Sightline-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "SKT", "VONG", "ABG", "CAT", null, null, null, null, "NUV", null, null, null, "EMXC", "NWL", null, "NIM", "NXP", "MSFT", null, "EEM", "IWF", "IVV", "AAPL", "SPY", "PFE", "PG", null, null, null, null, null, null, "SPYG", "VO", "VWO", null, "IWV", "PRF", "VIG", "VYM", "SCHB", null, "VEU", "VUG", "VEA", null, "VOOV", null, "VGLT", "VBK", "BND", "VBR", "VB", "VOO", "VTV", "WMT", null, "SCHD", "SCHG", null, "SCHF", "SCHA", null, "IXUS", "DGRO", "C", "RSP", "EFA", "IWB", "QQQ", "IWM", "NFLX", null, "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 81
- Total Value
- 189695277
- Accession Number
- 0001951757-25-000476
- Form Type
- 13F-HR
- Manager Name
- Sightline-Wealth-Advisors
Data Enrichment
63% identified51 identified30 unidentified
Holdings
81 positions • $189.7M total value
Manager:
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30212PBE4
Shares:10.0K
Value:$9.8K
% of Portfolio:0.0% ($9.8K/$189.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip30212PBE4)✕ | 10.0K | All Managers (Combined) | $9.8K | 0.0% ($9.8K/$189.7M) |