High Note Wealth, LLC Purchases and Sells in Q2 2025

High Note Wealth, LLC

$425 Million
Q2 2025

Top Buys

Incresed Positions

136 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	131K + 58361.78%	$91.43 - $91.74 $12M - $12M	132K $12.1M
IVV	1.93K + 2.74%	$498.8 - $620.9 $960K - $1.2M	72.2K $44.8M
FRDM	116K + 186.57%	$30.96 - $40.6 $3.6M - $4.72M	179K $7.22M
UBER	38.9K + 7425.57%	$64.62 - $93.3 $2.51M - $3.63M	39.4K $3.68M
ESGD	11.8K + 3.81%	$73.02 - $90.22 $858K - $1.06M	320K $28.6M
MSFT	540 + 2.53%	$354.56 - $497.45 $191K - $269K	21.9K $10.9M

New Holdings

137 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	19K New	$171.4 - $227.1 $3.26M - $4.32M	19K $4.32M
IBHF	150K New	$22.57 - $23.23 $3.39M - $3.49M	150K $3.49M
IBTF	92.8K New	$23.29 - $23.38 $2.16M - $2.17M	92.8K $2.17M
GLD	5.81K New	$273.71 - $316.29 $1.59M - $1.84M	5.81K $1.77M
IBHE	25.4K New	$22.98 - $23.27 $583K - $591K	25.4K $590K
IBTG	24.3K New	$22.81 - $22.97 $555K - $559K	24.3K $557K

Top Sells

Reduced Positions

276 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	-71.2K - 40.16%	$83.97 - $92.85 $5.98M - $6.61M	106K $9.37M
UNH	-9.43K - 63.51%	$274.35 - $599.47 $2.59M - $5.65M	5.42K $1.69M
AGG	-55K - 33.59%	$96.84 - $99.46 $5.33M - $5.47M	109K $10.8M
ESGE	-141K - 58.95%	$30.87 - $39.17 $4.34M - $5.51M	97.9K $3.84M
QQQ	-7.47K - 43.41%	$416.06 - $551.64 $3.11M - $4.12M	9.73K $5.37M
ABBV	-11.4K - 56.18%	$170.16 - $206.27 $1.93M - $2.34M	8.86K $1.64M

Activity Summary All Purchases 273 New Holdings 137 Increased Positions 136 All Sells 276 Reductions 276 Sold out 0 Calls 0 Puts 0

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