Sightline Wealth Advisors, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$189.7B
Holdings
81
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (81 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RSPINVESCO EXCHANGE TRADED FD T | 141,847 | $24.6B | 12.95% | |
| 2 | BNDVANGUARD BD INDEX FDS | 323,363 | $23.8B | 12.52% | |
| 3 | VTVVANGUARD INDEX FDS | 98,462 | $17.0B | 8.97% | |
| 4 | SCHFSCHWAB STRATEGIC TR | 541,157 | $10.7B | 5.64% | |
| 5 | SCHMSCHWAB STRATEGIC TR | 345,587 | $9.1B | 4.77% | |
| 6 | SCHASCHWAB STRATEGIC TR | 380,429 | $8.9B | 4.70% | |
| 7 | VUGVANGUARD INDEX FDS | 19,334 | $7.2B | 3.78% | |
| 8 | NDQINVESCO QQQ TR | 11,189 | $5.2B | 2.77% | |
| 9 | SPYSPDR S&P 500 ETF TR | 8,780 | $4.9B | 2.59% | |
| 10 | IXUSISHARES TR | 58,155 | $4.1B | 2.14% | |
| 11 | SCHESCHWAB STRATEGIC TR | 145,328 | $4.0B | 2.11% | |
| 12 | VCSHVANGUARD SCOTTSDALE FDS | 46,664 | $3.7B | 1.94% | |
| 13 | IBDRISHARES TR | 140,641 | $3.4B | 1.79% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 66,420 | $3.4B | 1.78% | |
| 15 | IBDSISHARES TR | 136,770 | $3.3B | 1.74% | |
| 16 | SKTTANGER INC | 96,924 | $3.3B | 1.73% | |
| 17 | VCLTVANGUARD SCOTTSDALE FDS | 42,962 | $3.3B | 1.72% | |
| 18 | SPYGSPDR SER TR | 38,393 | $3.1B | 1.63% | |
| 19 | VEUVANGUARD INTL EQUITY INDEX F | 38,027 | $2.3B | 1.22% | |
| 20 | IBDTISHARES TR | 89,701 | $2.3B | 1.19% | |
| 21 | SCHZSCHWAB STRATEGIC TR | 96,009 | $2.2B | 1.17% | |
| 22 | SCHGSCHWAB STRATEGIC TR | 84,098 | $2.1B | 1.11% | |
| 23 | VOOVANGUARD INDEX FDS | 3,305 | $1.7B | 0.90% | |
| 24 | QQQMINVESCO EXCH TRADED FD TR II | 8,650 | $1.7B | 0.88% | |
| 25 | IBHFISHARES TR | 69,478 | $1.6B | 0.85% | |
| 26 | SCHJSCHWAB STRATEGIC TR | 65,289 | $1.6B | 0.85% | |
| 27 | AWGASBURY AUTOMOTIVE GROUP INC | 6,965 | $1.5B | 0.81% | |
| 28 | IBHGISHARES TR | 67,680 | $1.5B | 0.80% | |
| 29 | IWBISHARES TR | 4,788 | $1.5B | 0.77% | |
| 30 | DGROISHARES TR | 23,584 | $1.5B | 0.77% | |
| 31 | VBVANGUARD INDEX FDS | 6,510 | $1.4B | 0.76% | |
| 32 | MSFTMICROSOFT CORP | 3,161 | $1.2B | 0.63% | |
| 33 | IBHHISHARES TR | 50,422 | $1.2B | 0.62% | |
| 34 | IVVISHARES TR | 2,013 | $1.1B | 0.60% | |
| 35 | AAPLAPPLE INC | 4,781 | $1.1B | 0.56% | |
| 36 | IWMISHARES TR | 5,096 | $1.0B | 0.54% | |
| 37 | EMXCISHARES INC | 18,110 | $997.7M | 0.53% | |
| 38 | BILSSPDR SER TR | 9,447 | $939.9M | 0.50% | |
| 39 | VWOVANGUARD INTL EQUITY INDEX F | 20,637 | $934.0M | 0.49% | |
| 40 | IWFISHARES TR | 2,216 | $800.2M | 0.42% | |
| 41 | VBRVANGUARD INDEX FDS | 3,906 | $727.6M | 0.38% | |
| 42 | VGLTVANGUARD SCOTTSDALE FDS | 12,536 | $722.2M | 0.38% | |
| 43 | FLBLFRANKLIN TEMPLETON ETF TR | 28,416 | $684.0M | 0.36% | |
| 44 | VOVANGUARD INDEX FDS | 2,600 | $672.3M | 0.35% | |
| 45 | IWVISHARES TR | 2,047 | $650.2M | 0.34% | |
| 46 | VOOVVANGUARD ADMIRAL FDS INC | 3,000 | $552.6M | 0.29% | |
| 47 | VYMVANGUARD WHITEHALL FDS | 4,144 | $534.4M | 0.28% | |
| 48 | SCHBSCHWAB STRATEGIC TR | 23,844 | $513.4M | 0.27% | |
| 49 | SCHDSCHWAB STRATEGIC TR | 18,263 | $510.6M | 0.27% | |
| 50 | QUALISHARES TR | 2,758 | $471.3M | 0.25% | |
| 51 | EFAISHARES TR | 5,732 | $468.5M | 0.25% | |
| 52 | IBDUISHARES TR | 19,520 | $451.5M | 0.24% | |
| 53 | VIGVANGUARD SPECIALIZED FUNDS | 2,322 | $450.4M | 0.24% | |
| 54 | SCHOSCHWAB STRATEGIC TR | 17,121 | $416.7M | 0.22% | |
| 55 | GNOMEURGLOBAL X FDS | 51,177 | $406.9M | 0.21% | |
| 56 | EEMISHARES TR | 9,113 | $398.2M | 0.21% | |
| 57 | PFEPFIZER INC | 15,229 | $385.9M | 0.20% | |
| 58 | SPTMSPDR SER TR | 5,646 | $384.0M | 0.20% | |
| 59 | NFLXNETFLIX INC | 397 | $370.2M | 0.20% | |
| 60 | PRFINVESCO EXCHANGE TRADED FD T | 9,110 | $368.1M | 0.19% | |
| 61 | NWLNEWELL BRANDS INC | 58,620 | $363.4M | 0.19% | |
| 62 | TRVCCITIGROUP INC | 4,906 | $348.3M | 0.18% | |
| 63 | GBILGOLDMAN SACHS ETF TR | 3,427 | $343.3M | 0.18% | |
| 64 | IBDVISHARES TR | 13,933 | $302.6M | 0.16% | |
| 65 | XLUSELECT SECTOR SPDR TR | 3,789 | $298.7M | 0.16% | |
| 66 | NXPNUVEEN SELECT TAX-FREE INCOM | 19,802 | $284.5M | 0.15% | |
| 67 | VBKVANGUARD INDEX FDS | 1,094 | $275.5M | 0.15% | |
| 68 | CATCATERPILLAR INC | 797 | $262.9M | 0.14% | |
| 69 | VONGVANGUARD SCOTTSDALE FDS | 2,744 | $254.6M | 0.13% | |
| 70 | IBMPISHARES TR | 10,025 | $253.4M | 0.13% | |
| 71 | WMTWALMART INC | 2,671 | $234.5M | 0.12% | |
| 72 | IBDQISHARES TR | 9,172 | $230.7M | 0.12% | |
| 73 | PGPROCTER AND GAMBLE CO | 1,310 | $223.3M | 0.12% | |
| 74 | PRFZINVESCO EXCHANGE TRADED FD T | 5,781 | $218.9M | 0.12% | |
| 75 | SGOVISHARES TR | 2,060 | $207.3M | 0.11% | |
| 76 | SPSMSPDR SER TR | 4,927 | $200.8M | 0.11% | |
| 77 | NUVNUVEEN MUN VALUE FD INC | 16,581 | $145.4M | 0.08% | |
| 78 | NIMNUVEEN SELECT MAT MUN FD | 12,008 | $111.9M | 0.06% | |
| 79 | BKNG 0.75 05/01/25BOOKING HOLDINGS INC | 10,000 | $24.5M | 0.01% | |
| 80 | EEFT 0.75 03/15/49EURONET WORLDWIDE INC | 14,000 | $13.6M | 0.01% | |
| 81 | EXPE 0 02/15/26EXPEDIA GROUP INC | 10,000 | $9.8M | 0.01% |