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
KAR
Kar Auction Services, Inc.

Consumer Cyclical
1
+ 0.64%
$24.17 - $29.62 $24.2 - $29.6
158 $4K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
13
+ 20.0%
$27.42 - $31.65 $356 - $411
78 $2K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
20
+ 17.09%
$30.8 - $37.14 $616 - $743
137 $4K
GE
General Electric CO

Industrials
3
+ 15.0%
$244.75 - $305.63 $734 - $917
23 $6K
COP
Conocophillips

Energy
4
+ 3.42%
$91.0 - $98.99 $364 - $396
121 $11K
NWN
Northwest Natural Holding CO

Utilities
19
+ 16.96%
$39.48 - $44.93 $750 - $854
131 $5K
MHO
M/I Homes, Inc.

Consumer Cyclical
2
+ 7.14%
$111.91 - $157.22 $224 - $314
30 $4K
SF
Stifel Financial Corp

Financial Services
8
+ 40.0%
$105.26 - $116.4 $842 - $931
28 $3K
WMB
Williams Companies, Inc.

Energy
3
+ 0.68%
$56.52 - $64.01 $170 - $192
447 $28K
ADSK
Autodesk, Inc.

Technology
2
+ 3.85%
N/A
54 $13K
WPC
W. P. Carey Inc.

Real Estate
1
+ 1.11%
$61.29 - $68.7 $61.3 - $68.7
91 $6K
MIDD
Middleby Corp

Industrials
8
+ 26.67%
$118.3 - $150.16 $946 - $1.2K
38 $5K
EQIX
Equinix Inc

Real Estate
1
+ 8.33%
$756.7 - $811.13 $757 - $811
13 $10K
FAST
Fastenal CO

Industrials
7
+ 5.65%
$42.47 - $50.39 $297 - $353
131 $6K
ILMN
Illumina, Inc.

Healthcare
17
+ 51.52%
$91.69 - $109.88 $1.56K - $1.87K
50 $4K
TRNO
Terreno Realty Corp

Real Estate
20
+ 29.41%
$53.01 - $59.08 $1.06K - $1.18K
88 $4K
FHB
First Hawaiian, Inc.

Financial Services
10
+ 6.45%
$23.66 - $26.43 $237 - $264
165 $4K
SYY
Sysco Corp

Consumer Defensive
8
+ 8.33%
$76.33 - $82.51 $611 - $660
104 $8K
KRG
Kite Realty Group Trust

Real Estate
33
+ 18.75%
$20.94 - $23.26 $691 - $768
209 $4K
FBK
Fb Financial Corp

Financial Services
9
+ 10.11%
$46.72 - $56.0 $420 - $504
98 $5K
RF
Regions Financial Corp

Financial Services
6
+ 7.79%
$24.03 - $27.41 $144 - $164
83 $2K
SO
Southern CO

Utilities
2
+ 0.58%
$90.83 - $96.0 $182 - $192
345 $32K
UAL
United Airlines Holdings, Inc.

Industrials
2
+ 2.94%
$80.05 - $109.36 $160 - $219
70 $6K
DUK
Duke Energy Corp

Utilities
1
+ 0.83%
$116.31 - $125.93 $116 - $126
122 $15K
KBH
Kb Home

Consumer Cyclical
15
+ 23.81%
$52.78 - $67.97 $792 - $1.02K
78 $4K
F
Ford Motor CO

Consumer Cyclical
22
+ 2.72%
$10.82 - $12.09 $238 - $266
830 $9K
WAL
Western Alliance Bancorporation

Financial Services
3
+ 12.0%
$76.33 - $91.49 $229 - $274
28 $2K
HBAN
Huntington Bancshares Inc

Financial Services
10
+ 0.89%
$15.87 - $17.88 $159 - $179
1.13K $19K
FDX
Fedex Corp

Industrials
2
+ 7.69%
$217.1 - $243.2 $434 - $486
28 $6K
SHW
Sherwin Williams CO

Basic Materials
2
+ 6.45%
$330.88 - $375.23 $662 - $750
33 $11K
MTH
Meritage Homes Corp

Consumer Cyclical
11
+ 17.19%
$67.34 - $82.83 $741 - $911
75 $5K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
7
+ 5.47%
$29.52 - $34.78 $207 - $243
135 $4K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3
+ 6.12%
$71.86 - $87.45 $216 - $262
52 $4K
PRU
Prudential Financial Inc

Financial Services
3
+ 8.33%
$100.68 - $109.89 $302 - $330
39 $4K
SQ
Block, Inc.

Technology
6
+ 12.0%
N/A
56 $3K
SJW
Sjw Group

Utilities
10
+ 10.87%
N/A
102 $5K
TSCO
Tractor Supply CO

Consumer Cyclical
6
+ 17.14%
$54.08 - $62.65 $324 - $376
41 $2K
ROST
Ross Stores, Inc.

Consumer Cyclical
2
+ 4.65%
$127.59 - $152.81 $255 - $306
45 $6K
STEP
Step Stone Group Inc.

Financial Services
1
+ 1.41%
$55.47 - $67.35 $55.5 - $67.4
72 $4K
STT
State Street Corp

Financial Services
2
+ 4.0%
$102.01 - $117.25 $204 - $235
52 $6K
CSX
Csx Corp

Industrials
18
+ 12.77%
$32.05 - $36.52 $577 - $657
159 $5K
FUL
Fuller H B CO

Basic Materials
7
+ 8.75%
$55.6 - $64.06 $389 - $448
87 $5K
INDB
Independent Bank Corp

Financial Services
4
+ 6.67%
$62.06 - $72.84 $248 - $291
64 $4K
ACA
Arcosa, Inc.

Industrials
1
+ 1.85%
$83.66 - $100.23 $83.7 - $100
55 $5K
PSA
Public Storage

Real Estate
2
+ 8.7%
$271.94 - $298.09 $544 - $596
25 $7K
OKTA
Okta, Inc.

Technology
5
+ 11.11%
$88.51 - $101.1 $443 - $506
50 $4K
Te Connectivity PLC Ord Shs
13
+ 108.33%
N/A
25 $0
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 75.0%
$108.22 - $120.47 $325 - $361
7 $0
OTIS
Otis Worldwide Corp

Industrials
3
+ 3.85%
$84.93 - $101.07 $255 - $303
81 $7K
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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