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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PMPhilip Morris Intl Inc Com
| 0.01% | $27,074 225 shares@ $120.33 avg price | Increased 24.31% |
TTTrane Technologies Plc Shs
| 0.01% | $26,224 71 shares@ $369.36 avg price | Increased 12.7% |
ITWIllinois Tool Wks Inc Com
| 0.01% | $26,158 103 shares@ $253.97 avg price | Increased 19.77% |
MUMicron Technology Inc Com
| 0.01% | $25,119 298 shares@ $84.3 avg price | Increased 16.87% |
EWWIshares Msci Mexico Etf
| 0.01% | $24,869 531 shares@ $46.84 avg price | Increased 3.31% |
PLTRPalantir Technologies Inc Cl A
| 0.01% | $23,218 307 shares@ $75.63 avg price | Increased 11.64% |
ACNAccenture Plc Ireland C
| 0.01% | $22,163 63 shares@ $351.8 avg price | Increased 8.63% |
MRVLMarvell Technology Inc Com
| 0.01% | $21,906 198 shares@ $110.64 avg price | Increased 26.12% |
AEEAmeren Corp Com
| 0.01% | $21,699 243 shares@ $89.3 avg price | Increased 4.3% |
PNCPnc Finl Svcs Group Inc Com
| 0.01% | $21,630 112 shares@ $193.13 avg price | Increased 25.85% |