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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
VONGVanguard Scottsdale Fds
Recent Activity
Increased 0.04%
0.16%
$283,261
2,742 shares@ $103.31 avg price
IEMGIshares Inc
Recent Activity
Decreased -35.01%
0.14%
$255,394
4,891 shares@ $52.22 avg price
IBMPIshares Tr
Recent Activity
Increased 0.8%
0.14%
$250,999
9,984 shares@ $25.15 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -8.34%
0.14%
$244,769
1,460 shares@ $167.65 avg price
WMTWalmart Inc
Recent Activity
0.13%
$240,857
2,666 shares@ $90.35 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Increased 0.56%
0.13%
$240,261
5,774 shares@ $41.62 avg price
GOOGAlphabet Inc
Recent Activity
0.13%
$239,081
1,255 shares@ $190.51 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.13%
$223,917
963 shares@ $232.53 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.13%
$222,885
1,177 shares@ $189.37 avg price
SCYBSchwab Strategic Tr
Recent Activity
Increased 104.56%
0.12%
$218,500
8,352 shares@ $26.17 avg price