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
IWN
Ishares Russell2000 Val ETF

ETFs
44
New
$157.1 - $178.94 $6.91K - $7.87K
44 $7.82M
DUK
Duke Energy Corp

Utilities
57
+ 44.19%
$116.31 - $125.93 $6.63K - $7.18K
186 $23M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
700
New
$10.13 - $11.79 $7.09K - $8.25K
700 $7.77M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
500
New
$14.04 - $15.46 $7.02K - $7.73K
500 $7.72M
Te Connectivity PLC Ord Shs
3
+ 2.16%
N/A
142 $31.1M
PLD
Prologis, Inc.

Real Estate
62
+ 103.33%
$104.08 - $115.35 $6.45K - $7.15K
122 $13.9M
LNG
Cheniere Energy, Inc.

Energy
34
+ 91.89%
$222.68 - $244.28 $7.57K - $8.31K
71 $16.7M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.45%
$237.77 - $353.61 $238 - $354
222 $76.6M
NGG
National Grid PLC

Utilities
106
+ 192.73%
$67.98 - $74.38 $7.21K - $7.88K
161 $11.7M
BCAT
Black Rock Capital Allocation Trust

ETFs
500
New
$14.56 - $15.29 $7.28K - $7.65K
500 $7.4M
WM
Waste Management Inc

Industrials
35
+ 63.64%
$213.88 - $237.1 $7.49K - $8.3K
90 $19.8M
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
128
New
N/A
128 $7.29M
LHX
L3 Harris Technologies, Inc.

Industrials
19
+ 73.08%
$252.18 - $305.41 $4.79K - $5.8K
45 $13.8M
GFI
Gold Fields LTD

Basic Materials
16
+ 4.48%
$23.36 - $42.3 $374 - $677
373 $15.7M
WELL
Welltower Inc.

Real Estate
24
+ 20.17%
$150.71 - $178.14 $3.62K - $4.28K
143 $25.5M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
600
New
$11.74 - $12.67 $7.04K - $7.6K
600 $7.06M
CNQ
Canadian Natural Resources LTD

Energy
217
+ 143.71%
$29.31 - $32.93 $6.36K - $7.15K
368 $11.8M
Canadian Pacific Kansas City Com
96
+ 320.0%
N/A
126 $9.39M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
700
New
$9.74 - $10.0 $6.82K - $7K
700 $6.97M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
550
New
$11.48 - $12.67 $6.31K - $6.97K
550 $6.97M
QTUM
ETF Ser Solutions Defiance Qua
50
+ 40.0%
N/A
175 $18.4M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
500
New
$12.52 - $13.45 $6.26K - $6.73K
500 $6.69M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
700
New
$8.61 - $9.53 $6.03K - $6.67K
700 $6.64M
CRH.L
Crh PLC

Basic Materials
31
+ 29.81%
N/A
135 $16.2M
ECC
Eagle Point Credit CO Inc.

Financial Services
1K
New
$6.23 - $7.8 $6.23K - $7.8K
1K $6.61M
SUI
Sun Communities Inc

Real Estate
51
New
$116.6 - $131.28 $5.95K - $6.7K
51 $6.58M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
400
New
$15.99 - $17.02 $6.4K - $6.81K
400 $6.56M
IBM
International Business Machines Corp

Technology
28
+ 25.23%
$234.77 - $292.47 $6.57K - $8.19K
139 $39.2M
AVK
Advent Convertible & Income Fund

Financial Services
500
New
$12.06 - $12.79 $6.03K - $6.4K
500 $6.4M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
450
New
$13.38 - $14.14 $6.02K - $6.36K
450 $6.36M
KKR
Kkr & Co. Inc.

Financial Services
52
+ 40.31%
$129.95 - $152.16 $6.76K - $7.91K
181 $23.5M
THW
Tekla World Healthcare Fund

Financial Services
500
New
$10.16 - $12.6 $5.08K - $6.3K
500 $6.3M
KIO
Kkr Income Opportunities Fund

Financial Services
500
New
$12.34 - $12.82 $6.17K - $6.41K
500 $6.3M
IHD
Voya Emerging Markets High Dividend Equity Fund

Financial Services
1K
New
$5.79 - $6.25 $5.79K - $6.25K
1K $6.27M
CSX
Csx Corp

Industrials
149
+ 43.57%
$32.05 - $36.52 $4.78K - $5.44K
491 $17.4M
DASH
Door Dash, Inc.

Communication Services
19
+ 45.24%
$234.5 - $272.5 $4.46K - $5.18K
61 $16.6M
DBL
Double Line Opportunistic Credit Fund

Financial Services
400
New
$15.1 - $15.88 $6.04K - $6.35K
400 $6.23M
EOG
Eog Resources Inc

Energy
58
+ 141.46%
$112.12 - $126.1 $6.5K - $7.31K
99 $11.1M
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
500
New
$11.6 - $12.11 $5.8K - $6.06K
500 $5.94M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
500
New
$11.63 - $11.96 $5.82K - $5.98K
500 $5.93M
IQV
Iqvia Holdings Inc.

Healthcare
31
New
$157.68 - $200.82 $4.89K - $6.23K
31 $5.89M
RELX
Relx PLC

Communication Services
148
+ 79.57%
$45.13 - $54.19 $6.68K - $8.02K
334 $16M
Eaton Vance Mortgage Opportunities ETF
115
New
N/A
115 $5.84M
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
500
New
$11.13 - $11.78 $5.57K - $5.89K
500 $5.83M
DE
Deere & CO

Industrials
23
+ 24.73%
$457.26 - $524.37 $10.5K - $12.1K
116 $53.1M
Amplify Junior Silver Miners ETF
250
New
N/A
250 $5.77M
ELV
Elevance Health, Inc.

Healthcare
20
+ 181.82%
$274.66 - $395.76 $5.49K - $7.92K
31 $10M
URA
Global X Uranium ETF

ETFs
120
New
$36.45 - $50.4 $4.37K - $6.05K
120 $5.72M
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
500
New
$10.83 - $11.54 $5.42K - $5.77K
500 $5.72M
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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