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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
AOAIshares Core Aggressive Allocation Etf
Recent Activity
Exited
0%
$3,393
43 shares@ $78.91 avg price
IQVIqvia Hldgs Inc Com
Recent Activity
Exited
0%
$3,318
14 shares@ $237.0 avg price
UBERUber Technologies Inc Com
Recent Activity
Exited
0%
$3,232
43 shares@ $75.17 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Exited
0%
$3,004
40 shares@ $75.1 avg price
VNQVanguard Real Estate Etf
Recent Activity
Exited
0%
$2,825
29 shares@ $97.42 avg price
TLKP T Telekomunikasi Indonesia Sponsored Adr
Recent Activity
Exited
0%
$2,690
136 shares@ $19.78 avg price
NUNu Hldgs Ltd Ord Shs Cl A
Recent Activity
Exited
0%
$2,689
197 shares@ $13.65 avg price
INGIng Groep N.v. Sponsored Adr
Recent Activity
Exited
0%
$2,288
126 shares@ $18.16 avg price
ANETArista Networks Inc Com
Recent Activity
Exited
0%
$1,919
5 shares@ $383.8 avg price
VDCVanguard Consumer Staples Etf
Recent Activity
Exited
0%
$1,311
6 shares@ $218.5 avg price