Sightline Wealth Advisors, LLC
Top Portfolio Positions
22 positions ·
$25,056,687 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
8,550 | $5,560,407 | 22.19% |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,927 | $5,152,485 | 20.56% |
| SKT |
Tanger Inc.
Real Estate
|
96,084 | $3,264,934 | 13.03% |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
201,498 | $2,317,227 | 9.25% |
| ABG |
Asbury Automotive Group Inc
Consumer Cyclical
|
7,897 | $1,543,152 | 6.16% |
| AAPL |
Apple Inc.
Technology
|
5,757 | $1,461,069 | 5.83% |
| MSFT |
Microsoft Corp
Technology
|
3,258 | $1,206,013 | 4.81% |
| NFLX |
Netflix Inc
Communication Services
|
7,094 | $682,088 | 2.72% |
| C |
Citigroup Inc
Financial Services
|
5,008 | $567,957 | 2.27% |
| PFE |
Pfizer Inc
Healthcare
|
19,738 | $554,243 | 2.21% |
Holdings in NAD
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,317,227 | 201,498 | Shares | Sole | 2026-04-15 | |
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