPDR SER TR (SPSM) 13,623 -7,887 $586
     SPSM13,623-7,887$586
FIRST TR MORNINGSTAR DIVID L (FDL) 14,667 -2,733 $564
     FDL14,667-2,733$564
ISHARES TR (QUAL) 3,326 +3,326 $547
     QUAL3,326+3,326$547
VANGUARD ADMIRAL FDS INC (VOOV) 3,000 UNCH $541
     VOOV3,000UNCH$541
APPLE INC 3,147 +367 $540
     AAPL3,147+367$540
ISHARES TR (IBHF) 22,677 +465 $523
     IBHF22,677+465$523
VANGUARD WHITEHALL FDS (VYM) 4,194 -6,841 $507
     VYM4,194-6,841$507
SCHWAB STRATEGIC TR 7,966 +89 $486
     SCHB7,966+89$486
ISHARES TR (EFA) 5,671 +1,225 $453
     EFA5,671+1,225$453
ISHARES TR (IBHE) 18,485 +407 $432
     IBHE18,485+407$432
VANGUARD SPECIALIZED FUNDS (VIG) 2,280 +10 $416
     VIG2,280+10$416
PFIZER INC 14,813 -14 $411
     PFE14,813-14$411
ISHARES TR (EEM) 9,980 UNCH $410
     EEM9,980UNCH$410
SCHWAB STRATEGIC TR 8,042 +1,657 $388
     SCHO8,042+1,657$388
SPDR SER TR (SPTM) 5,869 +7 $376
     SPTM5,869+7$376
ABRDN NATL MUN INCOME FD 33,961 -2,739 $352
     VFL33,961-2,739$352
INVESCO EXCHANGE TRADED FD T (PRF) 8,942 +38 $344
     PRF8,942+38$344
ISHARES TR (IBHG) 15,163 +369 $338
     IBHG15,163+369$338
NEWELL BRANDS INC 40,335 UNCH $324
     NWL40,335UNCH$324
SCHWAB STRATEGIC TR 3,765 +3,765 $304
     SCHD3,765+3,765$304
CITIGROUP INC 4,777 +36 $302
     C4,777+36$302
SPDR SER TR (SHM) 6,125 -1,296 $291
     SHM6,125-1,296$291
VANGUARD INDEX FDS (VBK) 1,097 UNCH $286
     VBK1,097UNCH$286
NUVEEN SELECT TAX FREE INCOM 19,212 +137 $277
     NXP19,212+137$277
NETFLIX INC 397 +397 $241
     NFLX397+397$241
PROCTER AND GAMBLE CO 1,378 +1,378 $224
     PG1,378+1,378$224
INVESCO EXCHANGE TRADED FD T (PRFZ) 5,701 +13 $224
     PRFZ5,701+13$224
ISHARES TR (IJK) 2,328 +2,328 $212
     IJK2,328+2,328$212
SELECT SECTOR SPDR TR (XLK) 963 +963 $201
     XLK963+963$201
NUVEEN MUN VALUE FD INC 15,908 +158 $139
     NUV15,908+158$139
NUVEEN SELECT MAT MUN FD 13,062 +78 $117
     NIM13,062+78$117
SABA CAPITAL INCOME & OPPORT 16,254 +482 $62
     GIM16,254+482$62
BOOKING HOLDINGS INC      $19
     NOTE 010,000+10,000$19
EURONET WORLDWIDE INC      $14
     NOTE 014,000UNCH$14
EXPEDIA GROUP INC 10,000 +0 $9
     NOTE 2 110,000UNCH$9
ARES CAPITAL CORP $0 (exited)
     NOTE 40-12,000$0
BOOKING HOLDINGS INC $0 (exited)
     NOTE 00-10,000$0
ISHARES TR $0 (exited)
     SGOV0-2,240$0
WESTERN DIGITAL CORP. $0 (exited)
     NOTE 10-15,000$0
WISDOMTREE TR 0 -7,303 $0 (exited)
     XSOE0-7,303$0

See Summary: Sightline Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Sightline Wealth Advisors LLC

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