Highline Wealth Partners LLC New Holdings in Q3 2025

Highline Wealth Partners LLC

  • $372 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard California Tax Exempt Bond ETF
9.06K
New
N/A
9.06K $904M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
17.5K
New
$40.04 - $45.11 $701K - $790K
17.5K $776M
Jp Morgan Hedged Equity Laddered Overlay ETF
3.91K
New
N/A
3.91K $254M
CATY
Cathay General Bancorp

Financial Services
3.76K
New
$44.78 - $50.42 $168K - $190K
3.76K $181M
FINX
Global X Fds Fintech ETF (De)

ETFs
2.95K
New
$32.53 - $35.28 $96K - $104K
2.95K $98.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
897
New
$97.75 - $100.75 $87.7K - $90.4K
897 $89.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
894
New
$82.38 - $83.0 $73.6K - $74.2K
894 $74.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
729
New
$81.75 - $84.54 $59.6K - $61.6K
729 $61.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
501
New
$117.65 - $120.08 $58.9K - $60.2K
501 $59.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.01K
New
$52.39 - $53.11 $52.8K - $53.5K
1.01K $53.4M
Strive Enhanced Income Short Maturity ETF
2K
New
N/A
2K $40.6M
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
3K
New
$10.73 - $12.0 $32.2K - $36K
3K $36M
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
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
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
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
UFO
Procure ETF Tr Ii Procure Spac

ETFs
650
New
$28.59 - $36.06 $18.6K - $23.4K
650 $23.2M
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
IQI
Invesco Quality Municipal Income Trust

Financial Services
2K
New
$9.06 - $10.0 $18.1K - $20K
2K $19.7M
HQH
Tekla Healthcare Investors

Financial Services
1K
New
$15.58 - $18.46 $15.6K - $18.5K
1K $18.5M
PINK
Simplify Exchange Traded Fds S

ETFs
500
New
$28.44 - $31.71 $14.2K - $15.9K
500 $15.9M
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
1K
New
$15.64 - $19.17 $15.6K - $19.2K
1K $15.6M
HQL
Tekla Life Sciences Investors

Financial Services
1K
New
$12.76 - $15.51 $12.8K - $15.5K
1K $15.5M
DSL
Double Line Income Solutions Fund

Financial Services
1.25K
New
$11.99 - $12.67 $15K - $15.8K
1.25K $15.4M
KBA
Kraneshares Bosera Msci China

ETFs
500
New
$24.26 - $30.07 $12.1K - $15K
500 $15M
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
1K
New
$13.78 - $14.59 $13.8K - $14.6K
1K $14.6M
GVAL
Cambria Global Value ETF
500
New
N/A
500 $14.6M
RFM
River North Flexible Municipal Income Fund, Inc.

N/A
1K
New
$13.68 - $14.45 $13.7K - $14.5K
1K $14.5M
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
1.23K
New
$11.68 - $12.1 $14.4K - $14.9K
1.23K $14.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
101
New
$137.51 - $145.26 $13.9K - $14.7K
101 $14.4M
SIL
Global X Silver Miners ETF

ETFs
200
New
$47.34 - $71.63 $9.47K - $14.3K
200 $14.3M
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
1.2K
New
$11.15 - $11.99 $13.4K - $14.4K
1.2K $14.3M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.2K
New
$10.62 - $11.43 $12.7K - $13.7K
1.2K $13.7M
BIT
Black Rock Multi Sector Income Trust

Financial Services
1K
New
$13.31 - $14.89 $13.3K - $14.9K
1K $13.4M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
1.5K
New
$8.15 - $8.82 $12.2K - $13.2K
1.5K $13.2M
KTF
Dws Municipal Income Trust

Financial Services
1.39K
New
$8.51 - $9.29 $11.8K - $12.9K
1.39K $12.7M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
2.17K
New
$5.79 - $5.98 $12.6K - $13K
2.17K $12.6M
IIM
Invesco Value Municipal Income Trust

Financial Services
1K
New
$11.23 - $12.55 $11.2K - $12.6K
1K $12.6M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
550
New
$21.15 - $22.45 $11.6K - $12.3K
550 $12.3M
EPV
Proshares Ultrashort Ftse Euro

ETFs
500
New
$24.47 - $27.67 $12.2K - $13.8K
500 $12.2M
BGT
Blackrock Floating Rate Income Trust

Financial Services
1K
New
$12.07 - $12.75 $12.1K - $12.8K
1K $12.2M
ACCO
Acco Brands Corp

Industrials
3K
New
$3.44 - $4.2 $10.3K - $12.6K
3K $12M
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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