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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, XLK, SCHM, ESGD, BIL, and represent 32.07% of High Note Wealth's stock portfolio.
Added to shares of these 10 stocks: BIL (+$5.3M), GS, JEDI, Exxon Mobil Corp, VOOG, IBDS, IBDT, IBDU, FBTC, IBDR.
Started 99 new stock positions in CLX, RVTY, ADT, FBTC, GWRE, Gates Indl Corp, SCHH, NTAP, MKSI, DRI.
Reduced shares in these 10 stocks: AZO, , IBIT, XLK, UNH, XLV, XLC, Honeywell International, XLI, ECL.
Sold out of its positions in Air Lease Corp, ARE, AEO, ARES, AVNT, BCC, BR, WHD, CWST, CHE.
High Note Wealth was a net buyer of stock by $24M.
High Note Wealth has $586M in assets under management (AUM), dropping by 15.20%.
Central Index Key (CIK): 0001807283

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Portfolio Holdings for High Note Wealth

High Note Wealth holds 959 positions in its portfolio as reported in the June 2026 quarterly 13F filing

High Note Wealth has 959 total positions. Only the first 250 positions are shown.

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Download the High Note Wealth June 2026 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	$63M		84k	748.89	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	5.9	$34M	-2%	181k	190.52	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	5.8	$34M		917k	36.87	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	5.5	$32M		313k	102.81	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	4.2	$25M	+27%	269k	91.64	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	4.1	$24M		441k	54.63	View chart
Apple Stock (AAPL)	3.7	$22M		75k	289.36	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.1	$18M		51k	357.37	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	3.0	$18M	+2%	241k	72.90	View chart
Vanguard Small-cap Etf Etf (VB)	2.5	$15M		48k	303.12	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.4	$14M	+8%	142k	98.98	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.1	$12M	+10%	143k	86.42	View chart
Amazon Stock (AMZN)	1.9	$11M		46k	238.34	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.7	$10M		100k	102.30	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.6	$9.6M		102k	94.57	View chart
Jpmorgan Chase & Co Stock (JPM)	1.6	$9.5M		29k	327.33	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	1.6	$9.5M	-4%	60k	158.66	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.5	$8.9M		18k	500.39	View chart
Microsoft Corp Stock (MSFT)	1.4	$8.3M		22k	373.03	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.3	$7.9M		67k	116.67	View chart
Nvidia Corporation Stock (NVDA)	1.3	$7.8M		39k	200.09	View chart
Walmart Stock (WMT)	1.3	$7.4M		65k	113.26	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$7.1M		9.6k	736.41	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.1	$6.4M		21k	302.97	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.0	$5.9M	+16%	83k	71.25	View chart
Wisdomtree Dynamic International Smallcap Equity Fund Etf (DDLS)	1.0	$5.9M		134k	44.05	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.9	$5.4M	-3%	50k	107.13	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.9	$5.3M		6.9k	763.14	View chart
Rtx Corporation Stock (RTX)	0.9	$5.2M		28k	189.73	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.9	$5.2M		95k	54.69	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.8	$4.7M	-3%	25k	185.23	View chart
Broadcom Stock (AVGO)	0.8	$4.7M	+2%	12k	377.75	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.7	$4.4M	+3%	194k	22.65	View chart
Goldman Sachs Group Stock (GS)	0.7	$4.3M	+2322%	4.3k	1011.37	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.7	$4.2M	-2%	78k	53.11	View chart
Eli Lilly & Co Stock (LLY)	0.7	$3.9M	+2%	3.3k	1199.61	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.6	$3.8M		148k	25.61	View chart
Ishares Ibonds Oct 2026 Term Tips Etf Etf (IBIC)	0.6	$3.7M		143k	26.09	View chart
Uber Technologies Stock (UBER)	0.6	$3.3M	+2%	46k	72.16	View chart
Cisco Sys Stock (CSCO)	0.6	$3.2M		28k	117.46	View chart
Ishares China Large-cap Etf Etf (FXI)	0.5	$3.2M		101k	31.59	View chart
General Dynamics Corp Stock (GD)	0.5	$3.1M	+2%	8.7k	354.23	View chart
Autozone Stock (AZO)	0.5	$3.0M	-55%	932.00	3195.94	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.5	$2.9M	+99%	121k	24.22	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$2.9M		5.2k	563.29	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.5	$2.9M	+103%	114k	25.25	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.5	$2.9M	+91%	118k	24.23	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.4	$2.6M	+126%	113k	23.16	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.4	$2.4M	-4%	46k	53.61	View chart
Ebay Stock (EBAY)	0.4	$2.4M		22k	111.75	View chart
Defiance Drone And Modern Warfare Etf Etf (JEDI)	0.4	$2.4M	+20583%	83k	29.05	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$2.4M		4.7k	509.43	View chart
Spdr Gold Shares Etf (GLD)	0.4	$2.3M		6.2k	368.38	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.3	$2.0M	-3%	40k	50.83	View chart
Abbvie Stock (ABBV)	0.3	$1.9M	-4%	7.5k	251.65	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.3	$1.9M	+500%	23k	82.62	View chart
Exxonmobil Holdings Corp Stock	0.3	$1.9M	NEW	14k	136.72	View chart
Netflix Stock (NFLX)	0.3	$1.7M		24k	71.40	View chart
Unitedhealth Group Stock (UNH)	0.3	$1.6M	-25%	3.9k	415.65	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$1.4M	NEW	28k	51.05	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$1.4M	+299%	17k	80.57	View chart
Ishares Ibonds Oct 2027 Term Tips Etf Etf (IBID)	0.2	$1.4M		52k	26.24	View chart
Schwab Us Tips Etf Etf (SCHP)	0.2	$1.3M		50k	26.50	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$1.3M		16k	77.11	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$1.2M	+2%	3.5k	353.34	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.2M		4.7k	253.97	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$1.2M	-3%	14k	83.07	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.2	$1.1M		49k	22.89	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$1.0M	+700%	8.8k	119.52	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$1.0M		1.4k	746.83	View chart
The Cigna Group Stock (CI)	0.2	$1.0M	-5%	3.7k	275.70	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.2	$975k	+67%	44k	22.08	View chart
Travelers Companies Stock (TRV)	0.2	$948k		2.9k	330.12	View chart
Ishares Ibonds 2028 Term High Yield And Income Etf Etf (IBHH)	0.2	$920k	+83%	39k	23.50	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.2	$912k	-61%	27k	33.29	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$842k		9.6k	87.88	View chart
Ishares Ibonds 2029 Term High Yield And Income Etf Etf (IBHI)	0.1	$831k	+95%	36k	23.39	View chart
Ecolab Stock (ECL)	0.1	$828k	-15%	3.0k	278.61	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$822k	NEW	16k	50.49	View chart
Booking Holdings Stock (BKNG)	0.1	$811k	+2428%	4.6k	178.24	View chart
Union Pac Corp Stock (UNP)	0.1	$709k		2.6k	272.00	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$672k	-10%	14k	46.96	View chart
Chevron Corporation Stock (CVX)	0.1	$613k	+22%	3.7k	165.76	View chart
Tesla Stock (TSLA)	0.1	$591k		1.4k	420.60	View chart
Oracle Corp Stock (ORCL)	0.1	$580k		4.0k	146.55	View chart
Starbucks Corp Stock (SBUX)	0.1	$578k	-8%	5.7k	102.19	View chart
Boston Scientific Corp Stock (BSX)	0.1	$554k	+6%	13k	42.68	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$529k		4.3k	122.29	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$514k		748.00	686.81	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$497k		531.00	935.47	View chart
Clearfield Stock (CLFD)	0.1	$492k		12k	39.79	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.1	$455k		4.1k	110.35	View chart
Williams Sonoma Stock (WSM)	0.1	$437k		1.9k	233.10	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$427k		1.2k	365.87	View chart
Umb Finl Corp Stock (UMBF)	0.1	$375k		2.6k	142.76	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$374k		715.00	522.39	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$363k		16k	22.37	View chart
Glaukos Corp Stock (GKOS)	0.1	$357k		2.6k	139.76	View chart
Pentair Stock (PNR)	0.1	$357k	-4%	4.7k	76.66	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$331k		15k	22.14	View chart
Home Depot Stock (HD)	0.1	$330k	+16%	935.00	352.68	View chart
Applied Matls Stock (AMAT)	0.1	$328k		454.00	723.00	View chart
Intel Corp Stock (INTC)	0.1	$311k	+2%	2.2k	139.63	View chart
Integer Hldgs Corp Stock (ITGR)	0.1	$300k		3.2k	93.45	View chart
Medtronic Stock (MDT)	0.0	$281k	+9%	3.6k	78.23	View chart
Mcdonalds Corp Stock (MCD)	0.0	$271k		1.0k	270.19	View chart
Sap Se Adr (SAP)	0.0	$260k		1.7k	154.11	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$258k		1.7k	148.31	View chart
Advanced Micro Devices Stock (AMD)	0.0	$258k	+27%	444.00	580.91	View chart
Disney Walt Stock (DIS)	0.0	$254k	+7%	2.6k	96.25	View chart
Visa Inc Com Cl A Stock (V)	0.0	$249k	+34%	725.00	343.09	View chart
3M Stock (MMM)	0.0	$242k		1.5k	161.91	View chart
Salesforce Stock (CRM)	0.0	$233k	-6%	1.5k	156.66	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$231k	+13%	449.00	513.60	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$230k	+500%	2.7k	86.14	View chart
Caterpillar Stock (CAT)	0.0	$225k		211.00	1064.90	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$218k		727.00	300.45	View chart
Best Buy Stock (BBY)	0.0	$204k		2.7k	75.88	View chart
F5 Stock (FFIV)	0.0	$201k	-3%	484.00	415.96	View chart
Xcel Energy Stock (XEL)	0.0	$201k	-4%	2.5k	80.30	View chart
Corning Stock (GLW)	0.0	$197k		773.00	255.43	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$189k		570.00	331.69	View chart
Amgen Stock (AMGN)	0.0	$186k		514.00	362.12	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$173k	-26%	5.6k	31.10	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$171k		1.9k	90.60	View chart
Us Bancorp Stock (USB)	0.0	$164k	-23%	2.7k	60.40	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$163k		992.00	164.60	View chart
Texas Instrs Stock (TXN)	0.0	$163k		547.00	298.07	View chart
United Rentals Stock (URI)	0.0	$160k		141.00	1132.89	View chart
Delta Air Lines Stock (DAL)	0.0	$159k	+3%	1.7k	93.66	View chart
Pfizer Stock (PFE)	0.0	$156k	-5%	6.5k	24.08	View chart
Blackstone Secd Lending Cef (BXSL)	0.0	$155k	NEW	6.5k	23.71	View chart
Lowes Cos Stock (LOW)	0.0	$151k	-6%	683.00	220.49	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$151k	NEW	14k	10.87	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$150k		673.00	222.88	View chart
Analog Devices Stock (ADI)	0.0	$149k		375.00	397.17	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$149k		1.1k	136.60	View chart
American Express Stock (AXP)	0.0	$145k	+17%	428.00	338.25	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$144k		1.3k	110.32	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$144k	-4%	3.2k	45.34	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$144k	+47%	4.9k	29.43	View chart
International Business Machs Stock (IBM)	0.0	$143k	-27%	508.00	281.21	View chart
Micron Technology Stock (MU)	0.0	$142k	+19%	123.00	1154.29	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$137k	+300%	1.1k	124.17	View chart
Microchip Technology Stock (MCHP)	0.0	$135k		1.5k	91.20	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$129k		450.00	285.58	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$126k		851.00	147.73	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.0	$124k		5.7k	21.65	View chart
Nvent Elec Stock (NVT)	0.0	$122k		720.00	169.61	View chart
Procter & Gamble Stock (PG)	0.0	$122k	-16%	831.00	146.64	View chart
Paypal Hldgs Stock (PYPL)	0.0	$121k		2.8k	43.18	View chart
General Mills Stock (GIS)	0.0	$114k		3.3k	34.80	View chart
Novartis Adr (NVS)	0.0	$113k	-25%	721.00	156.72	View chart
Target Corp Stock (TGT)	0.0	$113k	-18%	863.00	130.61	View chart
Tjx Cos Stock (TJX)	0.0	$113k	+2%	743.00	151.50	View chart
Mckesson Corp Stock (MCK)	0.0	$104k		138.00	755.60	View chart
Nike Inc Cl B Stock (NKE)	0.0	$101k	+2%	2.5k	41.05	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$100k		1.3k	76.55	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$95k		198.00	477.57	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$94k		595.00	158.25	View chart
Lam Research Corp Stock (LRCX)	0.0	$93k	+25%	215.00	433.33	View chart
Blackstone Stock (BX)	0.0	$92k	+6%	781.00	117.67	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$92k		1.5k	59.69	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$91k	-3%	1.6k	57.62	View chart
Cummins Stock (CMI)	0.0	$91k	+4%	127.00	713.21	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$91k		579.00	156.30	View chart
Palo Alto Networks Stock (PANW)	0.0	$90k	+30%	265.00	341.02	View chart
Progressive Corp Stock (PGR)	0.0	$90k	+9%	410.00	218.45	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$89k	-18%	3.7k	24.14	View chart
Blackrock Stock (BLK)	0.0	$89k	+4%	92.00	961.57	View chart
Wells Fargo & Co Stock (WFC)	0.0	$83k	+9%	1.0k	82.64	View chart
Honeywell Intl Stock (HON)	0.0	$83k	NEW	372.00	223.90	View chart
Honeywell Aerospace Stock (HONA)	0.0	$82k	NEW	372.00	221.08	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$79k	-23%	3.6k	21.80	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$76k		791.00	96.58	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.0	$76k	-26%	1.3k	58.33	View chart
Definium Therapeutics Stock (DFTX)	0.0	$75k	+6%	1.6k	47.04	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$74k		901.00	82.27	View chart
Ameriprise Finl Stock (AMP)	0.0	$72k	-3%	156.00	458.76	View chart
Deere & Co Stock (DE)	0.0	$70k		111.00	634.33	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$70k	NEW	1.4k	50.58	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$70k	NEW	852.00	81.67	View chart
Coca Cola Stock (KO)	0.0	$69k	+15%	852.00	81.27	View chart
Digital Rlty Tr Reit (DLR)	0.0	$66k	-15%	370.00	179.58	View chart
Otter Tail Corp Stock (OTTR)	0.0	$61k		677.00	89.98	View chart
Tidewater Stock (TDW)	0.0	$60k		900.00	66.63	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$60k	+8%	243.00	246.22	View chart
Kla Corp Stock (KLAC)	0.0	$59k	+1200%	195.00	301.71	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$58k	-20%	1.0k	56.98	View chart
Boeing Stock (BA)	0.0	$57k	-20%	265.00	216.47	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$57k	+51%	2.0k	27.70	View chart
Mastec Stock (MTZ)	0.0	$56k		135.00	416.06	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$56k	+2%	110.00	509.31	View chart
Kenvue Stock (KVUE)	0.0	$56k	+2%	2.9k	19.11	View chart
Linde Stock (LIN)	0.0	$56k	+21%	107.00	518.94	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$55k	+3%	439.00	124.44	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$53k		452.00	117.50	View chart
Marvell Technology Stock (MRVL)	0.0	$52k	-2%	174.00	297.89	View chart
Ge Vernova Stock (GEV)	0.0	$52k	-2%	44.00	1174.86	View chart
Danaher Corp Del Stock (DHR)	0.0	$50k	-2%	261.00	190.48	View chart
Star Group Lp Unit Ltd Partnr Stock (SGU)	0.0	$49k		3.8k	12.84	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$49k		257.00	190.19	View chart
Sandisk Corp Stock (SNDK)	0.0	$48k	-8%	21.00	2273.71	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$47k	+2%	95.00	496.73	View chart
Southern Stock (SO)	0.0	$47k	+5%	490.00	95.71	View chart
Citigroup Stock (C)	0.0	$47k	+9%	333.00	139.96	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$47k		283.00	164.27	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$46k		551.00	82.84	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$45k		239.00	189.62	View chart
Merck & Co Stock (MRK)	0.0	$45k	-6%	350.00	128.50	View chart
Bunge Global Sa Stock (BG)	0.0	$44k		416.00	106.73	View chart
Ge Aerospace Stock (GE)	0.0	$44k	+125%	117.00	373.73	View chart
Pepsico Stock (PEP)	0.0	$44k	-20%	322.00	135.40	View chart
Morgan Stanley Stock (MS)	0.0	$43k	+5%	205.00	209.04	View chart
Columbus Mckinnon Corp N Y Stock (CMCO)	0.0	$43k		2.8k	15.13	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$41k		374.00	109.77	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.0	$41k		406.00	100.07	View chart
Royal Caribbean Group Stock (RCL)	0.0	$40k	+350%	126.00	317.53	View chart
Stryker Corporation Stock (SYK)	0.0	$40k	-8%	126.00	314.84	View chart
Prologis Reit (PLD)	0.0	$39k	+5%	290.00	135.47	View chart
Jefferies Financial Group Stock (JEF)	0.0	$39k		770.00	49.98	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.0	$37k		500.00	74.89	View chart
Kroger Stock (KR)	0.0	$37k		674.00	55.53	View chart
Hershey Stock (HSY)	0.0	$37k	-40%	210.00	175.45	View chart
Welltower Reit (WELL)	0.0	$37k	+14%	162.00	226.97	View chart
Automatic Data Processing Stock (ADP)	0.0	$37k	+23%	163.00	223.95	View chart
Williams Cos Stock (WMB)	0.0	$36k	-50%	484.00	74.34	View chart
Toast Inc Cl A Stock (TOST)	0.0	$36k	+160%	1.3k	27.82	View chart
Nextera Energy Stock (NEE)	0.0	$35k		402.00	87.77	View chart
General Mtrs Stock (GM)	0.0	$35k	+6%	456.00	77.08	View chart
Diageo Adr (DEO)	0.0	$35k		437.00	80.38	View chart
Capital One Finl Corp Stock (COF)	0.0	$35k	+65%	174.00	200.62	View chart
L3harris Technologies Stock (LHX)	0.0	$33k	-5%	112.00	291.41	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$32k	-12%	1.3k	24.55	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$31k		372.00	82.65	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$31k	+65%	792.00	38.73	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.0	$30k		1.5k	19.54	View chart
Abbott Laboratories Stock (ABT)	0.0	$29k	+16%	324.00	90.74	View chart
American Tower Corp Reit (AMT)	0.0	$29k	+26%	176.00	163.57	View chart
Cadence Design System Stock (CDNS)	0.0	$28k	-14%	75.00	375.32	View chart
Solventum Corp Stock (SOLV)	0.0	$28k		362.00	77.15	View chart
Lear Corp Stock (LEA)	0.0	$28k		208.00	134.06	View chart
Servicenow Stock (NOW)	0.0	$27k		275.00	99.28	View chart
S&p Global Stock (SPGI)	0.0	$27k	+45%	67.00	407.25	View chart
Eaton Corp Stock (ETN)	0.0	$27k	+16%	64.00	426.12	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$27k	-6%	468.00	57.84	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$27k	-69%	512.00	52.46	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$27k	-72%	509.00	52.76	View chart
Alliant Energy Corp Stock (LNT)	0.0	$27k		352.00	76.29	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$27k	+18%	185.00	144.61	View chart

Past Filings by High Note Wealth

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

High Note Wealth 2026 Q2 filed July 23, 2026
High Note Wealth 2026 Q1 filed May 11, 2026
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

View all past filings

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