High Note Wealth, LLC Incresed Positions in Q3 2024

High Note Wealth, LLC

  • $350 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.92K
+ 19.09%
$520.18 - $576.82 $4.64M - $5.14M
55.6K $32.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.57K
+ 2.54%
$75.47 - $83.18 $496K - $546K
265K $22.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.66K
+ 1.3%
$75.63 - $84.89 $277K - $310K
285K $24M
UNH
Unitedhealth Group Inc

Healthcare
89
+ 0.39%
$488.01 - $604.18 $43.4K - $53.8K
23.2K $13.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.7K
+ 426.24%
$96.25 - $101.98 $1.03M - $1.09M
13.2K $1.34M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.8K
+ 343.6%
$89.91 - $101.33 $974K - $1.1M
14K $1.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
98
+ 0.57%
$405.19 - $478.57 $39.7K - $46.9K
17.3K $7.94M
PLTR
Palantir Technologies Inc.

Technology
98
+ 0.13%
$24.09 - $37.95 $2.36K - $3.72K
74.8K $2.78M
WMT
Walmart Inc.

Consumer Defensive
496
+ 0.8%
$66.91 - $81.4 $33.2K - $40.4K
62.2K $5.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.1K
+ 7.94%
$434.77 - $502.96 $480K - $555K
15K $7.32M
RTX
Raytheon Technologies Corp

Industrials
854
+ 3.59%
$99.55 - $123.34 $85K - $105K
24.7K $2.99M
ABBV
Abb Vie Inc.

Healthcare
284
+ 1.45%
$163.84 - $199.33 $46.5K - $56.6K
19.9K $3.94M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.58K
+ 1.05%
$38.33 - $42.48 $137K - $152K
345K $14.5M
JPM
Jpmorgan Chase & CO

Financial Services
209
+ 0.76%
$194.9 - $224.8 $40.7K - $47K
27.8K $5.85M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
1.2K
+ 1.18%
$33.08 - $36.65 $39.8K - $44.1K
103K $3.76M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2K
+ 4.05%
$56.04 - $62.99 $112K - $126K
51.4K $3.14M
ITGR
Integer Holdings Corp

Healthcare
1.28K
+ 66.84%
$110.25 - $131.62 $141K - $169K
3.2K $416K
BSX
Boston Scientific Corp

Healthcare
1.24K
+ 11.05%
$72.96 - $84.0 $90.6K - $104K
12.5K $1.05M
GD
General Dynamics Corp

Industrials
212
+ 2.75%
$279.51 - $308.09 $59.3K - $65.3K
7.92K $2.39M
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.05%
$201.87 - $242.35 $404 - $485
3.76K $881K
PNR
Pentair PLC

Industrials
1
+ 0.02%
$74.39 - $97.79 $74.4 - $97.8
4.9K $479K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.23%
$453.41 - $572.44 $1.36K - $1.72K
1.33K $759K
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.58%
$191.76 - $263.26 $1.15K - $1.58K
1.04K $272K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$517.38 - $573.86 $517 - $574
1.83K $1.05M
SAP
Sap Se

Technology
4
+ 0.23%
$197.21 - $231.0 $789 - $924
1.71K $391K
WSM
Williams Sonoma Inc

Consumer Cyclical
937
+ 100.21%
$128.47 - $280.94 $120K - $263K
1.87K $290K
AVGO
Broadcom Inc.

Technology
1.89K
+ 897.16%
$136.27 - $1745.86 $258K - $3.3M
2.1K $362K
PFE
Pfizer Inc

Healthcare
8
+ 0.09%
$27.7 - $31.39 $222 - $251
8.61K $249K
DIS
Walt Disney CO

Communication Services
11
+ 0.4%
$85.6 - $98.61 $942 - $1.08K
2.74K $263K
XLK
Technology Sector Spdr

ETFs
113
+ 0.11%
$197.34 - $237.68 $22.3K - $26.9K
104K $23.5M
NVDA
Nvidia Corp

Technology
41
+ 0.23%
$98.91 - $134.91 $4.06K - $5.53K
17.8K $2.16M
AMZN
Amazon Com Inc

Consumer Cyclical
680
+ 1.56%
$161.02 - $200.0 $109K - $136K
44.2K $8.23M
MRK
Merck & Co., Inc.

Healthcare
34
+ 0.11%
$111.15 - $128.97 $3.78K - $4.38K
30.4K $3.45M
MSFT
Microsoft Corp

Technology
86
+ 0.4%
$395.15 - $467.56 $34K - $40.2K
21.8K $9.37M
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.02%
$148.65 - $191.18 $1.49K - $1.91K
49.5K $8.21M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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