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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
IXUSIshares Tr
Recent Activity
Increased 11.43%
2.13%
$3.929M
59,405 shares@ $66.14 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -2.67%
1.99%
$3.67M
137,807 shares@ $26.64 avg price
IBDRIshares Tr
Recent Activity
Decreased -3.46%
1.84%
$3.407M
141,563 shares@ $24.07 avg price
IBDSIshares Tr
Recent Activity
Decreased -3.02%
1.7%
$3.138M
130,959 shares@ $23.96 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Increased 8.33%
1.65%
$3.051M
40,804 shares@ $74.79 avg price
SKTTanger Inc
Recent Activity
Decreased -11.44%
1.61%
$2.972M
87,080 shares@ $34.14 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 16.17%
1.54%
$2.85M
36,535 shares@ $78.02 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 7.14%
1.44%
$2.651M
55,442 shares@ $47.83 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 84.68%
1.33%
$2.455M
108,159 shares@ $22.7 avg price
FLBLFranklin Templeton Etf Tr
Recent Activity
Decreased -17.9%
1.23%
$2.263M
93,258 shares@ $24.27 avg price