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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Goldman Sachs ETF Trust
| GBIL | Common | 32,085 | -13,888 | 3,212,986,000 | -1,370,997,000 | 3.19 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 2,495 | -1,150 | 1,025,826,000 | -374,790,000 | 1.02 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 4,776 | -2,028 | 852,027,000 | -334,305,000 | 0.85 | |
Hist
| 06/30/2023 |
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PFIZER INC
| PFE | Common | 15,231 | -2,876 | 621,415,000 | -306,376,000 | 0.62 | 0.00 |
Hist
| 06/30/2023 |
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SSGA Active Trust
| SRLN | Common | 9,223 | -4,830 | 382,402,000 | -192,379,000 | 0.38 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHO | Common | 9,387 | -1,279 | 458,009,000 | -56,526,000 | 0.46 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IXUS | Common | 49,903 | -4,472 | 3,091,518,000 | -55,684,000 | 3.07 | |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 1,513 | -307 | 224,999,000 | -50,894,000 | 0.22 | 0.00 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 2,779 | -1,135 | 458,297,000 | -50,225,000 | 0.46 | |
Hist
| 06/30/2023 |
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COMPLETE GENOMICS INC
| GNOM | Common | 72,232 | -1,100 | 889,903,000 | -37,752,000 | 0.88 | |
Hist
| 06/30/2023 |
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Ark ETF Trust
| ARKK | Common | 5,629 | -2,842 | 227,084,000 | -37,537,000 | 0.23 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEM | Common | 11,741 | -1,342 | 463,294,000 | -32,538,000 | 0.46 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHB | Common | 7,604 | -921 | 363,829,000 | -18,164,000 | 0.36 | |
Hist
| 06/30/2023 |
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CITIGROUP INC
| C | COM | 4,606 | -58 | 215,987,000 | 5,012,000 | 0.21 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 3,337 | -607 | 962,085,000 | 16,268,000 | 0.96 | 0.00 |
Hist
| 06/30/2023 |
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ASBURY AUTOMOTIVE GROUP INC
| ABG | Common | 5,284 | -383 | 1,109,640,000 | 93,830,000 | 1.10 | 0.02 |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 8,610 | -140 | 3,524,805,000 | 178,492,000 | 3.50 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 7,688 | -30 | 2,467,327,000 | 412,253,000 | 2.45 | |
Hist
| 06/30/2023 |
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