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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
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.26%
0.34%
$629,936
14,304 shares@ $44.04 avg price
GNOMGlobal X Fds
Recent Activity
Decreased -5.06%
0.33%
$601,412
61,937 shares@ $9.72 avg price
IBDQIshares Tr
Recent Activity
Decreased -46.51%
0.26%
$476,981
19,041 shares@ $25.06 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -4.93%
0.24%
$437,308
3,427 shares@ $127.61 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -4.57%
0.23%
$424,546
5,944 shares@ $71.43 avg price
EEMIshares Tr
Recent Activity
Decreased -2.06%
0.21%
$380,693
9,103 shares@ $41.83 avg price
BILSSpdr Ser Tr
Recent Activity
Decreased -0.64%
0.19%
$350,943
3,540 shares@ $99.14 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -7.68%
0.18%
$320,338
3,206 shares@ $99.92 avg price
VFLAbrdn Natl Mun Income Fd
Recent Activity
Decreased -5.2%
0.18%
$318,009
31,393 shares@ $10.13 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -32.13%
0.16%
$295,563
6,580 shares@ $44.92 avg price