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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
FNDXSchwab Fundamental U.s. Large Company Etf
Recent Activity
Increased 375.04%
1.47%
$4.479M
189,158 shares@ $23.69 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 22.7%
1.44%
$4.385M
23,164 shares@ $189.3 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Increased 0.22%
1.42%
$4.32M
7,544 shares@ $572.63 avg price
BITBBitwise Bitcoin Etf Trust
Recent Activity
Increased 3.63%
1.19%
$3.637M
71,530 shares@ $50.86 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 0.25%
1.18%
$3.602M
18,917 shares@ $190.44 avg price
QQQMInvesco Nasdaq 100 Etf
Recent Activity
Increased 5.69%
1.13%
$3.43M
16,298 shares@ $210.46 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Increased 8.16%
1.04%
$3.17M
7,893 shares@ $401.6 avg price
JPMJp Morgan Chase & Co Com
Recent Activity
Increased 0.2%
1.03%
$3.14M
13,099 shares@ $239.71 avg price
VEAVanguard Ftse Developed Mkts Etf
Recent Activity
Increased 37.25%
0.98%
$3M
62,733 shares@ $47.83 avg price
ORCLOracle Corp Com
Recent Activity
Increased 15.46%
0.86%
$2.627M
15,764 shares@ $166.65 avg price