High Note Wealth, LLC Purchases in Q3 2025

High Note Wealth, LLC

  • $483 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ILMN
Illumina, Inc.

Healthcare
17
+ 51.52%
$91.69 - $109.88 $1.56K - $1.87K
50 $4K
KRG
Kite Realty Group Trust

Real Estate
33
+ 18.75%
$20.94 - $23.26 $691 - $768
209 $4K
TMDX
Trans Medics Group, Inc.

Healthcare
11
New
$103.61 - $132.04 $1.14K - $1.45K
11 $1K
SF
Stifel Financial Corp

Financial Services
8
+ 40.0%
$105.26 - $116.4 $842 - $931
28 $3K
DUK
Duke Energy Corp

Utilities
1
+ 0.83%
$116.31 - $125.93 $116 - $126
122 $15K
RES
Rpc Inc

Energy
377
New
$4.38 - $5.39 $1.65K - $2.03K
377 $1K
NSIT
Insight Enterprises Inc

Technology
14
+ 127.27%
$111.76 - $146.66 $1.56K - $2.05K
25 $2K
TSCO
Tractor Supply CO

Consumer Cyclical
6
+ 17.14%
$54.08 - $62.65 $324 - $376
41 $2K
TRNO
Terreno Realty Corp

Real Estate
20
+ 29.41%
$53.01 - $59.08 $1.06K - $1.18K
88 $4K
CSX
Csx Corp

Industrials
18
+ 12.77%
$32.05 - $36.52 $577 - $657
159 $5K
SJW
Sjw Group

Utilities
10
+ 10.87%
N/A
102 $5K
SWX
Southwest Gas Holdings, Inc.

Utilities
20
New
$72.88 - $79.93 $1.46K - $1.6K
20 $1K
ST
Sensata Technologies Holding PLC

Technology
57
New
$29.37 - $33.52 $1.67K - $1.91K
57 $1K
MIDD
Middleby Corp

Industrials
8
+ 26.67%
$118.3 - $150.16 $946 - $1.2K
38 $5K
APP
App Lovin Corp

Technology
2
New
$335.1 - $718.54 $670 - $1.44K
2 $1K
WAFD
Washington Federal Inc

Financial Services
7
+ 11.11%
$28.87 - $31.95 $202 - $224
70 $2K
OTIS
Otis Worldwide Corp

Industrials
3
+ 3.85%
$84.93 - $101.07 $255 - $303
81 $7K
D
Dominion Energy, Inc

Utilities
3
+ 100.0%
$56.32 - $62.1 $169 - $186
6 $0
AWK
American Water Works Company, Inc.

Utilities
2
+ 1.43%
$135.05 - $147.0 $270 - $294
142 $19K
CLH
Clean Harbors Inc

Industrials
1
+ 4.17%
$225.84 - $250.43 $226 - $250
25 $5K
SYF
Synchrony Financial

Financial Services
5
New
$67.53 - $76.86 $338 - $384
5 $0
NOVT
Novanta Inc

Technology
1
+ 6.67%
N/A
16 $2K
KAI
Kadant Inc

Industrials
1
+ 9.09%
$297.58 - $358.61 $298 - $359
12 $3K
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 100.0%
$86.48 - $116.14 $173 - $232
4 $0
ARES
Ares Management Corp

Financial Services
2
New
$159.89 - $192.76 $320 - $386
2 $0
Ishares Ibonds Oct 2027 Term Tips ETF
17.5K
+ 50.98%
N/A
51.7K $0
Solana ETF
1.11K
New
N/A
1.11K $0
O
Realty Income Corp

Real Estate
6
New
$56.13 - $60.79 $337 - $365
6 $0
Ishares Bitcoin Trust ETF
35.7K
+ 99.38%
N/A
71.6K $0
Arista Networks Inc Com Shs
3
+ 5.08%
N/A
62 $0
Easterly Govt Pptys Inc Com Shs
107
New
N/A
107 $0
MO
Altria Group, Inc.

Consumer Defensive
6
+ 11.54%
$57.75 - $67.68 $347 - $406
58 $3K
LYV
Live Nation Entertainment, Inc.

Communication Services
2
+ 22.22%
$143.56 - $174.06 $287 - $348
11 $1K
RJF
Raymond James Financial Inc

Financial Services
1
New
$154.64 - $176.43 $155 - $176
1 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 5.41%
$167.28 - $188.45 $335 - $377
39 $6K
CBRE
Cbre Group, Inc.

Real Estate
2
New
$137.04 - $165.9 $274 - $332
2 $0
MSI
Motorola Solutions, Inc.

Technology
1
New
$408.73 - $490.3 $409 - $490
1 $0
Core Laboratories Inc Com
13
+ 7.07%
N/A
197 $0
HPQ
Hp Inc

Technology
6
New
$24.45 - $29.35 $147 - $176
6 $0
ALL
Allstate Corp

Financial Services
1
+ 2.86%
$192.0 - $214.65 $192 - $215
36 $7K
A
Agilent Technologies, Inc.

Healthcare
4
New
$112.04 - $128.75 $448 - $515
4 $0
Millrose Pptys Inc Com Cl A
108
New
N/A
108 $0
TXN
Texas Instruments Inc

Technology
2
+ 0.4%
N/A
502 $97K
MC
Moelis & CO

Financial Services
3
+ 4.62%
$64.0 - $77.75 $192 - $233
68 $4K
CRH.L
Crh PLC

Basic Materials
47
+ 2350.0%
N/A
49 $0
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 6.25%
$157.77 - $183.27 $316 - $367
34 $5K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
5
+ 9.43%
$89.59 - $104.45 $448 - $522
58 $5K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
New
$119.73 - $134.7 $120 - $135
1 $0
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 75.0%
$108.22 - $120.47 $325 - $361
7 $0
Activity Summary
Buys All Purchases 440 New Holdings 136 Increased Positions 304 Sells All Sells 219 Reductions 218 Sold out 1 Options Calls 2 Puts 0
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