Highline Wealth Partners LLC New Holdings in Q3 2024

Highline Wealth Partners LLC

  • $299 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
468K
New
$50.25 - $50.74 $23.5M - $23.7M
468K $23.7B
NVDA
Nvidia Corp

Technology
173K
New
$98.91 - $134.91 $17.1M - $23.3M
173K $21B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
343K
New
$50.52 - $50.95 $17.3M - $17.5M
343K $17.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32.2K
New
$475.2 - $527.7 $15.3M - $17M
32.2K $17B
AAPL
Apple Inc.

Technology
64.3K
New
$207.23 - $234.82 $13.3M - $15.1M
64.3K $15B
VONV
Vanguard Russell 1000 Value Et

ETFs
159K
New
$76.07 - $83.33 $12.1M - $13.3M
159K $13.3B
MSFT
Microsoft Corp

Technology
22.7K
New
$395.15 - $467.56 $8.97M - $10.6M
22.7K $9.77B
IEFA
Ishares Tr

ETFs
124K
New
$70.09 - $78.74 $8.68M - $9.75M
124K $9.67B
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.2K
New
$434.77 - $502.96 $7.49M - $8.66M
17.2K $8.4B
META
Meta Platforms, Inc.

Communication Services
13.3K
New
$453.41 - $572.44 $6.02M - $7.6M
13.3K $7.6B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
304K
New
$22.38 - $23.66 $6.81M - $7.2M
304K $7.14B
COST
Costco Wholesale Corp

Consumer Defensive
7.64K
New
$801.83 - $917.05 $6.13M - $7.01M
7.64K $6.78B
Global X 1 3 Month T Bill ETF
59.1K
New
N/A
59.1K $5.94B
IEMG
Ishares Inc

ETFs
94.8K
New
$53.64 - $53.64 $5.09M - $5.09M
94.8K $5.44B
PANW
Palo Alto Networks Inc

Technology
14.4K
New
$294.18 - $368.01 $4.23M - $5.29M
14.4K $4.91B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
89.6K
New
$50.85 - $53.88 $4.56M - $4.83M
89.6K $4.81B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.75K
New
$405.19 - $478.57 $3.95M - $4.67M
9.75K $4.49B
TSLA
Tesla, Inc.

Consumer Cyclical
17.1K
New
$191.76 - $263.26 $3.29M - $4.51M
17.1K $4.48B
VGT
Vanguard Information Technolog

ETFs
6.98K
New
$514.43 - $606.85 $3.59M - $4.24M
6.98K $4.09B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
74.5K
New
$50.61 - $50.96 $3.77M - $3.8M
74.5K $3.8B
GS
Goldman Sachs Group Inc

Financial Services
7.53K
New
$459.02 - $510.25 $3.46M - $3.84M
7.53K $3.73B
DLR
Digital Realty Trust, Inc.

Real Estate
21.9K
New
$144.47 - $162.98 $3.17M - $3.58M
21.9K $3.55B
GOOG
Alphabet Inc.

Communication Services
18.9K
New
$149.54 - $192.66 $2.82M - $3.64M
18.9K $3.15B
GOOGL
Alphabet Inc.

Communication Services
18.9K
New
$148.65 - $191.18 $2.81M - $3.61M
18.9K $3.13B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.4K
New
$178.94 - $207.0 $2.76M - $3.19M
15.4K $3.1B
FNDX
Schwab Fundamental U S Large C

ETFs
39.8K
New
$65.36 - $71.76 $2.6M - $2.86M
39.8K $2.86B
JPM
Jpmorgan Chase & CO

Financial Services
13.1K
New
$194.9 - $224.8 $2.55M - $2.94M
13.1K $2.76B
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.3K
New
$332.02 - $382.76 $2.42M - $2.79M
7.3K $2.74B
VEA
Vanguard Ftse Developed Market

ETFs
45.7K
New
$47.6 - $53.31 $2.18M - $2.44M
45.7K $2.41B
HD
Home Depot, Inc.

Consumer Cyclical
5.94K
New
$333.64 - $405.2 $1.98M - $2.41M
5.94K $2.41B
Bitwise Bitcoin ETF Trust
69K
New
N/A
69K $2.39B
ORCL
Oracle Corp

Technology
13.7K
New
$125.9 - $170.35 $1.72M - $2.33M
13.7K $2.33B
GLD
Spdr Gold Trust

ETFs
9.16K
New
$215.56 - $246.98 $1.97M - $2.26M
9.16K $2.23B
Blackrock Inc Com
2.33K
New
N/A
2.33K $2.22B
IRM
Iron Mountain Inc

Real Estate
18.4K
New
$89.69 - $119.32 $1.65M - $2.19M
18.4K $2.18B
DHR
Danaher Corp

Healthcare
7.38K
New
$239.25 - $280.76 $1.77M - $2.07M
7.38K $2.05B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
36K
New
$49.93 - $51.15 $1.8M - $1.84M
36K $1.84B
VB
Vanguard Small Cap ETF

ETFs
7.55K
New
$214.77 - $237.72 $1.62M - $1.79M
7.55K $1.79B
QCOM
Qualcomm Inc

Technology
10.2K
New
$156.12 - $209.64 $1.59M - $2.13M
10.2K $1.73B
IAU
Ishares Gold Trust

ETFs
33.8K
New
$44.06 - $50.5 $1.49M - $1.7M
33.8K $1.68B
ICE
Intercontinental Exchange, Inc.

Financial Services
10.2K
New
$136.93 - $162.81 $1.4M - $1.66M
10.2K $1.64B
AXP
American Express CO

Financial Services
5.82K
New
$225.92 - $271.17 $1.32M - $1.58M
5.82K $1.58B
ETN
Eaton Corp PLC

Industrials
4.57K
New
$272.52 - $333.02 $1.25M - $1.52M
4.57K $1.51B
WAT
Waters Corp

Healthcare
4K
New
$282.7 - $359.89 $1.13M - $1.44M
4K $1.44B
VTI
Vanguard Total Stock Market Et

ETFs
4.98K
New
$255.18 - $283.2 $1.27M - $1.41M
4.98K $1.41B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$610460.0 - $715910.0 $1.22M - $1.43M
2 $1.38B
SO
Southern CO

Utilities
15.2K
New
$77.0 - $90.52 $1.17M - $1.38M
15.2K $1.37B
IVV
Ishares Core S&P 500 ETF

ETFs
2.36K
New
$520.18 - $576.82 $1.23M - $1.36M
2.36K $1.36B
AMGN
Amgen Inc

Healthcare
4.05K
New
$309.38 - $337.38 $1.25M - $1.36M
4.05K $1.3B
Activity Summary
Buys All Purchases 604 New Holdings 604 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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