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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
ASHRXtrackers Harvest Csi 300 China A-shares Etf
Recent Activity
Exited
0%
$572
20 shares@ $28.6 avg price
ACGLArch Cap Group Ltd Ord
Recent Activity
Exited
0%
$559
5 shares@ $111.8 avg price
DOCUDocusign Inc Com
Recent Activity
Exited
0%
$497
8 shares@ $62.13 avg price
TWLOTwilio Inc Cl A
Recent Activity
Exited
0%
$457
7 shares@ $65.29 avg price
UUnity Software Inc Com
Recent Activity
Exited
0%
$452
20 shares@ $22.6 avg price
NIONio Inc Spon Ads
Recent Activity
Exited
0%
$347
52 shares@ $6.68 avg price
CIGCia Energetica De Minas Gerais Sp Adr N-v Pfd
Recent Activity
Exited
0%
$225
109 shares@ $2.07 avg price
STLAStellantis N.v Shs
Recent Activity
Exited
0%
$197
14 shares@ $14.08 avg price
RDFNRedfin Corp Com
Recent Activity
Exited
0%
$188
15 shares@ $12.54 avg price
LMNDLemonade Inc Com
Recent Activity
Exited
0%
$165
10 shares@ $16.5 avg price