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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SMTK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $12,780 | 12,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,160 | 12,000 | Shares | Sole | 2025-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||