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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
AAPLApple Inc
Recent Activity
Increased 0.03%
0.65%
$1.197M
4,781 shares@ $250.41 avg price
IBHFIshares Tr
Recent Activity
Increased 2.8%
0.63%
$1.151M
49,730 shares@ $23.16 avg price
IWMIshares Tr
Recent Activity
Increased 0.26%
0.62%
$1.134M
5,130 shares@ $220.97 avg price
EMXCIshares Inc
Recent Activity
Increased 33.32%
0.61%
$1.118M
20,163 shares@ $55.46 avg price
IBHGIshares Tr
Recent Activity
Increased 12.37%
0.57%
$1.039M
46,706 shares@ $22.24 avg price
IWFIshares Tr
Recent Activity
Increased 0.14%
0.49%
$894,008
2,226 shares@ $401.63 avg price
IBDTIshares Tr
Recent Activity
Increased 112.4%
0.46%
$847,258
34,026 shares@ $24.91 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.16%
0.42%
$773,533
3,903 shares@ $198.19 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 2.15%
0.38%
$689,080
12,449 shares@ $55.36 avg price
IWVIshares Tr
Recent Activity
Increased 0.35%
0.37%
$682,416
2,042 shares@ $334.2 avg price