High Note Wealth, LLC Sells in Q3 2025

High Note Wealth, LLC

  • $483 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-19
- 7.2%
$181.46 - $212.2 $3.45K - $4.03K
245 $48K
LII
Lennox International Inc

Industrials
-4
- 57.14%
$516.18 - $664.54 $2.06K - $2.66K
3 $1K
IWR
Ishares Russell Mid Cap ETF

ETFs
-102
- 7.23%
$92.26 - $97.51 $9.41K - $9.95K
1.31K $126K
STZ
Constellation Brands, Inc.

Consumer Defensive
-11
- 14.1%
$131.78 - $176.09 $1.45K - $1.94K
67 $9K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-119
- 54.09%
$17.96 - $19.62 $2.14K - $2.33K
101 $1K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-152
Closed
$25.29 - $28.33 $3.84K - $4.31K
0 $0
CL
Colgate Palmolive CO

Consumer Defensive
-35
- 55.56%
$79.36 - $93.33 $2.78K - $3.27K
28 $2K
UNM
Unum Group

Financial Services
-38
- 48.72%
$68.55 - $82.12 $2.6K - $3.12K
40 $3K
BAX
Baxter International Inc

Healthcare
-49
- 18.08%
$21.71 - $31.23 $1.06K - $1.53K
222 $5K
MRVL
Marvell Technology, Inc.

Technology
-38
- 35.51%
$62.31 - $84.07 $2.37K - $3.19K
69 $5K
GDDY
Go Daddy Inc.

Technology
-15
- 60.0%
$133.35 - $178.59 $2K - $2.68K
10 $1K
PPG
Ppg Industries Inc

Basic Materials
-11
- 5.95%
$103.65 - $119.07 $1.14K - $1.31K
174 $18K
DEO
Diageo PLC

Consumer Defensive
-2
- 0.46%
$93.64 - $115.33 $187 - $231
437 $41K
SON
Sonoco Products CO

Consumer Cyclical
-67
- 61.47%
$42.77 - $48.68 $2.87K - $3.26K
42 $1K
EGP
Eastgroup Properties Inc

Real Estate
-9
- 37.5%
$159.46 - $169.88 $1.44K - $1.53K
15 $2K
IR
Ingersoll Rand Inc.

Industrials
-24
- 32.0%
$74.98 - $89.02 $1.8K - $2.14K
51 $4K
PLXS
Plexus Corp

Technology
-14
- 46.67%
$118.29 - $145.34 $1.66K - $2.03K
16 $2K
VNO
Vornado Realty Trust

Real Estate
-55
- 46.61%
$35.91 - $42.97 $1.98K - $2.36K
63 $2K
FLS
Flowserve Corp

Industrials
-42
- 17.5%
$51.98 - $57.7 $2.18K - $2.42K
198 $10K
PLMR
Palomar Holdings, Inc.

Financial Services
-9
- 39.13%
$112.26 - $148.79 $1.01K - $1.34K
14 $1K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-30
- 61.22%
$45.22 - $48.34 $1.36K - $1.45K
19 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8
- 1.94%
$60.9 - $70.75 $487 - $566
405 $25K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-11
- 84.62%
$185.65 - $214.38 $2.04K - $2.36K
2 $0
ARCC
Ares Capital Corp

Financial Services
-6
- 0.54%
$20.41 - $23.25 $122 - $140
1.11K $22K
TPL
Texas Pacific Land Corp

Energy
-1
- 16.67%
$854.83 - $1075.97 $855 - $1.08K
5 $4K
RXO
Rxo, Inc.
-95
- 46.12%
$14.25 - $17.9 $1.35K - $1.7K
111 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-22
- 73.33%
$89.32 - $107.82 $1.97K - $2.37K
8 $0
HAL
Halliburton CO

Energy
-152
- 33.12%
$20.5 - $25.11 $3.12K - $3.82K
307 $7K
BOH
Bank Of Hawaii Corp

Financial Services
-25
- 48.08%
$61.35 - $71.13 $1.53K - $1.78K
27 $1K
FIS
Fidelity National Information Services, Inc.

Technology
-23
- 46.94%
$63.37 - $82.35 $1.46K - $1.89K
26 $1K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1
- 2.86%
$108.8 - $169.61 $109 - $170
34 $3K
INGR
Ingredion Inc

Consumer Defensive
-6
- 14.63%
$121.01 - $138.21 $726 - $829
35 $4K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-4
- 50.0%
$403.12 - $585.63 $1.61K - $2.34K
4 $2K
ESAB
Esab Corp

Industrials
-12
- 37.5%
$108.14 - $134.17 $1.3K - $1.61K
20 $2K
DG
Dollar General Corp

Consumer Defensive
-6
- 14.63%
$101.86 - $116.32 $611 - $698
35 $3K
DEI
Douglas Emmett Inc

Real Estate
-126
- 49.03%
$14.06 - $16.91 $1.77K - $2.13K
131 $2K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-25
- 29.76%
$39.13 - $48.22 $978 - $1.21K
59 $2K
WSO
Watsco Inc

Industrials
-1
- 8.33%
$381.94 - $489.97 $382 - $490
11 $4K
PWR
Quanta Services, Inc.

Industrials
-2
- 14.29%
$372.29 - $421.68 $745 - $843
12 $4K
EIX
Edison International

Utilities
-19
- 21.59%
$50.42 - $56.35 $958 - $1.07K
69 $3K
AKR
Acadia Realty Trust

Real Estate
-81
- 44.26%
$18.07 - $20.37 $1.46K - $1.65K
102 $2K
OSIS
Osi Systems Inc

Technology
-8
- 47.06%
$208.12 - $249.24 $1.66K - $1.99K
9 $2K
AVB
Avalonbay Communities Inc

Real Estate
-7
- 36.84%
$182.72 - $204.51 $1.28K - $1.43K
12 $2K
T
At&T Inc.

Communication Services
-17
- 3.48%
$26.94 - $29.62 $458 - $504
472 $13K
CNI
Canadian National Railway CO

Industrials
-2
- 2.17%
$92.01 - $106.6 $184 - $213
90 $8K
URBN
Urban Outfitters Inc

Consumer Cyclical
-2
- 6.9%
$66.84 - $79.79 $134 - $160
27 $1K
GRMN
Garmin LTD

Technology
-8
- 88.89%
$211.13 - $246.22 $1.69K - $1.97K
1 $0
GL
Globe Life Inc.

Financial Services
-6
- 33.33%
$117.6 - $146.55 $706 - $879
12 $1K
SHEL
Shell PLC

Energy
-7
- 4.05%
$69.82 - $73.93 $489 - $518
166 $11K
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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