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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
SCZIshares Msci Eafe Smcap Etf
Recent Activity
Increased 2.07%
0.04%
$114,141
1,879 shares@ $60.75 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 115.06%
0.04%
$101,388
200 shares@ $506.94 avg price
SHOPShopify Inc Cl A
Recent Activity
Increased 7.43%
0.04%
$99,950
940 shares@ $106.33 avg price
CVXChevron Corp New Com
Recent Activity
Increased 15.03%
0.04%
$93,192
643 shares@ $144.94 avg price
ESGGFlexshares Stoxx Global Esg Select Index Fund
Recent Activity
Increased 46.39%
0.03%
$81,589
486 shares@ $167.88 avg price
WMTWalmart Inc Com
Recent Activity
Increased 45.34%
0.03%
$78,777
872 shares@ $90.35 avg price
CATCaterpillar Inc Com
Recent Activity
Increased 779.17%
0.03%
$76,573
211 shares@ $362.91 avg price
XOMExxon Mobile Corp Com
Recent Activity
Increased 49.14%
0.03%
$74,443
692 shares@ $107.58 avg price
EFVIshares Msci Eafe Value Etf
Recent Activity
Increased 0.68%
0.03%
$70,115
1,336 shares@ $52.49 avg price
AORIshares Core Growth Allocation Etf
Recent Activity
Increased 64.46%
0.03%
$65,259
1,138 shares@ $57.35 avg price