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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$136 Million 0.04% of portfolio
724
Q4 2024 Reduced 1.9%
$0
$122 Million 0.04% of portfolio
683
Q4 2024 Added 0.29%
$0
$114 Million 0.04% of portfolio
1,879
Q4 2024 Added 2.06%
$487B
$101 Million 0.03% of portfolio
200
Q4 2024 Added 115.05%
$185B
$76.6 Million 0.03% of portfolio
211
Q4 2024 Added 779.17%
$300B
$93.2 Million 0.03% of portfolio
643
Q4 2024 Added 15.03%
$0
$81.6 Million 0.03% of portfolio
486
Q4 2024 Added 46.39%
$0
$83 Million 0.03% of portfolio
644
Q3 2024 New
$252B
$78.8 Million 0.03% of portfolio
872
Q4 2024 Added 45.33%
$0
$77 Million 0.03% of portfolio
1,338
Q4 2023 Reduced 17.79%
$123B
$100 Million 0.03% of portfolio
940
Q4 2024 Added 7.43%
$444B
$74.4 Million 0.02% of portfolio
692
Q4 2024 Added 49.14%
Lam Research Corp Com New
-
$48.8 Million 0.02% of portfolio
-
Q4 2024 Added 879.71%
$195B
$50.2 Million 0.02% of portfolio
583
Q4 2024 Reduced 75.64%
$481B
$46.4 Million 0.02% of portfolio
88
Q4 2024 Added 72.55%
$0
$53.3 Million 0.02% of portfolio
576
Q4 2024 Added 1.23%
$0
$56.3 Million 0.02% of portfolio
3,041
Q4 2024 Added 124.59%
$3.94B
$68.4 Million 0.02% of portfolio
979
Q1 2024 Added 2.15%
$0
$65 Million 0.02% of portfolio
241
Q4 2024 Added 0.42%
$0
$70.1 Million 0.02% of portfolio
1,336
Q4 2024 Added 0.68%
$0
$65.3 Million 0.02% of portfolio
1,138
Q4 2024 Added 64.45%
$503B
$57.4 Million 0.02% of portfolio
181
Q4 2024 Reduced 8.12%
$96.8B
$51 Million 0.02% of portfolio
81
Q4 2024 Added 3.85%
$0
$48.1 Million 0.02% of portfolio
527
Q4 2024 Reduced 25.14%
$38.1B
$76.3 Million 0.02% of portfolio
7,712
Q4 2024 Reduced 83.49%
$0
$67.7 Million 0.02% of portfolio
500
Q4 2024 New
$6.82B
$74.5 Million 0.02% of portfolio
1,927
Q4 2024 Reduced 45.36%
$0
$57 Million 0.02% of portfolio
325
Q4 2024 New
$147B
$52.7 Million 0.02% of portfolio
233
Q4 2024 Added 6.88%
$90.8B
$62.7 Million 0.02% of portfolio
270
Q4 2024 Added 4.25%
$0
$62.3 Million 0.02% of portfolio
735
Q3 2024 New
$36.7B
$35.8 Million 0.01% of portfolio
144
Q4 2024 Added 14.29%
$139B
$19.9 Million 0.01% of portfolio
164
Q4 2024 Added 118.67%
$169B
$41.6 Million 0.01% of portfolio
359
Q4 2024 Reduced 26.88%
$7.59B
$21.8 Million 0.01% of portfolio
300
Q4 2024 New
$0
$25.2 Million 0.01% of portfolio
756
Q3 2022 Reduced 33.86%
$0
$22.1 Million 0.01% of portfolio
100
Q1 2024 Added 33.0%
$362B
$37.1 Million 0.01% of portfolio
844
Q4 2024 Added 152.69%
$371B
$24 Million 0.01% of portfolio
166
Q4 2024 Reduced 13.99%
$0
$41.5 Million 0.01% of portfolio
480
Q4 2024 Added 0.84%
$0
$27.1 Million 0.01% of portfolio
205
Q1 2024 Reduced 27.32%
$1.76B
$37 Million 0.01% of portfolio
1,700
Q3 2024 New
$66.8B
$18.2 Million 0.01% of portfolio
565
Q4 2024 Reduced 10.46%
$0
$24.4 Million 0.01% of portfolio
300
Q4 2024 New
$150B
$30.4 Million 0.01% of portfolio
1,147
Q4 2024 Reduced 97.17%
$760B
$34.8 Million 0.01% of portfolio
45
Q4 2024 Added 80.0%
$0
$45.3 Million 0.01% of portfolio
355
Q4 2024 Added 0.85%
$123B
$31.2 Million 0.01% of portfolio
74
Q4 2024 Added 27.59%
$0
$16.3 Million 0.01% of portfolio
700
Q4 2024 New

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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