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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 JPST, JAAA, NVDA, VOO, IEFA, and represent 37.25% of Highline Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$11M), JPST (+$6.6M), FNDX, QQQM, BIL, IEFA, USEW, VOO, IVV, BILS.
Started 329 new stock positions in DFIV, GNR, OIA, G, SAM, PEGA, AYI, OHI, CORN, SPXX.
Reduced shares in these 10 stocks: MSFT, GLD, IEMG, BLK, DLR, IRM, BRK.B, IWM, KWEB, IAU.
Sold out of its positions in ARKK, Alpine Global Premier Pptys Fd Com Sbi cef, PPLT, PEO, ARES, AstraZeneca, TBBK, WRB, BILI, BFZ.
Highline Wealth Partners was a net buyer of stock by $52M.
Highline Wealth Partners has $392M in assets under management (AUM), dropping by 10.30%.
Central Index Key (CIK): 0002042654

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Portfolio Holdings for Highline Wealth Partners

Highline Wealth Partners holds 1296 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Highline Wealth Partners has 1296 total positions. Only the first 250 positions are shown.

Sign up to view all of the Highline Wealth Partners March 31, 2026 positions
Download the Highline Wealth Partners March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JPMorgan Ultra-Short Income ETF Etf (JPST)	10.2	$40M	+19%	788k	50.61	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	9.4	$37M	+40%	734k	50.37	View chart
Nvidia Corporation Stock (NVDA)	6.9	$27M		156k	174.40	View chart
Vanguard S&P 500 ETF Etf (VOO)	5.7	$22M	+8%	37k	597.54	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	5.0	$20M	+14%	218k	90.53	View chart
Apple Inc Com/Inv Stock (AAPL)	4.2	$16M	+2%	64k	253.79	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	3.9	$15M	+42%	549k	27.85	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	3.6	$14M	+35%	60k	237.62	View chart
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)	2.8	$11M	+14%	205k	53.22	View chart
Vanguard Russell 1000 Value ETF Etf (VONV)	2.7	$11M	+4%	113k	93.74	View chart
Microsoft Corp Stock (MSFT)	2.6	$10M	-19%	27k	370.18	View chart
Amazon Stock (AMZN)	2.3	$9.1M		44k	208.27	View chart
Meta Platforms Inc Cl A Stock (META)	2.0	$7.9M	+2%	14k	572.15	View chart
Tesla Stock (TSLA)	1.8	$6.9M	+5%	19k	371.75	View chart
iShares U.S. Treasury Bond ETF Etf (GOVT)	1.7	$6.7M	+8%	292k	22.91	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.7	$6.7M	+5%	23k	287.56	View chart
Goldman Sachs Group Stock (GS)	1.6	$6.4M		7.6k	846.02	View chart
Global X 1-3 Month T-Bill ETF Etf (CLIP)	1.6	$6.3M	+4%	62k	100.36	View chart
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)	1.5	$6.1M	-9%	87k	69.75	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$5.7M	+14%	20k	286.85	View chart
JP Morgan Chase & Co/Com Stock (JPM)	1.4	$5.6M	+3%	19k	294.16	View chart
Berkshire Hathaway Inc. Class B Stock (BRK.B)	1.2	$4.7M	-3%	9.8k	479.20	View chart
Vanguard FTSE Developed Mkts ETF Etf (VEA)	1.2	$4.7M	+13%	73k	64.08	View chart
Costco Whsl Corp/N Stock (COST)	1.0	$3.9M		3.9k	996.36	View chart
Vanguard Information Technology Etf Etf (VGT)	1.0	$3.9M	-2%	5.6k	697.76	View chart
Invesco QQQ Trust Etf (QQQ)	1.0	$3.8M	+9%	6.5k	577.16	View chart
iShares Gold Trust ETF Etf (IAU)	0.9	$3.7M	-2%	42k	88.16	View chart
JP Morgan Ultra-Short Muni ETF Etf (JMST)	0.8	$3.2M		64k	50.98	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$2.9M	+99%	4.4k	653.17	View chart
Advanced Micro Devices Stock (AMD)	0.7	$2.8M	+68%	14k	203.43	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill Etf (BIL)	0.7	$2.8M	+2210%	30k	91.64	View chart
Bitwise Bitcoin ETF Trust Etf (BITB)	0.7	$2.7M	+6%	74k	36.81	View chart
SPDR Gold Shares ETF Etf (GLD)	0.7	$2.7M	-28%	6.3k	430.29	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.7	$2.7M	+10%	8.4k	320.82	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.7	$2.7M	+39%	6.2k	426.38	View chart
Vanguard Small Cap ETF Etf (VB)	0.6	$2.4M	+32%	9.2k	261.91	View chart
Oracle Corp Stock (ORCL)	0.6	$2.3M		16k	147.11	View chart
Freedom 100 Emerging Markets ETF Etf (FRDM)	0.6	$2.3M	+32%	42k	54.65	View chart
Cambria US EW ETF Etf (USEW)	0.5	$2.0M	NEW	42k	48.88	View chart
American Express Co/Com Stock (AXP)	0.5	$1.8M		5.9k	302.48	View chart
Blackrock Stock (BLK)	0.4	$1.8M	-22%	1.8k	961.77	View chart
Vanguard Tax-Exempt Bond ETF Etf (VTEB)	0.4	$1.8M	-3%	35k	49.89	View chart
Eaton Corp Stock (ETN)	0.4	$1.7M		4.7k	357.67	View chart
Global X Defense Tech Etf Etf (SHLD)	0.4	$1.6M	+4%	23k	70.84	View chart
SPDR Bloomberg 3-12 Month T-Bill ETF Etf (BILS)	0.4	$1.5M	+1663%	15k	99.44	View chart
Digital Rlty Tr Reit (DLR)	0.3	$1.1M	-31%	6.2k	180.22	View chart
Old Rep Intl Corp Stock (ORI)	0.3	$1.1M		27k	39.90	View chart
Iron Mtn Inc Del Reit (IRM)	0.3	$1.1M	-18%	11k	102.14	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$922k	+104%	1.4k	650.14	View chart
Tcw Flexible Income Etf Etf (FLXR)	0.2	$849k	NEW	22k	39.27	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.2	$787k	+56%	2.3k	337.95	View chart
Bitwise Ethereum ETF Etf (ETHW)	0.2	$730k	+27%	49k	15.00	View chart
Ishares Msci World Small-cap Etf Etf (WSML)	0.2	$593k	NEW	19k	31.06	View chart
Broadcom Stock (AVGO)	0.1	$539k	+53%	1.7k	309.49	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$525k	NEW	6.6k	80.05	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.1	$501k	NEW	21k	24.24	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$468k	+2338%	2.4k	191.92	View chart
Utilities Select Sector SPDR ETF Etf (XLU)	0.1	$449k		9.8k	45.89	View chart
Vanguard Value Etf Etf (VTV)	0.1	$448k	+20%	2.3k	196.24	View chart
Invesco S&p International Developed Low Volatility Etf Etf (IDLV)	0.1	$447k	NEW	13k	34.45	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$429k	+16%	2.0k	213.72	View chart
Intuit Stock (INTU)	0.1	$426k	+115%	985.00	432.19	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$403k	+4%	870.00	462.98	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$379k	NEW	4.9k	77.11	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$360k		6.3k	56.86	View chart
Ge Vernova Stock (GEV)	0.1	$347k	+171%	397.00	872.99	View chart
Servicetitan Inc Shs Cl A Stock (TTAN)	0.1	$343k	+500%	5.4k	63.46	View chart
Palo Alto Networks Stock (PANW)	0.1	$318k	+897%	2.0k	160.32	View chart
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	0.1	$318k	NEW	16k	20.25	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$299k	+46%	3.0k	100.67	View chart
iShares Select Dividend ETF Etf (DVY)	0.1	$259k		1.7k	151.39	View chart
Global Ship Lease Inc Com Cl A Stock (GSL)	0.1	$249k		6.7k	37.23	View chart
State Street Spdr S&p Global Natural Resources Etf Etf (GNR)	0.1	$242k	NEW	3.2k	74.67	View chart
Servicenow Stock (NOW)	0.1	$220k	-19%	2.1k	104.55	View chart
Virtus Reaves Utilities Etf Etf (UTES)	0.1	$219k	-3%	2.7k	79.90	View chart
Financial Select Sector SPDR Etf (XLF)	0.1	$217k		4.4k	49.37	View chart
United Technologies Corp/Com Stock (RTX)	0.1	$208k	+7%	1.1k	192.91	View chart
United Therapeutics Corp Del Stock (UTHR)	0.1	$208k	+35000%	351.00	592.98	View chart
Mcdonalds Corp Stock (MCD)	0.1	$203k		652.00	310.94	View chart
Flexshares Stoxx Global Broad Infrastructure Index Fund Etf (NFRA)	0.1	$197k	NEW	3.1k	63.95	View chart
Procore Technologies Stock (PCOR)	0.0	$194k	-2%	3.4k	57.00	View chart
Cathay Gen Bancorp Stock (CATY)	0.0	$190k		3.8k	49.86	View chart
Walmart Stock (WMT)	0.0	$188k	+7%	1.5k	124.26	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$185k	NEW	483.00	383.40	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$182k	+243%	3.5k	52.56	View chart
General Electric Co/Com Stock (GE)	0.0	$181k	+6%	638.00	283.99	View chart
Netflix Stock (NFLX)	0.0	$174k	+30%	1.8k	96.15	View chart
Chevron Corp New/Com Stock (CVX)	0.0	$168k	+19%	810.00	206.84	View chart
FlexShrs Quality Dividend Index ETF Etf (QDF)	0.0	$167k	NEW	2.1k	79.09	View chart
Qualcomm Stock (QCOM)	0.0	$167k	+8%	1.3k	128.81	View chart
Intuitive Surgical Stock (ISRG)	0.0	$167k	+85%	362.00	460.99	View chart
Home Depot Stock (HD)	0.0	$166k	+9%	505.00	328.95	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$163k	+1443%	1.7k	98.40	View chart
Johnson & Johnson Stock (JNJ)	0.0	$162k	+9%	661.00	244.41	View chart
Exxon Mobile Corp/Com Stock (XOM)	0.0	$159k	+27%	938.00	169.62	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$155k	+97%	1.1k	146.28	View chart
Visa Inc Com Cl A Stock (V)	0.0	$154k	+50%	510.00	302.39	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$144k	+1188%	322.00	446.54	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	0.0	$142k		2.5k	56.68	View chart
iShares MSCI EAFE SmCap ETF Etf (SCZ)	0.0	$139k	-13%	1.8k	78.43	View chart
Eli Lilly & Co Stock (LLY)	0.0	$137k	+12%	149.00	921.29	View chart
Coca Cola Co/Com Stock (KO)	0.0	$136k		1.8k	76.04	View chart
Opko Health Stock (OPK)	0.0	$133k		117k	1.14	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$131k		1.1k	118.62	View chart
Fedex Corp Stock (FDX)	0.0	$128k	+1185%	360.00	356.31	View chart
Salesforce Stock (CRM)	0.0	$126k	+7%	677.00	186.77	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.0	$126k	-44%	4.4k	28.43	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$123k	+8%	1.3k	95.41	View chart
Accenture PLC Ireland/C Stock (ACN)	0.0	$122k		617.00	198.29	View chart
Boeing Stock (BA)	0.0	$122k	+856%	612.00	199.03	View chart
Procter and Gamble Stock (PG)	0.0	$119k	+62%	823.00	144.51	View chart
Micron Technology Stock (MU)	0.0	$116k	+7%	342.00	338.24	View chart
Merck & Co Stock (MRK)	0.0	$115k	+24%	954.00	120.24	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$114k		2.2k	52.76	View chart
Flexshares Stoxx Global Esg Select Index Fund Etf (ESGG)	0.0	$112k		561.00	199.76	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$101k	NEW	1.8k	55.16	View chart
Texas Instrs Inc/Com Stock (TXN)	0.0	$100k	+13%	514.00	194.22	View chart
Cisco Sys Inc/Com Stock (CSCO)	0.0	$100k	+23%	1.3k	77.60	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$96k	+69%	73.00	1320.84	View chart
Phillips Edison & Co Reit (PECO)	0.0	$94k		2.5k	37.42	View chart
T1 Energy Stock (TE)	0.0	$92k	+39%	21k	4.39	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$89k		897.00	99.27	View chart
Pfizer Inc Com/Inv Stock (PFE)	0.0	$88k	+173%	3.1k	28.08	View chart
Unitedhealth Group Stock (UNH)	0.0	$88k	+26%	326.00	270.42	View chart
Ishares Msci Mexico Etf Etf (EWW)	0.0	$87k	NEW	1.2k	75.23	View chart
Starbucks Corp Com/Inv Stock (SBUX)	0.0	$83k	-24%	931.00	89.57	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$83k	-56%	333.00	247.79	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$82k	+103%	894.00	91.52	View chart
Haverty Furniture Cos Stock (HVT)	0.0	$78k		3.7k	21.18	View chart
Sprott Asset Management Lp Physical Silver Cef (PSLV)	0.0	$77k	+100%	3.1k	24.39	View chart
Abbvie Stock (ABBV)	0.0	$75k	+7%	347.00	217.41	View chart
Wells Fargo & Co Stock (WFC)	0.0	$75k	+22%	941.00	79.62	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$74k		894.00	82.57	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$74k		735.00	99.98	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$72k		738.00	97.23	View chart
Nextera Energy Stock (NEE)	0.0	$70k	+32%	758.00	92.84	View chart
Philip Morris Intl Stock (PM)	0.0	$70k	+17%	425.00	165.32	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$69k	+105%	276.00	250.58	View chart
Deere & Co Stock (DE)	0.0	$69k	-3%	123.00	561.11	View chart
S&p Global Stock (SPGI)	0.0	$69k	+192%	161.00	425.63	View chart
Honeywell Intl Stock (HON)	0.0	$69k	+8%	303.00	226.14	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$68k	-20%	136.00	500.51	View chart
Southern Stock (SO)	0.0	$67k		696.00	96.57	View chart
Automatic Data Processing Stock (ADP)	0.0	$67k	+1334%	330.00	203.22	View chart
Amgen Stock (AMGN)	0.0	$67k	+13%	189.00	352.68	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$67k		2.3k	29.13	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$66k	-3%	2.7k	24.75	View chart
Applied Matls Stock (AMAT)	0.0	$66k	+65%	192.00	342.41	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$65k	-24%	526.00	124.31	View chart
Progressive Corp Stock (PGR)	0.0	$64k	+489%	324.00	198.27	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$64k	+530%	309.00	206.34	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$63k	-3%	320.00	197.50	View chart
Disney Walt Stock (DIS)	0.0	$61k	+4%	629.00	96.43	View chart
Las Vegas Sands Corp Stock (LVS)	0.0	$60k	NEW	1.1k	53.88	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$59k		501.00	118.60	View chart
Gilead Sciences Stock (GILD)	0.0	$59k	+45%	426.00	139.37	View chart
Kla Corp Stock (KLAC)	0.0	$59k	+29%	40.00	1474.03	View chart
Netease Adr (NTES)	0.0	$59k	-11%	523.00	111.94	View chart
Abbott Labs Com/Inv Stock (ABT)	0.0	$58k	-9%	569.00	102.58	View chart
Caterpillar Stock (CAT)	0.0	$56k	+49%	79.00	710.42	View chart
Newmont Corp Stock (NEM)	0.0	$56k	+22%	517.00	108.21	View chart
Adobe Stock (ADBE)	0.0	$55k	-4%	227.00	243.08	View chart
Vanguard ESG U.S. Stock ETF Etf (ESGV)	0.0	$55k	+5%	491.00	112.27	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$55k	NEW	1.5k	36.84	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.0	$55k		1.7k	32.25	View chart
Radnet Stock (RDNT)	0.0	$55k		979.00	55.89	View chart
Alibaba Grp Hldg LTD Sponsrd ADS Adr (BABA)	0.0	$55k	+2%	436.00	125.46	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$55k		182.00	299.49	View chart
Lam Research Corp Stock (LRCX)	0.0	$54k	+43%	254.00	213.87	View chart
Bank America Corp Stock (BAC)	0.0	$54k	+38%	1.1k	48.75	View chart
Tjx Cos Stock (TJX)	0.0	$52k	+17%	327.00	159.80	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$50k	+44%	650.00	77.47	View chart
Flexshares Morningstar Emerging Markets Factor Tilt Index Fund Etf (TLTE)	0.0	$50k	NEW	749.00	67.21	View chart
Linde Stock (LIN)	0.0	$50k	+146%	101.00	496.21	View chart
Valero Energy Corp Stock (VLO)	0.0	$50k	+24%	201.00	246.80	View chart
Citigroup Stock (C)	0.0	$49k	+3%	436.00	113.41	View chart
AT&T Inc Com/Inv Stock (T)	0.0	$48k	+37%	1.7k	28.99	View chart
Vaneck Bitcoin Etf Etf (HODL)	0.0	$48k		2.5k	19.16	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$48k		642.00	74.35	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$48k		1.0k	47.57	View chart
Verizon Communications Inc/Com Stock (VZ)	0.0	$46k	+62%	919.00	50.21	View chart
Conocophillips Stock (COP)	0.0	$45k	+39%	339.00	132.06	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$45k	+14%	480.00	93.00	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.0	$44k		402.00	110.39	View chart
Rexford Indl Rlty Reit (REXR)	0.0	$43k		1.3k	32.73	View chart
Intel Corp Com/Inv Stock (INTC)	0.0	$42k	+84%	955.00	44.13	View chart
Pepsico Stock (PEP)	0.0	$42k	+8%	270.00	155.07	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.0	$41k	+232%	1.2k	35.44	View chart
Sempra Stock (SRE)	0.0	$41k	+152%	422.00	97.15	View chart
Novartis A G/S Adr (NVS)	0.0	$40k		263.00	152.75	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.0	$40k		809.00	49.40	View chart
Flexshares Morningstar Developed Markets Ex-us Factor Tilt Index Fund Etf (TLTD)	0.0	$40k	NEW	420.00	93.99	View chart
Unusual Whales Subversive Republican Trading Etf Etf (GOP)	0.0	$39k	NEW	1.0k	37.65	View chart
Intercontinental Exchange Stock (ICE)	0.0	$39k	+8%	248.00	157.20	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$38k	+11%	408.00	93.89	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$38k	+14%	184.00	207.68	View chart
Ameren Corp Stock (AEE)	0.0	$38k	+29%	346.00	109.79	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$38k	+20933%	2.5k	15.05	View chart
Paypal Hldgs Stock (PYPL)	0.0	$38k	+642%	832.00	45.23	View chart
Norwegian Cruise Line Hldgs Lt Stock (NCLH)	0.0	$37k	NEW	2.0k	18.70	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$37k		493.00	75.19	View chart
Colgate Palmolive Co/Com Stock (CL)	0.0	$37k	+9%	433.00	85.29	View chart
Caseys General Stock (CASY)	0.0	$36k	NEW	50.00	727.86	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$36k	NEW	200.00	181.83	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$36k		413.00	87.84	View chart
Corning Stock (GLW)	0.0	$36k	-30%	265.00	135.97	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$36k	+17%	125.00	286.52	View chart
Ishares Esg Select Screened S&p Small-cap Etf Etf (XJR)	0.0	$35k		810.00	43.54	View chart
Voyager Technologies Inc Com Cl A Stock (VOYG)	0.0	$35k	+123%	1.5k	23.39	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$35k	+9%	276.00	126.35	View chart
HSBC HLDGS Adr (HSBC)	0.0	$35k	-11%	422.00	82.49	View chart
General Mtrs Stock (GM)	0.0	$35k	+35%	466.00	74.47	View chart
iShares Biotechnology ETF Etf (IBB)	0.0	$35k	-10%	205.00	168.85	View chart
Illinois Tool Wks Stock (ITW)	0.0	$34k	+3%	132.00	259.33	View chart
Pimco Income Strategy Cef (PFL)	0.0	$34k		4.3k	8.00	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$34k	+7%	1.5k	22.69	View chart
Trane Technologies Stock (TT)	0.0	$34k	+9%	81.00	416.74	View chart
Duke Energy Corp Stock (DUK)	0.0	$34k	+47%	256.00	130.94	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$34k		68.00	492.24	View chart
Edison Intl Stock (EIX)	0.0	$33k	+44%	447.00	73.11	View chart
Marvell Technology Stock (MRVL)	0.0	$33k	+69%	328.00	98.99	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$32k		392.00	82.75	View chart
Uber Technologies Stock (UBER)	0.0	$32k	+53%	441.00	71.93	View chart
Bhp Billiton Adr (BHP)	0.0	$32k		436.00	72.74	View chart
Morgan Stanley Stock (MS)	0.0	$32k	-26%	192.00	164.92	View chart
Mitsubishi Ufj Financial Group Adr (MUFG)	0.0	$32k		1.9k	16.97	View chart
Allstate Corp Stock (ALL)	0.0	$32k	+55%	152.00	207.69	View chart
Altria Group Stock (MO)	0.0	$31k	+30%	470.00	65.99	View chart
Us Bancorp Stock (USB)	0.0	$31k	+44%	594.00	52.01	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$31k	+65%	509.00	60.61	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$31k	-2%	148.00	206.09	View chart
JPMorgan NASDAQ Equity Premium Income ETF Etf (JEPQ)	0.0	$30k	NEW	545.00	55.52	View chart
Royal Bk Cda Stock (RY)	0.0	$30k	-11%	184.00	161.78	View chart
Lockheed Martin Corp/Com Stock (LMT)	0.0	$30k	+58%	49.00	607.31	View chart
Enbridge Stock (ENB)	0.0	$29k	-3%	541.00	54.14	View chart
Welltower Reit (WELL)	0.0	$29k	-5%	147.00	198.05	View chart
GSK Adr (GSK)	0.0	$29k		525.00	55.19	View chart
Biogen Stock (BIIB)	0.0	$29k	NEW	157.00	183.33	View chart
American Elec Pwr Stock (AEP)	0.0	$29k	-8%	218.00	131.28	View chart
Invesco Rafi Strategic Us Etf Etf (IUS)	0.0	$29k		493.00	57.91	View chart
Vale S A Adr (VALE)	0.0	$28k	+5%	1.8k	15.91	View chart
Rio Tinto Adr (RIO)	0.0	$28k	+32%	303.00	93.29	View chart
Carrier Global Corporation Stock (CARR)	0.0	$28k		501.00	56.31	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$28k		609.00	46.23	View chart
Invesco Db Us Dollar Index Bullish Fund Etf (UUP)	0.0	$28k	NEW	1.0k	27.78	View chart
Simplify Interest Rate Hedge Etf Etf (PFIX)	0.0	$28k	NEW	600.00	46.23	View chart
American Tower Corp Reit (AMT)	0.0	$27k	+15%	158.00	173.07	View chart
Flexshares Morningstar Us Market Factor Tilt Index Fund Etf (TILT)	0.0	$27k	NEW	112.00	241.37	View chart
Td Synnex Corporation Stock (SNX)	0.0	$27k	+36%	160.00	168.71	View chart
Constellation Energy Corp Stock (CEG)	0.0	$27k	+52%	96.00	280.32	View chart

Past Filings by Highline Wealth Partners

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

Highline Wealth Partners 2026 Q1 filed April 6, 2026
Highline Wealth Partners 2025 Q4 filed Jan. 15, 2026
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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