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  Name: Sightline Wealth Advisors LLC
  City: GROTON
  State: CT
  Zip: 06340
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New 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
   (BILS)1 Year Chart         BILS Spdr Bloomberg Barclays 312... 19 New $0.00 $1,654,000 16,638 1.09% 1,654,000 16,638 0.014    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 43 New $0.00 $547,000 3,326 0.36% 547,000 3,326 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 57 New $79.56 $304,000 3,765 0.2% 304,000 3,765 0.001    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 62 New $616.59 $241,000 397 0.16% 241,000 397 0    Music & Video Stores
   (PG)1 Year Chart         PG Procter & Gamble Co 63 New $165.87 $224,000 1,378 0.15% 224,000 1,378 0.006    Cleaning Products
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 65 New $89.50 $212,000 2,328 0.14% 212,000 2,328 0.002    Closed - End Fund - E...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 66 New $206.51 $201,000 963 0.13% 201,000 963 0    Closed - End Fund - E...

      7 Records Found
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