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
IVV
Ishares Core S&P 500 ETF

ETFs
7.66K
+ 10.61%
$620.67 - $670.08 $4.75M - $5.13M
79.8K $53.4M
NVDA
Nvidia Corp

Technology
16.5K
+ 105.79%
$153.3 - $186.58 $2.54M - $3.09M
32.2K $6M
ORCL
Oracle Corp

Technology
11.5K
+ 303.99%
$218.96 - $328.33 $2.52M - $3.78M
15.3K $4.3M
GOOGL
Alphabet Inc.

Communication Services
357
+ 0.71%
$174.36 - $254.72 $62.2K - $90.9K
50.5K $12.3M
AVGO
Broadcom Inc.

Technology
9.42K
+ 461.72%
$264.74 - $369.57 $2.49M - $3.48M
11.5K $3.78M
PLTR
Palantir Technologies Inc.

Technology
152
+ 0.22%
$130.68 - $186.97 $19.9K - $28.4K
69.3K $12.6M
META
Meta Platforms, Inc.

Communication Services
3.67K
+ 279.3%
$695.21 - $791.73 $2.55M - $2.91M
4.98K $3.66M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25.9K
+ 19.65%
$91.44 - $91.77 $2.36M - $2.37M
157K $14.4M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
33K
+ 18.44%
$40.04 - $45.11 $1.32M - $1.49M
212K $9.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
25.1K
+ 2.96%
$28.15 - $30.13 $708K - $758K
874K $25.9M
VEA
Vanguard Ftse Developed Market

ETFs
32.6K
+ 1240.95%
$56.02 - $60.3 $1.82M - $1.96M
35.2K $2.11M
AZO
Autozone Inc

Consumer Cyclical
12
+ 0.58%
$3649.42 - $4354.54 $43.8K - $52.3K
2.06K $8.86M
VB
Vanguard Small Cap ETF

ETFs
605
+ 1.3%
$237.58 - $259.17 $144K - $157K
47.1K $12M
JPM
Jpmorgan Chase & CO

Financial Services
611
+ 2.18%
$282.78 - $316.06 $173K - $193K
28.7K $9.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.06K
+ 5.57%
$97.75 - $100.75 $592K - $610K
115K $11.5M
RTX
Raytheon Technologies Corp

Industrials
784
+ 3.02%
$144.19 - $167.33 $113K - $131K
26.7K $4.47M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.23K
+ 6.45%
$225.11 - $247.9 $276K - $304K
20.3K $5.01M
UBER
Uber Technologies, Inc

Technology
4.97K
+ 12.6%
$86.91 - $99.57 $432K - $495K
44.4K $4.35M
FXI
Ishares Tr

ETFs
6.04K
+ 6.8%
$36.18 - $41.62 $219K - $251K
94.9K $3.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.65K
+ 4.09%
$62.54 - $68.42 $228K - $250K
92.9K $6.27M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.48K
+ 29.04%
$412.46 - $514.1 $610K - $761K
6.58K $3.23M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
24.8K
+ 16.49%
$23.09 - $23.43 $572K - $580K
175K $4.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.16K
+ 4.86%
$85.01 - $90.35 $438K - $466K
111K $9.95M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
6.72K
+ 5.71%
$39.51 - $42.64 $266K - $287K
125K $5.22M
MSFT
Microsoft Corp

Technology
166
+ 0.76%
$491.09 - $535.64 $81.5K - $88.9K
22K $11.4M
WMT
Walmart Inc.

Consumer Defensive
996
+ 1.57%
$94.4 - $104.27 $94K - $104K
64.5K $6.64M
GD
General Dynamics Corp

Industrials
82
+ 1.05%
$293.92 - $341.0 $24.1K - $28K
7.91K $2.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
172
+ 0.99%
$459.11 - $506.91 $79K - $87.2K
17.5K $8.79M
GLD
Spdr Gold Trust

ETFs
204
+ 3.51%
$300.96 - $355.47 $61.4K - $72.5K
6.02K $2.14M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.5K
+ 51.38%
$22.84 - $22.95 $286K - $287K
36.8K $845K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
10.9K
+ 11.74%
$23.29 - $23.38 $254K - $255K
104K $2.42M
UNH
Unitedhealth Group Inc

Healthcare
128
+ 2.36%
$237.77 - $353.61 $30.4K - $45.3K
5.54K $1.91M
GOOG
Alphabet Inc.

Communication Services
20
+ 0.6%
$175.16 - $255.24 $3.5K - $5.1K
3.34K $812K
TSLA
Tesla, Inc.

Consumer Cyclical
115
+ 9.75%
$293.94 - $444.72 $33.8K - $51.1K
1.3K $575K
AMZN
Amazon Com Inc

Consumer Cyclical
830
+ 1.88%
$211.65 - $238.24 $176K - $198K
44.9K $9.86M
NFLX
Netflix Inc

Communication Services
373
+ 18.51%
$1147.87 - $1297.18 $428K - $484K
2.39K $2.86M
IBHE
Ishares Ibonds 2025 Term High

ETFs
5.1K
+ 20.11%
$23.14 - $23.23 $118K - $119K
30.5K $707K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
713
+ 8.72%
$72.65 - $78.68 $51.8K - $56.1K
8.89K $696K
ECL
Ecolab Inc.

Basic Materials
302
+ 9.65%
$259.39 - $285.47 $78.3K - $86.2K
3.43K $939K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.63K
+ 2174.67%
$52.39 - $53.11 $85.4K - $86.6K
1.71K $90K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.08K
+ 770.75%
$22.36 - $22.52 $68.9K - $69.4K
3.48K $78K
UMBF
Umb Financial Corp

Financial Services
313
+ 13.44%
$106.84 - $125.59 $33.4K - $39.3K
2.64K $312K
MDT
Medtronic PLC

Healthcare
103
+ 2.46%
$87.67 - $95.74 $9.03K - $9.86K
4.3K $409K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.03%
$250.62 - $279.43 $251 - $279
3.76K $1.05M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.56K
+ 195.0%
N/A
2.36K $56K
XEL
Xcel Energy Inc

Utilities
2
+ 0.07%
$67.56 - $80.65 $135 - $161
2.7K $217K
SCHO
Schwab Short Term Us Treasury

ETFs
1.25K
+ 39.6%
$24.23 - $24.42 $30.2K - $30.4K
4.39K $107K
BX
Blackstone Inc.

Financial Services
113
+ 23.54%
$152.77 - $188.68 $17.3K - $21.3K
593 $101K
CTSH
Cognizant Technology Solutions Corp

Technology
449
+ 22450.0%
$66.67 - $80.98 $29.9K - $36.4K
451 $30K
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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