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
OCCI
Ofs Credit Company, Inc.

Financial Services
500
New
$5.28 - $6.3 $2.64K - $3.15K
500 $2.71M
Source Capital Com Shs Of Ben I
60
New
N/A
60 $2.7M
JRS
Nuveen Real Estate Income Fund

Financial Services
330
New
$7.59 - $8.35 $2.5K - $2.76K
330 $2.7M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
200
New
$13.1 - $13.58 $2.62K - $2.72K
200 $2.67M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
26
New
$83.08 - $100.2 $2.16K - $2.61K
26 $2.61M
NMAI
Nuveen Multi Asset Income Fund

ETFs
200
New
$12.35 - $13.01 $2.47K - $2.6K
200 $2.6M
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
200
New
$12.8 - $13.71 $2.56K - $2.74K
200 $2.58M
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
300
New
$8.19 - $8.61 $2.46K - $2.58K
300 $2.57M
PFE
Pfizer Inc

Healthcare
56
+ 6.13%
$23.29 - $25.88 $1.3K - $1.45K
969 $24.7M
PFN
Pimco Income Strategy Fund Ii

Financial Services
330
New
$7.37 - $7.67 $2.43K - $2.53K
330 $2.51M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
300
New
$7.98 - $8.29 $2.39K - $2.49K
300 $2.46M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
100
New
$23.75 - $25.0 $2.38K - $2.5K
100 $2.4M
YMM
Full Truck Alliance Co. Ltd.

Technology
170
+ 177.08%
$10.66 - $13.88 $1.81K - $2.36K
266 $3.45M
GUT
Gabelli Utility Trust

Financial Services
380
New
$5.8 - $6.18 $2.2K - $2.35K
380 $2.31M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
200
New
$11.41 - $12.19 $2.28K - $2.44K
200 $2.29M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
172
+ 23.99%
$11.84 - $13.45 $2.04K - $2.31K
889 $11.3M
AMAT
Applied Materials Inc

Technology
3
+ 4.0%
$156.25 - $204.95 $469 - $615
78 $16M
Barrick Mng Corp Com Shs
15
+ 10.34%
N/A
160 $5.24M
SCCO
Southern Copper Corp

Basic Materials
15
+ 78.95%
$90.54 - $121.36 $1.36K - $1.82K
34 $4.13M
VALE
Vale S.A.

Basic Materials
117
+ 14.44%
$9.53 - $10.95 $1.12K - $1.28K
927 $10.1M
DNP
Dnp Select Income Fund Inc

Financial Services
220
New
$9.65 - $10.02 $2.12K - $2.2K
220 $2.2M
NU
Nu Holdings Ltd.

Financial Services
103
+ 43.46%
$11.92 - $16.3 $1.23K - $1.68K
340 $5.44M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
150
New
$13.74 - $14.62 $2.06K - $2.19K
150 $2.16M
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
180
New
$11.93 - $12.5 $2.15K - $2.25K
180 $2.16M
O
Realty Income Corp

Real Estate
22
+ 8.46%
$56.13 - $60.79 $1.23K - $1.34K
282 $17.1M
ITW
Illinois Tool Works Inc

Industrials
4
+ 4.35%
$252.31 - $269.41 $1.01K - $1.08K
96 $24.9M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
116
+ 102.65%
$25.5 - $35.2 $2.96K - $4.08K
229 $5.84M
PIM
Putnam Master Intermediate Income Trust

Financial Services
600
New
$3.29 - $3.49 $1.97K - $2.09K
600 $2.06M
PPT
Putnam Premier Income Trust

Financial Services
550
New
$3.59 - $3.75 $1.97K - $2.06K
550 $2.03M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
130
New
$14.8 - $15.89 $1.92K - $2.07K
130 $2.03M
MDT
Medtronic PLC

Healthcare
4
+ 1.97%
$87.67 - $95.74 $351 - $383
207 $19.7M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
200
New
$9.52 - $10.0 $1.9K - $2K
200 $1.98M
PDI
Pimco Dynamic Income Fund

Financial Services
100
New
$18.85 - $20.07 $1.89K - $2.01K
100 $1.98M
XYLD
Global X Fds S&P 500 Covered C

ETFs
50
New
$38.52 - $39.39 $1.93K - $1.97K
50 $1.96M
RIET
ETF Ser Solutions Hoya Capital

ETFs
200
New
$9.34 - $10.07 $1.87K - $2.01K
200 $1.93M
BKR
Baker Hughes CO

Energy
11
+ 8.46%
$38.68 - $50.55 $425 - $556
141 $6.87M
EA
Electronic Arts Inc.

Communication Services
3
+ 10.34%
$147.79 - $202.05 $443 - $606
32 $6.47M
EWA
Ishares Msci Australia ETF

ETFs
50
+ 7.14%
$25.91 - $27.57 $1.3K - $1.38K
750 $20.3M
TT
Trane Technologies PLC

Industrials
7
+ 9.46%
$398.96 - $472.54 $2.79K - $3.31K
81 $34.2M
FTNT
Fortinet, Inc.

Technology
31
+ 81.58%
$74.39 - $107.65 $2.31K - $3.34K
69 $5.8M
CTVA
Corteva, Inc.

Basic Materials
46
+ 22.66%
$67.08 - $77.12 $3.09K - $3.55K
249 $16.8M
CPNG
Coupang, Inc.

Consumer Cyclical
49
+ 83.05%
$27.67 - $33.53 $1.36K - $1.64K
108 $3.48M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
125
New
$11.05 - $13.31 $1.38K - $1.66K
125 $1.67M
USB
Us Bancorp \De\

Financial Services
9
+ 2.32%
$43.94 - $50.41 $395 - $454
397 $19.2M
AEM
Agnico Eagle Mines LTD

Basic Materials
7
+ 77.78%
$116.14 - $168.56 $813 - $1.18K
16 $2.7M
EXC
Exelon Corp

Utilities
25
+ 8.77%
$42.73 - $45.54 $1.07K - $1.14K
310 $13.9M
UNP
Union Pacific Corp

Industrials
5
+ 11.63%
$214.91 - $237.16 $1.07K - $1.19K
48 $11.3M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
500
New
$2.93 - $3.01 $1.47K - $1.51K
500 $1.47M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
30
New
N/A
30 $1.46M
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
Track This Portfolio

Track Highline Wealth Partners LLC Portfolio

Follow Highline Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Highline Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Highline Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email