Stefan Pellish

@Sightline Wealth Advisors, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$185.308M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IBMPIshares Tr Recent Activity Increased 0.8%	0.14%	$250,999 9,984 shares@ $25.15 avg price	Increased 0.8%
PRFZInvesco Exchange Traded Fd T Recent Activity Increased 0.56%	0.13%	$240,261 5,774 shares@ $41.62 avg price	Increased 0.56%
SCYBSchwab Strategic Tr Recent Activity Increased 104.56%	0.12%	$218,500 8,352 shares@ $26.17 avg price	Increased 104.56%
SGOVIshares Tr Recent Activity Increased 1.59%	0.12%	$205,234 2,046 shares@ $100.31 avg price	Increased 1.59%
NUVNuveen Mun Value Fd Inc Recent Activity Increased 1.42%	0.08%	$141,394 16,460 shares@ $8.6 avg price	Increased 1.42%