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Lisa Sternberg

@Highline Wealth Partners Llc

Latest period2024 - Q4ReportedManaged Assets$306.181MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation Com
Recent Activity
Increased 0.02%
7.58%
$23.194M
172,717 shares@ $134.29 avg price
JAAAJanus Henderson Aaa Clo Etf
Recent Activity
Increased 30.12%
7.4%
$22.632M
446,293 shares@ $50.71 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 6.76%
6.05%
$18.508M
34,349 shares@ $538.82 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 0.89%
3.16%
$9.653M
22,903 shares@ $421.5 avg price
IGIBIshares 5-10 Year Investment Grade Corporate Bond Etf
Recent Activity
Increased 70.6%
2.58%
$7.876M
152,907 shares@ $51.52 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.09%
2.54%
$7.777M
13,282 shares@ $585.52 avg price
TSLATesla Inc Com
Recent Activity
Increased 7.59%
2.44%
$7.446M
18,437 shares@ $403.84 avg price
IEMGIshares Core Msci Emerging Mkts Etf
Recent Activity
Increased 5.92%
1.72%
$5.244M
100,417 shares@ $52.23 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Increased 100.19%
1.72%
$5.236M
28,776 shares@ $181.97 avg price
BRK.BBerkshire Hathaway Inc. Class B
Recent Activity
Increased 9.08%
1.58%
$4.82M
10,633 shares@ $453.28 avg price