High Note Wealth, LLC New Holdings in Q1 2025

High Note Wealth, LLC

  • $392 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FXI
Ishares Tr

ETFs
88.2K
New
$28.65 - $38.55 $2.53M - $3.4M
88.2K $3.16M
UMBF
Umb Financial Corp

Financial Services
2.31K
New
$98.0 - $122.56 $227K - $283K
2.31K $233K
CMCO
Columbus Mckinnon Corp

Industrials
2.82K
New
$15.95 - $37.61 $45K - $106K
2.82K $47K
PFG
Principal Financial Group Inc

Financial Services
249
New
$76.34 - $89.04 $19K - $22.2K
249 $21K
CL
Colgate Palmolive CO

Consumer Defensive
61
New
$85.68 - $97.5 $5.23K - $5.95K
61 $5K
QRVO
Qorvo, Inc.

Technology
71
New
$69.12 - $90.57 $4.91K - $6.43K
71 $5K
DVAX
Dynavax Technologies Corp

Healthcare
357
New
$12.39 - $14.4 $4.42K - $5.14K
357 $4K
GRMN
Garmin LTD

Technology
22
New
$204.55 - $241.93 $4.5K - $5.32K
22 $4K
HOG
Harley Davidson, Inc.

Consumer Cyclical
161
New
$24.13 - $30.02 $3.88K - $4.83K
161 $4K
TRNO
Terreno Realty Corp

Real Estate
75
New
$57.4 - $68.5 $4.31K - $5.14K
75 $4K
CTRE
Care Trust Reit, Inc.

Real Estate
168
New
$24.93 - $29.13 $4.19K - $4.89K
168 $4K
PDCO
Patterson Companies, Inc.

Healthcare
135
New
$30.8 - $31.25 $4.16K - $4.22K
135 $4K
GWRE
Guidewire Software, Inc.

Technology
26
New
$166.74 - $218.22 $4.34K - $5.67K
26 $4K
ADMA
Adma Biologics, Inc.

Healthcare
236
New
$15.44 - $20.61 $3.64K - $4.86K
236 $4K
FOX
Fox Corp Cl B (De)

Communication Services
66
New
$45.64 - $54.23 $3.01K - $3.58K
66 $3K
THRM
Gentherm Inc

Consumer Cyclical
129
New
$26.74 - $40.76 $3.45K - $5.26K
129 $3K
OPCH
Option Care Health, Inc.

Healthcare
103
New
$22.7 - $35.2 $2.34K - $3.63K
103 $3K
GTES
Gates Industrial Corp PLC

Industrials
196
New
$18.41 - $23.51 $3.61K - $4.61K
196 $3K
TILE
Interface Inc

Consumer Cyclical
197
New
$18.26 - $25.12 $3.6K - $4.95K
197 $3K
CENTA
Central Garden & Pet Company C

Consumer Defensive
115
New
$29.86 - $34.19 $3.43K - $3.93K
115 $3K
CIEN
Ciena Corp

Technology
50
New
$60.43 - $98.18 $3.02K - $4.91K
50 $3K
WMG
Warner Music Group Corp.

Communication Services
96
New
$29.3 - $36.3 $2.81K - $3.48K
96 $3K
IDCC
Inter Digital, Inc.

Communication Services
17
New
$171.68 - $225.72 $2.92K - $3.84K
17 $3K
ACIW
Aci Worldwide, Inc.

Technology
72
New
$50.38 - $57.35 $3.63K - $4.13K
72 $3K
DXCM
Dexcom Inc

Healthcare
48
New
$67.74 - $90.75 $3.25K - $4.36K
48 $3K
WERN
Werner Enterprises Inc

Industrials
83
New
$29.25 - $38.23 $2.43K - $3.17K
83 $2K
SITM
Sitime Corp

Technology
17
New
$150.28 - $257.0 $2.55K - $4.37K
17 $2K
LYV
Live Nation Entertainment, Inc.

Communication Services
22
New
$115.79 - $154.66 $2.55K - $3.4K
22 $2K
DLB
Dolby Laboratories, Inc.

Industrials
25
New
$76.37 - $87.32 $1.91K - $2.18K
25 $2K
GTLS
Chart Industries Inc

Industrials
18
New
$141.99 - $218.35 $2.56K - $3.93K
18 $2K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
201
New
N/A
201 $2K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
209
New
$12.74 - $21.53 $2.66K - $4.5K
209 $2K
AZTA
Azenta, Inc.

Healthcare
71
New
$34.61 - $54.75 $2.46K - $3.89K
71 $2K
AAON
Aaon, Inc.

Industrials
30
New
$73.52 - $136.95 $2.21K - $4.11K
30 $2K
KD
Kyndryl Holdings, Inc.

Technology
74
New
$31.32 - $43.45 $2.32K - $3.22K
74 $2K
XNCR
Xencor Inc

Healthcare
208
New
$10.64 - $24.13 $2.21K - $5.02K
208 $2K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
210
New
$12.06 - $13.55 $2.53K - $2.85K
210 $2K
FTDR
Frontdoor, Inc.

Consumer Cyclical
58
New
$37.07 - $62.39 $2.15K - $3.62K
58 $2K
NEU
Newmarket Corp

Basic Materials
4
New
$482.93 - $570.11 $1.93K - $2.28K
4 $2K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
178
New
$16.61 - $20.29 $2.96K - $3.61K
178 $2K
BEN
Franklin Resources Inc

Financial Services
108
New
$18.92 - $22.24 $2.04K - $2.4K
108 $2K
EA
Electronic Arts Inc.

Communication Services
14
New
$116.53 - $146.29 $1.63K - $2.05K
14 $2K
CBRE
Cbre Group, Inc.

Real Estate
12
New
$121.79 - $147.13 $1.46K - $1.77K
12 $1K
OMCL
Omnicell, Inc

Healthcare
34
New
$32.31 - $45.32 $1.1K - $1.54K
34 $1K
IDXX
Idexx Laboratories Inc

Healthcare
4
New
$406.29 - $469.04 $1.63K - $1.88K
4 $1K
SKY
Skyline Champion Corp

Consumer Cyclical
20
New
$85.72 - $108.14 $1.71K - $2.16K
20 $1K
BKE
Buckle Inc

Consumer Cyclical
41
New
$35.15 - $51.65 $1.44K - $2.12K
41 $1K
EXLS
Exl Service Holdings, Inc.

Technology
30
New
$44.13 - $51.8 $1.32K - $1.55K
30 $1K
AVNS
Avanos Medical, Inc.

Healthcare
115
New
$13.95 - $17.45 $1.6K - $2.01K
115 $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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