Lisa Sternberg

@Highline Wealth Partners Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$306.181M

Total holdings613

Assets growth rate2.4%

Assets growth rate (2-Q avg)1.2%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Highline Wealth Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 613 positions.

Assets under management

The assets under management (AUM) of Highline Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 306.181M in assets, with a quarterly growth rate of 2.4% and a 2-quarter average growth rate of 1.2%. The portfolio is managed by Lisa Sternberg, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IJTIshares S&p Small-cap 600 Growth Etf Recent Activity New Position	0.03%	$67,685 500 shares@ $135.37 avg price	New Position
RSPInvesco S&p 500 Equal Weight Etf Recent Activity New Position	0.02%	$56,950 325 shares@ $175.24 avg price	New Position
CRSPCrispr Therapeutics Ag Namen Akt Recent Activity New Position	0.02%	$39,360 1,000 shares@ $39.36 avg price	New Position
ETHAIshares Ethereum Trust Etf Recent Activity New Position	0.02%	$36,671 1,450 shares@ $25.3 avg price	New Position
BTCGrayscale Bitcoin Mini Trust Etf Recent Activity New Position	0.01%	$29,435 703 shares@ $41.88 avg price	New Position
DRLLStrive U.s. Energy Etf Recent Activity New Position	0.01%	$27,270 1,000 shares@ $27.27 avg price	New Position
NLRVaneck Uranium And Nuclear Etf Recent Activity New Position	0.01%	$24,402 300 shares@ $81.34 avg price	New Position
BYDBoyd Gaming Corp Com Recent Activity New Position	0.01%	$21,762 300 shares@ $72.54 avg price	New Position
UFOProcure Space Etf Recent Activity New Position	0.01%	$16,254 700 shares@ $23.22 avg price	New Position
KCESpdr S&p Capital Markets Etf Recent Activity New Position	0.01%	$13,770 100 shares@ $137.7 avg price	New Position