High Note Wealth, LLC New Holdings in Q4 2024

High Note Wealth, LLC

  • $377 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
2.34K
New
$234.32 - $261.43 $548K - $611K
2.34K $547K
MA
Mastercard Inc

Financial Services
381
New
$491.3 - $536.15 $187K - $204K
381 $200K
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
HON
Honeywell International Inc

Industrials
817
New
$202.84 - $236.0 $166K - $193K
817 $184K
EXAS
Exact Sciences Corp

Healthcare
3.29K
New
$49.33 - $71.97 $162K - $237K
3.29K $184K
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
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
ACN
Accenture PLC

Technology
414
New
$343.9 - $376.86 $142K - $156K
414 $145K
XLU
Utilities Sector Spdr

ETFs
1.92K
New
$74.89 - $82.93 $144K - $160K
1.92K $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
TXN
Texas Instruments Inc

Technology
508
New
N/A
508 $98K
FSK
Fs Kkr Capital Corp

Financial Services
4.54K
New
$19.71 - $22.22 $89.5K - $101K
4.54K $98K
URI
United Rentals, Inc.

Industrials
138
New
$704.44 - $880.32 $97.2K - $121K
138 $97K
DAL
Delta Air Lines, Inc.

Industrials
1.61K
New
$47.46 - $65.77 $76.2K - $106K
1.61K $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
GS
Goldman Sachs Group Inc

Financial Services
162
New
$486.1 - $608.57 $78.7K - $98.6K
162 $92K
BMY
Bristol Myers Squibb CO

Healthcare
1.61K
New
$51.92 - $59.94 $83.7K - $96.6K
1.61K $91K
CLX
Clorox CO

Consumer Defensive
559
New
$156.51 - $169.74 $87.5K - $94.9K
559 $90K
OTTR
Otter Tail Corp

Utilities
1.19K
New
$73.59 - $85.52 $87.4K - $102K
1.19K $87K
MCHP
Microchip Technology Inc

Technology
1.49K
New
$55.51 - $79.05 $82.8K - $118K
1.49K $85K
PGR
Progressive Corp

Financial Services
348
New
$239.6 - $268.88 $83.4K - $93.6K
348 $83K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
450
New
$170.03 - $192.78 $76.5K - $86.8K
450 $83K
BX
Blackstone Inc.

Financial Services
480
New
$148.45 - $199.05 $71.3K - $95.5K
480 $82K
AMP
Ameriprise Financial Inc

Financial Services
155
New
$473.15 - $574.01 $73.3K - $89K
155 $82K
FDX
Fedex Corp

Industrials
288
New
$260.5 - $305.15 $75K - $87.9K
288 $81K
ADBE
Adobe Inc.

Technology
176
New
$437.39 - $552.96 $77K - $97.3K
176 $78K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.31K
New
$22.4 - $68.28 $74.2K - $226K
3.31K $76K
DVY
Ishares Tr

ETFs
579
New
$129.55 - $143.41 $75K - $83K
579 $76K
CVX
Chevron Corp

Energy
530
New
$141.15 - $162.53 $74.8K - $86.1K
530 $76K
MCK
Mckesson Corp

Healthcare
133
New
$482.27 - $628.5 $64.1K - $83.6K
133 $75K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.27K
New
$57.78 - $60.4 $73.2K - $76.5K
1.27K $73K
EFV
Msci Eafe Value ETF

ETFs
1.4K
New
$51.78 - $57.15 $72.3K - $79.8K
1.4K $73K
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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