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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
IJKIshares Tr
Recent Activity
0.12%
$211,699
2,328 shares@ $90.94 avg price
SGOVIshares Tr
Recent Activity
Increased 1.59%
0.12%
$205,234
2,046 shares@ $100.31 avg price
VTIVanguard Index Fds
Recent Activity
New Position
0.11%
$203,414
702 shares@ $289.77 avg price
NUVNuveen Mun Value Fd Inc
Recent Activity
Increased 1.42%
0.08%
$141,394
16,460 shares@ $8.6 avg price
NIMNuveen Select Mat Mun Fd
Recent Activity
Decreased -9.54%
0.06%
$104,177
11,961 shares@ $8.71 avg price
0985⤦Booking Holdings Inc
Recent Activity
0.02%
$26,442
10,000 shares@ $2.65 avg price
2987⤦Euronet Worldwide Inc
Recent Activity
0.01%
$13,879
14,000 shares@ $1.0 avg price
3021⤦Expedia Group Inc
Recent Activity
0.01%
$9,924
10,000 shares@ $1.0 avg price