Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Highline Wealth Partners

Latest statistics and disclosures from Highline Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPST, NVDA, JAAA, VOO, AAPL, and represent 31.48% of Highline Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JPST (+$7.9M), FNDX, JAAA, GOVT, IGIB, QQQM, JPM, NVDA, IWF, IEMG.
Started 80 new stock positions in RYAAY, BITO, IDXX, FBND, HOOD, VXUS, KEYS, HPQ, INVH, LULU.
Reduced shares in these 10 stocks: SGOV, JMST, TSLA, VTV, VB, CLIP, CWB, AAPL, SNSR, GLD.
Sold out of its positions in ARKG, ARWR, SILA, NET, DAL, DVN, FSLR, GUNR, NFRA, YMM.
Highline Wealth Partners was a net buyer of stock by $21M.
Highline Wealth Partners has $299M in assets under management (AUM), dropping by 12.67%.
Central Index Key (CIK): 0002042654

Tip: Access up to 7 years of quarterly data

Positions held by Highline Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Highline Wealth Partners

Highline Wealth Partners holds 604 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Highline Wealth Partners has 604 total positions. Only the first 250 positions are shown.

Sign up to view all of the Highline Wealth Partners Sept. 30, 2024 positions
Download the Highline Wealth Partners September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JPMorgan Ultra-Short Income ETF Etf (JPST)	7.9	$24M	+49%	468k	50.74	View chart
Nvidia Corporation Stock (NVDA)	7.0	$21M	+2%	173k	121.44	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	5.8	$18M	+17%	343k	50.88	View chart
Vanguard S&P 500 ETF Etf (VOO)	5.7	$17M		32k	527.67	View chart
Apple Inc Com/Inv Stock (AAPL)	5.0	$15M		64k	233.00	View chart
Vanguard Russell 1000 Value ETF Etf (VONV)	4.4	$13M		159k	83.33	View chart
Microsoft Corp Stock (MSFT)	3.3	$9.8M		23k	430.30	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	3.2	$9.7M	+4%	124k	78.05	View chart
Invesco QQQ Trust Etf (QQQ)	2.8	$8.4M	+2%	17k	488.08	View chart
Meta Platforms Inc Cl A Stock (META)	2.5	$7.6M		13k	572.44	View chart
Amazon Stock (AMZN)	2.5	$7.3M		39k	186.33	View chart
iShares U.S. Treasury Bond ETF Etf (GOVT)	2.4	$7.1M	+51%	305k	23.45	View chart
Costco Whsl Corp/N Stock (COST)	2.3	$6.8M	+5%	7.6k	886.57	View chart
Global X 1-3 Month T-Bill ETF Etf (CLIP)	2.0	$5.9M	-3%	59k	100.50	View chart
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)	1.8	$5.4M	+8%	95k	57.41	View chart
Palo Alto Networks Stock (PANW)	1.6	$4.9M		14k	341.80	View chart
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)	1.6	$4.8M	+69%	90k	53.72	View chart
Berkshire Hathaway Inc. Class B Stock (BRK.B)	1.5	$4.5M	+5%	9.7k	460.26	View chart
Tesla Stock (TSLA)	1.5	$4.5M	-9%	17k	261.63	View chart
Vanguard Information Technology Etf Etf (VGT)	1.4	$4.1M	+2%	7.0k	586.56	View chart
JP Morgan Ultra-Short Muni ETF Etf (JMST)	1.3	$3.8M	-15%	75k	50.94	View chart
Goldman Sachs Group Stock (GS)	1.2	$3.7M		7.5k	495.11	View chart
Digital Rlty Tr Reit (DLR)	1.2	$3.6M		22k	161.83	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.1	$3.2M		19k	167.19	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$3.1M		19k	165.85	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.0	$3.1M	+144%	15k	200.85	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	1.0	$2.9M	+1097%	40k	71.76	View chart
JP Morgan Chase & Co/Com Stock (JPM)	0.9	$2.8M	+74%	13k	210.86	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.9	$2.7M	+22%	7.3k	375.39	View chart
Vanguard FTSE Developed Mkts ETF Etf (VEA)	0.8	$2.4M		46k	52.81	View chart
Home Depot Stock (HD)	0.8	$2.4M		5.9k	405.17	View chart
Bitwise Bitcoin ETF Trust Etf (BITB)	0.8	$2.4M	+8%	69k	34.59	View chart
Oracle Corp Stock (ORCL)	0.8	$2.3M		14k	170.40	View chart
SPDR Gold Shares ETF Etf (GLD)	0.7	$2.2M	-6%	9.2k	243.06	View chart
Blackrock Stock	0.7	$2.2M		2.3k	949.54	View chart
Iron Mtn Inc Del Reit (IRM)	0.7	$2.2M		18k	118.83	View chart
Danaher Corporation Stock (DHR)	0.7	$2.1M		7.4k	278.02	View chart
Vanguard Tax-Exempt Bond ETF Etf (VTEB)	0.6	$1.8M		36k	51.12	View chart
Vanguard Small Cap ETF Etf (VB)	0.6	$1.8M	-12%	7.5k	237.22	View chart
Qualcomm Stock (QCOM)	0.6	$1.7M		10k	170.05	View chart
iShares Gold Trust ETF Etf (IAU)	0.6	$1.7M		34k	49.70	View chart
Intercontinental Exchange Stock (ICE)	0.5	$1.6M		10k	160.64	View chart
American Express Co/Com Stock (AXP)	0.5	$1.6M		5.8k	271.20	View chart
Eaton Corp Stock (ETN)	0.5	$1.5M		4.6k	331.44	View chart
Waters Corp Stock (WAT)	0.5	$1.4M		4.0k	359.89	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.5	$1.4M	+2%	5.0k	283.17	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.5	$1.4M		2.00	691180.00	View chart
Southern Stock (SO)	0.5	$1.4M		15k	90.18	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$1.4M		2.4k	576.73	View chart
Amgen Stock (AMGN)	0.4	$1.3M		4.0k	322.24	View chart
Merck & Co Stock (MRK)	0.4	$1.2M		10k	113.56	View chart
Pfizer Inc Com/Inv Stock (PFE)	0.4	$1.2M	+2%	41k	28.94	View chart
Starbucks Corp Com/Inv Stock (SBUX)	0.4	$1.1M		12k	97.49	View chart
Fortive Corp Stock (FTV)	0.4	$1.1M		14k	78.93	View chart
Disney Walt Stock (DIS)	0.3	$950k		9.9k	96.19	View chart
Mcdonalds Corp Stock (MCD)	0.3	$937k		3.1k	304.53	View chart
Metlife Stock (MET)	0.3	$936k		11k	82.48	View chart
Verizon Communications Inc/Com Stock (VZ)	0.3	$916k		20k	44.91	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.3	$862k	-18%	11k	76.59	View chart
Nike Inc Cl B Stock (NKE)	0.3	$823k	+2%	9.3k	88.40	View chart
Simon Ppty Group Reit (SPG)	0.3	$822k		4.9k	169.02	View chart
American Tower Corp Reit (AMT)	0.3	$811k	+16%	3.5k	232.57	View chart
Coca Cola Co/Com Stock (KO)	0.3	$767k		11k	71.86	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$765k	-50%	7.6k	100.72	View chart
Wells Fargo Stock (WFC)	0.3	$762k		14k	56.49	View chart
The Cigna Group Stock (CI)	0.2	$665k	+2%	1.9k	346.44	View chart
Bhp Group Adr (BHP)	0.2	$628k		10k	62.11	View chart
Emerson Elec Stock (EMR)	0.2	$560k		5.1k	109.37	View chart
General Mtrs Stock (GM)	0.2	$543k	+6%	12k	44.84	View chart
Procter and Gamble Stock (PG)	0.2	$540k		3.1k	173.17	View chart
Nucor Corp Stock (NUE)	0.2	$516k		3.4k	150.34	View chart
American Wtr Wks Stock (AWK)	0.2	$506k		3.5k	146.24	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.2	$503k		4.7k	107.95	View chart
Ford Mtr Stock (F)	0.2	$493k	-13%	47k	10.56	View chart
Netflix Stock (NFLX)	0.2	$492k	-8%	693.00	709.27	View chart
Servicenow Stock (NOW)	0.2	$490k	+7%	548.00	894.39	View chart
3M Co Com/Inv Stock (MMM)	0.2	$462k		3.4k	136.70	View chart
Boeing Stock (BA)	0.2	$458k		3.0k	152.04	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$423k		8.5k	49.92	View chart
ARK Autonomous Technology & Robotics ETF Etf (ARKQ)	0.1	$421k	+8%	6.9k	60.92	View chart
Cvs Health Corp Stock (CVS)	0.1	$414k	-8%	6.6k	62.88	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$395k	-4%	6.8k	58.11	View chart
SPDR Bloomberg 3-12 Month T-Bill ETF Etf (BILS)	0.1	$383k	-6%	3.8k	99.58	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$380k		898.00	422.99	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$352k	-6%	1.9k	189.76	View chart
Bitwise Ethereum ETF Etf	0.1	$318k	NEW	17k	18.62	View chart
Avalonbay Cmntys Reit (AVB)	0.1	$297k		1.3k	225.25	View chart
Gilead Sciences Stock (GILD)	0.1	$291k		3.5k	83.84	View chart
Novo-nordisk A S Adr (NVO)	0.1	$285k	-2%	2.4k	119.07	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.1	$274k	-13%	11k	24.05	View chart
Veralto Corp Stock (VLTO)	0.1	$273k		2.4k	111.86	View chart
Salesforce Stock (CRM)	0.1	$265k	+69%	968.00	273.84	View chart
Vanguard Value Etf Etf (VTV)	0.1	$245k	-61%	1.4k	174.60	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.1	$242k		2.2k	109.65	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$216k	+12%	3.3k	64.81	View chart
iShares Select Dividend ETF Etf (DVY)	0.1	$204k		1.5k	135.05	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$188k	-30%	327.00	574.14	View chart
iShares National Muni Bond ETF Etf (MUB)	0.1	$185k	-25%	1.7k	108.62	View chart
Rexford Indl Rlty Reit (REXR)	0.1	$177k		3.5k	50.31	View chart
Opko Health Stock (OPK)	0.1	$174k		117k	1.49	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$164k	+137%	943.00	173.67	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$156k	NEW	1.0k	149.64	View chart
Utilities Select Sector SPDR ETF Etf (XLU)	0.1	$154k	+19%	1.9k	80.77	View chart
Texas Instrs Inc/Com Stock (TXN)	0.1	$152k	+5%	738.00	206.47	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$148k		2.2k	65.95	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$147k	-44%	2.9k	50.50	View chart
iShares MSCI EAFE SmCap ETF Etf (SCZ)	0.0	$125k		1.8k	67.71	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$122k		681.00	179.36	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$121k		375.00	321.95	View chart
Intuit Stock (INTU)	0.0	$90k	+3%	145.00	619.41	View chart
Chevron Corp New/Com Stock (CVX)	0.0	$82k	-15%	559.00	147.14	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$81k		644.00	126.18	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$80k		1.3k	59.52	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$76k		1.3k	57.55	View chart
Global X Internet of Things ETF Etf (SNSR)	0.0	$73k	-68%	2.1k	34.73	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$70k	-2%	875.00	80.14	View chart
Radnet Stock (RDNT)	0.0	$68k		979.00	69.39	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$68k	+161%	670.00	101.27	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill Etf (BIL)	0.0	$65k	-52%	704.00	91.81	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$63k	-17%	240.00	263.59	View chart
WisdomTree EmgMkts Ex-Stat ETF Etf (XSOE)	0.0	$61k	-25%	1.9k	33.03	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$61k		735.00	82.54	View chart
Kla Corp Stock (KLAC)	0.0	$61k	+2500%	78.00	777.09	View chart
United Technologies Corp/Com Stock (RTX)	0.0	$60k	+48%	491.00	121.24	View chart
Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG)	0.0	$57k	+13%	332.00	172.77	View chart
Lam Research Corp Stock	0.0	$56k	+3350%	69.00	816.09	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$56k		569.00	98.14	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$56k	+4%	1.4k	41.11	View chart
Unitedhealth Group Stock (UNH)	0.0	$55k	+5%	93.00	586.44	View chart
Exxon Mobile Corp/Com Stock (XOM)	0.0	$54k	+31%	464.00	117.34	View chart
Visa Inc Com Cl A Stock (V)	0.0	$54k	+114%	197.00	275.39	View chart
Walmart Stock (WMT)	0.0	$48k	+6%	600.00	80.74	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$47k	NEW	998.00	46.74	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$45k		352.00	128.28	View chart
Honeywell Intl Stock (HON)	0.0	$45k	+5%	218.00	206.78	View chart
Netease Adr (NTES)	0.0	$45k	+18%	481.00	93.51	View chart
Global X Thematic Growth ETF Etf (GXTG)	0.0	$45k		1.8k	25.42	View chart
Broadcom Stock (AVGO)	0.0	$45k	+1338%	259.00	172.62	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$41k	-41%	466.00	88.14	View chart
iShares Interest Rate Hedged High Yield Bond ETF Etf (HYGH)	0.0	$41k		476.00	86.24	View chart
Ishares Core Growth Allocation Etf Etf (AOR)	0.0	$41k		692.00	59.25	View chart
Adobe Stock (ADBE)	0.0	$38k	+160%	73.00	517.78	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$38k	+56%	510.00	73.61	View chart
Abbott Labs Com/Inv Stock (ABT)	0.0	$37k	+36%	325.00	114.17	View chart
Alibaba Grp Hldg LTD Sponsrd ADS Adr (BABA)	0.0	$36k	+369%	343.00	106.12	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$36k	-74%	539.00	67.51	View chart
Financial Select Sector SPDR Etf (XLF)	0.0	$36k		799.00	45.32	View chart
Abrdn Physical Platinum Shares Etf Etf (PPLT)	0.0	$36k	+1042%	400.00	89.80	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.0	$36k		1.7k	21.00	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$34k		413.00	83.21	View chart
Doubleline Opportunistic Bond Etf Etf (DBND)	0.0	$33k	NEW	694.00	47.36	View chart
Newmont Corp Stock (NEM)	0.0	$32k	+121%	590.00	53.41	View chart
Johnson & Johnson Stock (JNJ)	0.0	$31k	+6%	193.00	161.79	View chart
Fedex Corp Stock (FDX)	0.0	$31k	+178%	114.00	273.68	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$31k	NEW	471.00	64.74	View chart
iShares Biotechnology ETF Etf (IBB)	0.0	$30k	-34%	205.00	145.60	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$29k	NEW	500.00	58.53	View chart
Ishares Msci Mexico Etf Etf (EWW)	0.0	$28k		514.00	53.75	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$28k		756.00	36.41	View chart
Pepsico Stock (PEP)	0.0	$28k	-2%	162.00	169.81	View chart
Medtronic Stock (MDT)	0.0	$28k	-38%	305.00	90.03	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$27k	+436%	59.00	465.08	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$27k	-3%	152.00	178.89	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.0	$27k	NEW	399.00	66.37	View chart
Micron Technology Stock (MU)	0.0	$27k	+18%	255.00	103.81	View chart
Edison Intl Stock (EIX)	0.0	$26k	+57%	300.00	87.09	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$26k	NEW	290.00	87.80	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$25k	+112%	102.00	247.37	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$25k	+45%	51.00	493.80	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$25k	-17%	185.00	135.44	View chart
Trane Technologies Stock (TT)	0.0	$25k	+5%	63.00	388.73	View chart
Deere & Co Stock (DE)	0.0	$24k		58.00	413.93	View chart
Grayscale Bitcoin Mini Trust Etf	0.0	$24k	NEW	4.2k	5.63	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$24k		102.00	230.59	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$24k	+111%	38.00	618.82	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$23k	-62%	118.00	197.86	View chart
Lowes Cos Inc/Com Stock (LOW)	0.0	$23k	+245%	83.00	271.14	View chart
Paypal Hldgs Stock (PYPL)	0.0	$23k	+27%	288.00	78.03	View chart
Illinois Tool Wks Stock (ITW)	0.0	$23k	+6%	86.00	261.27	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$22k		126.00	178.17	View chart
Eli Lilly & Co Stock (LLY)	0.0	$22k	-19%	25.00	886.68	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$22k	-42%	100.00	220.89	View chart
Philip Morris Intl Stock (PM)	0.0	$22k	+5%	181.00	121.41	View chart
Csx Corp Stock (CSX)	0.0	$22k	+26%	631.00	34.52	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$22k	+546%	84.00	258.15	View chart
Te Connectivity Plc Ord Stock	0.0	$22k	+24%	143.00	150.62	View chart
Accenture PLC Ireland/C Stock (ACN)	0.0	$21k	+20%	58.00	353.48	View chart
Ameren Corp Stock (AEE)	0.0	$20k	+3%	233.00	87.36	View chart
Infosys Adr (INFY)	0.0	$20k	+150%	913.00	22.27	View chart
Icici Bank Adr (IBN)	0.0	$20k	+26%	670.00	29.85	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$20k	NEW	500.00	39.82	View chart
Advanced Micro Devices Stock (AMD)	0.0	$19k	+26%	118.00	164.08	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$19k	+71%	168.00	114.86	View chart
Nextera Energy Stock (NEE)	0.0	$19k	+10%	227.00	84.45	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$18k		91.00	201.56	View chart
Vaneck Indonesia Index Etf Etf (IDX)	0.0	$18k	NEW	1.0k	18.14	View chart
Cisco Sys Inc/Com Stock (CSCO)	0.0	$18k	+23%	339.00	53.28	View chart
Stryker Corporation Stock (SYK)	0.0	$17k	+585%	48.00	361.25	View chart
Resmed Stock (RMD)	0.0	$17k	NEW	71.00	244.13	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.0	$17k	NEW	200.00	86.00	View chart
Ryanair Holdings Adr (RYAAY)	0.0	$17k	NEW	375.00	45.18	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$17k		126.00	132.62	View chart
Allstate Corp Stock (ALL)	0.0	$17k	+4%	87.00	189.39	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$16k	+11%	89.00	184.18	View chart
Abbvie Stock (ABBV)	0.0	$16k	+8%	81.00	198.28	View chart
General Dynamics Corp Stock (GD)	0.0	$16k	+12%	53.00	302.38	View chart
Novartis A G/S Adr (NVS)	0.0	$16k	+23%	139.00	115.02	View chart
Petroleo Brasileiro Sa Petrobr Adr (PBR)	0.0	$16k	+572%	1.1k	14.41	View chart
Kenvue Stock (KVUE)	0.0	$16k	+2959%	673.00	23.13	View chart
Astrazeneca Adr (AZN)	0.0	$16k	+77%	199.00	77.91	View chart
Union Pac Corp Stock (UNP)	0.0	$15k	+19%	62.00	247.29	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$15k		350.00	43.57	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$15k	NEW	118.00	125.62	View chart
Wabtec Stock (WAB)	0.0	$15k	+3950%	81.00	181.77	View chart
VictoryShares US Large Cap High Dividend Volatility WTD ETF Etf (CDL)	0.0	$15k	-89%	216.00	67.99	View chart
JD Com Inc Spon ADR Cl A Adr (JD)	0.0	$15k	+471%	366.00	40.05	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$15k	-62%	160.00	91.31	View chart
Becton Dickinson & Co/Com Stock (BDX)	0.0	$15k	+93%	60.00	242.22	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$14k		339.00	41.49	View chart
Linde Stock (LIN)	0.0	$13k	+154%	28.00	477.07	View chart
Bank America Corp Stock (BAC)	0.0	$13k	-41%	334.00	39.67	View chart
Enbridge Stock (ENB)	0.0	$13k	+22%	323.00	40.61	View chart
Hdfc Bank Adr (HDB)	0.0	$13k	+3%	205.00	62.56	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$13k		203.00	63.03	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$13k	+704%	193.00	65.99	View chart
Realty Income Corp Reit (O)	0.0	$13k	+13%	199.00	63.52	View chart
Booking Holdings Stock (BKNG)	0.0	$13k	NEW	3.00	4212.00	View chart
General Electric Co/Com Stock (GE)	0.0	$13k	-34%	67.00	188.58	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$13k		113.00	110.67	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.0	$13k	+2%	179.00	69.74	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$13k		272.00	45.86	View chart
Zscaler Stock (ZS)	0.0	$12k		70.00	170.94	View chart
Sap Se Adr (SAP)	0.0	$12k	+100%	52.00	229.10	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$12k	+25%	85.00	136.32	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$11k		115.00	99.49	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.0	$11k		165.00	69.11	View chart
Marvell Technology Stock (MRVL)	0.0	$11k	+17%	157.00	72.23	View chart
Doubleline Mortgage Etf Etf (DMBS)	0.0	$11k	NEW	224.00	50.39	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.0	$11k		153.00	72.27	View chart
Us Bancorp Del Stock (USB)	0.0	$11k	+15%	241.00	45.73	View chart
Royal Bk Cda Stock (RY)	0.0	$11k	+83%	88.00	124.73	View chart
Boston Scientific Corp Stock (BSX)	0.0	$11k	+54%	130.00	83.80	View chart
Beyond Meat Stock (BYND)	0.0	$11k	NEW	1.6k	6.78	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$11k		52.00	208.83	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$11k	+9%	45.00	240.00	View chart
Quadratic Interest Rate Volatility & Inflation Hedge Etf Etf (IVOL)	0.0	$11k		556.00	19.25	View chart
Prologis Reit (PLD)	0.0	$11k	+20%	83.00	126.47	View chart
Franklin Bitcoin Etf Etf (EZBC)	0.0	$11k	NEW	285.00	36.82	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$10k	+25%	202.00	51.61	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$10k		52.00	200.37	View chart

Past Filings by Highline Wealth Partners

SEC 13F filings are viewable for Highline Wealth Partners going back to 2024

Highline Wealth Partners 2023 Q4 filed Oct. 29, 2024
Highline Wealth Partners 2023 Q3 filed Oct. 29, 2024
Highline Wealth Partners 2023 Q1 filed Oct. 29, 2024
Highline Wealth Partners 2022 Q4 filed Oct. 29, 2024
Highline Wealth Partners 2022 Q3 filed Oct. 29, 2024
Highline Wealth Partners 2023 Q2 filed Oct. 29, 2024
Highline Wealth Partners 2024 Q2 filed Oct. 28, 2024
Highline Wealth Partners 2024 Q1 filed Oct. 28, 2024
Highline Wealth Partners 2024 Q3 filed Oct. 25, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z