Highline Wealth Partners LLC Incresed Positions in Q1 2025

Highline Wealth Partners LLC

  • $297 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
115K
+ 60.71%
$23.03 - $25.01 $2.64M - $2.87M
304K $7.18B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
47.6K
+ 10.66%
$50.48 - $51.04 $2.4M - $2.43M
494K $25B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
13.1K
+ 80.22%
$192.82 - $222.1 $2.52M - $2.9M
29.4K $5.67B
IEFA
Ishares Tr

ETFs
9.28K
+ 7.63%
$69.57 - $78.65 $646K - $730K
131K $9.9B
Global X 1 3 Month T Bill ETF
13.3K
+ 24.03%
N/A
68.6K $6.89B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
23K
+ 7.4%
$50.39 - $50.66 $1.16M - $1.17M
334K $16.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.05%
$442.66 - $534.52 $2.21K - $2.67K
10.6K $5.67B
IAU
Ishares Gold Trust

ETFs
6.08K
+ 17.38%
$49.74 - $58.96 $302K - $358K
41K $2.42B
JPM
Jpmorgan Chase & CO

Financial Services
884
+ 6.75%
$225.19 - $279.95 $199K - $247K
14K $3.43B
SPY
Spdr S&P 500 ETF Trust

ETFs
490
+ 156.05%
$551.42 - $612.93 $270K - $300K
804 $450M
VRT
Vertiv Holdings CO

Industrials
3.25K
+ 2622.58%
N/A
3.38K $244M
AMGN
Amgen Inc

Healthcare
34
+ 0.84%
$258.59 - $327.36 $8.79K - $11.1K
4.08K $1.27B
SO
Southern CO

Utilities
252
+ 1.65%
$80.96 - $92.96 $20.4K - $23.4K
15.6K $1.43B
AMT
American Tower Corp

Real Estate
22
+ 0.64%
$173.46 - $217.6 $3.82K - $4.79K
3.48K $758M
KO
Coca Cola CO

Consumer Defensive
189
+ 1.79%
$60.81 - $72.32 $11.5K - $13.7K
10.7K $769M
CI
Cigna Corp

Healthcare
7
+ 0.37%
$274.49 - $329.0 $1.92K - $2.3K
1.88K $619M
ISRG
Intuitive Surgical Inc

Healthcare
181
+ 786.96%
$476.63 - $610.45 $86.3K - $110K
204 $101M
SBUX
Starbucks Corp

Consumer Cyclical
69
+ 0.6%
$91.75 - $115.81 $6.33K - $7.99K
11.5K $1.13B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
908
+ 172.3%
$91.45 - $91.75 $83K - $83.3K
1.44K $132M
AWK
American Water Works Company, Inc.

Utilities
25
+ 0.72%
$121.01 - $149.31 $3.03K - $3.73K
3.48K $513M
GILD
Gilead Sciences, Inc.

Healthcare
21
+ 0.59%
$89.14 - $117.41 $1.87K - $2.47K
3.56K $399M
MMM
3 M CO

Industrials
48
+ 1.41%
$129.7 - $155.12 $6.23K - $7.45K
3.44K $505M
XLU
Utilities Sector Spdr

ETFs
705
+ 28.69%
$74.7 - $80.27 $52.7K - $56.6K
3.16K $249M
NFLX
Netflix Inc

Communication Services
21
+ 2.96%
$828.4 - $1058.6 $17.4K - $22.2K
731 $682M
IWM
Ishares Russell 2000 ETF

ETFs
210
+ 210.0%
$198.1 - $229.79 $41.6K - $48.3K
310 $61.9M
VTV
Vanguard Value ETF

ETFs
203
+ 15.03%
$167.73 - $179.21 $34K - $36.4K
1.55K $268M
SHEL
Shell PLC

Energy
209
+ 9.68%
$62.84 - $73.29 $13.1K - $15.3K
2.37K $174M
WFC
Wells Fargo & Company

Financial Services
156
+ 1.14%
$66.78 - $81.42 $10.4K - $12.7K
13.8K $992M
CVX
Chevron Corp

Energy
100
+ 15.55%
$146.71 - $167.97 $14.7K - $16.8K
743 $124M
V
Visa Inc.

Financial Services
61
+ 33.7%
$306.92 - $362.71 $18.7K - $22.1K
242 $84.7M
GE
General Electric CO

Industrials
119
+ 133.71%
$168.59 - $212.13 $20.1K - $25.2K
208 $41.6M
AZN
Astrazeneca PLC

Healthcare
340
+ 447.37%
$65.37 - $77.96 $22.2K - $26.5K
416 $30.6M
NDAQ
Nasdaq, Inc.

Financial Services
317
+ 1509.52%
$72.17 - $83.76 $22.9K - $26.6K
338 $25.6M
NUE
Nucor Corp

Basic Materials
90
+ 2.63%
$114.48 - $142.52 $10.3K - $12.8K
3.51K $423M
LLY
Eli Lilly & CO

Healthcare
24
+ 53.33%
$725.72 - $929.72 $17.4K - $22.3K
69 $57.1M
SAP
Sap Se

Technology
77
+ 126.23%
$241.4 - $293.69 $18.6K - $22.6K
138 $37M
IWR
Ishares Russell Mid Cap ETF

ETFs
272
+ 58.37%
$82.81 - $92.93 $22.5K - $25.3K
738 $62.8M
RTX
Raytheon Technologies Corp

Industrials
108
+ 30.08%
$114.1 - $135.66 $12.3K - $14.7K
467 $61.8M
MU
Micron Technology Inc

Technology
204
+ 68.46%
$86.89 - $109.38 $17.7K - $22.3K
502 $43.6M
JNJ
Johnson & Johnson

Healthcare
86
+ 51.81%
$142.06 - $167.7 $12.2K - $14.4K
252 $41.9M
SCHW
Schwab Charles Corp

Financial Services
54
+ 1.79%
$71.24 - $83.64 $3.85K - $4.52K
3.08K $241M
ABT
Abbott Laboratories

Healthcare
70
+ 17.72%
$111.1 - $140.22 $7.78K - $9.82K
465 $61.7M
Gsk PLC Sponsored Adr
428
+ 910.64%
N/A
475 $18.4M
BP
Bp PLC

Energy
460
+ 479.17%
$29.93 - $35.31 $13.8K - $16.2K
556 $18.8M
PGR
Progressive Corp

Financial Services
49
+ 113.95%
$235.61 - $291.22 $11.5K - $14.3K
92 $26M
CVS
Cvs Health Corp

Healthcare
163
+ 99.39%
$44.22 - $68.64 $7.21K - $11.2K
327 $22.2M
SNY
Sanofi

Healthcare
253
+ 260.82%
$48.15 - $59.42 $12.2K - $15K
350 $19.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
39
+ 216.67%
$275.89 - $345.24 $10.8K - $13.5K
57 $19.7M
UNP
Union Pacific Corp

Industrials
59
+ 103.51%
$225.21 - $254.42 $13.3K - $15K
116 $27.5M
Activity Summary
Buys All Purchases 805 New Holdings 454 Increased Positions 351 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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