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
MS
Morgan Stanley

Financial Services
115
New
$104.42 - $134.99 $12K - $15.5K
115 $14K
KMI
Kinder Morgan, Inc.

Energy
539
New
$22.59 - $28.54 $12.2K - $15.4K
539 $14K
APD
Air Products & Chemicals, Inc.

Basic Materials
51
New
$285.5 - $335.62 $14.6K - $17.1K
51 $14K
SNPS
Synopsys Inc

Technology
28
New
$485.36 - $588.0 $13.6K - $16.5K
28 $13K
HAL
Halliburton CO

Energy
498
New
$25.77 - $31.99 $12.8K - $15.9K
498 $13K
ZTS
Zoetis Inc.

Healthcare
82
New
$162.24 - $194.42 $13.3K - $15.9K
82 $13K
DUK
Duke Energy Corp

Utilities
121
New
$105.76 - $120.76 $12.8K - $14.6K
121 $13K
VTRS
Viatris Inc

Healthcare
1.04K
New
$11.32 - $13.37 $11.8K - $14K
1.04K $12K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
450
New
$26.93 - $84.95 $12.1K - $38.2K
450 $12K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
93
New
$131.66 - $144.0 $12.2K - $13.4K
93 $12K
OXY
Occidental Petroleum Corp

Energy
250
New
$45.36 - $55.91 $11.3K - $14K
250 $12K
MRVL
Marvell Technology, Inc.

Technology
109
New
$70.31 - $124.78 $7.66K - $13.6K
109 $12K
ADSK
Autodesk, Inc.

Technology
52
New
N/A
52 $12K
FV
First Trust Dorsey Wright Focu

ETFs
205
New
$57.47 - $62.82 $11.8K - $12.9K
205 $12K
STM
St Microelectronics N.V.

Technology
500
New
$24.48 - $28.92 $12.2K - $14.5K
500 $12K
RELY
Remitly Global, Inc.

Technology
537
New
$12.69 - $23.07 $6.81K - $12.4K
537 $12K
AIG
American International Group, Inc.

Financial Services
153
New
$70.0 - $79.22 $10.7K - $12.1K
153 $11K
COP
Conocophillips

Energy
117
New
$95.12 - $114.72 $11.1K - $13.4K
117 $11K
AMD
Advanced Micro Devices Inc

Technology
95
New
$118.88 - $172.8 $11.3K - $16.4K
95 $11K
APG
A Pi Group Corp

Industrials
332
New
$31.48 - $39.26 $10.5K - $13K
332 $11K
BWB
Bridgewater Bancshares Inc

Financial Services
821
New
$13.4 - $15.62 $11K - $12.8K
821 $11K
EQIX
Equinix Inc

Real Estate
12
New
$865.69 - $985.0 $10.4K - $11.8K
12 $11K
AWK
American Water Works Company, Inc.

Utilities
94
New
$123.83 - $146.07 $11.6K - $13.7K
94 $11K
LPLA
Lpl Financial Holdings Inc.

Financial Services
34
New
$229.85 - $335.91 $7.81K - $11.4K
34 $11K
CARR
Carrier Global Corp

Industrials
163
New
$66.69 - $82.65 $10.9K - $13.5K
163 $11K
VZ
Verizon Communications Inc

Communication Services
252
New
$39.6 - $45.21 $9.98K - $11.4K
252 $10K
KKR
Kkr & Co. Inc.

Financial Services
73
New
$129.87 - $162.87 $9.48K - $11.9K
73 $10K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
98
New
$101.77 - $113.02 $9.97K - $11.1K
98 $10K
ODFL
Old Dominion Freight Line, Inc.

Industrials
60
New
$176.4 - $231.84 $10.6K - $13.9K
60 $10K
LEVI
Levi Strauss & CO

Consumer Cyclical
600
New
$15.8 - $21.68 $9.48K - $13K
600 $10K
T
At&T Inc.

Communication Services
469
New
$21.22 - $23.88 $9.95K - $11.2K
469 $10K
SHEL
Shell PLC

Energy
173
New
$60.63 - $70.23 $10.5K - $12.1K
173 $10K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
222
New
$47.26 - $48.18 $10.5K - $10.7K
222 $10K
PSX
Phillips 66

Energy
95
New
$110.35 - $138.93 $10.5K - $13.2K
95 $10K
TM
Toyota Motor Corp

Consumer Cyclical
50
New
$169.2 - $199.52 $8.46K - $9.98K
50 $9K
HTRB
Hartford Fds Total Return Bd E

ETFs
299
New
$33.33 - $35.01 $9.97K - $10.5K
299 $9K
FLS
Flowserve Corp

Industrials
160
New
$51.87 - $62.0 $8.3K - $9.92K
160 $9K
CM
Canadian Imperial Bank Of Commerce

Financial Services
146
New
$59.58 - $67.31 $8.7K - $9.83K
146 $9K
XYL
Xylem Inc.

Industrials
78
New
$116.02 - $137.45 $9.05K - $10.7K
78 $9K
CNI
Canadian National Railway CO

Industrials
92
New
$100.62 - $117.12 $9.26K - $10.8K
92 $9K
L
Loews Corp

Financial Services
116
New
$76.49 - $87.05 $8.87K - $10.1K
116 $9K
WELL
Welltower Inc.

Real Estate
79
New
$123.11 - $139.3 $9.73K - $11K
79 $9K
MGEE
Mge Energy Inc

Utilities
101
New
$88.55 - $108.16 $8.94K - $10.9K
101 $9K
IR
Ingersoll Rand Inc.

Industrials
101
New
$90.46 - $105.35 $9.14K - $10.6K
101 $9K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
99
New
$100.16 - $100.7 $9.92K - $9.97K
99 $9K
VTV
Vanguard Value ETF

ETFs
57
New
$168.32 - $181.87 $9.59K - $10.4K
57 $9K
EVRG
Evergy, Inc.

Utilities
142
New
$59.06 - $65.0 $8.39K - $9.23K
142 $8K
HUN
Huntsman Corp

Basic Materials
480
New
$17.57 - $24.21 $8.43K - $11.6K
480 $8K
RS
Reliance Steel & Aluminum CO

Basic Materials
31
New
$264.2 - $326.32 $8.19K - $10.1K
31 $8K
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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