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
AGGIshares Core U.s. Aggregate Bond Etf Recent Activity Exited	0%	$67,851 670 shares@ $101.28 avg price	Exited
FBNDFidelity Total Bond Etf Recent Activity Exited	0%	$46,647 998 shares@ $46.75 avg price	Exited
PPLTAbrdn Physical Platinum Shares Etf Recent Activity Exited	0%	$35,920 400 shares@ $89.8 avg price	Exited
DBNDDoubleline Opportunistic Bond Etf Recent Activity Exited	0%	$32,868 694 shares@ $47.37 avg price	Exited
VXUSVanguard Total International Stock Etf Recent Activity Exited	0%	$30,493 471 shares@ $64.75 avg price	Exited
INDAIshares Msci India Etf Recent Activity Exited	0%	$29,265 500 shares@ $58.53 avg price	Exited
VWOBVanguard Emerging Markets Government Bond Etf Recent Activity Exited	0%	$26,482 399 shares@ $66.38 avg price	Exited
3899⤦Grayscale Bitcoin Mini Trust (btc) Recent Activity Exited	0%	$23,612 4,194 shares@ $5.63 avg price	Exited
GDXVaneck Gold Miners Etf Recent Activity Exited	0%	$19,910 500 shares@ $39.82 avg price	Exited
IDXVaneck Indonesia Index Etf Recent Activity Exited	0%	$18,140 1,000 shares@ $18.14 avg price	Exited