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
VIG
Vanguard Dividend Appreciation

ETFs
5
New
N/A
5 $0
TRP
Tc Energy Corp

Energy
4
New
$44.03 - $50.23 $176 - $201
4 $0
APO
Apollo Global Management, Inc.

Financial Services
2
New
$131.36 - $178.61 $263 - $357
2 $0
BMO
Bank Of Montreal

Financial Services
3
New
$89.75 - $103.39 $269 - $310
3 $0
NTES
Net Ease, Inc.

Communication Services
1
New
$76.28 - $104.26 $76.3 - $104
1 $0
HDB
Hdfc Bank LTD

Financial Services
8
New
$59.45 - $68.01 $476 - $544
8 $0
Arista Networks Inc Com Shs
61
New
N/A
61 $0
AEM
Agnico Eagle Mines LTD

Basic Materials
2
New
$75.99 - $88.85 $152 - $178
2 $0
JD
Jd.Com, Inc.

Consumer Cyclical
11
New
$33.35 - $47.1 $367 - $518
11 $0
WIT
Wipro LTD

Technology
38
New
$3.54 - $7.24 $135 - $275
38 $0
GNR
Spdr S&P Global Natural Resour

ETFs
15
New
$48.67 - $58.43 $730 - $876
15 $0
TW
Tradeweb Markets Inc.

Financial Services
1
New
$124.87 - $136.32 $125 - $136
1 $0
WTRG
Essential Utilities, Inc.

Utilities
3
New
$36.18 - $40.55 $109 - $122
3 $0
TMDX
Trans Medics Group, Inc.

Healthcare
10
New
$59.28 - $144.9 $593 - $1.45K
10 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
25
New
$12.27 - $15.41 $307 - $385
25 $0
New York Mtg Tr Inc Com
773
New
N/A
773 $0
Nebius Group N.V. Shs Class A
70
New
N/A
70 $0
CTVA
Corteva, Inc.

Basic Materials
2
New
$55.21 - $64.13 $110 - $128
2 $0
ITT
Itt Inc.

Industrials
1
New
$140.12 - $159.62 $140 - $160
1 $0
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1
New
$50.0 - $50.27 $50 - $50.3
1 $0
X
United States Steel Corp

Basic Materials
3
New
$30.14 - $42.31 $90.4 - $127
3 $0
RDY
Dr Reddys Laboratories LTD

Healthcare
8
New
$13.99 - $79.75 $112 - $638
8 $0
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
15
New
N/A
15 $0
HOOD
Robinhood Markets, Inc.

Technology
5
New
$22.33 - $43.2 $112 - $216
5 $0
BWX
Spdr Bloomberg International T

ETFs
16
New
$21.39 - $23.3 $342 - $373
16 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
New
$126.68 - $134.74 $253 - $269
2 $0
SLVM
Sylvamo Corp

Basic Materials
7
New
$78.56 - $95.69 $550 - $670
7 $0
GTO
Invesco Actively Managed ETF T

ETFs
0
New
$46.33 - $48.41 $0 - $0
0 $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2
New
$115.08 - $119.55 $230 - $239
2 $0
EMBC
Embecta Corp.

Healthcare
2
New
$12.51 - $20.83 $25 - $41.7
2 $0
SAN
Banco Santander, S.A.

Financial Services
63
New
$4.49 - $5.05 $283 - $318
63 $0
CNO
Cno Financial Group, Inc.

Financial Services
10
New
$34.0 - $40.5 $340 - $405
10 $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
1
New
$123.8 - $167.8 $124 - $168
1 $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
9
New
$106.56 - $113.11 $959 - $1.02K
9 $0
INSM
Insmed Inc

Healthcare
2
New
$66.29 - $76.63 $133 - $153
2 $0
KB
Kb Financial Group Inc.

Financial Services
2
New
$56.9 - $72.19 $114 - $144
2 $0
AFL
Aflac Inc

Financial Services
2
New
$100.37 - $115.27 $201 - $231
2 $0
FCX
Freeport Mcmoran Inc

Basic Materials
5
New
$38.08 - $50.82 $190 - $254
5 $0
WDS
Woodside Energy Group LTD

Energy
8
New
$14.38 - $18.32 $115 - $147
8 $0
OXYWS
Occidental Pete Corp Wt Exp 08
31
New
N/A
31 $0
LI
Li Auto Inc.

Consumer Cyclical
7
New
$21.8 - $30.51 $153 - $214
7 $0
BEKE
Ke Holdings Inc.

Real Estate
9
New
$18.38 - $25.8 $165 - $232
9 $0
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5
New
$74.68 - $81.45 $373 - $407
5 $0
SOFI
So Fi Technologies, Inc.

Financial Services
9
New
$7.63 - $16.88 $68.7 - $152
9 $0
AFRM
Affirm Holdings, Inc.

Technology
2
New
$38.48 - $72.86 $77 - $146
2 $0
HLN
Haleon PLC

Healthcare
13
New
$9.23 - $10.71 $120 - $139
13 $0
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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