Portfolio (Quarterly)
Guide ↗
Sightline Wealth Advisors, LLC
· CIK 0001841979| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GBIL | GOLDMAN SACHS ETF TR | — | 2,341.0 | $234K | 0.09% | NEW | — | $100.15 | -0.2% |
| 82 | DON | WISDOMTREE TR | — | 4,022.0 | $227K | 0.08% | NEW | — | $56.52 | +2.2% |
| 83 | NXP | NUVEEN SELECT TAX-FREE INCOM | Financial Services | 15,850.0 | $227K | 0.08% | NEW | — | $14.31 | -2.0% |
| 84 | IXP | ISHARES TR | — | 2,008.0 | $227K | 0.08% | NEW | — | $112.87 | +4.8% |
| 85 | LRCX | LAM RESEARCH CORP | Technology | 520.0 | $225K | 0.08% | NEW | — | $433.33 | -29.0% |
| 86 | NEA | NUVEEN AMT FREE QLTY MUN INC | Financial Services | 18,486.0 | $217K | 0.08% | NEW | — | $11.74 | -6.0% |
| 87 | CIEN | CIENA CORP | Technology | 438.0 | $215K | 0.08% | NEW | — | $490.56 | -34.6% |
| 88 | NZF | NUVEEN MUN CR INCOME FD | Financial Services | 16,817.0 | $213K | 0.08% | NEW | — | $12.68 | -6.0% |
| 89 | IJR | ISHARES TR | — | 1,396.0 | $207K | 0.08% | NEW | — | $148.28 | -2.0% |
| 90 | ETN | EATON CORP PLC | Industrials | 485.0 | $207K | 0.08% | NEW | — | $426.12 | -3.6% |
| 91 | NIM | NUVEEN SELECT MAT MUN FD | Financial Services | 14,842.0 | $140K | 0.05% | NEW | — | $9.42 | -2.4% |
| 92 | VFL | ABRDN NATL MUN INCOME FD | Financial Services | 11,922.0 | $124K | 0.04% | NEW | — | $10.37 | -0.6% |
| 93 | NUV | NUVEEN MUN VALUE FD INC | Financial Services | 13,249.0 | $122K | 0.04% | NEW | — | $9.22 | -3.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
59.1%
Technology
15.6%
Real Estate
10.8%
Consumer Cyclical
5.3%
Consumer Defensive
3.6%
Communication Services
3.3%
Healthcare
1.6%
Industrials
0.7%