Lisa Sternberg

@Highline Wealth Partners Llc

Latest period2024 - Q4

Reported9d ago

Managed Assets$306.181M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WFCWells Fargo Co New Com Recent Activity Increased 1.33%	0.32%	$959,401 13,659 shares@ $70.24 avg price	Increased 1.33%
METMetlife Inc Com Recent Activity Increased 0.16%	0.31%	$930,730 11,367 shares@ $81.89 avg price	Increased 0.16%
MCDMcdonalds Corp Com Recent Activity Increased 0.23%	0.3%	$894,395 3,085 shares@ $289.92 avg price	Increased 0.23%
SPGSimon Ppty Group Inc New Com Recent Activity Increased 0.29%	0.28%	$840,247 4,879 shares@ $172.22 avg price	Increased 0.29%
VZVerizon Communications Inc Com Recent Activity Increased 0.19%	0.27%	$816,917 20,428 shares@ $40.0 avg price	Increased 0.19%
NFLXNetflix Inc Com Recent Activity Increased 2.46%	0.21%	$632,837 710 shares@ $891.32 avg price	Increased 2.46%
NOWServicenow Inc Com Recent Activity Increased 7.85%	0.21%	$626,531 591 shares@ $1060.13 avg price	Increased 7.85%
INTUIntuit Com Recent Activity Increased 510.35%	0.19%	$556,000 885 shares@ $628.25 avg price	Increased 510.35%
BABoeing Co Com Recent Activity Increased 1.56%	0.18%	$541,974 3,062 shares@ $177.0 avg price	Increased 1.56%
PGProcter And Gamble Co Com Recent Activity Increased 1.03%	0.18%	$528,337 3,151 shares@ $167.68 avg price	Increased 1.03%