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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
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
VEUVanguard Intl Equity Index F
Recent Activity
Increased 0.5%
1.09%
$2.014M
35,090 shares@ $57.41 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 4.05%
0.93%
$1.707M
8,110 shares@ $210.46 avg price
IWBIshares Tr
Recent Activity
Increased 0.15%
0.87%
$1.599M
4,963 shares@ $322.17 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 346.95%
0.87%
$1.599M
57,356 shares@ $27.87 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.23%
0.8%
$1.469M
2,727 shares@ $538.83 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.04%
0.72%
$1.332M
3,159 shares@ $421.56 avg price
IVVIshares Tr
Recent Activity
Increased 1.65%
0.69%
$1.276M
2,167 shares@ $588.62 avg price