High Note Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Deephaven, MN
CIK
0001807283
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 89 265,925 XLK, ESGD, AAPL, IVV 13F-HR 1/17/2024 000180728324000001
Q3 2023 91 242,000 ESGD, XLK, AAPL, DBEF 13F-HR 10/26/2023 000180728323000006
Q2 2023 91 245,410 ESGD, XLK, AAPL, FLTR 13F-HR 7/25/2023 000180728323000005
Q1 2023 94 242,608 ESGD, XLK, FLTR, AAPL 13F-HR 4/21/2023 000180728323000004
Q4 2022 93 238,804 ESGD, FLTR, XLK, SCHM 13F-HR 1/20/2023 000180728323000001
Q3 2022 95 250,276 ESGD, FLTR, XLK, DBEF 13F-HR 11/9/2022 000180728322000003
Q2 2022 97 256,298 ESGD, FLTR, XLK, DBEF 13F-HR 8/10/2022 000180728322000002
Q1 2022 90 283,496 ESGD, XLK, DBEF, FLTR 13F-HR 5/12/2022 000160658722001120
Q4 2021 84 296,426 ESGD, XLK, ESGE, SCHM 13F-HR 1/31/2022 000160658722000203
Q3 2021 82 277,393 ESGD, XLK, ESGE, SCHM 13F-HR 10/28/2021 000160658721001446
Q2 2021 82 275,468 ESGD, ESGE, XLK, SCHM 13F-HR 8/4/2021 000160658721001034
Q1 2021 81 257,384 ESGD, ESGE, XLK, SCHM 13F-HR 5/4/2021 000160658721000554
Q4 2020 75 235,435 ESGD, XLK, ESGE, SCHM 13F-HR 2/1/2021 000160658721000141