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High Note Wealth

Latest statistics and disclosures from High Note Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, ESGD, XLK, SCHM, DBEF, and represent 31.02% of High Note Wealth's stock portfolio.
Added to shares of these 10 stocks: IVV (+$5.1M), ORCL, AVGO, NVDA, META, BIL, IBIT, VEA, FRDM, DBEF.
Started 134 new stock positions in HUBG, LPX, MTSI, OUT, MSTR, AME, FBIN, TFX, A, EA.
Reduced shares in these 10 stocks: XLK, XLV, XLC, XLI, XLE, XLF, ANIP, XLB, ESGD, FLTR.
Sold out of its positions in ANIP, ASX, AEM, ALRM, ABEV, ANDE, BUD, ATR, ARR, BWXT.
High Note Wealth was a net buyer of stock by $29M.
High Note Wealth has $498M in assets under management (AUM), dropping by 14.07%.
Central Index Key (CIK): 0001807283

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Portfolio Holdings for High Note Wealth

High Note Wealth holds 868 positions in its portfolio as reported in the September 2025 quarterly 13F filing

High Note Wealth has 868 total positions. Only the first 250 positions are shown.

Sign up to view all of the High Note Wealth Sept. 30, 2025 positions
Download the High Note Wealth September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	10.7	$53M	+10%	80k	669.30	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	5.9	$30M		318k	92.98	View chart
Technology Select Sector Spdr Fund Etf (XLK)	5.3	$27M	-5%	94k	281.86	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	5.2	$26M	+2%	874k	29.64	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	3.8	$19M	+5%	411k	46.42	View chart
Apple Stock (AAPL)	3.8	$19M		74k	254.63	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	2.9	$14M	+19%	157k	91.75	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	2.5	$13M		69k	182.42	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.5	$12M		51k	243.10	View chart
Vanguard Small-cap Etf Etf (VB)	2.4	$12M		47k	254.28	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.3	$12M	+5%	115k	100.25	View chart
Microsoft Corp Stock (MSFT)	2.3	$11M		22k	517.95	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	2.0	$10M		104k	96.46	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.0	$9.9M	+4%	111k	89.37	View chart
Amazon Stock (AMZN)	2.0	$9.9M		45k	219.57	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	1.9	$9.4M	+18%	212k	44.31	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	1.8	$9.0M	-12%	65k	139.17	View chart
Jpmorgan Chase & Co Stock (JPM)	1.8	$9.0M	+2%	29k	315.43	View chart
Autozone Stock (AZO)	1.8	$8.9M		2.1k	4290.24	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.8	$8.8M		18k	502.74	View chart
Walmart Stock (WMT)	1.3	$6.6M		65k	103.06	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.3	$6.3M	+4%	93k	67.51	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	1.3	$6.3M	-8%	53k	118.37	View chart
Nvidia Corporation Stock (NVDA)	1.2	$6.0M	+105%	32k	186.58	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$5.8M		9.7k	600.36	View chart
Wisdomtree Dynamic International Smallcap Equity Fund Etf (DDLS)	1.0	$5.2M	+5%	125k	41.94	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.0	$5.0M	+6%	20k	247.12	View chart
Ishares Tr Ibonds Oct 2025 Etf (IBIB)	1.0	$4.9M	+12%	192k	25.50	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.9	$4.7M	+99%	72k	65.00	View chart
Rtx Corporation Stock (RTX)	0.9	$4.5M	+3%	27k	167.33	View chart
Uber Technologies Stock (UBER)	0.9	$4.4M	+12%	44k	97.97	View chart
Oracle Corp Stock (ORCL)	0.9	$4.3M	+303%	15k	281.24	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.8	$4.2M	-9%	27k	154.23	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.8	$4.1M	-2%	95k	43.42	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.8	$4.1M	+16%	175k	23.39	View chart
Ishares China Large-cap Etf Etf (FXI)	0.8	$3.9M	+6%	95k	41.14	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.8	$3.9M	-5%	152k	25.57	View chart
Broadcom Stock (AVGO)	0.8	$3.8M	+461%	12k	329.91	View chart
Ishares Ibonds Oct 2026 Term Tips Etf Etf (IBIC)	0.7	$3.7M	+18%	143k	25.93	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.7	$3.7M	-9%	41k	89.34	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$3.7M	+279%	5.0k	734.38	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.6	$3.2M	+29%	6.6k	490.38	View chart
Netflix Stock (NFLX)	0.6	$2.9M	+18%	2.4k	1198.92	View chart
General Dynamics Corp Stock (GD)	0.5	$2.7M		7.9k	341.00	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.5	$2.6M	-12%	49k	53.87	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.5	$2.4M	+11%	104k	23.36	View chart
Eli Lilly & Co Stock (LLY)	0.5	$2.4M		3.2k	763.10	View chart
Lockheed Martin Corp Stock (LMT)	0.5	$2.3M		4.6k	499.23	View chart
Spdr Gold Shares Etf (GLD)	0.4	$2.1M	+3%	6.0k	355.47	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$2.1M	+1240%	35k	59.92	View chart
Cisco Sys Stock (CSCO)	0.4	$2.0M		29k	68.42	View chart
Ebay Stock (EBAY)	0.4	$2.0M		22k	90.95	View chart
Abbvie Stock (ABBV)	0.4	$2.0M	-4%	8.5k	231.53	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.4	$2.0M	-14%	22k	89.62	View chart
Unitedhealth Group Stock (UNH)	0.4	$1.9M	+2%	5.5k	345.31	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.3	$1.6M		3.8k	435.46	View chart
Ishares Ibonds Oct 2027 Term Tips Etf Etf (IBID)	0.3	$1.4M	+50%	52k	26.27	View chart
Schwab Us Tips Etf Etf (SCHP)	0.3	$1.4M	-8%	50k	26.95	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$1.3M		4.3k	293.72	View chart
The Cigna Group Stock (CI)	0.2	$1.2M	-2%	4.3k	288.25	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.2	$1.2M		16k	78.37	View chart
Boston Scientific Corp Stock (BSX)	0.2	$1.2M	-10%	12k	97.63	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$1.1M		16k	65.26	View chart
Travelers Companies Stock (TRV)	0.2	$1.1M		3.8k	279.24	View chart
Booking Holdings Stock (BKNG)	0.2	$972k		180.00	5399.27	View chart
Johnson & Johnson Stock (JNJ)	0.2	$950k	-10%	5.1k	185.42	View chart
Ecolab Stock (ECL)	0.2	$940k	+9%	3.4k	273.86	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$923k		1.4k	666.22	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.2	$845k	+51%	37k	22.95	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$813k		3.3k	243.56	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.2	$808k		17k	48.68	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$776k		1.0k	746.63	View chart
Ishares Ibonds 2025 Term High Yield & Income Etf Etf (IBHE)	0.1	$708k	+20%	31k	23.22	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$697k	+8%	8.9k	78.34	View chart
Kellanova Stock (K)	0.1	$637k	-3%	7.8k	82.02	View chart
Union Pac Corp Stock (UNP)	0.1	$608k		2.6k	236.37	View chart
Tesla Stock (TSLA)	0.1	$576k	+9%	1.3k	444.72	View chart
Starbucks Corp Stock (SBUX)	0.1	$574k	-12%	6.8k	84.60	View chart
Pentair Stock (PNR)	0.1	$543k		4.9k	110.76	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$527k	-7%	4.6k	113.62	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.1	$470k	-4%	4.3k	110.49	View chart
Sap Se Adr (SAP)	0.1	$451k	+3%	1.7k	267.21	View chart
Costco Whsl Corp Stock (COST)	0.1	$451k		487.00	925.63	View chart
Clearfield Stock (CLFD)	0.1	$426k		12k	34.38	View chart
Medtronic Stock (MDT)	0.1	$409k	+2%	4.3k	95.24	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$398k		650.00	612.38	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$388k		1.2k	332.84	View chart
Nike Inc Cl B Stock (NKE)	0.1	$367k		5.3k	69.73	View chart
Williams Sonoma Stock (WSM)	0.1	$366k		1.9k	195.45	View chart
Salesforce Stock (CRM)	0.1	$348k	-3%	1.5k	237.00	View chart
Home Depot Stock (HD)	0.1	$344k	-4%	848.00	405.19	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$332k		715.00	463.74	View chart
Integer Hldgs Corp Stock (ITGR)	0.1	$329k		3.2k	103.33	View chart
Umb Finl Corp Stock (UMBF)	0.1	$313k	+13%	2.6k	118.35	View chart
Mcdonalds Corp Stock (MCD)	0.1	$284k		935.00	303.74	View chart
Disney Walt Stock (DIS)	0.1	$274k	-9%	2.4k	114.50	View chart
General Mls Stock (GIS)	0.1	$260k		5.2k	50.42	View chart
3M Stock (MMM)	0.0	$237k		1.5k	155.18	View chart
Xcel Energy Stock (XEL)	0.0	$217k		2.7k	80.65	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$217k		1.9k	115.01	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$211k		439.00	479.61	View chart
International Business Machs Stock (IBM)	0.0	$209k		741.00	282.16	View chart
Glaukos Corp Stock (GKOS)	0.0	$209k		2.6k	81.55	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$207k		364.00	568.81	View chart
Us Bancorp Del Stock (USB)	0.0	$207k	-20%	4.3k	48.33	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$202k		1.7k	118.83	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$195k		546.00	356.58	View chart
Procter And Gamble Stock (PG)	0.0	$191k		1.2k	153.65	View chart
Paypal Hldgs Stock (PYPL)	0.0	$190k		2.8k	67.06	View chart
Pfizer Stock (PFE)	0.0	$186k	-2%	7.3k	25.48	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$176k		727.00	241.96	View chart
Lowes Cos Stock (LOW)	0.0	$170k	-3%	675.00	251.31	View chart
Honeywell Intl Stock (HON)	0.0	$167k		794.00	210.50	View chart
Coupang Inc Cl A Stock (CPNG)	0.0	$166k	NEW	5.2k	32.20	View chart
F5 Stock (FFIV)	0.0	$163k		504.00	323.19	View chart
Visa Inc Com Cl A Stock (V)	0.0	$162k	+6%	474.00	341.38	View chart
Best Buy Stock (BBY)	0.0	$156k		2.1k	75.62	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$146k	-5%	1.7k	87.21	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$139k	-4%	992.00	139.67	View chart
Goldman Sachs Group Stock (GS)	0.0	$138k	+7%	173.00	796.35	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$138k	+9%	623.00	220.83	View chart
Amgen Stock (AMGN)	0.0	$136k		480.00	282.20	View chart
United Rentals Stock (URI)	0.0	$132k		138.00	954.66	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$131k		1.1k	120.01	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$129k		275.00	468.41	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$126k	-7%	1.3k	96.55	View chart
Novartis Adr (NVS)	0.0	$125k		974.00	128.24	View chart
American Express Stock (AXP)	0.0	$114k		344.00	332.16	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$110k		851.00	129.72	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$107k	+39%	4.4k	24.40	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$107k		4.1k	26.30	View chart
Blackrock Stock (BLK)	0.0	$104k		89.00	1165.87	View chart
Mckesson Corp Stock (MCK)	0.0	$103k		133.00	772.54	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$102k		415.00	246.60	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.0	$101k		1.8k	56.54	View chart
Blackstone Stock (BX)	0.0	$101k	+23%	593.00	170.85	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$100k		450.00	222.17	View chart
Digital Rlty Tr Reit (DLR)	0.0	$100k	-27%	578.00	172.88	View chart
Otter Tail Corp Stock (OTTR)	0.0	$97k		1.2k	81.97	View chart
Tjx Cos Stock (TJX)	0.0	$96k	+12%	667.00	144.54	View chart
Microchip Technology Stock (MCHP)	0.0	$96k		1.5k	64.22	View chart
Texas Instrs Stock (TXN)	0.0	$92k		502.00	183.73	View chart
Wells Fargo Stock (WFC)	0.0	$92k		1.1k	83.82	View chart
Target Corp Stock (TGT)	0.0	$92k		1.0k	89.70	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$91k		1.6k	56.74	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$91k	+2174%	1.7k	53.04	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$88k	-6%	1.3k	67.83	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$87k		3.3k	26.34	View chart
Progressive Corp Stock (PGR)	0.0	$86k		349.00	246.95	View chart
Boeing Stock (BA)	0.0	$84k		388.00	215.83	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$83k		1.5k	54.18	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$82k		579.00	142.10	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.0	$80k	+29%	3.6k	22.49	View chart
Chevron Corp Stock (CVX)	0.0	$80k		513.00	155.29	View chart
Analog Devices Stock (ADI)	0.0	$80k		324.00	245.70	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.0	$78k	+770%	3.5k	22.52	View chart
Caterpillar Stock (CAT)	0.0	$78k		164.00	477.15	View chart
Sps Comm Stock (SPSC)	0.0	$78k		716.00	109.15	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$77k	+19809%	2.2k	34.98	View chart
Ameriprise Finl Stock (AMP)	0.0	$76k		155.00	491.25	View chart
Applied Matls Stock (AMAT)	0.0	$76k		370.00	204.74	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$72k	+6%	1.6k	45.10	View chart
Nvent Electric Stock (NVT)	0.0	$71k		720.00	98.64	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$69k		901.00	76.72	View chart
Hershey Stock (HSY)	0.0	$69k		366.00	187.05	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$68k		4.5k	14.93	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$63k		104.00	609.32	View chart
Intel Corp Stock (INTC)	0.0	$63k		1.9k	33.55	View chart
Coca Cola Stock (KO)	0.0	$62k		931.00	66.32	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$60k		595.00	100.20	View chart
Adobe Stock (ADBE)	0.0	$59k	+2%	166.00	352.75	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$57k	+195%	2.4k	24.30	View chart
Corning Stock (GLW)	0.0	$57k		691.00	82.03	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$55k	-19%	198.00	279.29	View chart
Post Hldgs Stock (POST)	0.0	$53k		496.00	107.48	View chart
Jefferies Finl Group Stock (JEF)	0.0	$53k	+4%	807.00	65.42	View chart
Advanced Micro Devices Stock (AMD)	0.0	$53k	+22%	326.00	161.79	View chart
Bank America Corp Stock (BAC)	0.0	$51k		986.00	51.61	View chart
Danaher Corporation Stock (DHR)	0.0	$49k	-7%	245.00	198.26	View chart
Tidewater Stock (TDW)	0.0	$48k		900.00	53.33	View chart
Cummins Stock (CMI)	0.0	$47k		111.00	422.37	View chart
Star Group L P Unit Ltd Partnr Stock (SGU)	0.0	$46k		3.8k	11.83	View chart
Cadence Design System Stock (CDNS)	0.0	$45k		128.00	351.26	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$45k	-4%	361.00	124.34	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$44k	NEW	777.00	56.86	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$43k		452.00	95.89	View chart
Deere & Co Stock (DE)	0.0	$43k	+2%	94.00	457.26	View chart
Stryker Corporation Stock (SYK)	0.0	$43k	+7%	116.00	369.67	View chart
Kroger Stock (KR)	0.0	$43k		636.00	67.41	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$43k	+3%	1.4k	31.42	View chart
Pepsico Stock (PEP)	0.0	$42k	+2%	302.00	140.44	View chart
Diageo Adr (DEO)	0.0	$42k		437.00	95.43	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$41k	-39%	283.00	145.65	View chart
Columbus Mckinnon Corp N Y Stock (CMCO)	0.0	$40k		2.8k	14.34	View chart
Kenvue Stock (KVUE)	0.0	$40k	-6%	2.5k	16.23	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$39k		193.00	200.93	View chart
American Elec Pwr Stock (AEP)	0.0	$39k		343.00	112.50	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$38k		2.2k	17.16	View chart
Astrazeneca Adr (AZN)	0.0	$37k	+28%	480.00	76.72	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.0	$37k		406.00	90.41	View chart
Qualcomm Stock (QCOM)	0.0	$37k		220.00	166.36	View chart
Automatic Data Processing Stock (ADP)	0.0	$35k	+2%	120.00	293.50	View chart
Equifax Stock (EFX)	0.0	$35k		137.00	256.53	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.0	$35k		774.00	45.25	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$35k		240.00	144.37	View chart
Bunge Global Sa Stock (BG)	0.0	$34k		416.00	81.25	View chart
Palo Alto Networks Stock (PANW)	0.0	$33k	+2%	163.00	203.62	View chart
L3harris Technologies Stock (LHX)	0.0	$33k		108.00	306.30	View chart
Southern Stock (SO)	0.0	$33k		345.00	94.77	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$31k		1.3k	23.28	View chart
Servicenow Stock (NOW)	0.0	$31k		34.00	920.29	View chart
Sony Group Corp Adr (SONY)	0.0	$31k	+33%	1.1k	28.79	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$30k	+22450%	451.00	67.07	View chart
Constellation Energy Corp Stock (CEG)	0.0	$30k		91.00	329.07	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$30k	-58%	3.0k	10.12	View chart
Abbott Labs Stock (ABT)	0.0	$30k	+14%	223.00	133.94	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$29k		327.00	89.77	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.0	$29k	NEW	1.3k	22.39	View chart
Patrick Inds Stock (PATK)	0.0	$29k		278.00	103.43	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.0	$29k	NEW	1.2k	24.34	View chart
Fiserv Stock (FI)	0.0	$28k		220.00	128.93	View chart
Williams Cos Stock (WMB)	0.0	$28k		447.00	63.35	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$28k	-58%	2.8k	10.03	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.0	$28k	NEW	1.1k	25.52	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$28k	NEW	1.1k	25.19	View chart
Solventum Corp Stock (SOLV)	0.0	$28k		380.00	73.00	View chart
Aptiv Stock (APTV)	0.0	$28k	-5%	320.00	86.22	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$27k	+3%	68.00	391.65	View chart
Eaton Corp Stock (ETN)	0.0	$26k	+2%	70.00	374.26	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$25k		405.00	62.47	View chart
Solana Etf Etf	0.0	$25k	NEW	1.1k	22.12	View chart
Mastec Stock (MTZ)	0.0	$25k		115.00	212.81	View chart
Alliant Energy Corp Stock (LNT)	0.0	$24k		360.00	67.41	View chart
American Tower Corp Reit (AMT)	0.0	$24k		126.00	192.32	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.0	$24k		510.00	47.48	View chart
Intuit Stock (INTU)	0.0	$24k	+9%	35.00	682.91	View chart
Sempra Stock (SRE)	0.0	$24k	-3%	262.00	89.98	View chart
Nextera Energy Stock (NEE)	0.0	$23k		303.00	75.49	View chart
Capital One Finl Corp Stock (COF)	0.0	$23k	+20%	107.00	212.58	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$23k	+28%	73.00	309.74	View chart
Ares Capital Corp Cef (ARCC)	0.0	$23k		1.1k	20.41	View chart
Api Group Corp Com Stk Stock (APG)	0.0	$22k	+95%	649.00	34.37	View chart
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$22k		696.00	30.86	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.0	$21k	NEW	410.00	51.93	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$21k	+4%	188.00	112.75	View chart
Intuitive Surgical Stock (ISRG)	0.0	$21k	+39%	46.00	447.24	View chart
Lear Corp Stock (LEA)	0.0	$21k	-42%	204.00	100.61	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$20k	NEW	255.00	80.17	View chart
General Mtrs Stock (GM)	0.0	$20k		328.00	60.97	View chart
Prologis Reit (PLD)	0.0	$20k	+8%	173.00	114.52	View chart

Past Filings by High Note Wealth

SEC 13F filings are viewable for High Note Wealth going back to 2020

High Note Wealth 2025 Q3 filed Nov. 4, 2025
High Note Wealth 2025 Q2 filed July 23, 2025
High Note Wealth 2025 Q1 filed May 1, 2025
High Note Wealth 2024 Q3 filed Oct. 8, 2024
High Note Wealth 2024 Q2 filed Aug. 2, 2024
High Note Wealth 2024 Q1 filed May 1, 2024
High Note Wealth 2023 Q4 filed Jan. 17, 2024
High Note Wealth 2023 Q3 filed Oct. 26, 2023
High Note Wealth 2023 Q2 filed July 25, 2023
High Note Wealth 2023 Q1 filed April 21, 2023
High Note Wealth 2022 Q4 filed Jan. 20, 2023
High Note Wealth 2022 Q3 filed Nov. 10, 2022
High Note Wealth 2022 Q2 filed Aug. 10, 2022
High Note Wealth 2022 Q1 filed May 12, 2022
High Note Wealth 2021 Q4 filed Jan. 31, 2022
High Note Wealth 2021 Q3 filed Oct. 28, 2021

View all past filings

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