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