Highline Wealth Partners LLC Portfolio Holdings

Highline Wealth Partners LLC

  • $306 Billion
  • Q4 2024

Highline Wealth Partners LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $306 Billion distributed in 614 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.2B, Janus Detroit Str Tr Janus Hen with a value of $22.6B, Vanguard Index Fds S&P 500 ETF with a value of $18.5B, Apple Inc. with a value of $16.1B, and Jp Morgan ETF Tr Ultra Short I with a value of $15.7B.

Examining the 13F form we can see an increase of $7.17B in the current position value, from $299B to 306B. Also it can be appreciated an additional of 74 stocks purchases and 3 closed positions.

Highline Wealth Partners LLC is based out at Sherman Oaks, CA

Below you can find more details about Highline Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $306 Billion
ETFs: $142 Billion
Technology: $62.3 Billion
Consumer Cyclical: $21.9 Billion
Financial Services: $19.6 Billion
Communication Services: $18.5 Billion
Consumer Defensive: $8.34 Billion
Real Estate: $7.67 Billion
Healthcare: $7.33 Billion
Other: $6.55 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.13B
$172 Million 0.06% of portfolio
116,680
Q3 2022 Reduced 8.57%
$687M
$384,000 0.0% of portfolio
125
Q3 2024 New
$1.57B
$4.16 Million 0.0% of portfolio
69
Q4 2024 Added 32.69%
$1.12B
$21,000 0.0% of portfolio
1
Q3 2022 Added 400.0%
$752M
$3.35 Million 0.0% of portfolio
2,520
Q4 2023 Added 1,180.0%

Summary

  • Portfolio
  • No. of Stocks 614
  • Current Value $306 Billion
  • Prior Value $299 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 74 stocks
  • Additional Purchases 270 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 156 stocks
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