High Note Wealth, LLC Purchases in Q3 2025

High Note Wealth, LLC

  • $483 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INT
World Fuel Services Corp

Energy
241
New
N/A
241 $5K
REZI
Resideo Technologies, Inc.

Industrials
135
New
$23.08 - $43.18 $3.12K - $5.83K
135 $5K
TWLO
Twilio Inc

Communication Services
52
New
$92.44 - $132.7 $4.81K - $6.9K
52 $5K
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
AXP
American Express CO

Financial Services
2
+ 0.58%
$294.27 - $342.31 $589 - $685
344 $114K
IT
Gartner Inc

Technology
18
New
$225.98 - $406.7 $4.07K - $7.32K
18 $4K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
26
New
$158.24 - $191.13 $4.11K - $4.97K
26 $4K
V
Visa Inc.

Financial Services
30
+ 6.76%
$332.09 - $358.86 $9.96K - $10.8K
474 $161K
GM
General Motors CO

Consumer Cyclical
4
+ 1.23%
$48.89 - $61.24 $196 - $245
328 $19K
MMM
3 M CO

Industrials
2
+ 0.13%
$144.41 - $160.2 $289 - $320
1.53K $236K
COF
Capital One Financial Corp

Financial Services
18
+ 20.22%
$207.29 - $229.74 $3.73K - $4.14K
107 $22K
MTRN
Materion Corp

Basic Materials
41
New
$80.72 - $122.12 $3.31K - $5.01K
41 $4K
CHE
Chemed Corp

Healthcare
10
New
$412.3 - $483.92 $4.12K - $4.84K
10 $4K
JOE
St Joe CO

Real Estate
85
New
$48.26 - $52.64 $4.1K - $4.47K
85 $4K
BDX
Becton Dickinson & CO

Healthcare
22
+ 220.0%
$172.41 - $199.66 $3.79K - $4.39K
32 $5K
RHI
Robert Half International Inc.

Industrials
131
New
$33.49 - $43.03 $4.39K - $5.64K
131 $4K
IOSP
Innospec Inc.

Basic Materials
52
New
$77.06 - $89.32 $4.01K - $4.64K
52 $4K
AJG
Arthur J. Gallagher & Co.

Financial Services
16
+ 28.07%
$284.17 - $319.49 $4.55K - $5.11K
73 $22K
COIN
Coinbase Global, Inc.

Technology
13
New
$297.99 - $419.78 $3.87K - $5.46K
13 $4K
CNC
Centene Corp

Healthcare
137
+ 570.83%
$25.21 - $56.65 $3.45K - $7.76K
161 $5K
LBRT
Liberty Energy Inc.

Energy
378
New
$10.02 - $13.25 $3.79K - $5.01K
378 $4K
TFX
Teleflex Inc

Healthcare
39
New
$109.79 - $132.5 $4.28K - $5.17K
39 $4K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
25
New
$99.92 - $146.67 $2.5K - $3.67K
25 $3K
WELL
Welltower Inc.

Real Estate
4
+ 4.6%
$150.71 - $178.14 $603 - $713
91 $16K
MSGS
Madison Square Garden Sports Corp.

Communication Services
14
+ 140.0%
$192.65 - $230.03 $2.7K - $3.22K
24 $5K
BMY
Bristol Myers Squibb CO

Healthcare
98
+ 6.51%
$43.31 - $48.98 $4.24K - $4.8K
1.6K $72K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
9
+ 112.5%
$220.33 - $265.97 $1.98K - $2.39K
17 $4K
THO
Thor Industries Inc

Consumer Cyclical
38
New
$88.76 - $112.33 $3.37K - $4.27K
38 $3K
FLO
Flowers Foods Inc

Consumer Defensive
294
New
$12.68 - $16.76 $3.73K - $4.93K
294 $3K
ZWS
Zurn Water Solutions Corp

Industrials
55
+ 110.0%
$36.48 - $47.94 $2.01K - $2.64K
105 $4K
PEP
Pepsico Inc

Consumer Defensive
6
+ 2.03%
$133.81 - $152.16 $803 - $913
302 $42K
SJM
J M Smucker CO

Consumer Defensive
26
+ 173.33%
$102.24 - $113.2 $2.66K - $2.94K
41 $4K
RDNT
Rad Net, Inc.

Healthcare
27
+ 100.0%
$52.53 - $77.24 $1.42K - $2.09K
54 $4K
ADI
Analog Devices Inc

Technology
3
+ 0.93%
$220.68 - $255.63 $662 - $767
324 $79K
C
Citigroup Inc

Financial Services
6
+ 4.84%
$85.57 - $103.49 $513 - $621
130 $13K
LPX
Louisiana Pacific Corp

Industrials
38
New
$83.39 - $102.75 $3.17K - $3.9K
38 $3K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 39.39%
$433.66 - $544.47 $5.64K - $7.08K
46 $20K
SITM
Sitime Corp

Technology
8
+ 114.29%
$190.16 - $318.05 $1.52K - $2.54K
15 $4K
HOG
Harley Davidson, Inc.

Consumer Cyclical
87
+ 111.54%
$22.95 - $31.03 $2K - $2.7K
165 $4K
PLD
Prologis, Inc.

Real Estate
14
+ 8.81%
$104.08 - $115.35 $1.46K - $1.61K
173 $19K
REXR
Rexford Industrial Realty, Inc.

Real Estate
67
+ 97.1%
$35.43 - $43.53 $2.37K - $2.92K
136 $5K
GNTX
Gentex Corp

Consumer Cyclical
99
+ 130.26%
$22.66 - $29.06 $2.24K - $2.88K
175 $4K
TRN
Trinity Industries Inc

Industrials
136
New
$23.3 - $29.03 $3.17K - $3.95K
136 $3K
ABT
Abbott Laboratories

Healthcare
28
+ 14.36%
$120.51 - $136.62 $3.37K - $3.83K
223 $29K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
175
New
$19.08 - $23.53 $3.34K - $4.12K
175 $3K
IQV
Iqvia Holdings Inc.

Healthcare
14
+ 100.0%
$157.68 - $200.82 $2.21K - $2.81K
28 $5K
BA
Boeing CO

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

Financial Services
4
+ 3.54%
$139.09 - $161.16 $556 - $645
117 $18K
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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