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
TJX
Tjx Companies Inc

Consumer Cyclical
603
New
$112.15 - $127.2 $67.6K - $76.7K
603 $72K
ADI
Analog Devices Inc

Technology
334
New
$206.35 - $236.48 $68.9K - $79K
334 $70K
BA
Boeing CO

Industrials
386
New
$138.14 - $180.72 $53.3K - $69.8K
386 $68K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.56K
New
$44.04 - $49.49 $68.8K - $77.3K
1.56K $68K
JEF
Jefferies Financial Group Inc.

Financial Services
812
New
$61.95 - $81.75 $50.3K - $66.4K
812 $63K
HSY
Hershey CO

Consumer Defensive
366
New
$168.67 - $193.65 $61.7K - $70.9K
366 $61K
AMAT
Applied Materials Inc

Technology
374
New
$161.44 - $213.89 $60.4K - $80K
374 $60K
DHR
Danaher Corp

Healthcare
259
New
$226.16 - $274.52 $58.6K - $71.1K
259 $59K
ITOT
Ishares Core S&P Total U.S. St

ETFs
464
New
$124.26 - $134.12 $57.7K - $62.2K
464 $59K
CAT
Caterpillar Inc

Industrials
164
New
$360.37 - $416.88 $59.1K - $68.4K
164 $59K
KO
Coca Cola CO

Consumer Defensive
924
New
$61.74 - $71.71 $57K - $66.3K
924 $57K
POST
Post Holdings, Inc.

Consumer Defensive
496
New
$106.14 - $120.72 $52.6K - $59.9K
496 $56K
VDE
Vanguard Energy ETF

ETFs
461
New
$116.67 - $136.78 $53.8K - $63.1K
461 $55K
DEO
Diageo PLC

Consumer Defensive
439
New
$118.0 - $139.88 $51.8K - $61.4K
439 $55K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
901
New
$60.13 - $67.31 $54.2K - $60.6K
901 $54K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
138
New
$260.53 - $404.79 $36K - $55.9K
138 $52K
CMCSA
Comcast Corp

Communication Services
1.41K
New
$37.39 - $45.14 $52.7K - $63.6K
1.41K $52K
PEP
Pepsico Inc

Consumer Defensive
347
New
$151.29 - $176.1 $52.5K - $61.1K
347 $52K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
255
New
$172.07 - $207.36 $43.9K - $52.9K
255 $50K
TDW
Tidewater Inc

Energy
900
New
$47.0 - $73.31 $42.3K - $66K
900 $49K
NVT
N Vent Electric PLC

Industrials
724
New
$67.69 - $79.19 $49K - $57.3K
724 $49K
KMB
Kimberly Clark Corp

Consumer Defensive
361
New
$130.37 - $146.09 $47.1K - $52.7K
361 $47K
WFC
Wells Fargo & Company

Financial Services
680
New
$54.98 - $77.35 $37.4K - $52.6K
680 $47K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
704
New
$64.85 - $73.04 $45.7K - $51.4K
704 $46K
TAP
Molson Coors Beverage CO

Consumer Defensive
774
New
$53.97 - $63.88 $41.8K - $49.4K
774 $44K
SGU
Star Group, L.P.

Energy
3.85K
New
$10.91 - $12.66 $41.9K - $48.7K
3.85K $44K
BAC
Bank Of America Corp

Financial Services
1.02K
New
$39.22 - $47.77 $39.9K - $48.6K
1.02K $44K
ET
Energy Transfer LP

Energy
2.2K
New
$16.05 - $19.86 $35.3K - $43.7K
2.2K $43K
IJK
Ishares S&P Midcap 400 Growth

ETFs
452
New
$90.66 - $99.46 $41K - $45K
452 $41K
WEN
Wendy'S CO

Consumer Cyclical
2.43K
New
$16.26 - $20.42 $39.5K - $49.6K
2.43K $39K
SYK
Stryker Corp

Healthcare
106
New
$345.14 - $392.15 $36.6K - $41.6K
106 $38K
DE
Deere & CO

Industrials
92
New
$389.45 - $466.0 $35.8K - $42.9K
92 $38K
CMI
Cummins Inc

Industrials
111
New
$324.93 - $383.42 $36.1K - $42.6K
111 $38K
INTC
Intel Corp

Technology
1.91K
New
$19.07 - $26.23 $36.4K - $50.1K
1.91K $38K
CDNS
Cadence Design Systems Inc

Technology
127
New
$249.1 - $324.54 $31.6K - $41.2K
127 $38K
KR
Kroger CO

Consumer Defensive
634
New
$55.21 - $63.3 $35K - $40.1K
634 $38K
PNC
Pnc Financial Services Group, Inc.

Financial Services
192
New
$178.39 - $215.0 $34.3K - $41.3K
192 $37K
NOW
Service Now, Inc.

Technology
34
New
$867.18 - $1148.42 $29.5K - $39K
34 $36K
QCOM
Qualcomm Inc

Technology
230
New
$150.4 - $178.04 $34.6K - $40.9K
230 $35K
VNQ
Vanguard Specialized Funds Van

ETFs
389
New
$87.85 - $98.6 $34.2K - $38.4K
389 $34K
ADP
Automatic Data Processing Inc

Industrials
117
New
$280.08 - $307.97 $32.8K - $36K
117 $34K
EFX
Equifax Inc

Industrials
137
New
$245.03 - $293.5 $33.6K - $40.2K
137 $34K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
747
New
$46.03 - $47.13 $34.4K - $35.2K
747 $34K
GLW
Corning Inc

Technology
703
New
$44.11 - $49.76 $31K - $35K
703 $33K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
80
New
$396.64 - $516.74 $31.7K - $41.3K
80 $32K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
406
New
$74.71 - $79.24 $30.3K - $32.2K
406 $31K
IBB
Ishares Biotechnology ETF

ETFs
240
New
$131.21 - $148.85 $31.5K - $35.7K
240 $31K
AEP
American Electric Power CO Inc

Utilities
341
New
$90.91 - $102.21 $31K - $34.9K
341 $31K
UBER
Uber Technologies, Inc

Technology
514
New
$59.93 - $86.34 $30.8K - $44.4K
514 $31K
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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