Highline Wealth Partners LLC Reduced Holdings in Q1 2025

Highline Wealth Partners LLC

  • $297 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.72K
- 33.35%
$468.34 - $539.52 $2.68M - $3.08M
11.4K $5.36B
TSLA
Tesla, Inc.

Consumer Cyclical
-59
- 0.32%
$222.15 - $428.22 $13.1K - $25.3K
18.4K $4.76B
VONV
Vanguard Russell 1000 Value Et

ETFs
-24.1K
- 16.8%
$80.21 - $86.14 $1.93M - $2.07M
119K $9.84B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.76K
- 22.23%
$360.07 - $417.26 $632K - $732K
6.14K $2.22B
DLR
Digital Realty Trust, Inc.

Real Estate
-1.27K
- 5.81%
$142.1 - $183.56 $180K - $232K
20.5K $2.94B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-15.7K
- 10.26%
$50.82 - $52.7 $797K - $827K
137K $7.21B
GOOG
Alphabet Inc.

Communication Services
-42
- 0.22%
$156.06 - $207.71 $6.55K - $8.72K
18.9K $2.95B
VGT
Vanguard Information Technolog

ETFs
-94
- 1.42%
$542.38 - $646.34 $51K - $60.8K
6.53K $3.54B
CWB
Spdr Bloomberg Convertible Sec

ETFs
-7.17K
- 95.58%
$75.99 - $81.58 $545K - $585K
332 $25.4M
GM
General Motors CO

Consumer Cyclical
-10.3K
- 97.22%
$45.22 - $54.92 $465K - $565K
294 $13.8M
PANW
Palo Alto Networks Inc

Technology
-12
- 0.04%
$167.82 - $208.28 $2.01K - $2.5K
28.8K $4.91B
ARKQ
Ark Autonomous Technology & Ro

ETFs
-2.97K
- 46.7%
$65.76 - $84.94 $195K - $252K
3.39K $224M
VB
Vanguard Small Cap ETF

ETFs
-281
- 3.88%
$217.89 - $252.64 $61.2K - $71K
6.95K $1.54B
IVV
Ishares Core S&P 500 ETF

ETFs
-227
- 9.61%
$554.06 - $615.85 $126K - $140K
2.14K $1.2B
Blackrock Inc Com
-2
- 0.09%
N/A
2.32K $2.19B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.62K
- 5.46%
$50.72 - $50.92 $184K - $185K
62.8K $3.19B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.66K
- 30.95%
$100.34 - $100.68 $167K - $168K
3.71K $374M
VTI
Vanguard Total Stock Market Et

ETFs
-256
- 5.2%
$271.18 - $303.12 $69.4K - $77.6K
4.67K $1.28B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.38K
- 43.15%
$99.16 - $99.52 $137K - $138K
1.82K $181M
TTD
Trade Desk, Inc.

Technology
-22
- 1.02%
$53.59 - $126.58 $1.18K - $2.78K
2.13K $117M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-5.22K
- 2.71%
$22.25 - $23.0 $116K - $120K
188K $4.32B
NKE
Nike, Inc.

Consumer Cyclical
-20
- 0.22%
$63.29 - $81.72 $1.27K - $1.63K
9.13K $580M
MRK
Merck & Co., Inc.

Healthcare
-63
- 0.61%
$83.01 - $101.02 $5.23K - $6.36K
10.3K $924M
F
Ford Motor CO

Consumer Cyclical
-7.07K
- 91.62%
$9.12 - $10.43 $64.4K - $73.7K
646 $6.48M
CRM
Salesforce, Inc.

Technology
-14
- 1.42%
$268.36 - $359.95 $3.76K - $5.04K
971 $261M
MUB
Ishares National Muni Bond ETF

ETFs
-631
- 99.84%
$104.71 - $107.69 $66.1K - $68K
1 $85K
CAT
Caterpillar Inc

Industrials
-143
- 67.77%
$326.75 - $407.63 $46.7K - $58.3K
68 $22.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-300
- 60.0%
$121.0 - $142.28 $36.3K - $42.7K
200 $24.9M
XOM
Exxon Mobil Corp

Energy
-289
- 41.76%
$105.44 - $118.93 $30.5K - $34.4K
403 $48M
Ishares Ethereum Trust ETF
-700
- 48.28%
N/A
750 $10.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-29
- 3.31%
$408.78 - $448.82 $11.9K - $13K
847 $355M
SNSR
Global X Fds Internet Of Thing

ETFs
-404
- 33.22%
$32.89 - $38.12 $13.3K - $15.4K
812 $26.8M
SHOP
Shopify Inc.

Technology
-44
- 4.68%
$90.59 - $129.31 $3.99K - $5.69K
896 $85.6M
ROKU
Roku, Inc

Communication Services
-150
- 61.98%
$67.36 - $99.07 $10.1K - $14.9K
92 $6.48M
EFV
Msci Eafe Value ETF

ETFs
-338
- 25.3%
$51.88 - $60.73 $17.5K - $20.5K
998 $58.8M
INFY
Infosys LTD

Technology
-368
- 40.75%
$18.06 - $22.89 $6.65K - $8.42K
535 $9.76M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-266
- 13.8%
$37.17 - $41.44 $9.89K - $11K
1.66K $65M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-31
- 9.23%
$65.15 - $91.81 $2.02K - $2.85K
305 $19.9M
AVB
Avalonbay Communities Inc

Real Estate
-6
- 0.45%
$207.86 - $228.08 $1.25K - $1.37K
1.32K $283M
CSX
Csx Corp

Industrials
-155
- 27.43%
$29.11 - $33.67 $4.51K - $5.22K
410 $12.1M
Grayscale Bitcoin Mini Trust ETF
-56
- 7.97%
N/A
647 $23.6M
TTWO
Take Two Interactive Software Inc

Communication Services
-32
- 78.05%
$178.61 - $217.95 $5.72K - $6.97K
9 $1.87M
HON
Honeywell International Inc

Industrials
-10
- 4.29%
$202.75 - $226.52 $2.03K - $2.27K
223 $47.2M
SHG
Shinhan Financial Group CO LTD

Financial Services
-138
- 90.79%
N/A
14 $449K
USB
Us Bancorp \De\

Financial Services
-62
- 19.5%
$40.92 - $50.9 $2.54K - $3.16K
256 $10.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-13
- 11.61%
$168.84 - $202.89 $2.19K - $2.64K
99 $17.3M
BX
Blackstone Inc.

Financial Services
-10
- 11.36%
$136.53 - $186.74 $1.37K - $1.87K
78 $10.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-35
- 21.34%
$112.81 - $126.16 $3.95K - $4.42K
129 $15.7M
TT
Trane Technologies PLC

Industrials
-5
- 7.04%
$332.0 - $400.86 $1.66K - $2K
66 $22.2M
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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