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Stefan Pellish

@Sightline Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$185.308MTotal holdings88
Assets growth rate2.12%Assets growth rate (2-Q avg)7.55%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Sightline Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Sightline Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.308M in assets, with a quarterly growth rate of 2.12% and a 2-quarter average growth rate of 7.55%. The portfolio is managed by Stefan Pellish, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHJSchwab Strategic Tr
Recent Activity
New Position
1.13%
$2.077M
85,190 shares@ $24.38 avg price
DGROIshares Tr
Recent Activity
New Position
0.31%
$564,573
9,204 shares@ $61.34 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.21%
$372,204
4,917 shares@ $75.7 avg price
IBHHIshares Tr
Recent Activity
New Position
0.2%
$352,474
15,083 shares@ $23.37 avg price
IBDUIshares Tr
Recent Activity
New Position
0.16%
$286,307
12,557 shares@ $22.81 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.13%
$222,885
1,177 shares@ $189.37 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.11%
$203,414
702 shares@ $289.77 avg price