Highline Wealth Partners LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $297 Billion distributed in 1018 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $25B, Nvidia Corp with a value of $18.9B, Vanguard Index Fds S&P 500 ETF with a value of $17.7B, Jp Morgan ETF Tr Ultra Short I with a value of $16.9B, and Apple Inc. with a value of $14.3B.
Examining the 13F form we can see an decrease of $9.14B in the current position value, from $306B to 297B.
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
$297 Billion
ETFs: $143 Billion
Technology: $54.4 Billion
Financial Services: $21.1 Billion
Consumer Cyclical: $17.5 Billion
Communication Services: $17 Billion
Consumer Defensive: $8.71 Billion
Healthcare: $7.89 Billion
Real Estate: $6.47 Billion
Other: $7.49 Billion
Stock Holdings Table Market Cap. of $200 Billions or more