test

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
NVDANvidia Corporation Com
Recent Activity
Increased 0.02%
7.58%
$23.194M
172,717 shares@ $134.29 avg price
JAAAJanus Henderson Aaa Clo Etf
Recent Activity
Increased 30.12%
7.4%
$22.632M
446,293 shares@ $50.71 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 6.76%
6.05%
$18.508M
34,349 shares@ $538.82 avg price
AAPLApple Inc Com Inv
Recent Activity
Decreased -0.19%
5.26%
$16.079M
64,207 shares@ $250.42 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
Decreased -33.53%
5.12%
$15.663M
310,957 shares@ $50.38 avg price
VONVVanguard Russell 1000 Value Etf
Recent Activity
Decreased -10.02%
3.81%
$11.644M
143,316 shares@ $81.26 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 0.89%
3.16%
$9.653M
22,903 shares@ $421.5 avg price
QQQInvesco Qqq Trust
Recent Activity
Decreased -0.46%
2.87%
$8.762M
17,139 shares@ $511.22 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -0.07%
2.82%
$8.623M
39,306 shares@ $219.39 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -1.81%
2.8%
$8.545M
121,584 shares@ $70.28 avg price