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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, SCHM, XLK, AAPL, and represent 31.39% of High Note Wealth's stock portfolio.
Added to shares of these 10 stocks: XLK (+$13M), BIL, NFLX, XLE, XOM, VEA, NVDA, IVV, XLB, TLT.
Started 123 new stock positions in MLM, MPWR, TER, DINO, IFF, AXON, PRVA, NTNX, MKC, TNC.
Reduced shares in these 10 stocks: IBIB, IBTF, ORCL, IBHE, K, PLTR, JNJ, TRV, UNH, XLV.
Sold out of its positions in ARE, ALGN, ABR, AHH, AVNT, BCC, BF.B, CDW, CP, CAKE.
High Note Wealth was a net buyer of stock by $24M.
High Note Wealth has $511M in assets under management (AUM), dropping by 2.49%.
Central Index Key (CIK): 0001807283

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Portfolio Holdings for High Note Wealth

High Note Wealth holds 911 positions in its portfolio as reported in the December 2025 quarterly 13F filing

High Note Wealth has 911 total positions. Only the first 250 positions are shown.

Sign up to view all of the High Note Wealth Dec. 31, 2025 positions
Download the High Note Wealth December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	11.0	$56M	+2%	82k	684.94	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	5.9	$30M		316k	95.09	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	5.3	$27M	+2%	898k	30.07	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	5.3	$27M	+97%	186k	143.97	View chart
Apple Stock (AAPL)	4.0	$21M		75k	271.86	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	4.0	$20M	+3%	424k	48.11	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	3.3	$17M	+16%	184k	91.38	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.1	$16M		51k	313.00	View chart
Vanguard Small-cap Etf Etf (VB)	2.4	$12M		48k	257.95	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.4	$12M	+7%	123k	99.88	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	2.3	$12M	-3%	67k	177.75	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	2.3	$12M	+7%	227k	51.27	View chart
Microsoft Corp Stock (MSFT)	2.1	$11M		22k	483.62	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.1	$11M	+8%	121k	87.16	View chart
Amazon Stock (AMZN)	2.1	$11M		45k	230.82	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	2.0	$10M		104k	96.16	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	1.9	$9.9M	-2%	64k	154.80	View chart
Jpmorgan Chase & Co Stock (JPM)	1.8	$9.3M		29k	322.23	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.7	$8.8M		18k	502.65	View chart
Nvidia Corporation Stock (NVDA)	1.4	$7.3M	+21%	39k	186.50	View chart
Walmart Stock (WMT)	1.4	$7.2M		65k	111.41	View chart
Autozone Stock (AZO)	1.4	$7.1M		2.1k	3391.50	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.4	$7.0M	+3%	96k	72.68	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	1.2	$6.2M		52k	117.72	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$5.9M		9.7k	614.31	View chart
Wisdomtree Dynamic International Smallcap Equity Fund Etf (DDLS)	1.1	$5.5M	+3%	129k	42.98	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.0	$5.3M	+2%	21k	252.92	View chart
Rtx Corporation Stock (RTX)	1.0	$5.0M		27k	183.40	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.8	$4.2M		95k	44.17	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.8	$4.2M	+3%	181k	23.08	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.8	$4.2M		27k	155.12	View chart
Broadcom Stock (AVGO)	0.8	$4.1M	+4%	12k	346.10	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.7	$3.8M		150k	25.48	View chart
Ishares China Large-cap Etf Etf (FXI)	0.7	$3.8M	+3%	98k	38.29	View chart
Uber Technologies Stock (UBER)	0.7	$3.7M	+2%	45k	81.71	View chart
Ishares Ibonds Oct 2026 Term Tips Etf Etf (IBIC)	0.7	$3.7M		143k	25.56	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.7	$3.6M	+96%	81k	44.71	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.7	$3.6M	+2%	73k	49.65	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$3.5M	+57%	56k	62.47	View chart
Eli Lilly & Co Stock (LLY)	0.7	$3.4M		3.2k	1074.83	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$3.4M	+3%	5.2k	660.09	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.6	$3.2M	+2%	6.7k	468.76	View chart
General Dynamics Corp Stock (GD)	0.5	$2.8M	+4%	8.3k	336.67	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.5	$2.6M		48k	54.77	View chart
Spdr Gold Shares Etf (GLD)	0.5	$2.5M	+3%	6.2k	396.31	View chart
Cisco Sys Stock (CSCO)	0.4	$2.3M		29k	77.03	View chart
Netflix Stock (NFLX)	0.4	$2.3M	+908%	24k	93.76	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$2.2M		4.6k	483.71	View chart
Ebay Stock (EBAY)	0.4	$1.9M		22k	87.10	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.4	$1.9M	+92%	42k	45.35	View chart
Abbvie Stock (ABBV)	0.4	$1.9M		8.3k	228.48	View chart
Oracle Corp Stock (ORCL)	0.4	$1.8M	-39%	9.2k	194.91	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.3	$1.7M		3.8k	444.59	View chart
Unitedhealth Group Stock (UNH)	0.3	$1.6M	-12%	4.8k	330.12	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$1.5M	+6350%	12k	120.34	View chart
Ishares Ibonds Oct 2027 Term Tips Etf Etf (IBID)	0.3	$1.3M		52k	25.80	View chart
Schwab Us Tips Etf Etf (SCHP)	0.3	$1.3M		50k	26.49	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$1.2M		4.3k	290.20	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$1.2M		15k	77.68	View chart
The Cigna Group Stock (CI)	0.2	$1.2M		4.2k	275.23	View chart
Boston Scientific Corp Stock (BSX)	0.2	$1.2M		12k	95.35	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$1.1M	+5%	3.5k	313.81	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$1.1M		16k	66.00	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.2	$1.1M	+25%	46k	22.88	View chart
Booking Holdings Stock (BKNG)	0.2	$969k		181.00	5355.33	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.2	$945k		1.4k	681.96	View chart
Ecolab Stock (ECL)	0.2	$906k		3.5k	262.52	View chart
Travelers Companies Stock (TRV)	0.2	$842k	-22%	2.9k	290.06	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$783k		1.0k	753.78	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.2	$778k		16k	47.74	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$738k	+3%	9.2k	80.22	View chart
Johnson & Johnson Stock (JNJ)	0.1	$681k	-35%	3.3k	206.95	View chart
Tesla Stock (TSLA)	0.1	$622k	+6%	1.4k	449.72	View chart
Union Pac Corp Stock (UNP)	0.1	$597k		2.6k	231.32	View chart
Starbucks Corp Stock (SBUX)	0.1	$573k		6.8k	84.21	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$524k		4.6k	113.86	View chart
Pentair Stock (PNR)	0.1	$509k		4.9k	104.14	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.1	$468k		4.3k	110.15	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$461k	+705%	19k	24.23	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$421k	+1373%	17k	24.28	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$420k		487.00	862.34	View chart
Sap Se Adr (SAP)	0.1	$410k		1.7k	242.91	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$408k		650.00	627.13	View chart
Salesforce Stock (CRM)	0.1	$407k	+4%	1.5k	264.91	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$400k		1.2k	342.97	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$373k	+1241%	15k	25.45	View chart
Clearfield Stock (CLFD)	0.1	$361k		12k	29.15	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$344k		715.00	480.57	View chart
Nike Inc Cl B Stock (NKE)	0.1	$341k		5.3k	63.71	View chart
Williams Sonoma Stock (WSM)	0.1	$334k		1.9k	178.59	View chart
Medtronic Stock (MDT)	0.1	$318k	-22%	3.3k	96.06	View chart
Umb Finl Corp Stock (UMBF)	0.1	$302k		2.6k	115.04	View chart
Mcdonalds Corp Stock (MCD)	0.1	$301k	+5%	984.00	305.49	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$299k	+282%	13k	22.47	View chart
Home Depot Stock (HD)	0.1	$292k		848.00	344.10	View chart
Glaukos Corp Stock (GKOS)	0.1	$289k		2.6k	112.91	View chart
Disney Walt Stock (DIS)	0.1	$274k		2.4k	113.77	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$270k	+819%	12k	22.36	View chart
Integer Hldgs Corp Stock (ITGR)	0.0	$252k		3.2k	78.43	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.0	$239k	+201%	11k	22.32	View chart
3M Stock (MMM)	0.0	$239k	-2%	1.5k	160.10	View chart
Us Bancorp Del Stock (USB)	0.0	$234k	+2%	4.4k	53.36	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$230k	+10%	402.00	570.88	View chart
International Business Machs Stock (IBM)	0.0	$229k	+4%	774.00	296.21	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$214k		439.00	487.86	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$206k	+85%	7.6k	27.21	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$204k		1.7k	120.18	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$199k		1.9k	105.69	View chart
Xcel Energy Stock (XEL)	0.0	$194k	-2%	2.6k	73.86	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$192k		543.00	352.88	View chart
Best Buy Stock (BBY)	0.0	$180k	+30%	2.7k	66.93	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$179k		727.00	246.16	View chart
Lowes Cos Stock (LOW)	0.0	$176k	+8%	729.00	241.16	View chart
Visa Inc Com Cl A Stock (V)	0.0	$174k	+4%	497.00	350.71	View chart
Amgen Stock (AMGN)	0.0	$166k	+5%	508.00	327.31	View chart
Paypal Hldgs Stock (PYPL)	0.0	$165k		2.8k	58.38	View chart
Pfizer Stock (PFE)	0.0	$162k	-10%	6.5k	24.90	View chart
General Mls Stock (GIS)	0.0	$152k	-36%	3.3k	46.50	View chart
Honeywell Intl Stock (HON)	0.0	$146k	-5%	747.00	195.09	View chart
Goldman Sachs Group Stock (GS)	0.0	$144k	-5%	164.00	879.00	View chart
Ishares Ibonds 2028 Term High Yield And Income Etf Etf (IBHH)	0.0	$143k	+696%	6.0k	23.67	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$143k	+4%	650.00	219.71	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$143k	+100%	3.3k	42.69	View chart
American Express Stock (AXP)	0.0	$141k	+11%	382.00	369.95	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$140k		992.00	141.05	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$138k		1.1k	126.67	View chart
Procter & Gamble Stock (PG)	0.0	$136k	-23%	947.00	143.31	View chart
Novartis Adr (NVS)	0.0	$134k		974.00	137.87	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$130k		275.00	473.30	View chart
F5 Stock (FFIV)	0.0	$129k		504.00	255.26	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$126k		1.3k	96.27	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$117k	+5%	436.00	268.30	View chart
Caterpillar Stock (CAT)	0.0	$114k	+21%	199.00	572.87	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$113k		1.6k	69.39	View chart
Mckesson Corp Stock (MCK)	0.0	$112k	+3%	137.00	820.29	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$112k		851.00	131.59	View chart
United Rentals Stock (URI)	0.0	$112k		138.00	809.32	View chart
Applied Matls Stock (AMAT)	0.0	$109k	+14%	423.00	256.99	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$107k		4.4k	24.37	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.0	$105k	NEW	4.5k	23.40	View chart
Tjx Cos Stock (TJX)	0.0	$102k		665.00	153.61	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.0	$102k		1.8k	57.70	View chart
Target Corp Stock (TGT)	0.0	$102k		1.0k	97.75	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$101k		450.00	224.67	View chart
Blackrock Stock (BLK)	0.0	$99k	+3%	92.00	1070.34	View chart
Blackstone Stock (BX)	0.0	$98k	+7%	635.00	154.14	View chart
Microchip Technology Stock (MCHP)	0.0	$96k		1.5k	63.72	View chart
Wells Fargo & Co Stock (WFC)	0.0	$95k	-7%	1.0k	93.20	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$93k		1.3k	71.41	View chart
Analog Devices Stock (ADI)	0.0	$92k	+4%	339.00	271.20	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.0	$91k	NEW	477.00	191.25	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$90k		1.7k	52.89	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$89k		3.3k	26.91	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$86k	NEW	1.8k	47.97	View chart
Digital Rlty Tr Reit (DLR)	0.0	$86k	-3%	557.00	154.71	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$84k	-3%	1.6k	53.94	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$83k		1.5k	53.76	View chart
Progressive Corp Stock (PGR)	0.0	$82k	+3%	362.00	227.72	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$82k	NEW	1.8k	45.21	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$82k		579.00	141.14	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$79k	NEW	1.3k	60.17	View chart
Texas Instrs Stock (TXN)	0.0	$79k	-9%	454.00	173.49	View chart
Sps Comm Stock (SPSC)	0.0	$79k		725.00	108.51	View chart
Chevron Corp Stock (CVX)	0.0	$78k		512.00	152.41	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$77k	NEW	1.7k	46.29	View chart
Ishares Msci Usa Quality Garp Etf Etf (GARP)	0.0	$77k	NEW	1.1k	68.10	View chart
Ameriprise Finl Stock (AMP)	0.0	$76k		155.00	490.34	View chart
Advanced Micro Devices Stock (AMD)	0.0	$76k	+8%	353.00	214.16	View chart
Adobe Stock (ADBE)	0.0	$75k	+29%	215.00	349.99	View chart
Intel Corp Stock (INTC)	0.0	$74k	+7%	2.0k	36.90	View chart
Nvent Electric Stock (NVT)	0.0	$73k		720.00	101.97	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$73k		595.00	121.93	View chart
Bank America Corp Stock (BAC)	0.0	$71k	+31%	1.3k	55.02	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$70k		901.00	77.53	View chart
Danaher Corporation Stock (DHR)	0.0	$67k	+19%	292.00	228.92	View chart
Corning Stock (GLW)	0.0	$65k	+7%	745.00	87.56	View chart
Boeing Stock (BA)	0.0	$65k	-22%	299.00	217.12	View chart
Ishares Ibonds 2029 Term High Yield And Income Etf Etf (IBHI)	0.0	$65k	NEW	2.7k	23.63	View chart
Hershey Stock (HSY)	0.0	$64k	-4%	351.00	181.98	View chart
Cummins Stock (CMI)	0.0	$61k	+8%	120.00	510.45	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.0	$61k	NEW	2.8k	21.95	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$60k		198.00	303.89	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$59k		104.00	570.21	View chart
Coca Cola Stock (KO)	0.0	$57k	-11%	821.00	69.91	View chart
Pepsico Stock (PEP)	0.0	$56k	+28%	387.00	143.52	View chart
Otter Tail Corp Stock (OTTR)	0.0	$55k	-43%	677.00	80.81	View chart
Kenvue Stock (KVUE)	0.0	$49k	+14%	2.8k	17.25	View chart
Columbus Mckinnon Corp N Y Stock (CMCO)	0.0	$49k		2.8k	17.25	View chart
Deere & Co Stock (DE)	0.0	$48k	+9%	103.00	465.57	View chart
Jefferies Finl Group Stock (JEF)	0.0	$48k	-4%	770.00	61.97	View chart
Stryker Corporation Stock (SYK)	0.0	$47k	+14%	133.00	351.47	View chart
Fidelity Hedged Equity Etf Etf (FHEQ)	0.0	$46k	NEW	1.5k	30.91	View chart
Cadence Design System Stock (CDNS)	0.0	$46k	+14%	146.00	312.58	View chart
Star Group Lp Unit Ltd Partnr Stock (SGU)	0.0	$46k		3.8k	11.84	View chart
Tidewater Stock (TDW)	0.0	$46k		900.00	50.51	View chart
Astrazeneca Adr	0.0	$44k		480.00	91.93	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$44k		452.00	96.88	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$42k		283.00	148.69	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.0	$41k	NEW	622.00	66.43	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$41k	+2%	197.00	208.73	View chart
Kroger Stock (KR)	0.0	$41k	+2%	651.00	62.48	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$41k	+8%	489.00	83.00	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$41k		240.00	168.77	View chart
Constellation Energy Corp Stock (CEG)	0.0	$40k	+23%	112.00	353.27	View chart
Intuitive Surgical Stock (ISRG)	0.0	$39k	+50%	69.00	566.36	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$39k	+25%	85.00	453.36	View chart
Diageo Adr (DEO)	0.0	$38k		437.00	86.27	View chart
Capital One Finl Corp Stock (COF)	0.0	$38k	+44%	155.00	242.36	View chart
Bunge Global Sa Stock (BG)	0.0	$37k		416.00	89.08	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.0	$37k		406.00	90.70	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$36k		2.2k	16.49	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$35k	-12%	1.2k	29.89	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$35k	-3%	350.00	100.89	View chart
Intuit Stock (INTU)	0.0	$35k	+51%	53.00	662.42	View chart
Southern Stock (SO)	0.0	$34k	+13%	393.00	87.20	View chart
American Elec Pwr Stock (AEP)	0.0	$34k	-14%	294.00	115.31	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$34k	NEW	1.1k	31.51	View chart
Post Hldgs Stock (POST)	0.0	$34k	-31%	338.00	99.05	View chart
Servicenow Stock (NOW)	0.0	$33k	+541%	218.00	153.19	View chart
Abbott Labs Stock (ABT)	0.0	$33k	+19%	266.00	125.29	View chart
Morgan Stanley Stock (MS)	0.0	$33k	+59%	187.00	177.53	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.0	$33k	NEW	456.00	72.01	View chart
General Mtrs Stock (GM)	0.0	$33k	+22%	402.00	81.32	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$32k		1.3k	24.04	View chart
Palo Alto Networks Stock (PANW)	0.0	$32k	+7%	175.00	184.20	View chart
L3harris Technologies Stock (LHX)	0.0	$32k		109.00	294.41	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$32k	NEW	830.00	38.32	View chart
Prologis Reit (PLD)	0.0	$32k	+43%	249.00	127.66	View chart
Citigroup Stock (C)	0.0	$32k	+107%	270.00	116.69	View chart
Equifax Stock (EFX)	0.0	$32k	+5%	145.00	216.98	View chart
Linde Stock (LIN)	0.0	$31k	+108%	73.00	426.38	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$31k	-28%	555.00	55.80	View chart
Merck & Co Stock (MRK)	0.0	$31k	+58%	294.00	105.26	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.0	$31k	-14%	658.00	46.68	View chart
Patrick Inds Stock (PATK)	0.0	$30k		278.00	108.43	View chart
Nextera Energy Stock (NEE)	0.0	$30k	+21%	368.00	80.28	View chart
Mastec Stock (MTZ)	0.0	$29k	+17%	135.00	217.37	View chart
Solventum Corp Stock (SOLV)	0.0	$29k	-4%	362.00	79.24	View chart
Sony Group Corp Adr (SONY)	0.0	$28k		1.1k	25.60	View chart
Automatic Data Processing Stock (ADP)	0.0	$28k	-10%	107.00	257.23	View chart
Williams Cos Stock (WMB)	0.0	$27k		452.00	60.11	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$27k	-11%	2.6k	10.37	View chart
American Tower Corp Reit (AMT)	0.0	$27k	+20%	152.00	175.57	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$27k	+170%	46.00	579.46	View chart
Aptiv Stock (APTV)	0.0	$26k	+5%	339.00	76.09	View chart
Ishares Ibonds 2030 Term High Yield And Income Etf Etf (IBHJ)	0.0	$25k	NEW	940.00	26.61	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$25k	NEW	1.1k	22.07	View chart
Blackrock Muniyield Quality Cef (MQT)	0.0	$25k	-11%	2.5k	10.05	View chart
Welltower Reit (WELL)	0.0	$25k	+47%	134.00	185.61	View chart
Micron Technology Stock (MU)	0.0	$25k	+65%	86.00	285.41	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 Q4 filed Feb. 5, 2026
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

View all past filings

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