Highline Wealth Partners LLC Portfolio Holdings

Highline Wealth Partners LLC

  • $299 Billion
  • Q3 2024

Highline Wealth Partners LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $299 Billion distributed in 604 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $23.7B, Nvidia Corp with a value of $21B, Janus Detroit Str Tr Janus Hen with a value of $17.5B, Vanguard Index Fds S&P 500 ETF with a value of $17B, and Apple Inc. with a value of $15B.

Examining the 13F form we can see an increase of $299B in the current position value.

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 $299 Billion
ETFs: $144 Billion
Technology: $57.7 Billion
Consumer Cyclical: $18.4 Billion
Financial Services: $17.9 Billion
Communication Services: $16.3 Billion
Healthcare: $9.96 Billion
Consumer Defensive: $8.33 Billion
Real Estate: $7.92 Billion
Other: $7.56 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.5B
$4.2 Million 0.0% of portfolio
77
Q2 2024 Reduced 74.03%
$62.2B
$3.9 Million 0.0% of portfolio
25
Q2 2023 Reduced 52.0%
$41.1B
$4.81 Million 0.0% of portfolio
49
Q2 2023 Reduced 6.12%
$76.6B
$11 Million 0.0% of portfolio
241
Q2 2023 Reduced 95.02%
$37.8B
$522,000 0.0% of portfolio
8
Q3 2024 New
$92.2B
$2.07 Million 0.0% of portfolio
66
Q2 2024 Added 16.67%
$15.8B
$5.13 Million 0.0% of portfolio
135
Q2 2023 Added 3,776.3%
$51.6B
$258,000 0.0% of portfolio
7
Q2 2024 Added 371.43%
$125B
$3.6 Million 0.0% of portfolio
13
Q2 2023 Added 184.62%
$1.02B
$188,000 0.0% of portfolio
15
Q3 2024 New
$41.1B
$5.8 Million 0.0% of portfolio
65
Q2 2023 Added 9,096.92%
$45B
$804,000 0.0% of portfolio
3
Q2 2024 Reduced 66.67%
$9.88B
$6.87 Million 0.0% of portfolio
92
Q3 2024 New
$30.3B
$2.47 Million 0.0% of portfolio
74
Q2 2023 Reduced 54.05%
$3.52B
$5.06 Million 0.0% of portfolio
30
Q3 2024 New
$23.2B
$1.95 Million 0.0% of portfolio
44
Q2 2024 Reduced 43.18%
$41.5B
$926,000 0.0% of portfolio
12
Q3 2024 New
$40.9B
$4.43 Million 0.0% of portfolio
98
Q2 2023 Reduced 48.98%
$45.4B
$12.7 Million 0.0% of portfolio
193
Q2 2023 Reduced 89.12%
$65.2B
$2.95 Million 0.0% of portfolio
41
Q2 2023 Sold Out
$47.4B
$2.71 Million 0.0% of portfolio
27
Q2 2023 Reduced 37.04%
$114B
$2.88 Million 0.0% of portfolio
10
Q2 2023 Reduced 40.0%
$91B
$11.3 Million 0.0% of portfolio
157
Q2 2023 Reduced 17.2%
$28.6B
$1.44 Million 0.0% of portfolio
10
Q3 2024 New
$96.3B
$1.15 Million 0.0% of portfolio
3
Q2 2024 Reduced 66.67%
$20.4B
$811,000 0.0% of portfolio
23
Q3 2024 New
$44.9B
$0 0.0% of portfolio
0
Q2 2024 New
$38.4B
$450,000 0.0% of portfolio
2
Q2 2024 Reduced 50.0%
$63.2B
$14.5 Million 0.0% of portfolio
60
Q2 2023 Added 2,238.33%
$79.5B
$2.34 Million 0.0% of portfolio
13
Q2 2023 Reduced 84.62%
$79.5B
$2.3 Million 0.0% of portfolio
2
Q3 2024 New
$28.8B
$12 Million 0.0% of portfolio
70
Q3 2024 New
$26.4B
$3.87 Million 0.0% of portfolio
133
Q2 2023 Reduced 56.39%
$149B
$9.74 Million 0.0% of portfolio
150
Q2 2024 Reduced 26.0%
$174B
$9.19 Million 0.0% of portfolio
220
Q2 2023 Reduced 24.09%
$21B
$664,000 0.0% of portfolio
68
Q2 2024 Added 558.82%
$2.28B
$1.44 Million 0.0% of portfolio
37
Q3 2024 New
$41.2B
$1.5 Million 0.0% of portfolio
8
Q3 2024 New
$51B
$7.52 Million 0.0% of portfolio
56
Q2 2023 Reduced 21.43%
$19.2B
$497,000 0.0% of portfolio
8
Q3 2022 Added 200.0%
$26.4B
$124,000 0.0% of portfolio
15
Q2 2023 Reduced 80.0%
$39.5B
$949,000 0.0% of portfolio
48
Q2 2024 Reduced 70.83%
$145B
$8.12 Million 0.0% of portfolio
32
Q2 2023 Reduced 28.13%
$23.7B
$770,000 0.0% of portfolio
33
Q3 2024 New
$84.6B
$4.13 Million 0.0% of portfolio
113
Q4 2022 Added 271.68%
$76.6B
$543,000 0.0% of portfolio
7
Q3 2024 New
$37.7B
$3.32 Million 0.0% of portfolio
14
Q3 2024 New
$74.7B
$2.77 Million 0.0% of portfolio
8
Q2 2023 Reduced 50.0%
$59.7B
$3.94 Million 0.0% of portfolio
14
Q2 2024 Reduced 21.43%

Summary

  • Portfolio
  • No. of Stocks 604
  • Current Value $299 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 604 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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