test

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
DLRDigital Rlty Tr Inc Com
Recent Activity
Decreased -0.85%
1.27%
$3.859M
21,761 shares@ $177.34 avg price
JMSTJp Morgan Ultra-short Muni Etf
Recent Activity
Decreased -10.84%
1.11%
$3.369M
66,427 shares@ $50.71 avg price
BLKBlackrock Inc Com
Recent Activity
Decreased -0.55%
0.78%
$2.379M
2,321 shares@ $1025.15 avg price
GLDSpdr Gold Shares Etf
Recent Activity
Decreased -7.33%
0.68%
$2.056M
8,490 shares@ $242.14 avg price
IRMIron Mtn Inc Del Com
Recent Activity
Decreased -1.46%
0.63%
$1.904M
18,117 shares@ $105.12 avg price
VBVanguard Small Cap Etf
Recent Activity
Decreased -4.1%
0.57%
$1.739M
7,235 shares@ $240.3 avg price
DHRDanaher Corporation Com
Recent Activity
Decreased -0.78%
0.55%
$1.682M
7,326 shares@ $229.56 avg price
ICEIntercontinental Exchange Inc Com
Recent Activity
Decreased -0.06%
0.5%
$1.519M
10,193 shares@ $149.02 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Decreased -1.1%
0.47%
$1.427M
4,922 shares@ $289.84 avg price
DISDisney Walt Co Com
Recent Activity
Decreased -1.15%
0.36%
$1.087M
9,760 shares@ $111.35 avg price