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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
SCHBSchwab Strategic Tr
Recent Activity
Increased 202.5%
0.3%
$549,539
24,209 shares@ $22.7 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 200.75%
0.27%
$497,730
18,219 shares@ $27.32 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.88%
0.25%
$452,489
2,311 shares@ $195.8 avg price
EFAIshares Tr
Recent Activity
Increased 0.48%
0.24%
$433,385
5,732 shares@ $75.61 avg price
PFEPfizer Inc
Recent Activity
Increased 28.61%
0.22%
$401,506
15,134 shares@ $26.54 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Increased 0.49%
0.2%
$365,797
9,068 shares@ $40.34 avg price
CCitigroup Inc
Recent Activity
Increased 0.67%
0.19%
$343,311
4,877 shares@ $70.4 avg price
NXPNuveen Select Tax-free Incom
Recent Activity
Increased 1.02%
0.17%
$298,465
19,701 shares@ $15.15 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 95.03%
0.16%
$294,531
12,242 shares@ $24.06 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 0.04%
0.16%
$283,261
2,742 shares@ $103.31 avg price