Highline Wealth Partners LLC Portfolio Holdings

Highline Wealth Partners LLC

  • $297 Billion
  • Q1 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.24B
$3.72 Million 0.0% of portfolio
42
Q1 2025 New
$8.95B
$1.71 Million 0.0% of portfolio
17
Q1 2025 New
$3.58B
$167,000 0.0% of portfolio
6
Q1 2025 New
$9.61B
$2.14 Million 0.0% of portfolio
7
Q1 2025 New
$7B
$195,000 0.0% of portfolio
2
Q1 2025 New
$7.23B
$124,000 0.0% of portfolio
2
Q1 2025 New
$4.09B
$810,000 0.0% of portfolio
13
Q1 2025 New
$7.91B
$2.1 Million 0.0% of portfolio
13
Q1 2025 New
$3.63B
$4.72 Million 0.0% of portfolio
14
Q1 2025 New
$4.01B
$7.82 Million 0.0% of portfolio
64
Q1 2025 New
$3.81B
$3.89 Million 0.0% of portfolio
20
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,018
  • Current Value $297 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 454 stocks
  • Additional Purchases 351 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 124 stocks
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