High Note Wealth, LLC Purchases in Q1 2025

High Note Wealth, LLC

  • $392 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKE
Buckle Inc

Consumer Cyclical
41
New
$35.15 - $51.65 $1.44K - $2.12K
41 $1K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
21
New
$64.24 - $90.95 $1.35K - $1.91K
21 $1K
DXC
Dxc Technology CO

Technology
71
New
$16.43 - $22.61 $1.17K - $1.61K
71 $1K
ABNB
Airbnb, Inc.

Consumer Cyclical
8
+ 29.63%
$119.38 - $161.42 $955 - $1.29K
35 $4K
BRKR
Bruker Corp

Healthcare
37
+ 137.04%
$41.74 - $62.95 $1.54K - $2.33K
64 $2K
EQR
Equity Residential

Real Estate
8
+ 14.55%
$66.98 - $75.02 $536 - $600
63 $4K
RS
Reliance Steel & Aluminum CO

Basic Materials
1
+ 3.23%
$266.61 - $302.66 $267 - $303
32 $9K
CBRE
Cbre Group, Inc.

Real Estate
12
New
$121.79 - $147.13 $1.46K - $1.77K
12 $1K
CWEN
Clearway Energy, Inc.

Utilities
5
+ 5.15%
$24.63 - $30.42 $123 - $152
102 $3K
IOSP
Innospec Inc.

Basic Materials
17
+ 85.0%
$94.75 - $116.61 $1.61K - $1.98K
37 $3K
WRE
Washington Real Estate Investment Trust
9
+ 8.33%
N/A
117 $2K
EXPI
Exp World Holdings, Inc.

Real Estate
136
New
$9.38 - $11.76 $1.28K - $1.6K
136 $1K
FMC
Fmc Corp

Basic Materials
34
+ 68.0%
$34.54 - $56.38 $1.17K - $1.92K
84 $3K
AN
Autonation, Inc.

Consumer Cyclical
10
New
$156.67 - $195.15 $1.57K - $1.95K
10 $1K
INGR
Ingredion Inc

Consumer Defensive
8
+ 23.53%
$125.6 - $137.36 $1K - $1.1K
42 $5K
PSX
Phillips 66

Energy
1
+ 1.05%
$113.93 - $131.55 $114 - $132
96 $11K
EXC
Exelon Corp

Utilities
5
+ 3.65%
$37.3 - $46.08 $187 - $230
142 $6K
SR
Spire Inc

Utilities
2
+ 3.03%
$65.62 - $78.25 $131 - $157
68 $5K
VTR
Ventas, Inc.

Real Estate
8
+ 10.13%
$56.9 - $70.47 $455 - $564
87 $5K
OMCL
Omnicell, Inc

Healthcare
34
New
$32.31 - $45.32 $1.1K - $1.54K
34 $1K
OHI
Omega Healthcare Investors Inc

Real Estate
17
+ 14.66%
$35.7 - $38.33 $607 - $652
133 $5K
OSIS
Osi Systems Inc

Technology
9
New
$153.35 - $219.6 $1.38K - $1.98K
9 $1K
GNW
Genworth Financial Inc

Financial Services
233
New
$6.44 - $7.42 $1.5K - $1.73K
233 $1K
MMSI
Merit Medical Systems Inc

Healthcare
1
+ 2.04%
$95.64 - $110.29 $95.6 - $110
50 $5K
PSA
Public Storage

Real Estate
1
+ 4.35%
$288.99 - $313.98 $289 - $314
24 $7K
AVNS
Avanos Medical, Inc.

Healthcare
115
New
$13.95 - $17.45 $1.6K - $2.01K
115 $1K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
6
+ 5.45%
$15.88 - $17.78 $95.3 - $107
116 $2K
TMDX
Trans Medics Group, Inc.

Healthcare
9
+ 90.0%
$56.73 - $79.42 $511 - $715
19 $1K
CMCSA
Comcast Corp

Communication Services
47
+ 3.34%
$33.19 - $38.23 $1.56K - $1.8K
1.46K $53K
LEN
Lennar Corp

Consumer Cyclical
16
New
$113.93 - $141.54 $1.82K - $2.26K
16 $1K
CHX
Champion X Corp

Energy
5
+ 2.17%
$27.3 - $31.27 $137 - $156
235 $7K
CVLT
Commvault Systems Inc

Technology
9
+ 60.0%
$146.82 - $187.9 $1.32K - $1.69K
24 $3K
SMTC
Semtech Corp

Technology
54
New
$31.44 - $77.15 $1.7K - $4.17K
54 $1K
LMAT
Lemaitre Vascular Inc

Healthcare
14
New
$78.82 - $104.0 $1.1K - $1.46K
14 $1K
PEAK
Healthpeak Properties, Inc.

Real Estate
17
+ 8.21%
N/A
224 $4K
MU
Micron Technology Inc

Technology
3
+ 5.26%
$86.89 - $109.38 $261 - $328
60 $5K
WHR
Whirlpool Corp

Consumer Cyclical
17
+ 85.0%
$88.58 - $133.14 $1.51K - $2.26K
37 $3K
IDXX
Idexx Laboratories Inc

Healthcare
4
New
$406.29 - $469.04 $1.63K - $1.88K
4 $1K
EXLS
Exl Service Holdings, Inc.

Technology
30
New
$44.13 - $51.8 $1.32K - $1.55K
30 $1K
ANDE
Andersons, Inc.

Consumer Defensive
9
+ 19.57%
$40.06 - $47.81 $361 - $430
55 $2K
CNMD
Conmed Corp

Healthcare
22
New
$57.6 - $74.0 $1.27K - $1.63K
22 $1K
TXN
Texas Instruments Inc

Technology
1
+ 0.2%
N/A
509 $99K
IQV
Iqvia Holdings Inc.

Healthcare
9
New
$176.3 - $209.96 $1.59K - $1.89K
9 $1K
Innovex International Inc Com
275
New
N/A
275 $0
UMC
United Microelectronics Corp

Technology
28
New
$5.69 - $7.15 $159 - $200
28 $0
Smurfit Westrock PLC Shs
56
New
N/A
56 $0
ERJ
Embraer S.A.

Industrials
3
New
$37.11 - $56.4 $111 - $169
3 $0
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
+ 5.26%
$162.22 - $206.22 $162 - $206
20 $3K
OLED
Universal Display Corp Pa

Technology
3
+ 33.33%
$139.48 - $161.59 $418 - $485
12 $1K
Activity Summary
Buys All Purchases 241 New Holdings 93 Increased Positions 148 Sells All Sells 210 Reductions 206 Sold out 4 Options Calls 0 Puts 0
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