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Home > Institutional Investor > Highline Wealth Partners Llc > Profile

Instuitional Investor - Highline Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Highline Wealth Partners Llc
Portfolio Value $306,181,170
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 172,717 $23,194,132 7.57%
2.
Janus Henderson Aaa Clo Etf
 446,293 $22,631,500 7.39%
3.
Vanguard S&P 500 Etf
 34,349 $18,507,829 6.04%
4.
Apple Inc.
 AAPL 64,207 $16,078,700 5.25%
5.
Jpmorgan Ultra-Short Income Etf
 310,957 $15,662,908 5.11%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)