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Highline Wealth Partners

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

Top 5 stock holdings are NVDA, JPST, JAAA, VOO, MSFT, and represent 31.16% of Highline Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$5.7M), IEFA, VTEC, JPST, FRDM, VOO, SHLD, VTI, FNDX, QQQM.
Started 251 new stock positions in NHS, WIA, LDP, DHY, NMZ, DSU, NIO, FMY, ASGI, SBI.
Reduced shares in these 10 stocks: NVDA, JAAA, CLIP, DLR, IEMG, VRT, VGT, ZBH, SGOV, IRM.
Sold out of its positions in HACK, ANSS, AZEK, BPMC, BOX, BFAM, CBZ, CNC, EXE, STZ.
Highline Wealth Partners was a net buyer of stock by $9.5M.
Highline Wealth Partners has $372M in assets under management (AUM), dropping by 10.00%.
Central Index Key (CIK): 0002042654

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Portfolio Holdings for Highline Wealth Partners

Highline Wealth Partners holds 1080 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Highline Wealth Partners has 1080 total positions. Only the first 250 positions are shown.

Sign up to view all of the Highline Wealth Partners Sept. 30, 2025 positions
Download the Highline Wealth Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corporation Stock (NVDA)	8.0	$30M	-9%	159k	186.58	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	6.3	$23M	+3%	462k	50.73	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	6.1	$23M	-11%	448k	50.78	View chart
Vanguard S&P 500 ETF Etf (VOO)	6.0	$22M	+3%	36k	612.38	View chart
Microsoft Corp Stock (MSFT)	4.8	$18M	+47%	35k	517.95	View chart
Apple Inc Com/Inv Stock (AAPL)	4.3	$16M		62k	254.63	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	4.2	$16M	+16%	180k	87.31	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	2.7	$10M	+3%	41k	247.12	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	2.7	$9.9M	+3%	376k	26.30	View chart
Meta Platforms Inc Cl A Stock (META)	2.7	$9.9M		13k	734.39	View chart
Vanguard Russell 1000 Value ETF Etf (VONV)	2.4	$9.0M	+2%	100k	89.37	View chart
Amazon Stock (AMZN)	2.4	$8.8M		40k	219.57	View chart
Tesla Stock (TSLA)	2.1	$7.8M		18k	444.72	View chart
Costco Whsl Corp/N Stock (COST)	1.9	$6.9M		7.4k	925.66	View chart
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)	1.8	$6.7M	+3%	124k	54.09	View chart
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)	1.8	$6.5M	-4%	99k	65.92	View chart
Global X 1-3 Month T-Bill ETF Etf (CLIP)	1.7	$6.1M	-8%	61k	100.42	View chart
Goldman Sachs Group Stock (GS)	1.6	$6.0M		7.6k	796.37	View chart
Palo Alto Networks Stock (PANW)	1.6	$5.9M		29k	203.62	View chart
iShares U.S. Treasury Bond ETF Etf (GOVT)	1.6	$5.8M	+5%	251k	23.12	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.5	$5.7M		23k	243.10	View chart
Berkshire Hathaway Inc. Class B Stock (BRK.B)	1.4	$5.2M		10k	502.74	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.2	$4.6M		19k	243.55	View chart
Bitwise Bitcoin ETF Trust Etf (BITB)	1.2	$4.6M		74k	62.22	View chart
JP Morgan Chase & Co/Com Stock (JPM)	1.2	$4.6M		15k	315.43	View chart
Invesco QQQ Trust Etf (QQQ)	1.2	$4.5M	+4%	7.6k	600.36	View chart
Oracle Corp Stock (ORCL)	1.2	$4.4M		16k	281.24	View chart
Vanguard Information Technology Etf Etf (VGT)	1.1	$4.2M	-6%	5.6k	746.67	View chart
Vanguard FTSE Developed Mkts ETF Etf (VEA)	1.0	$3.8M		63k	59.92	View chart
SPDR Gold Shares ETF Etf (GLD)	0.9	$3.2M		9.0k	355.47	View chart
Digital Rlty Tr Reit (DLR)	0.8	$3.1M	-11%	18k	172.88	View chart
iShares Gold Trust ETF Etf (IAU)	0.8	$3.0M		42k	72.77	View chart
Blackrock Stock (BLK)	0.8	$3.0M	+8%	2.6k	1165.69	View chart
JP Morgan Ultra-Short Muni ETF Etf (JMST)	0.8	$3.0M		58k	51.04	View chart
Home Depot Stock (HD)	0.7	$2.5M		6.1k	405.19	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.6	$2.1M	+26%	6.4k	328.15	View chart
Vanguard Tax-Exempt Bond ETF Etf (VTEB)	0.5	$2.0M	+11%	40k	50.07	View chart
American Express Co/Com Stock (AXP)	0.5	$1.9M		5.8k	332.16	View chart
Qualcomm Stock (QCOM)	0.5	$1.9M		11k	166.36	View chart
Vanguard Small Cap ETF Etf (VB)	0.5	$1.8M	+5%	7.2k	254.27	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.5	$1.8M	-3%	3.9k	468.45	View chart
Eaton Corp Stock (ETN)	0.5	$1.7M		4.7k	374.25	View chart
Intercontinental Exchange Stock (ICE)	0.5	$1.7M		10k	168.48	View chart
Iron Mtn Inc Del Reit (IRM)	0.4	$1.5M	-8%	15k	101.94	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$1.5M	-2%	2.3k	669.27	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$1.5M		2.00	754200.00	View chart
Southern Stock (SO)	0.4	$1.5M		16k	94.77	View chart
Danaher Corporation Stock (DHR)	0.4	$1.5M		7.4k	198.26	View chart
Waters Corp Stock (WAT)	0.3	$1.2M		4.0k	299.81	View chart
Amgen Stock (AMGN)	0.3	$1.2M		4.2k	282.21	View chart
Wells Fargo Stock (WFC)	0.3	$1.2M		14k	83.82	View chart
Disney Walt Stock (DIS)	0.3	$1.1M		10k	114.50	View chart
Bitwise Ethereum ETF Etf (ETHW)	0.3	$1.1M	+2%	36k	29.82	View chart
Starbucks Corp Com/Inv Stock (SBUX)	0.3	$980k		12k	84.60	View chart
Mcdonalds Corp Stock (MCD)	0.3	$952k		3.1k	303.90	View chart
Metlife Stock (MET)	0.3	$939k		11k	82.37	View chart
Simon Ppty Group Reit (SPG)	0.2	$913k		4.9k	187.65	View chart
Verizon Communications Inc/Com Stock (VZ)	0.2	$909k		21k	43.95	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.2	$904k	NEW	9.1k	99.77	View chart
Merck & Co Stock (MRK)	0.2	$896k		11k	83.93	View chart
Global X Defense Tech Etf Etf (SHLD)	0.2	$896k	+272%	13k	70.24	View chart
Netflix Stock (NFLX)	0.2	$875k	-4%	730.00	1198.92	View chart
Freedom 100 Emerging Markets ETF Etf (FRDM)	0.2	$776k	NEW	18k	44.31	View chart
Coca Cola Co/Com Stock (KO)	0.2	$739k		11k	66.32	View chart
American Tower Corp Reit (AMT)	0.2	$672k		3.5k	192.31	View chart
Fortive Corp Stock (FTV)	0.2	$672k		14k	48.99	View chart
Boeing Stock (BA)	0.2	$666k		3.1k	215.83	View chart
Nike Inc Cl B Stock (NKE)	0.2	$645k		9.2k	69.73	View chart
Intuit Stock (INTU)	0.2	$624k		914.00	682.51	View chart
Bhp Group Adr (BHP)	0.2	$579k		10k	55.75	View chart
Servicenow Stock (NOW)	0.1	$557k	-2%	605.00	920.28	View chart
The Cigna Group Stock (CI)	0.1	$542k		1.9k	288.25	View chart
3M Co Com/Inv Stock (MMM)	0.1	$534k		3.4k	155.18	View chart
American Wtr Wks Stock (AWK)	0.1	$485k		3.5k	139.19	View chart
Procter and Gamble Stock (PG)	0.1	$478k	+2%	3.1k	153.67	View chart
Nucor Corp Stock (NUE)	0.1	$466k		3.4k	135.43	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$458k		688.00	666.23	View chart
Gilead Sciences Stock (GILD)	0.1	$398k		3.6k	111.00	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$389k		840.00	463.52	View chart
Utilities Select Sector SPDR ETF Etf (XLU)	0.1	$385k	+39%	4.4k	87.21	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.1	$359k	+314%	6.3k	57.10	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$359k		6.3k	57.04	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$349k		1.7k	203.55	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.1	$337k		8.6k	39.22	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.1	$318k	+12%	7.6k	42.01	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$313k	+8%	1.1k	279.29	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$306k	+3%	3.2k	95.48	View chart
Global Ship Lease Inc New Com Cl A Stock (GSL)	0.1	$293k		9.6k	30.70	View chart
Vanguard Value Etf Etf (VTV)	0.1	$292k		1.6k	186.54	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.1	$272k	-40%	2.8k	98.50	View chart
Broadcom Stock (AVGO)	0.1	$272k	+22%	825.00	329.79	View chart
Veralto Corp Stock (VLTO)	0.1	$260k		2.4k	106.61	View chart
Procore Technologies Stock (PCOR)	0.1	$255k		3.5k	72.92	View chart
JPMorgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.1	$254k	NEW	3.9k	65.00	View chart
Avalonbay Cmntys Reit (AVB)	0.1	$253k		1.3k	193.17	View chart
iShares Select Dividend ETF Etf (DVY)	0.1	$248k	+15%	1.7k	142.09	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$223k	+186%	919.00	242.07	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.1	$214k	+7%	2.6k	83.44	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.1	$209k	-8%	2.3k	89.77	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$202k	-42%	2.0k	100.72	View chart
Ralliant Corp Stock (RAL)	0.1	$199k		4.5k	43.73	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$184k	+9%	2.6k	71.53	View chart
Opko Health Stock (OPK)	0.0	$181k		117k	1.55	View chart
Cathay Gen Bancorp Stock (CATY)	0.0	$181k	NEW	3.8k	48.01	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$170k	+23%	1.1k	148.61	View chart
United Technologies Corp/Com Stock (RTX)	0.0	$168k	+101%	1.0k	167.31	View chart
Salesforce Stock (CRM)	0.0	$156k	-32%	657.00	236.88	View chart
iShares MSCI EAFE SmCap ETF Etf (SCZ)	0.0	$153k		2.0k	76.71	View chart
Financial Select Sector SPDR Etf (XLF)	0.0	$153k	+623%	2.8k	53.87	View chart
General Electric Co/Com Stock (GE)	0.0	$153k	+107%	507.00	301.04	View chart
Accenture PLC Ireland/C Stock (ACN)	0.0	$146k	+935%	590.00	246.60	View chart
Texas Instrs Inc/Com Stock (TXN)	0.0	$128k		696.00	183.73	View chart
Walmart Stock (WMT)	0.0	$124k		1.2k	103.03	View chart
Visa Inc Com Cl A Stock (V)	0.0	$120k		352.00	341.28	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$114k	+107%	1.2k	96.44	View chart
Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG)	0.0	$110k		557.00	197.50	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$104k	+104%	735.00	140.93	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$103k	-74%	684.00	150.86	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$102k		2.1k	49.01	View chart
Global X Fintech Etf Etf (FINX)	0.0	$99k	NEW	3.0k	33.52	View chart
Chevron Corp New/Com Stock (CVX)	0.0	$99k	+8%	636.00	155.39	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$98k	+9%	535.00	182.42	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$90k	NEW	897.00	100.25	View chart
Eli Lilly & Co Stock (LLY)	0.0	$89k	+58%	117.00	764.14	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$89k	+44%	156.00	569.35	View chart
Netease Adr (NTES)	0.0	$89k	+6%	583.00	151.99	View chart
SPDR Bloomberg 3-12 Month T-Bill ETF Etf (BILS)	0.0	$86k	-51%	867.00	99.53	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$86k	+20%	892.00	96.50	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$84k	+82%	250.00	337.49	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$82k		317.00	258.36	View chart
Johnson & Johnson Stock (JNJ)	0.0	$82k	+59%	441.00	185.51	View chart
Ge Vernova Stock (GEV)	0.0	$81k	+88%	132.00	615.02	View chart
Haverty Furniture Cos Stock (HVT)	0.0	$81k		3.7k	21.93	View chart
Abbott Labs Com/Inv Stock (ABT)	0.0	$77k		572.00	134.02	View chart
Unitedhealth Group Stock (UNH)	0.0	$77k		222.00	345.06	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$76k		735.00	103.22	View chart
Radnet Stock (RDNT)	0.0	$75k		979.00	76.21	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$74k		2.3k	31.91	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$74k	NEW	894.00	82.96	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$74k		379.00	194.73	View chart
Intuitive Surgical Stock (ISRG)	0.0	$74k	-52%	165.00	447.23	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$68k		2.9k	23.28	View chart
Abbvie Stock (ABBV)	0.0	$67k	+101%	290.00	231.39	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$65k		547.00	118.75	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$65k		1.0k	64.81	View chart
Honeywell Intl Stock (HON)	0.0	$65k	+16%	307.00	210.78	View chart
Alibaba Grp Hldg LTD Sponsrd ADS Adr (BABA)	0.0	$63k	-43%	353.00	178.73	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$61k	NEW	729.00	84.11	View chart
Cisco Sys Inc/Com Stock (CSCO)	0.0	$61k	+3%	884.00	68.39	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$60k	NEW	501.00	119.51	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$58k	-14%	275.00	209.26	View chart
Philip Morris Intl Stock (PM)	0.0	$58k	+57%	354.00	162.36	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill Etf (BIL)	0.0	$57k	-57%	622.00	91.82	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$57k	+355%	515.00	110.50	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$56k		182.00	307.09	View chart
Exxon Mobile Corp/Com Stock (XOM)	0.0	$55k	-27%	491.00	112.80	View chart
Rexford Indl Rlty Reit (REXR)	0.0	$54k	-19%	1.3k	41.11	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$53k	NEW	1.0k	53.03	View chart
Deere & Co Stock (DE)	0.0	$53k	+24%	116.00	458.08	View chart
Ishares Silver Trust Etf (SLV)	0.0	$53k	+56%	1.3k	42.37	View chart
Micron Technology Stock (MU)	0.0	$53k	-21%	314.00	167.44	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$51k	NEW	1.9k	27.29	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.0	$50k	-35%	633.00	78.34	View chart
Nuvation Bio Inc Com Cl A Stock (NUVB)	0.0	$48k		13k	3.70	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$47k	+31250%	627.00	74.37	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$44k		642.00	67.83	View chart
Citigroup Stock (C)	0.0	$42k	+35%	418.00	101.50	View chart
Morgan Stanley Stock (MS)	0.0	$41k	+36%	260.00	159.18	View chart
Astrazeneca Adr (AZN)	0.0	$41k	+32%	532.00	76.72	View chart
Sap Se Adr (SAP)	0.0	$41k	+6%	152.00	267.21	View chart
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	0.0	$41k	NEW	2.0k	20.28	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$40k		450.00	89.37	View chart
Bank America Corp Stock (BAC)	0.0	$40k	+23%	767.00	51.59	View chart
International Business Machs/Com Stock (IBM)	0.0	$39k	+25%	139.00	282.16	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.0	$39k		1.7k	22.97	View chart
ARK Autonomous Technology & Robotics ETF Etf (ARKQ)	0.0	$39k	-46%	348.00	111.50	View chart
Sony Group Corp Adr (SONY)	0.0	$38k	+46%	1.3k	28.79	View chart
Carrier Global Corporation Stock (CARR)	0.0	$38k	+283%	633.00	59.70	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.0	$38k		809.00	46.42	View chart
Nextera Energy Stock (NEE)	0.0	$37k	+66%	487.00	75.51	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$37k		413.00	88.96	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$36k		493.00	73.29	View chart
Nuveen Pennsylvania Qlt Mun Cef (NQP)	0.0	$36k	NEW	3.0k	12.00	View chart
AT&T Inc Com/Inv Stock (T)	0.0	$35k	-14%	1.2k	28.24	View chart
Trane Technologies Stock (TT)	0.0	$34k	+9%	81.00	421.96	View chart
Newmont Corp Stock (NEM)	0.0	$34k	+2%	400.00	84.38	View chart
Blackstone Stock (BX)	0.0	$34k	+35%	196.00	170.85	View chart
Kla Corp Stock (KLAC)	0.0	$34k	-69%	31.00	1079.81	View chart
Tjx Cos Stock (TJX)	0.0	$33k	+65%	231.00	144.47	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$33k	+45%	435.00	76.40	View chart
iShares Biotechnology ETF Etf (IBB)	0.0	$33k		230.00	144.37	View chart
HSBC HLDGS Adr (HSBC)	0.0	$33k	+20%	467.00	70.98	View chart
Novartis A G/S Adr (NVS)	0.0	$33k	-11%	258.00	128.24	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$33k		647.00	50.63	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$33k	+150%	500.00	65.00	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$32k	+40%	161.00	200.56	View chart
Adam Nat Res Cef (PEO)	0.0	$32k	NEW	1.5k	21.52	View chart
Vaalco Energy Stock (EGY)	0.0	$32k		8.0k	4.02	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.0	$32k	NEW	240.00	132.58	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$32k	+33%	1.0k	31.51	View chart
Corning Stock (GLW)	0.0	$31k		382.00	82.03	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$31k	+2%	142.00	218.99	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$31k	+68%	103.00	301.60	View chart
Barclays Adr (BCS)	0.0	$31k	+22%	1.5k	20.67	View chart
Uber Technologies Stock (UBER)	0.0	$31k	+4%	312.00	97.97	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$30k	NEW	83.00	366.45	View chart
Nasdaq Stock (NDAQ)	0.0	$30k		343.00	88.45	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$30k	+23%	244.00	123.75	View chart
iShares Global Infrastructure ETF Etf (IGF)	0.0	$30k	-72%	492.00	61.12	View chart
Novo-nordisk A S Adr (NVO)	0.0	$30k		535.00	55.49	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$29k	+9%	469.00	62.42	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$29k	-6%	327.00	89.24	View chart
Capital One Finl Corp Stock (COF)	0.0	$29k	+43%	136.00	212.71	View chart
2x Solana Etf Etf	0.0	$29k	-51%	1.3k	23.02	View chart
Nuveen Ca Qualty Mun Income Cef (NAC)	0.0	$29k	NEW	2.5k	11.50	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$29k	+126%	59.00	485.61	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$29k		444.00	64.38	View chart
Enbridge Stock (ENB)	0.0	$28k	+73%	559.00	50.46	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.0	$28k	+32%	1.8k	15.94	View chart
Ameren Corp Stock (AEE)	0.0	$28k	+2%	266.00	104.51	View chart
Bank Ozk Little Rock Ark Stock (OZK)	0.0	$28k	NEW	541.00	50.98	View chart
2x Bitcoin Strategy Etf Etf (BITX)	0.0	$28k	NEW	500.00	55.08	View chart
Vaneck Video Gaming And Esports Etf Etf (ESPO)	0.0	$27k	NEW	225.00	121.23	View chart
Valero Energy Corp Stock (VLO)	0.0	$27k	+70%	160.00	170.47	View chart
Invesco Rafi Strategic Us Etf Etf (IUS)	0.0	$27k		493.00	55.21	View chart
Fedex Corp Stock (FDX)	0.0	$27k		115.00	235.99	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$27k		609.00	44.19	View chart
Advanced Micro Devices Stock (AMD)	0.0	$27k	+27%	166.00	161.79	View chart
iShares Interest Rate Hedged High Yield Bond ETF Etf (HYGH)	0.0	$27k	-37%	305.00	86.84	View chart
Cme Group Stock (CME)	0.0	$26k		95.00	270.19	View chart
Icici Bank Adr (IBN)	0.0	$26k		849.00	30.23	View chart
Welltower Reit (WELL)	0.0	$26k	+20%	143.00	178.37	View chart
Cvs Health Corp Stock (CVS)	0.0	$25k	+5%	337.00	75.39	View chart
Vaneck Steel Etf Etf (SLX)	0.0	$25k	NEW	350.00	72.48	View chart
Allstate Corp Stock (ALL)	0.0	$25k	-10%	117.00	215.50	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$25k		116.00	215.65	View chart
Illinois Tool Wks Stock (ITW)	0.0	$25k	+4%	96.00	259.51	View chart
Linde Stock (LIN)	0.0	$25k	+57%	52.00	475.58	View chart
Pfizer Inc Com/Inv Stock (PFE)	0.0	$25k	+6%	969.00	25.47	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.0	$25k	NEW	1.6k	15.70	View chart
Caterpillar Stock (CAT)	0.0	$24k	+112%	51.00	478.84	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.0	$24k		273.00	88.76	View chart
Colgate Palmolive Co/Com Stock (CL)	0.0	$24k	+194%	300.00	79.99	View chart
Ishares Msci Mexico Etf Etf (EWW)	0.0	$24k	NEW	350.00	68.21	View chart
American Elec Pwr Stock (AEP)	0.0	$24k	+4%	212.00	112.33	View chart
Kkr & Co Stock (KKR)	0.0	$24k	+40%	181.00	129.95	View chart
Procure Space Etf Etf (UFO)	0.0	$23k	NEW	650.00	35.68	View chart
Hdfc Bank Adr (HDB)	0.0	$23k	+112%	674.00	34.16	View chart
Duke Energy Corp Stock (DUK)	0.0	$23k	+44%	186.00	123.75	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$23k	+2900%	240.00	95.15	View chart

Past Filings by Highline Wealth Partners

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

Highline Wealth Partners 2025 Q3 filed Oct. 14, 2025
Highline Wealth Partners 2025 Q2 filed July 16, 2025
Highline Wealth Partners 2025 Q1 filed April 17, 2025
Highline Wealth Partners 2024 Q4 filed Jan. 10, 2025
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

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