High Note Wealth, LLC Sells in Q2 2025

High Note Wealth, LLC

  • $425 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-71.2K
- 40.16%
$83.97 - $92.85 $5.98M - $6.61M
106K $9.37M
UNH
Unitedhealth Group Inc

Healthcare
-9.43K
- 63.51%
$274.35 - $599.47 $2.59M - $5.65M
5.42K $1.69M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-55K
- 33.59%
$96.84 - $99.46 $5.33M - $5.47M
109K $10.8M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-141K
- 58.95%
$30.87 - $39.17 $4.34M - $5.51M
97.9K $3.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.47K
- 43.41%
$416.06 - $551.64 $3.11M - $4.12M
9.73K $5.37M
ABBV
Abb Vie Inc.

Healthcare
-11.4K
- 56.18%
$170.16 - $206.27 $1.93M - $2.34M
8.86K $1.64M
CI
Cigna Corp

Healthcare
-5.95K
- 57.41%
$301.89 - $340.04 $1.8M - $2.02M
4.41K $1.46M
AAPL
Apple Inc.

Technology
-2.25K
- 2.92%
$172.42 - $223.89 $389K - $505K
75K $15.4M
XOM
Exxon Mobil Corp

Energy
-14.9K
- 98.81%
$99.93 - $119.04 $1.49M - $1.77M
180 $19K
XLV
Select Sector Spdr Fund Health

ETFs
-2.01K
- 2.63%
$128.77 - $144.3 $258K - $289K
74.2K $10M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.03%
$483.48 - $539.8 $2.42K - $2.7K
17.3K $8.41M
XLE
Energy Sector Spdr

ETFs
-3.11K
- 6.33%
$76.44 - $94.13 $237K - $292K
45.9K $3.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-17K
- 23.72%
$26.18 - $26.93 $446K - $458K
54.7K $1.46M
CRM
Salesforce, Inc.

Technology
-1.22K
- 44.48%
$236.26 - $291.15 $289K - $356K
1.53K $415K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-12K
- 6.96%
$24.96 - $25.5 $299K - $305K
160K $4.08M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.88K
- 70.14%
$136.11 - $177.69 $256K - $335K
802 $139K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.3K
- 79.43%
$69.8 - $85.28 $160K - $196K
595 $49K
CCI
Crown Castle International Corp

Real Estate
-1.54K
- 89.17%
$94.83 - $107.06 $146K - $165K
187 $19K
SBUX
Starbucks Corp

Consumer Cyclical
-522
- 6.3%
$79.69 - $99.41 $41.6K - $51.9K
7.76K $710K
VEA
Vanguard Ftse Developed Market

ETFs
-2.27K
- 46.38%
$45.65 - $57.01 $104K - $129K
2.62K $149K
MDT
Medtronic PLC

Healthcare
-865
- 17.1%
$80.68 - $88.86 $69.8K - $76.9K
4.19K $365K
SHV
Ishares Tr

ETFs
-768
- 14.68%
$110.06 - $110.46 $84.5K - $84.8K
4.46K $492K
XLB
Select Sector Spdr Fd Material

ETFs
-1.44K
- 5.37%
$74.27 - $88.92 $107K - $128K
25.4K $2.23M
FDX
Fedex Corp

Industrials
-262
- 90.97%
$198.07 - $245.17 $51.9K - $64.2K
26 $5K
LEA
Lear Corp

Consumer Cyclical
-719
- 66.95%
$75.18 - $95.54 $54.1K - $68.7K
355 $33K
GIS
General Mills Inc

Consumer Defensive
-25
- 0.49%
$50.37 - $60.97 $1.26K - $1.52K
5.09K $263K
K
Kellogg CO

Consumer Defensive
-185
- 2.24%
$77.85 - $82.88 $14.4K - $15.3K
8.07K $641K
PFE
Pfizer Inc

Healthcare
-1.17K
- 13.47%
$21.59 - $24.84 $25.2K - $28.9K
7.48K $181K
AON
Aon PLC

Financial Services
-3
- 0.55%
$335.85 - $398.81 $1.01K - $1.2K
546 $194K
TGT
Target Corp

Consumer Defensive
-174
- 14.61%
$88.76 - $105.77 $15.4K - $18.4K
1.02K $100K
MCD
Mcdonalds Corp

Consumer Cyclical
-14
- 1.48%
$285.55 - $321.23 $4K - $4.5K
933 $272K
WEN
Wendy'S CO

Consumer Cyclical
-1.21K
- 50.0%
$11.11 - $14.72 $13.5K - $17.9K
1.21K $13K
CVX
Chevron Corp

Energy
-22
- 4.15%
$133.73 - $168.51 $2.94K - $3.71K
508 $72K
SCHO
Schwab Short Term Us Treasury

ETFs
-600
- 16.03%
$24.19 - $24.45 $14.5K - $14.7K
3.14K $76K
XLP
Consumer Staples Sector Spdr

ETFs
-207
- 1.29%
N/A
15.9K $1.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-306
- 61.94%
$45.98 - $56.15 $14.1K - $17.2K
188 $10K
FISV
Fiserv Inc

Technology
-104
- 32.1%
N/A
220 $27K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-24
- 16.9%
$225.56 - $335.19 $5.41K - $8.04K
118 $28K
VNQ
Vanguard Specialized Funds Van

ETFs
-128
- 35.65%
$79.79 - $91.42 $10.2K - $11.7K
231 $20K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-700
- 9.04%
$9.4 - $10.12 $6.58K - $7.08K
7.05K $66K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-200
- 10.04%
$47.97 - $54.0 $9.59K - $10.8K
1.79K $96K
PEP
Pepsico Inc

Consumer Defensive
-32
- 9.76%
$128.02 - $151.37 $4.1K - $4.84K
296 $39K
CHKP
Check Point Software Technologies LTD

Technology
-41
- 33.88%
$204.26 - $233.47 $8.37K - $9.57K
80 $17K
BC
Brunswick Corp

Consumer Cyclical
-189
- 78.75%
$41.93 - $58.37 $7.92K - $11K
51 $2K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
-662
- 8.99%
$9.28 - $10.1 $6.14K - $6.69K
6.7K $64K
CMCSA
Comcast Corp

Communication Services
-143
- 9.82%
$32.84 - $36.72 $4.7K - $5.25K
1.31K $46K
VGIT
Vanguard Intermediate Term Tre

ETFs
-122
- 14.14%
$58.63 - $59.9 $7.15K - $7.31K
741 $44K
SPSC
Sps Commerce Inc

Technology
-76
- 9.52%
$121.61 - $152.67 $9.24K - $11.6K
722 $98K
ACN
Accenture PLC

Technology
-5
- 1.21%
$279.23 - $323.21 $1.4K - $1.62K
409 $122K
Activity Summary
Buys All Purchases 273 New Holdings 137 Increased Positions 136 Sells All Sells 276 Reductions 276 Sold out 0 Options Calls 0 Puts 0
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