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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.57%
13.62%
$25.229M
143,978 shares@ $175.23 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 11.77%
11.77%
$21.795M
303,081 shares@ $71.92 avg price
VTVVanguard Index Fds
Recent Activity
Increased 5.86%
8.25%
$15.282M
90,268 shares@ $169.3 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 101.19%
5.34%
$9.894M
534,827 shares@ $18.51 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 115.12%
5.17%
$9.57M
370,084 shares@ $25.86 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 198.3%
5.08%
$9.41M
339,599 shares@ $27.71 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.52%
3.85%
$7.116M
17,338 shares@ $410.45 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.28%
2.81%
$5.193M
8,861 shares@ $586.06 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 22.7%
2.53%
$4.684M
9,162 shares@ $511.25 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 6.3%
2.21%
$4.092M
46,551 shares@ $87.9 avg price