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
RMDResmed Inc Com Recent Activity Exited	0%	$17,333 71 shares@ $244.13 avg price	Exited
SMINIshares Msci India Small Cap Etf Recent Activity Exited	0%	$17,200 200 shares@ $86.0 avg price	Exited
RYAAYRyanair Holdings Plc Sponsored Adr Recent Activity Exited	0%	$16,943 375 shares@ $45.19 avg price	Exited
ITOTIshares Core S&p Total U.s. Stock Market Etf Recent Activity Exited	0%	$14,823 118 shares@ $125.62 avg price	Exited
DMBSDoubleline Mortgage Etf Recent Activity Exited	0%	$11,287 224 shares@ $50.39 avg price	Exited
EZBCFranklin Bitcoin Etf Recent Activity Exited	0%	$10,494 285 shares@ $36.83 avg price	Exited
XLYConsumer Discretionary Select Sector Spdr Fund Recent Activity Exited	0%	$10,419 52 shares@ $200.37 avg price	Exited
RTORentokil Initial Plc Sponsored Adr Recent Activity Exited	0%	$9,922 398 shares@ $24.93 avg price	Exited
ARKBArk 21shares Bitcoin Etf Ben Of Int Recent Activity Exited	0%	$9,521 150 shares@ $63.48 avg price	Exited
IBKRInteractive Brokers Group Inc Com Cl A Recent Activity Exited	0%	$9,198 66 shares@ $139.37 avg price	Exited