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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
ETHWBitwise Ethereum Etf
Recent Activity
Increased 28.67%
0.18%
$526,885
21,981 shares@ $23.98 avg price
MMM3m Co Com Inv
Recent Activity
Increased 0.45%
0.15%
$438,131
3,394 shares@ $129.09 avg price
CMFIshares California Muni Bond Etf
Recent Activity
Increased 0.96%
0.13%
$392,836
6,858 shares@ $57.29 avg price
CRMSalesforce Inc Com
Recent Activity
Increased 1.76%
0.11%
$329,232
985 shares@ $334.25 avg price
FCXFreeport-mcmoran Inc Cl B
Recent Activity
Increased 1.46%
0.11%
$327,150
8,591 shares@ $38.09 avg price
GILDGilead Sciences Inc Com
Recent Activity
Increased 2.11%
0.11%
$327,082
3,541 shares@ $92.37 avg price
AVBAvalonbay Cmntys Inc Com
Recent Activity
Increased 0.31%
0.1%
$291,240
1,324 shares@ $219.97 avg price
TSMTaiwan Semiconductor Mfg Ltd Sponsored Ads
Recent Activity
Increased 26.2%
0.08%
$235,013
1,190 shares@ $197.49 avg price
XLUUtilities Select Sector Spdr Etf
Recent Activity
Increased 28.85%
0.07%
$185,957
2,457 shares@ $75.69 avg price
QUALIshares Msci Usa Quality Factor Etf
Recent Activity
Increased 0.3%
0.04%
$121,684
683 shares@ $178.17 avg price