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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
HDHome Depot Inc Com
Recent Activity
Increased 0.44%
0.76%
$2.319M
5,962 shares@ $389.02 avg price
VTEBVanguard Tax-exempt Bond Etf
Recent Activity
Increased 0.36%
0.6%
$1.811M
36,118 shares@ $50.13 avg price
AXPAmerican Express Co Com
Recent Activity
Increased 0.43%
0.57%
$1.736M
5,848 shares@ $296.8 avg price
IAUIshares Gold Trust Etf
Recent Activity
Increased 3.55%
0.57%
$1.73M
34,952 shares@ $49.52 avg price
QCOMQualcomm Inc Com
Recent Activity
Increased 9.73%
0.56%
$1.712M
11,146 shares@ $153.63 avg price
ETNEaton Corp Plc Shs
Recent Activity
Increased 0.14%
0.5%
$1.518M
4,575 shares@ $331.87 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 0.09%
0.46%
$1.39M
2,362 shares@ $588.6 avg price
SOSouthern Co Com
Recent Activity
Increased 0.75%
0.42%
$1.26M
15,308 shares@ $82.33 avg price
SBUXStarbucks Corp Com Inv
Recent Activity
Increased 0.01%
0.35%
$1.047M
11,479 shares@ $91.26 avg price
FTVFortive Corp Com
Recent Activity
Increased 0.03%
0.34%
$1.026M
13,683 shares@ $75.01 avg price