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
Nextracker Inc Class A Com
29
+ 120.83%
N/A
53 $0
MCO
Moodys Corp

Financial Services
1
+ 10.0%
$472.69 - $521.32 $473 - $521
11 $5K
JCI
Johnson Controls International PLC

Industrials
3
+ 14.29%
$103.24 - $111.73 $310 - $335
24 $2K
DT
Dynatrace, Inc.

Technology
8
+ 9.76%
$46.04 - $56.64 $368 - $453
90 $4K
MATX
Matson, Inc.

Industrials
3
+ 10.0%
$98.59 - $116.3 $296 - $349
33 $3K
Ishares Tr Ibonds Oct 2025
20.8K
+ 12.15%
N/A
192K $0
Ishares Ibonds Oct 2026 Term Tips ETF
22.2K
+ 18.32%
N/A
143K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 1.96%
$265.78 - $299.3 $266 - $299
52 $14K
APH
Amphenol Corp

Technology
4
+ 100.0%
$97.39 - $125.4 $390 - $502
8 $0
DUOL
Duolingo, Inc.

Technology
2
+ 16.67%
$271.18 - $403.06 $542 - $806
14 $4K
MAC
Macerich CO

Real Estate
14
+ 5.47%
$16.01 - $18.75 $224 - $263
270 $4K
HOOD
Robinhood Markets, Inc.

Technology
1
+ 20.0%
$91.27 - $143.18 $91.3 - $143
6 $0
GWRE
Guidewire Software, Inc.

Technology
1
+ 4.0%
$207.82 - $261.88 $208 - $262
26 $5K
POST
Post Holdings, Inc.

Consumer Defensive
3
+ 0.61%
$102.36 - $114.04 $307 - $342
496 $53K
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 100.0%
$86.48 - $116.14 $173 - $232
4 $0
LNG
Cheniere Energy, Inc.

Energy
2
+ 10.53%
$222.68 - $244.28 $445 - $489
21 $4K
JXN
Jackson Financial Inc.

Financial Services
1
+ 2.13%
$84.06 - $103.8 $84.1 - $104
48 $4K
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 5.41%
$167.28 - $188.45 $335 - $377
39 $6K
ABNB
Airbnb, Inc.

Consumer Cyclical
2
+ 6.9%
$118.3 - $142.16 $237 - $284
31 $3K
CEG
Constellation Energy Corp

Utilities
1
+ 1.11%
$298.82 - $354.89 $299 - $355
91 $29K
Ishares Ibonds Oct 2027 Term Tips ETF
17.5K
+ 50.98%
N/A
51.7K $0
KKR
Kkr & Co. Inc.

Financial Services
3
+ 4.11%
$129.95 - $152.16 $390 - $456
76 $9K
Ishares Bitcoin Trust ETF
35.7K
+ 99.38%
N/A
71.6K $0
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 4.35%
$177.1 - $199.23 $177 - $199
24 $4K
AIG
American International Group, Inc.

Financial Services
3
+ 2.56%
$76.34 - $85.87 $229 - $258
120 $9K
CCI
Crown Castle International Corp

Real Estate
2
+ 1.07%
$92.96 - $113.91 $186 - $228
189 $18K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2
+ 1.55%
$25.5 - $35.2 $51 - $70.4
131 $3K
ADP
Automatic Data Processing Inc

Industrials
3
+ 2.56%
$288.69 - $310.94 $866 - $933
120 $35K
BMI
Badger Meter Inc

Technology
2
+ 9.52%
$172.32 - $245.81 $345 - $492
23 $4K
PCTY
Paylocity Holding Corp

Technology
1
+ 4.35%
$159.27 - $190.36 $159 - $190
24 $3K
CPRT
Copart Inc

Consumer Cyclical
1
+ 1.22%
$44.6 - $49.97 $44.6 - $50
83 $3K
CSL
Carlisle Companies Inc

Industrials
1
+ 7.14%
$327.52 - $435.11 $328 - $435
15 $4K
SPGI
S&P Global Inc.

Financial Services
1
+ 3.45%
$484.94 - $564.15 $485 - $564
30 $14K
CARR
Carrier Global Corp

Industrials
7
+ 4.35%
$58.75 - $80.73 $411 - $565
168 $10K
INTU
Intuit Inc

Technology
3
+ 9.38%
$646.03 - $807.39 $1.94K - $2.42K
35 $23K
AMT
American Tower Corp

Real Estate
2
+ 1.61%
$192.32 - $232.35 $385 - $465
126 $24K
GIS
General Mills Inc

Consumer Defensive
67
+ 1.32%
$48.44 - $53.83 $3.25K - $3.61K
5.16K $260K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 3.03%
$366.54 - $479.53 $733 - $959
68 $26K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7
+ 3.72%
$38.58 - $58.24 $270 - $408
195 $7K
ADBE
Adobe Inc.

Technology
4
+ 2.47%
$333.65 - $392.1 $1.33K - $1.57K
166 $58K
CMCSA
Comcast Corp

Communication Services
41
+ 3.12%
$31.41 - $36.33 $1.29K - $1.49K
1.35K $42K
DE
Deere & CO

Industrials
2
+ 2.17%
$457.26 - $524.37 $915 - $1.05K
94 $42K
KO
Coca Cola CO

Consumer Defensive
7
+ 0.76%
$65.67 - $71.67 $460 - $502
931 $61K
NKE
Nike, Inc.

Consumer Cyclical
4
+ 0.08%
$69.24 - $79.24 $277 - $317
5.27K $367K
PGR
Progressive Corp

Financial Services
2
+ 0.58%
$238.61 - $264.3 $477 - $529
349 $86K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.65%
$150.47 - $161.22 $1.2K - $1.29K
1.24K $190K
TGT
Target Corp

Consumer Defensive
4
+ 0.39%
$86.56 - $107.43 $346 - $430
1.02K $91K
HON
Honeywell International Inc

Industrials
2
+ 0.25%
$207.7 - $240.4 $415 - $481
794 $167K
PYPL
Pay Pal Holdings, Inc.

Financial Services
28
+ 1.0%
$65.64 - $78.22 $1.84K - $2.19K
2.83K $190K
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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