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
NTESNetease Inc Sponsored Ads Recent Activity Increased 1.67%	0.02%	$43,624 489 shares@ $89.22 avg price	Increased 1.67%
HYGHIshares Interest Rate Hedged High Yield Bond Etf Recent Activity Increased 0.85%	0.02%	$41,474 480 shares@ $86.41 avg price	Increased 0.85%
BACBank America Corp Com Recent Activity Increased 152.7%	0.02%	$37,091 844 shares@ $43.95 avg price	Increased 152.7%
COINCoinbase Global Inc Com Cl A Recent Activity Increased 14.29%	0.02%	$35,755 144 shares@ $248.3 avg price	Increased 14.29%
CSCOCisco Sys Inc Com Recent Activity Increased 76.7%	0.02%	$35,474 599 shares@ $59.23 avg price	Increased 76.7%
LLYEli Lilly & Co Com Recent Activity Increased 80%	0.02%	$34,778 45 shares@ $772.85 avg price	Increased 80%
FDXFedex Corp Com Recent Activity Increased 2.64%	0.02%	$32,921 117 shares@ $281.38 avg price	Increased 2.64%
DEDeere & Co Com Recent Activity Increased 27.59%	0.02%	$31,231 74 shares@ $422.05 avg price	Increased 27.59%
BABAAlibaba Grp Hldg Ltd Sponsrd Ads Recent Activity Increased 0.59%	0.01%	$29,253 345 shares@ $84.8 avg price	Increased 0.59%
PYPLPaypal Hldgs Inc Com Recent Activity Increased 16.67%	0.01%	$28,678 336 shares@ $85.36 avg price	Increased 16.67%