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  Name: Sightline Wealth Advisors LLC
  City: GROTON
  State: CT
  Zip: 06340
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $151,812,000
  Total Value Change : $20,288,000
  Securities Held Change : 3
   
All Securities Held : 76
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 45
  Unchanged Positions : 7
  Decreased Positions : 17

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Holdings Found : 16     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 1 - $166.07 $25,838,000 152,553 17.02% 595,000 -7,418 0.05    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 9 - $26.53 $3,869,000 153,219 2.55% -97,000 -6,781 0.057    N/A
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 11 - $68.82 $3,570,000 52,607 2.35% 95,000 -911 0.001    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 13 - $443.08 $3,238,000 7,294 2.13% 235,000 -39 0.002    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 25 - $245.22 $1,423,000 5,695 0.94% -493,000 -2,540 0.003    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 31 - $523.57 $1,020,000 1,939 0.67% -7,000 -211 0    Closed - End Fund - E...
   (IBDP)1 Year Chart         IBDP Ishares Ibonds Dec 2024 Ter... 32 - $25.06 $876,000 34,972 0.58% -38,000 -1,730 0.009    N/A
   (GBIL)1 Year Chart         GBIL Goldman Sachs Treasuryacces... 33 - $99.84 $851,000 8,433 0.56% -19,000 -286 0.009    N/A
   (GNOM)1 Year Chart         GNOM Global X Genomics & Biotech... 35 - $10.61 $706,000 62,043 0.47% -32,000 -1,800 0.069    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 40 - $53.68 $593,000 11,499 0.39% -301,000 -6,174 0    N/A
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 41 - $42.53 $586,000 13,623 0.39% -321,000 -7,887 0.002    N/A
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 42 - $38.52 $564,000 14,667 0.37% -60,000 -2,733 0.016    Closed - End Fund - Debt
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 46 - $119.86 $507,000 4,194 0.33% -725,000 -6,841 0.001    Closed - End Fund - Debt
   (PFE)1 Year Chart         PFE Pfizer Inc 50 - $28.44 $411,000 14,813 0.27% -16,000 -14 0    Drug Manufacturers - ...
   (VFL)1 Year Chart         VFL Delaware Investments Florid... 54 - $10.22 $352,000 33,961 0.23% -23,000 -2,739 0.162    Closed - End Fund - Debt
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 59 - $47.27 $291,000 6,125 0.19% -64,000 -1,296 0.006    Closed - End Fund - E...
      16 Records Found
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