High Note Wealth, LLC Incresed Positions in Q3 2025

High Note Wealth, LLC

  • $483 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
12
+ 7.45%
$696.56 - $806.32 $8.36K - $9.68K
173 $137K
TJX
Tjx Companies Inc

Consumer Cyclical
72
+ 12.1%
$121.35 - $144.54 $8.74K - $10.4K
667 $96K
IBHG
Ishares Tr Ibonds 2027 Term Hi
801
+ 29.13%
$22.38 - $22.53 $17.9K - $18K
3.55K $79K
CAT
Caterpillar Inc

Industrials
2
+ 1.23%
$390.92 - $477.15 $782 - $954
164 $78K
AMD
Advanced Micro Devices Inc

Technology
60
+ 22.56%
$134.8 - $184.42 $8.09K - $11.1K
326 $52K
DAL
Delta Air Lines, Inc.

Industrials
4
+ 0.25%
$49.0 - $61.97 $196 - $248
1.61K $91K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.21%
$291.67 - $316.99 $583 - $634
935 $284K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
29
+ 42.03%
$103.83 - $179.9 $3.01K - $5.22K
98 $17K
RY
Royal Bank Of Canada

Financial Services
64
+ 1280.0%
$128.46 - $148.6 $8.22K - $9.51K
69 $10K
JEF
Jefferies Financial Group Inc.

Financial Services
35
+ 4.53%
$54.67 - $70.36 $1.91K - $2.46K
807 $52K
SONY
Sony Group Corp

Technology
269
+ 33.21%
$23.92 - $30.07 $6.43K - $8.09K
1.08K $31K
BIIB
Biogen Inc.

Healthcare
64
+ 182.86%
$122.68 - $148.84 $7.85K - $9.53K
99 $13K
TOST
Toast, Inc.

Technology
280
+ 131.46%
$36.51 - $49.3 $10.2K - $13.8K
493 $17K
MET
Metlife Inc

Financial Services
97
+ 108.99%
$73.82 - $82.37 $7.16K - $7.99K
186 $15K
AMAT
Applied Materials Inc

Technology
3
+ 0.82%
$156.25 - $204.95 $469 - $615
370 $75K
TTWO
Take Two Interactive Software Inc

Communication Services
25
+ 156.25%
$217.37 - $259.96 $5.43K - $6.5K
41 $10K
WM
Waste Management Inc

Industrials
52
+ 9.11%
$213.88 - $237.1 $11.1K - $12.3K
623 $137K
CVX
Chevron Corp

Energy
5
+ 0.98%
$145.57 - $161.83 $728 - $809
513 $79K
SPG
Simon Property Group Inc

Real Estate
24
+ 48.98%
$159.93 - $187.67 $3.84K - $4.5K
73 $13K
ADM
Archer Daniels Midland CO

Consumer Defensive
92
+ 164.29%
$53.54 - $64.21 $4.93K - $5.91K
148 $8K
SE
Sea LTD

Consumer Cyclical
33
+ 3300.0%
$146.23 - $196.5 $4.83K - $6.48K
34 $6K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 1.89%
$252.18 - $305.41 $504 - $611
108 $32K
JD
Jd.Com, Inc.

Consumer Cyclical
179
+ 1627.27%
$30.39 - $35.64 $5.44K - $6.38K
190 $6K
APG
A Pi Group Corp

Industrials
317
+ 95.48%
$33.09 - $36.34 $10.5K - $11.5K
649 $22K
BIDU
Baidu, Inc.

Communication Services
49
+ 1633.33%
$85.86 - $137.83 $4.21K - $6.75K
52 $6K
CDNS
Cadence Design Systems Inc

Technology
2
+ 1.59%
$309.46 - $373.37 $619 - $747
128 $44K
AXP
American Express CO

Financial Services
2
+ 0.58%
$294.27 - $342.31 $589 - $685
344 $114K
BAC
Bank Of America Corp

Financial Services
18
+ 1.86%
$44.92 - $52.42 $809 - $944
986 $50K
WFC
Wells Fargo & Company

Financial Services
9
+ 0.83%
$77.05 - $85.16 $693 - $766
1.1K $92K
CNC
Centene Corp

Healthcare
137
+ 570.83%
$25.21 - $56.65 $3.45K - $7.76K
161 $5K
V
Visa Inc.

Financial Services
30
+ 6.76%
$332.09 - $358.86 $9.96K - $10.8K
474 $161K
MMM
3 M CO

Industrials
2
+ 0.13%
$144.41 - $160.2 $289 - $320
1.53K $236K
AJG
Arthur J. Gallagher & Co.

Financial Services
16
+ 28.07%
$284.17 - $319.49 $4.55K - $5.11K
73 $22K
BDX
Becton Dickinson & CO

Healthcare
22
+ 220.0%
$172.41 - $199.66 $3.79K - $4.39K
32 $5K
GM
General Motors CO

Consumer Cyclical
4
+ 1.23%
$48.89 - $61.24 $196 - $245
328 $19K
COF
Capital One Financial Corp

Financial Services
18
+ 20.22%
$207.29 - $229.74 $3.73K - $4.14K
107 $22K
ABT
Abbott Laboratories

Healthcare
28
+ 14.36%
$120.51 - $136.62 $3.37K - $3.83K
223 $29K
XYL
Xylem Inc.

Industrials
14
+ 17.95%
$129.67 - $147.5 $1.82K - $2.07K
92 $13K
GNTX
Gentex Corp

Consumer Cyclical
99
+ 130.26%
$22.66 - $29.06 $2.24K - $2.88K
175 $4K
REXR
Rexford Industrial Realty, Inc.

Real Estate
67
+ 97.1%
$35.43 - $43.53 $2.37K - $2.92K
136 $5K
HOG
Harley Davidson, Inc.

Consumer Cyclical
87
+ 111.54%
$22.95 - $31.03 $2K - $2.7K
165 $4K
WELL
Welltower Inc.

Real Estate
4
+ 4.6%
$150.71 - $178.14 $603 - $713
91 $16K
ZWS
Zurn Water Solutions Corp

Industrials
55
+ 110.0%
$36.48 - $47.94 $2.01K - $2.64K
105 $4K
MSGS
Madison Square Garden Sports Corp.

Communication Services
14
+ 140.0%
$192.65 - $230.03 $2.7K - $3.22K
24 $5K
RDNT
Rad Net, Inc.

Healthcare
27
+ 100.0%
$52.53 - $77.24 $1.42K - $2.09K
54 $4K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 39.39%
$433.66 - $544.47 $5.64K - $7.08K
46 $20K
WFRD
Weatherford International PLC

Energy
34
+ 79.07%
$52.14 - $69.61 $1.77K - $2.37K
77 $5K
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 8.33%
$308.88 - $514.16 $309 - $514
13 $6K
BA
Boeing CO

Industrials
2
+ 0.52%
$209.79 - $237.38 $420 - $475
388 $83K
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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