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  Name: High Note Wealth LLC
  City: Deephaven
  State: MN
  Zip: 55391
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $307,236,000
  Total Value Change : $41,313,000
  Securities Held Change : 5
   
All Securities Held : 94
  New Positions : 7
  Closed Positions : 3
  Increased Positions : 41
  Unchanged Positions : 12
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NEE)1 Year Chart         NEE NextEra Energy 97 Closed $76.41 $0 0 0% -1,416,000 -23,320 0    Electric Utilities
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 96 Closed $177.81 $0 0 0% -258,000 -1,037 0    Auto Manufacturers
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 95 Closed $350.32 $0 0 0% -268,000 -863 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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