High Note Wealth, LLC Purchases in Q4 2024

High Note Wealth, LLC

  • $377 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11K
+ 19.83%
$570.51 - $610.59 $6.29M - $6.74M
66.7K $39.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
70.3K
+ 532.23%
$96.64 - $101.23 $6.8M - $7.12M
83.5K $8.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
75.1K
+ 537.12%
$87.1 - $98.49 $6.55M - $7.4M
89.1K $7.78M
IEF
Ishares Barclays

ETFs
49.6K
+ 1110.25%
$92.08 - $98.18 $4.57M - $4.87M
54.1K $5M
PLTR
Palantir Technologies Inc.

Technology
491
+ 0.66%
$36.46 - $82.38 $17.9K - $40.4K
75.3K $5.69M
AMZN
Amazon Com Inc

Consumer Cyclical
282
+ 0.64%
$180.88 - $232.93 $51K - $65.7K
44.5K $9.76M
AAPL
Apple Inc.

Technology
203
+ 0.26%
$221.69 - $259.02 $45K - $52.6K
78K $19.5M
GOOGL
Alphabet Inc.

Communication Services
378
+ 0.76%
$161.86 - $196.66 $61.2K - $74.3K
49.9K $9.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.6K
+ 10.66%
$481.22 - $538.17 $769K - $861K
16.6K $8.49M
JPM
Jpmorgan Chase & CO

Financial Services
288
+ 1.04%
$205.18 - $250.29 $59.1K - $72.1K
28K $6.72M
WMT
Walmart Inc.

Consumer Defensive
862
+ 1.39%
$79.1 - $95.7 $68.2K - $82.5K
63K $5.7M
ECL
Ecolab Inc.

Basic Materials
2.34K
New
$234.32 - $261.43 $548K - $611K
2.34K $547K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
17.3K
+ 277.2%
$32.68 - $36.28 $566K - $629K
23.6K $770K
VB
Vanguard Small Cap ETF

ETFs
459
+ 1.0%
$233.76 - $261.58 $107K - $120K
46.5K $11.2M
AZO
Autozone Inc

Consumer Cyclical
34
+ 1.69%
$2981.19 - $3370.27 $101K - $115K
2.04K $6.54M
MA
Mastercard Inc

Financial Services
381
New
$491.3 - $536.15 $187K - $204K
381 $200K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.9K
+ 2.87%
$40.97 - $42.66 $405K - $422K
355K $14.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.7K
New
$113.92 - $127.38 $194K - $217K
1.7K $195K
AON
Aon PLC

Financial Services
540
New
$344.14 - $393.31 $186K - $212K
540 $193K
IGV
Ishares Expanded Tech Software

ETFs
1.89K
New
$87.5 - $110.17 $165K - $208K
1.89K $188K
EXAS
Exact Sciences Corp

Healthcare
3.29K
New
$49.33 - $71.97 $162K - $237K
3.29K $184K
HON
Honeywell International Inc

Industrials
817
New
$202.84 - $236.0 $166K - $193K
817 $184K
CRM
Salesforce, Inc.

Technology
51
+ 1.89%
$270.87 - $367.87 $13.8K - $18.8K
2.75K $920K
XEL
Xcel Energy Inc

Utilities
2.69K
New
$62.16 - $72.92 $167K - $196K
2.69K $181K
VUG
Vanguard Growth ETF

ETFs
439
New
$378.79 - $428.11 $166K - $188K
439 $180K
LOW
Lowes Companies Inc

Consumer Cyclical
688
New
$244.52 - $284.07 $168K - $195K
688 $169K
IBM
International Business Machines Corp

Technology
743
New
$204.9 - $238.04 $152K - $177K
743 $163K
IWM
Ishares Russell 2000 ETF

ETFs
738
New
$216.13 - $242.4 $160K - $179K
738 $163K
FFIV
F5, Inc.

Technology
587
New
$213.56 - $263.36 $125K - $155K
587 $147K
USB
Us Bancorp \De\

Financial Services
3.06K
New
$43.98 - $53.66 $134K - $164K
3.06K $146K
XLU
Utilities Sector Spdr

ETFs
1.92K
New
$74.89 - $82.93 $144K - $160K
1.92K $145K
ACN
Accenture PLC

Technology
414
New
$343.9 - $376.86 $142K - $156K
414 $145K
V
Visa Inc.

Financial Services
444
New
$273.87 - $320.91 $122K - $142K
444 $140K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.56K
New
$87.25 - $95.52 $136K - $149K
1.56K $138K
IWS
Ishares Russell Midcap Value E

ETFs
1.04K
New
$128.08 - $140.32 $133K - $146K
1.04K $134K
AMGN
Amgen Inc

Healthcare
504
New
$258.78 - $328.31 $130K - $165K
504 $131K
WM
Waste Management Inc

Industrials
570
New
$201.79 - $228.46 $115K - $130K
570 $115K
IWF
Ishares Russell 1000 Gr ETF

ETFs
275
New
$370.24 - $418.94 $102K - $115K
275 $110K
IOO
Ishares Tr Global 100 ETF

ETFs
1.09K
New
$97.46 - $103.45 $106K - $113K
1.09K $109K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
851
New
$121.89 - $135.52 $104K - $115K
851 $106K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
1.99K
New
$53.0 - $55.5 $106K - $111K
1.99K $105K
AXP
American Express CO

Financial Services
342
New
$267.35 - $305.57 $91.4K - $105K
342 $101K
FSK
Fs Kkr Capital Corp

Financial Services
4.54K
New
$19.71 - $22.22 $89.5K - $101K
4.54K $98K
TXN
Texas Instruments Inc

Technology
508
New
N/A
508 $98K
DAL
Delta Air Lines, Inc.

Industrials
1.61K
New
$47.46 - $65.77 $76.2K - $106K
1.61K $97K
URI
United Rentals, Inc.

Industrials
138
New
$704.44 - $880.32 $97.2K - $121K
138 $97K
FNDX
Schwab Fundamental U S Large C

ETFs
4.06K
New
$23.49 - $71.77 $95.4K - $292K
4.06K $96K
NVS
Novartis Ag

Healthcare
978
New
$96.78 - $117.18 $94.7K - $115K
978 $95K
SCHO
Schwab Short Term Us Treasury

ETFs
3.94K
New
$24.06 - $48.88 $94.9K - $193K
3.94K $94K
Activity Summary
Buys All Purchases 830 New Holdings 797 Increased Positions 33 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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