Highline Wealth Partners LLC Purchases in Q3 2025

Highline Wealth Partners LLC

  • $372 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
73
+ 0.69%
$77.6 - $87.37 $5.66K - $6.38K
10.7K $896M
SO
Southern CO

Utilities
106
+ 0.68%
$90.83 - $96.0 $9.63K - $10.2K
15.7K $1.48B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
375
+ 104.17%
$132.9 - $142.03 $49.8K - $53.3K
735 $104M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.01K
New
$52.39 - $53.11 $52.8K - $53.5K
1.01K $53.4M
AMZN
Amazon Com Inc

Consumer Cyclical
208
+ 0.52%
$211.65 - $238.24 $44K - $49.6K
40.3K $8.84B
WFC
Wells Fargo & Company

Financial Services
7
+ 0.05%
$77.05 - $85.16 $539 - $596
13.8K $1.15B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.85K
New
$26.38 - $27.95 $48.8K - $51.7K
1.85K $50.5M
MCD
Mcdonalds Corp

Consumer Cyclical
41
+ 1.33%
$291.67 - $316.99 $12K - $13K
3.13K $952M
DVY
Ishares Tr

ETFs
238
+ 15.79%
$133.88 - $142.57 $31.9K - $33.9K
1.75K $248M
BND
Vanguard Bd Index Fd Inc Total

ETFs
625
+ 31250.0%
$72.57 - $74.72 $45.4K - $46.7K
627 $46.6M
SHV
Ishares Tr

ETFs
402
+ 355.75%
$110.06 - $110.49 $44.2K - $44.4K
515 $56.9M
Ge Vernova Inc Com
62
+ 88.57%
N/A
132 $81.2M
Strive Enhanced Income Short Maturity ETF
2K
New
N/A
2K $40.6M
ABBV
Abb Vie Inc.

Healthcare
146
+ 101.39%
$184.85 - $231.54 $27K - $33.8K
290 $67.1M
JNJ
Johnson & Johnson

Healthcare
164
+ 59.21%
$155.17 - $185.42 $25.4K - $30.4K
441 $81.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 1.47%
$617.65 - $666.84 $6.18K - $6.67K
688 $458M
COIN
Coinbase Global, Inc.

Technology
113
+ 82.48%
$297.99 - $419.78 $33.7K - $47.4K
250 $84.4M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
3K
New
$10.73 - $12.0 $32.2K - $36K
3K $36M
UTES
Virtus Reaves Utilities ETF
181
+ 7.61%
N/A
2.56K $214M
PEO
Adams Natural Resources Fund, Inc.

Financial Services
1.5K
New
$20.71 - $22.29 $31.1K - $33.4K
1.5K $32.3M
Circle Internet Group Inc Com Cl A
240
New
N/A
240 $31.8M
AMGN
Amgen Inc

Healthcare
69
+ 1.68%
$271.18 - $309.22 $18.7K - $21.3K
4.17K $1.18B
LLY
Eli Lilly & CO

Healthcare
43
+ 58.11%
$625.65 - $812.69 $26.9K - $34.9K
117 $89.4M
PLTR
Palantir Technologies Inc.

Technology
45
+ 9.18%
$130.68 - $186.97 $5.88K - $8.41K
535 $97.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
83
New
$339.37 - $366.46 $28.2K - $30.4K
83 $30.4M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.5K
New
$10.9 - $11.58 $27.3K - $29K
2.5K $28.8M
MA
Mastercard Inc

Financial Services
48
+ 44.44%
$550.18 - $598.96 $26.4K - $28.8K
156 $88.8M
OZK
Bank Ozk

Financial Services
541
New
$47.4 - $53.14 $25.6K - $28.7K
541 $27.6M
2 X Bitcoin Strategy ETF
500
New
N/A
500 $27.5M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
225
New
$104.48 - $122.3 $23.5K - $27.5K
225 $27.3M
VZ
Verizon Communications Inc

Communication Services
304
+ 1.49%
$40.84 - $45.06 $12.4K - $13.7K
20.7K $909M
OPK
Opko Health, Inc.

Healthcare
1
+ 0.0%
$1.19 - $1.55 $1.19 - $1.55
117K $181M
SLV
I Shares Silver Trust

ETFs
450
+ 56.25%
$32.73 - $42.5 $14.7K - $19.1K
1.25K $53M
CARR
Carrier Global Corp

Industrials
468
+ 283.64%
$58.75 - $80.73 $27.5K - $37.8K
633 $37.8M
SLX
Vaneck ETF Tr Steel ETF

ETFs
350
New
$66.73 - $74.16 $23.4K - $26K
350 $25.4M
PSLV
Sprott Physical Silver Trust

Financial Services
1.57K
New
$12.24 - $15.73 $19.2K - $24.7K
1.57K $24.6M
EWW
Ishares Inc Msci Mexico ETF

ETFs
350
New
N/A
350 $23.9M
BA
Boeing CO

Industrials
21
+ 0.68%
$209.79 - $237.38 $4.41K - $4.98K
3.09K $666M
SCHW
Schwab Charles Corp

Financial Services
109
+ 3.53%
$91.03 - $98.69 $9.92K - $10.8K
3.2K $306M
UFO
Procure ETF Tr Ii Procure Spac

ETFs
650
New
$28.59 - $36.06 $18.6K - $23.4K
650 $23.2M
MBB
Ishares Tr

ETFs
232
+ 2900.0%
$92.46 - $95.73 $21.5K - $22.2K
240 $22.8M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2K
New
$9.87 - $10.65 $19.7K - $21.3K
2K $21.2M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
2K
New
$9.32 - $10.2 $18.6K - $20.4K
2K $20.4M
Ishares Bitcoin Trust ETF
300
+ 150.0%
N/A
500 $32.5M
IQI
Invesco Quality Municipal Income Trust

Financial Services
2K
New
$9.06 - $10.0 $18.1K - $20K
2K $19.7M
SHEL
Shell PLC

Energy
226
+ 9.61%
$69.82 - $73.93 $15.8K - $16.7K
2.58K $184M
HQH
Tekla Healthcare Investors

Financial Services
1K
New
$15.58 - $18.46 $15.6K - $18.5K
1K $18.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
154
+ 20.87%
$92.26 - $97.51 $14.2K - $15K
892 $86.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
33
+ 126.92%
$404.94 - $499.99 $13.4K - $16.5K
59 $28.7M
Activity Summary
Buys All Purchases 534 New Holdings 251 Increased Positions 283 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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