High Note Wealth, LLC
- SEC CIK
- 0001807283
- Latest filing
- Jul 23, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 8, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 101
- +6 vs. Q2 2024
- Portfolio value
- $349.8M
- +$22.5M (+6.9%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 55,634 | $32.1M | 9.2% | +8,918+19.1% | Added | – |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.