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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$327B
$18.9 Billion 6.37% of portfolio
174,504
Q1 2025 Added 1.03%
$3.14T
$14.3 Billion 4.81% of portfolio
64,362
Q1 2025 Added 0.24%
$3.36T
$8.65 Billion 2.91% of portfolio
23,044
Q1 2025 Added 0.62%
$1.41T
$7.68 Billion 2.58% of portfolio
13,319
Q1 2025 Added 0.28%
$2.05T
$7.51 Billion 2.53% of portfolio
39,496
Q1 2025 Added 0.48%
$446B
$7.08 Billion 2.38% of portfolio
7,481
Q1 2025 Reduced 1.16%
$655B
$5.67 Billion 1.91% of portfolio
10,638
Q1 2025 Added 0.05%
$55.9B
$4.91 Billion 1.65% of portfolio
28,764
Q1 2025 Reduced 0.04%
$1.07T
$4.76 Billion 1.6% of portfolio
18,378
Q1 2025 Reduced 0.32%
$204B
$4.13 Billion 1.39% of portfolio
7,559
Q1 2025 Added 0.2%
$1.01T
$3.59 Billion 1.21% of portfolio
23,242
Q1 2025 Added 0.34%
$765B
$3.43 Billion 1.15% of portfolio
13,983
Q1 2025 Added 6.75%
$48.3B
$2.94 Billion 0.99% of portfolio
20,496
Q1 2025 Reduced 5.81%
$1.03T
$2.95 Billion 0.99% of portfolio
18,875
Q1 2025 Reduced 0.22%
$421B
$2.22 Billion 0.75% of portfolio
15,872
Q1 2025 Added 0.69%
$371B
$2.19 Billion 0.74% of portfolio
5,986
Q1 2025 Added 0.4%
$163B
$1.71 Billion 0.58% of portfolio
11,148
Q1 2025 Added 0.02%
$453B
$1.6 Billion 0.54% of portfolio
2
Q3 2024 New
$213B
$1.57 Billion 0.53% of portfolio
5,849
Q1 2025 Added 0.02%
$134B
$1.51 Billion 0.51% of portfolio
7,385
Q1 2025 Added 0.81%
$20.7B
$1.48 Billion 0.5% of portfolio
4,002
Q1 2025 Added 0.05%
$28B
$1.49 Billion 0.5% of portfolio
17,284
Q1 2025 Reduced 4.6%
$97.6B
$1.43 Billion 0.48% of portfolio
15,560
Q1 2025 Added 1.65%
$145B
$1.27 Billion 0.43% of portfolio
4,077
Q1 2025 Added 0.84%
$128B
$1.25 Billion 0.42% of portfolio
4,583
Q1 2025 Added 0.17%
$96.8B
$1.13 Billion 0.38% of portfolio
11,548
Q1 2025 Added 0.6%
$24.6B
$1.01 Billion 0.34% of portfolio
13,823
Q1 2025 Added 1.02%
$276B
$992 Million 0.33% of portfolio
13,815
Q1 2025 Added 1.14%
$200B
$987 Million 0.33% of portfolio
10,003
Q1 2025 Added 2.49%
$231B
$962 Million 0.32% of portfolio
3,079
Q1 2025 Reduced 0.19%
$197B
$924 Million 0.31% of portfolio
10,290
Q1 2025 Reduced 0.61%
$182B
$922 Million 0.31% of portfolio
20,320
Q1 2025 Reduced 0.53%
$61.6B
$913 Million 0.31% of portfolio
11,369
Q1 2025 Added 0.02%
$51.3B
$812 Million 0.27% of portfolio
4,888
Q1 2025 Added 0.18%
$310B
$769 Million 0.26% of portfolio
10,738
Q1 2025 Added 1.79%
$98.6B
$758 Million 0.26% of portfolio
3,483
Q1 2025 Added 0.64%
$528B
$682 Million 0.23% of portfolio
731
Q1 2025 Added 2.96%
$96.4B
$619 Million 0.21% of portfolio
1,880
Q1 2025 Added 0.37%
$75.6B
$580 Million 0.2% of portfolio
9,130
Q1 2025 Reduced 0.22%
$393B
$536 Million 0.18% of portfolio
3,144
Q1 2025 Reduced 0.22%
$121B
$527 Million 0.18% of portfolio
3,089
Q1 2025 Added 0.88%
$19.4B
$525 Million 0.18% of portfolio
4,641
Q1 2025 Reduced 0.26%
$126B
$492 Million 0.17% of portfolio
10,134
Q1 2025 Added 0.69%
$81.6B
$505 Million 0.17% of portfolio
3,442
Q1 2025 Added 1.41%
$26.1B
$513 Million 0.17% of portfolio
3,477
Q1 2025 Added 0.72%
$203B
$487 Million 0.16% of portfolio
612
Q1 2025 Added 3.55%
$27.9B
$423 Million 0.14% of portfolio
3,512
Q1 2025 Added 2.63%
$135B
$399 Million 0.13% of portfolio
3,562
Q1 2025 Added 0.59%
$55.8B
$329 Million 0.11% of portfolio
8,678
Q1 2025 Added 1.01%

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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