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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
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
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
NWLNewell Brands Inc
Recent Activity
0.32%
$583,856
58,620 shares@ $9.97 avg price
DGROIshares Tr
Recent Activity
New Position
0.31%
$564,573
9,204 shares@ $61.34 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
0.3%
$553,530
3,000 shares@ $184.51 avg price
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
IBDQIshares Tr
Recent Activity
Decreased -46.51%
0.26%
$476,981
19,041 shares@ $25.06 avg price