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
VVVanguard Large-cap Etf Recent Activity Increased 0.42%	0.03%	$64,968 241 shares@ $269.58 avg price	Increased 0.42%
AVGOBroadcom Inc Com Recent Activity Increased 4.25%	0.03%	$62,668 270 shares@ $232.11 avg price	Increased 4.25%
SCHFSchwab International Equity Etf Recent Activity Increased 124.6%	0.02%	$56,256 3,041 shares@ $18.5 avg price	Increased 124.6%
IEFIshares 7-10 Year Treasury Bond Etf Recent Activity Increased 1.24%	0.02%	$53,275 576 shares@ $92.5 avg price	Increased 1.24%
HONHoneywell Intl Inc Com Recent Activity Increased 6.89%	0.02%	$52,722 233 shares@ $226.28 avg price	Increased 6.89%
KLACKla Corp Com New Recent Activity Increased 3.85%	0.02%	$51,048 81 shares@ $630.23 avg price	Increased 3.85%
LRCXLam Research Corp Com New Recent Activity Increased 879.72%	0.02%	$48,827 676 shares@ $72.23 avg price	Increased 879.72%
MAMastercard Incorporated Cl A Recent Activity Increased 72.55%	0.02%	$46,357 88 shares@ $526.79 avg price	Increased 72.55%
VYMVanguard High Dividend Yield Index Etf Recent Activity Increased 0.86%	0.02%	$45,279 355 shares@ $127.55 avg price	Increased 0.86%
ABTAbbott Labs Com Inv Recent Activity Increased 21.54%	0.02%	$44,732 395 shares@ $113.25 avg price	Increased 21.54%