test

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
ELLauder Estee Cos Inc Cl A
Recent Activity
Exited
0%
$1,097
11 shares@ $99.73 avg price
KDPKeurig Dr Pepper Inc Com
Recent Activity
Exited
0%
$900
24 shares@ $37.5 avg price
VGLTVanguard Long-term Treasury Etf
Recent Activity
Exited
0%
$862
14 shares@ $61.58 avg price
INVHInvitation Homes Inc Com
Recent Activity
Exited
0%
$811
23 shares@ $35.27 avg price
LYBLyondellbasell Industries N V Shs - A -
Recent Activity
Exited
0%
$767
8 shares@ $95.88 avg price
VDEVanguard Energy Etf
Recent Activity
Exited
0%
$735
6 shares@ $122.5 avg price
ICFIshares Cohen & Steers Reit Etf
Recent Activity
Exited
0%
$725
11 shares@ $65.91 avg price
SKYYFirst Trust Cloud Computing Etf
Recent Activity
Exited
0%
$716
7 shares@ $102.29 avg price
GTYGetty Rlty Corp New Com
Recent Activity
Exited
0%
$636
20 shares@ $31.8 avg price
AREAlexandria Real Estate Eq Inc Com
Recent Activity
Exited
0%
$594
5 shares@ $118.8 avg price