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