Sightline Wealth Advisors, LLC
New Buys
| Ticker | $ Bought |
|---|---|
| TANGER FACTORY OUTLET CTRS I | 1,269,510 |
| WISDOMTREE TR | 1,048,920 |
| ASBURY AUTOMOTIVE GROUP INC | 1,015,810 |
| VANGUARD INDEX FDS | 636,347 |
| ISHARES TR | 495,832 |
| VANGUARD INDEX FDS | 472,336 |
| SPDR SER TR | 471,016 |
| NEWELL BRANDS INC | 434,949 |
New stocks bought by Sightline Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| APPLE INC | 140 |
| VANGUARD INDEX FDS | 124 |
| VANGUARD INTL EQUITY INDEX F | 118 |
| VANGUARD TAX-MANAGED FDS | 104 |
| INVESCO EXCH TRADED FD TR II | 92.05 |
| VANGUARD SCOTTSDALE FDS | 84.45 |
| FIRST TR MORNINGSTAR DIVID L | 65.02 |
| MICROSOFT CORP | 46.73 |
Additions to existing portfolio by Sightline Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -69.13 |
| ISHARES TR | -63.34 |
| GOLDMAN SACHS ETF TR | -57.11 |
| SSGA ACTIVE ETF TR | -55.95 |
| KRANESHARES TR | -46.26 |
| TEMPLETON GLOBAL INCOME FD | -33.47 |
| ARK ETF TR | -24.29 |
| SCHWAB STRATEGIC TR | -22.01 |
Sightline Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| WISDOMTREE TR | -1,110,000 |
| GLOBAL X FDS | -141,000 |
| VANECK ETF TRUST | -203,000 |
| SPDR NUVEN BLM SHT TM | -513,000 |
| ARK ETF TR | -329,000 |
| ISHARES TR | -382,000 |
| ISHARES TR | -257,000 |
Sightline Wealth Advisors, LLC got rid off the above stocks
Current Stock Holdings of Sightline Wealth Advisors, LLC
Last Reported on: 26 Jan, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.55 | 3,914 | 508,522 | ADDED | 140 | |
| AAXJ | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 1.09 | 5,667 | 1,015,810 | NEW | ||
| ACTX | GLOBAL X FDS | 1.00 | 73,332 | 927,655 | ADDED | 34.75 | |
| AFK | VANECK ETF TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 1.51 | 3,645 | 1,400,620 | REDUCED | -11.64 | |
| AGG | ISHARES TR | 1.28 | 6,804 | 1,186,330 | ADDED | 4.32 | |
| AGG | ISHARES TR | 1.11 | 4,907 | 1,033,120 | ADDED | 13.25 | |
| AGG | ISHARES TR | 0.54 | 13,083 | 495,832 | NEW | ||
| AGG | ISHARES TR | 0.47 | 1,971 | 435,020 | ADDED | 0.46 | |
| AGG | ISHARES TR | 0.43 | 1,861 | 398,665 | ADDED | 0.32 | |
| AGG | ISHARES TR | 0.31 | 4,390 | 288,149 | REDUCED | -69.13 | |
| AGGY | WISDOMTREE TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMPS | ISHARES TR | 0.27 | 2,583 | 250,434 | REDUCED | -63.34 | |
| AMPS | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ARGT | GLOBAL X FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ARKF | ARK ETF TR | 0.28 | 8,471 | 264,621 | REDUCED | -24.29 | |
| ARKF | ARK ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.88 | 7,419 | 812,586 | ADDED | 92.05 | |
| BIL | SPDR SER TR | 1.40 | 35,023 | 1,294,800 | ADDED | 6.69 | |
| BIL | SPDR SER TR | 0.51 | 10,026 | 471,016 | NEW | ||
| BIL | SPDR NUVEN BLM SHT TM | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDD | KRANESHARES TR | 0.33 | 10,124 | 305,750 | REDUCED | -46.26 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 1.56 | 19,220 | 1,445,180 | ADDED | 84.45 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.24 | 714 | 220,555 | NEW | ||
| C | CITIGROUP INC | 0.23 | 4,664 | 210,975 | NEW | ||
| CSD | INVESCO EXCHANGE TRADED FD T | 25.84 | 169,675 | 23,966,600 | ADDED | 7.42 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.29 | 1,746 | 270,839 | ADDED | 0.52 | |
| ES | EVERSOURCE ENERGY | 0.22 | 2,477 | 207,672 | NEW | ||
| FDL | FIRST TR MORNINGSTAR DIVID L | 1.63 | 41,304 | 1,510,090 | ADDED | 65.02 | |
| FNDA | SCHWAB STRATEGIC TR | 8.23 | 237,047 | 7,635,290 | ADDED | 2.18 | |
| FNDA | SCHWAB STRATEGIC TR | 7.56 | 106,868 | 7,011,580 | ADDED | 3.79 | |
| FNDA | SCHWAB STRATEGIC TR | 5.30 | 121,266 | 4,912,480 | ADDED | 2.75 | |
| FNDA | SCHWAB STRATEGIC TR | 4.13 | 161,779 | 3,829,320 | REDUCED | -0.1 | |
| FNDA | SCHWAB STRATEGIC TR | 0.63 | 12,867 | 587,378 | REDUCED | -22.01 | |
| FNDA | SCHWAB STRATEGIC TR | 0.56 | 10,666 | 514,535 | ADDED | 0.19 | |
| FNDA | SCHWAB STRATEGIC TR | 0.41 | 8,525 | 381,993 | ADDED | 0.08 | |
| GAL | SSGA ACTIVE ETF TR | 0.62 | 14,053 | 574,781 | REDUCED | -55.95 | |
| GBIL | GOLDMAN SACHS ETF TR | 4.94 | 45,973 | 4,583,980 | REDUCED | -57.11 | |
| IBCE | ISHARES TR | 3.39 | 54,375 | 3,147,200 | REDUCED | -6.52 | |
| IVOG | VANGUARD ADMIRAL FDS INC | 0.45 | 3,000 | 420,180 | NEW | ||
| MRK | MERCK & CO INC | 0.25 | 2,058 | 228,335 | NEW | ||
| MSFT | MICROSOFT CORP | 1.02 | 3,944 | 945,817 | ADDED | 46.73 | |
| NWL | NEWELL BRANDS INC | 0.47 | 33,253 | 434,949 | NEW | ||
| PFE | PFIZER INC | 1.00 | 18,107 | 927,791 | ADDED | 31.63 | |
| PG | PROCTER AND GAMBLE CO | 0.30 | 1,820 | 275,893 | NEW | ||
| QQQ | INVESCO QQQ TR | 2.22 | 7,718 | 2,055,070 | REDUCED | -15.51 | |
| SKT | TANGER FACTORY OUTLET CTRS I | 1.37 | 70,764 | 1,269,510 | NEW | ||
| SPY | SPDR S&P 500 ETF TR | 3.61 | 8,750 | 3,346,310 | ADDED | 5.98 | |
| TXN | TEXAS INSTRS INC | 0.25 | 1,403 | 231,832 | NEW | ||
| VEA | VANGUARD TAX-MANAGED FDS | 1.34 | 29,693 | 1,246,220 | ADDED | 104 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 1.37 | 25,313 | 1,269,180 | ADDED | 118 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.35 | 8,383 | 326,763 | REDUCED | -17.35 | |
| VOO | VANGUARD INDEX FDS | 2.92 | 13,282 | 2,706,970 | ADDED | 0.81 | |
| VOO | VANGUARD INDEX FDS | 0.85 | 2,238 | 786,203 | ADDED | 124 | |
| VOO | VANGUARD INDEX FDS | 0.69 | 2,986 | 636,347 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.51 | 2,573 | 472,336 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.45 | 2,983 | 418,753 | ADDED | 12.48 | |
| WPC | WP CAREY INC | 0.22 | 2,588 | 202,252 | NEW | ||
| WISDOMTREE TR | 1.13 | 39,315 | 1,048,920 | NEW | |||
| DELAWARE INVTS NATL MUN INCO | 0.44 | 39,065 | 405,105 | ADDED | 0.4 | ||
| NUVEEN SELECT TAX-FREE INCOM | 0.28 | 18,528 | 257,719 | ADDED | 15.00 | ||
| TEMPLETON GLOBAL INCOME FD | 0.27 | 57,994 | 251,114 | REDUCED | -33.47 | ||
| NUVEEN MUN VALUE FD INC | 0.16 | 17,117 | 147,208 | ADDED | 24.66 | ||
| BLACKROCK INNOVATION AND GRW | 0.12 | 17,000 | 115,770 | NEW | |||
| NUVEEN SELECT MAT MUN FD | 0.12 | 12,688 | 114,957 | ADDED | 0.51 | ||
| PIONEER MUNICIPAL HIGH INCOM | 0.10 | 10,772 | 92,425 | ADDED | 0.64 |