News + Filings Holdings
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Sightline Wealth Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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WisdomTree Trust
| XSOE | Common | 34,540 | 34,540 | 961,596,000 | 961,596,000 | 0.96 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 1,884 | 1,884 | 299,104,000 | 299,104,000 | 0.30 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| THRK | Common | 4,437 | 4,437 | 223,739,000 | 223,739,000 | 0.22 | |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Growth ETF
| VBK | common | 978 | 978 | 211,649,000 | 211,649,000 | 0.21 | |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| AOA | Common | 3,207 | 3,207 | 203,928,000 | 203,928,000 | 0.20 | |
Hist
| 06/30/2023 |
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WESTERN DIGITAL CORP
| | NOTE 1.500% 2/0 | 15,000 | 15,000 | 14,498,000 | 14,498,000 | 0.01 | |
Hist
| 06/30/2023 |
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ARES CAPITAL CORP
| | NOTE 4.625% 3/0 | 12,000 | 12,000 | 12,072,000 | 12,072,000 | 0.01 | |
Hist
| 06/30/2023 |
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ILLUMINA, INC.
| | NOTE 8/1 | 12,000 | 12,000 | 11,834,000 | 11,834,000 | 0.01 | |
Hist
| 06/30/2023 |
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