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
EWSIshares Msci Singapore Etf Recent Activity New Position	0.01%	$10,925 500 shares@ $21.85 avg price	New Position
SCHXSchwab U.s. Large-cap Etf Recent Activity New Position	0.01%	$8,345 360 shares@ $23.19 avg price	New Position
SNAPSnap Inc Cl A Recent Activity New Position	0.01%	$8,078 750 shares@ $10.78 avg price	New Position
TTWOTake-two Interactive Software Com Recent Activity New Position	0.01%	$7,547 41 shares@ $184.08 avg price	New Position
FNDASchwab Fundamental U.s. Small Company Etf Recent Activity New Position	0.01%	$7,484 252 shares@ $29.7 avg price	New Position
CAKECheesecake Factory Inc Com Recent Activity New Position	0.01%	$7,116 150 shares@ $47.44 avg price	New Position
SCHISchwab 5-10 Year Corporate Bond Etf Recent Activity New Position	0.01%	$6,798 308 shares@ $22.08 avg price	New Position
FNDESchwab Fundamental Emerging Markets Equity Etf Recent Activity New Position	0.01%	$6,478 223 shares@ $29.05 avg price	New Position
FNDFSchwab Fundamental International Equity Etf Recent Activity New Position	0.01%	$5,712 172 shares@ $33.21 avg price	New Position
LYVLive Nation Entertainment Inc Com Recent Activity New Position	0.01%	$5,180 40 shares@ $129.5 avg price	New Position