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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HSYHershey Co Com
| 0% | $8,630 45 shares@ $191.78 avg price | Exited |
UHALU Haul Holding Company Com
| 0% | $7,748 100 shares@ $77.48 avg price | Exited |
CCJCameco Corp Com
| 0% | $6,209 130 shares@ $47.77 avg price | Exited |
CHWYChewy Inc Cl A
| 0% | $5,858 200 shares@ $29.29 avg price | Exited |
BAXBaxter Intl Inc Com
| 0% | $5,127 135 shares@ $37.98 avg price | Exited |
CPCanadian Pacific Kansas City Com
| 0% | $4,961 58 shares@ $85.54 avg price | Exited |
LSEALandsea Homes Corp Com
| 0% | $4,644 376 shares@ $12.36 avg price | Exited |
EBRCentrais Eletricas Brasileiras Sponsored Adr
| 0% | $4,634 641 shares@ $7.23 avg price | Exited |
BUDAnheuser Busch Inbev Sa Nv Sponsored Adr
| 0% | $4,176 63 shares@ $66.29 avg price | Exited |
SNPSSynopsys Inc Com
| 0% | $3,545 7 shares@ $506.43 avg price | Exited |