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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, DBEF, and represent 31.04% of High Note Wealth's stock portfolio.
Added to shares of these 10 stocks: BIL, IBDU, IBDS, IBDT, IBDR, VEA, TLT, AGG, IVV, CVX.
Started 101 new stock positions in LUV, IBTK, ASML, TDY, SRVR, CNTN, ENOV, RYAN, ADUS, PGX.
Reduced shares in these 10 stocks: ORCL, XLK, XLV, ESGD, NKE, XLI, CSCO, IEF, ABBV, CI.
Sold out of its positions in ABM, ACIW, AFG, APLE, ASH, AstraZeneca, TEAM, AVTR, BSY, BIO.
High Note Wealth was a net buyer of stock by $13M.
High Note Wealth has $509M in assets under management (AUM), dropping by -0.37%.
Central Index Key (CIK): 0001807283

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Portfolio Holdings for High Note Wealth

High Note Wealth holds 937 positions in its portfolio as reported in the March 2026 quarterly 13F filing

High Note Wealth has 937 total positions. Only the first 250 positions are shown.

Sign up to view all of the High Note Wealth March 31, 2026 positions
Download the High Note Wealth March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	10.6	$54M		83k	653.21	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	5.9	$30M		315k	95.62	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	5.5	$28M		904k	30.96	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	4.8	$25M		185k	132.90	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	4.2	$21M	+2%	433k	49.40	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	3.8	$19M	+14%	210k	91.64	View chart
Apple Stock (AAPL)	3.8	$19M		75k	253.79	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.9	$15M		51k	287.56	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.6	$13M	+6%	131k	99.27	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	2.5	$13M	+4%	236k	54.65	View chart
Vanguard Small-cap Etf Etf (VB)	2.5	$13M		48k	261.92	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.2	$11M	+7%	130k	86.69	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	1.9	$9.8M		103k	95.44	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.9	$9.8M		67k	146.28	View chart
Amazon Stock (AMZN)	1.9	$9.4M		45k	208.27	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	1.8	$9.2M		63k	146.61	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$8.5M		29k	294.16	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.7	$8.4M		18k	479.20	View chart
Microsoft Corp Stock (MSFT)	1.6	$8.3M		22k	370.17	View chart
Walmart Stock (WMT)	1.6	$8.1M		65k	124.28	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.5	$7.8M	+2%	99k	78.66	View chart
Autozone Stock (AZO)	1.4	$7.0M		2.1k	3377.78	View chart
Nvidia Corporation Stock (NVDA)	1.3	$6.8M		39k	174.40	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	1.1	$5.8M		52k	110.86	View chart
Wisdomtree Dynamic International Smallcap Equity Fund Etf (DDLS)	1.1	$5.7M	+2%	131k	43.46	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.1	$5.5M		9.6k	577.19	View chart
Rtx Corporation Stock (RTX)	1.0	$5.3M		27k	192.90	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	1.0	$5.0M		21k	237.62	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	1.0	$4.9M		80k	61.26	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.9	$4.6M	+28%	71k	64.08	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.8	$4.3M		95k	45.47	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.8	$4.3M	+3%	186k	22.95	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.8	$4.2M	-2%	26k	161.73	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.7	$3.8M		149k	25.48	View chart
Broadcom Stock (AVGO)	0.7	$3.8M		12k	309.51	View chart
Ishares Ibonds Oct 2026 Term Tips Etf Etf (IBIC)	0.7	$3.7M		143k	25.93	View chart
Ishares China Large-cap Etf Etf (FXI)	0.7	$3.6M		99k	35.90	View chart
Uber Technologies Stock (UBER)	0.6	$3.2M		45k	71.93	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$3.0M		5.2k	572.13	View chart
Eli Lilly & Co Stock (LLY)	0.6	$2.9M		3.2k	919.90	View chart
General Dynamics Corp Stock (GD)	0.6	$2.9M	+2%	8.5k	343.20	View chart
Lockheed Martin Corp Stock (LMT)	0.5	$2.8M		4.6k	604.33	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.5	$2.7M	-2%	72k	38.42	View chart
Spdr Gold Shares Etf (GLD)	0.5	$2.7M		6.2k	430.29	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.5	$2.7M		6.9k	390.41	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.5	$2.4M		48k	49.37	View chart
Netflix Stock (NFLX)	0.5	$2.3M		24k	96.15	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$2.3M	+10%	13k	169.66	View chart
Cisco Sys Stock (CSCO)	0.4	$2.2M	-4%	28k	77.59	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.4	$2.0M	-2%	41k	49.97	View chart
Ebay Stock (EBAY)	0.4	$2.0M		22k	91.02	View chart
Abbvie Stock (ABBV)	0.3	$1.7M	-4%	7.9k	217.50	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.3	$1.5M		3.8k	407.69	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.3	$1.5M	+223%	62k	24.24	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.3	$1.5M	+249%	61k	24.24	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.3	$1.4M	+281%	56k	25.33	View chart
Unitedhealth Group Stock (UNH)	0.3	$1.4M	+8%	5.2k	270.60	View chart
Ishares Ibonds Oct 2027 Term Tips Etf Etf (IBID)	0.3	$1.3M		52k	26.12	View chart
Schwab Us Tips Etf Etf (SCHP)	0.3	$1.3M		50k	26.61	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$1.2M		4.3k	287.16	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$1.2M	-4%	15k	81.98	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.2	$1.2M	+1018%	50k	23.26	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.1M	+42%	4.7k	244.44	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.2	$1.1M	+6%	49k	22.91	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$1.1M		16k	67.53	View chart
The Cigna Group Stock (CI)	0.2	$1.0M	-7%	3.9k	266.76	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$964k	-4%	3.4k	286.87	View chart
Ecolab Stock (ECL)	0.2	$933k		3.5k	266.02	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$901k		1.4k	650.39	View chart
Travelers Companies Stock (TRV)	0.2	$844k		2.9k	291.68	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$765k	+5%	1.1k	697.72	View chart
Boston Scientific Corp Stock (BSX)	0.1	$761k		12k	62.75	View chart
Booking Holdings Stock (BKNG)	0.1	$758k		180.00	4210.32	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$721k	+2%	9.4k	76.54	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$655k	-2%	16k	41.08	View chart
Union Pac Corp Stock (UNP)	0.1	$633k		2.6k	242.62	View chart
Chevron Corporation Stock (CVX)	0.1	$624k	+489%	3.0k	206.90	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.1	$582k	+145%	26k	22.13	View chart
Oracle Corp Stock (ORCL)	0.1	$582k	-57%	4.0k	147.11	View chart
Starbucks Corp Stock (SBUX)	0.1	$555k	-8%	6.2k	89.59	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$528k	+8%	530.00	996.43	View chart
Tesla Stock (TSLA)	0.1	$522k		1.4k	371.75	View chart
Ishares Ibonds 2028 Term High Yield And Income Etf Etf (IBHH)	0.1	$501k	+252%	21k	23.47	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$466k	-6%	4.3k	107.62	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.1	$464k		4.2k	110.39	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$447k	+15%	748.00	597.55	View chart
Pentair Stock (PNR)	0.1	$426k		4.9k	87.11	View chart
Ishares Ibonds 2029 Term High Yield And Income Etf Etf (IBHI)	0.1	$423k	+564%	18k	23.28	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$371k		1.2k	318.07	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.1	$364k	+21%	16k	22.43	View chart
Williams Sonoma Stock (WSM)	0.1	$341k		1.9k	182.33	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Etf (IBTI)	0.1	$333k	+24%	15k	22.28	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$331k		715.00	463.19	View chart
Clearfield Stock (CLFD)	0.1	$328k		12k	26.47	View chart
Mcdonalds Corp Stock (MCD)	0.1	$313k	+2%	1.0k	310.65	View chart
Salesforce Stock (CRM)	0.1	$299k	+4%	1.6k	186.67	View chart
Umb Finl Corp Stock (UMBF)	0.1	$296k		2.6k	112.79	View chart
Sap Se Adr (SAP)	0.1	$289k		1.7k	171.21	View chart
Integer Hldgs Corp Stock (ITGR)	0.1	$285k		3.2k	88.00	View chart
Medtronic Stock (MDT)	0.1	$284k		3.3k	86.65	View chart
Glaukos Corp Stock (GKOS)	0.1	$275k		2.6k	107.66	View chart
Home Depot Stock (HD)	0.1	$263k	-5%	801.00	328.89	View chart
Disney Walt Stock (DIS)	0.0	$236k		2.4k	96.38	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$216k	+2%	1.7k	124.31	View chart
3M Stock (MMM)	0.0	$215k		1.5k	145.23	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$210k		7.6k	27.85	View chart
Xcel Energy Stock (XEL)	0.0	$209k		2.6k	79.44	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$198k		397.00	499.66	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$194k		444.00	436.79	View chart
Pfizer Stock (PFE)	0.0	$192k	+4%	6.8k	28.08	View chart
Us Bancorp Stock (USB)	0.0	$184k	-19%	3.5k	52.01	View chart
Amgen Stock (AMGN)	0.0	$183k	+2%	519.00	351.85	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$180k	+2%	559.00	322.78	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$180k		727.00	248.00	View chart
Honeywell Intl Stock (HON)	0.0	$175k	+3%	772.00	226.03	View chart
Lowes Cos Stock (LOW)	0.0	$173k		731.00	236.28	View chart
Best Buy Stock (BBY)	0.0	$172k		2.7k	64.20	View chart
International Business Machs Stock (IBM)	0.0	$170k	-9%	701.00	242.39	View chart
Visa Inc Com Cl A Stock (V)	0.0	$163k	+8%	539.00	302.24	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$154k	+2%	668.00	229.79	View chart
Applied Matls Stock (AMAT)	0.0	$154k	+6%	449.00	341.79	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$152k		3.3k	45.89	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$151k		1.9k	80.05	View chart
Goldman Sachs Group Stock (GS)	0.0	$149k	+7%	176.00	845.99	View chart
Novartis Adr (NVS)	0.0	$149k		974.00	152.75	View chart
Caterpillar Stock (CAT)	0.0	$148k	+5%	209.00	708.46	View chart
F5 Stock (FFIV)	0.0	$146k		504.00	289.33	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$145k		992.00	145.74	View chart
Procter & Gamble Stock (PG)	0.0	$143k	+4%	991.00	144.44	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$132k		1.1k	120.97	View chart
Target Corp Stock (TGT)	0.0	$128k		1.1k	121.20	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$127k		1.3k	97.23	View chart
Paypal Hldgs Stock (PYPL)	0.0	$127k		2.8k	45.23	View chart
Nike Inc Cl B Stock (NKE)	0.0	$127k	-55%	2.4k	52.82	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Etf (IBTJ)	0.0	$126k	+105%	5.7k	21.84	View chart
General Mills Stock (GIS)	0.0	$121k		3.2k	37.22	View chart
Analog Devices Stock (ADI)	0.0	$120k	+10%	376.00	318.14	View chart
Mckesson Corp Stock (MCK)	0.0	$119k		138.00	865.36	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$117k		275.00	426.40	View chart
Tjx Cos Stock (TJX)	0.0	$116k	+8%	723.00	159.70	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$113k		851.00	132.50	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$110k	+3%	4.5k	24.27	View chart
American Express Stock (AXP)	0.0	$110k	-4%	364.00	302.48	View chart
Delta Air Lines Stock (DAL)	0.0	$109k		1.6k	66.47	View chart
Texas Instrs Stock (TXN)	0.0	$107k	+20%	549.00	194.14	View chart
Corning Stock (GLW)	0.0	$104k	+2%	767.00	135.97	View chart
United Rentals Stock (URI)	0.0	$104k	+3%	143.00	728.56	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$104k	+319%	4.7k	21.89	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$100k	+5%	1.6k	60.65	View chart
Alps O'shares U.s. Quality Dividend Etf Etf (OUSA)	0.0	$98k		1.8k	55.67	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$97k		1.3k	74.35	View chart
Microchip Technology Stock (MCHP)	0.0	$97k		1.5k	64.61	View chart
Intel Corp Stock (INTC)	0.0	$96k	+8%	2.2k	44.13	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.0	$94k		477.00	197.10	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$94k		450.00	208.05	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$90k		1.7k	52.57	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$89k		1.8k	48.93	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$88k		579.00	151.41	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$86k		1.8k	48.02	View chart
Nvent Elec Stock (NVT)	0.0	$85k		720.00	118.28	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$85k		3.3k	25.64	View chart
Blackstone Stock (BX)	0.0	$85k	+15%	736.00	114.99	View chart
Blackrock Stock (BLK)	0.0	$85k	-4%	88.00	961.70	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$85k	-2%	426.00	198.29	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$83k		1.5k	54.05	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$82k		1.3k	62.56	View chart
Digital Rlty Tr Reit (DLR)	0.0	$79k	-21%	437.00	180.21	View chart
Jpmorgan Income Etf Etf (JPIE)	0.0	$77k		1.7k	46.07	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$76k		595.00	127.73	View chart
Tidewater Stock (TDW)	0.0	$75k		900.00	83.55	View chart
Progressive Corp Stock (PGR)	0.0	$75k	+3%	376.00	198.24	View chart
Wells Fargo & Co Stock (WFC)	0.0	$74k	-9%	923.00	79.61	View chart
Hershey Stock (HSY)	0.0	$73k		353.00	207.89	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$73k	+2%	107.00	682.24	View chart
Ishares Msci Usa Quality Garp Etf Etf (GARP)	0.0	$72k		1.1k	63.97	View chart
Ameriprise Finl Stock (AMP)	0.0	$72k	+4%	162.00	444.40	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$72k	NEW	791.00	90.53	View chart
Williams Cos Stock (WMB)	0.0	$72k	+117%	983.00	72.78	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$71k		901.00	78.41	View chart
Advanced Micro Devices Stock (AMD)	0.0	$71k		347.00	203.43	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$67k		198.00	337.95	View chart
Boeing Stock (BA)	0.0	$67k	+11%	334.00	199.03	View chart
Cummins Stock (CMI)	0.0	$66k		122.00	538.02	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$63k		1.3k	48.77	View chart
Pepsico Stock (PEP)	0.0	$63k	+5%	407.00	155.29	View chart
Deere & Co Stock (DE)	0.0	$63k	+7%	111.00	563.30	View chart
Otter Tail Corp Stock (OTTR)	0.0	$59k		677.00	87.77	View chart
Coca Cola Stock (KO)	0.0	$56k	-10%	736.00	76.05	View chart
Adobe Stock (ADBE)	0.0	$55k	+4%	224.00	243.08	View chart
Bunge Global Sa Stock (BG)	0.0	$53k		416.00	127.20	View chart
Danaher Corp Del Stock (DHR)	0.0	$51k	-8%	268.00	189.60	View chart
Kenvue Stock (KVUE)	0.0	$49k		2.9k	17.24	View chart
Ishares Ibonds 2030 Term High Yield And Income Etf Etf (IBHJ)	0.0	$49k	+99%	1.9k	26.22	View chart
Kroger Stock (KR)	0.0	$49k	+3%	674.00	72.36	View chart
Star Group Lp Unit Ltd Partnr Stock (SGU)	0.0	$47k		3.8k	12.28	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$47k	NEW	239.00	197.22	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$46k	+13%	223.00	208.09	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$46k		452.00	100.62	View chart
Stryker Corporation Stock (SYK)	0.0	$45k	+3%	138.00	328.59	View chart
Merck & Co Stock (MRK)	0.0	$45k	+27%	374.00	120.29	View chart
Southern Stock (SO)	0.0	$45k	+18%	464.00	96.52	View chart
Fidelity Hedged Equity Etf Etf (FHEQ)	0.0	$44k		1.5k	29.42	View chart
Linde Stock (LIN)	0.0	$44k	+20%	88.00	495.76	View chart
Mastec Stock (MTZ)	0.0	$43k		135.00	321.74	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$43k	+7%	257.00	168.85	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$43k	+25%	1.5k	28.71	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$42k	+9%	93.00	446.54	View chart
Columbus Mckinnon Corp N Y Stock (CMCO)	0.0	$41k		2.8k	14.53	View chart
American Elec Pwr Stock (AEP)	0.0	$41k	+6%	312.00	131.08	View chart
L3harris Technologies Stock (LHX)	0.0	$41k	+8%	118.00	346.07	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$40k		283.00	142.43	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.0	$40k		622.00	63.91	View chart
Ge Vernova Stock (GEV)	0.0	$39k	+55%	45.00	872.91	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$38k	NEW	551.00	69.75	View chart
Nextera Energy Stock (NEE)	0.0	$37k	+8%	400.00	92.88	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.0	$37k		406.00	90.67	View chart
Lam Research Corp Stock (LRCX)	0.0	$37k	+22%	172.00	213.66	View chart
Prologis Reit (PLD)	0.0	$36k	+10%	275.00	132.18	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$36k	+7%	375.00	96.47	View chart
Intuitive Surgical Stock (ISRG)	0.0	$36k	+13%	78.00	460.99	View chart
Micron Technology Stock (MU)	0.0	$35k	+19%	103.00	337.84	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.0	$35k		456.00	76.02	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$35k		1.1k	32.43	View chart
Citigroup Stock (C)	0.0	$35k	+12%	304.00	113.41	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$33k		1.3k	24.75	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$33k		830.00	39.43	View chart
Palo Alto Networks Stock (PANW)	0.0	$33k	+16%	203.00	160.32	View chart
Diageo Adr (DEO)	0.0	$33k		437.00	74.45	View chart
Morgan Stanley Stock (MS)	0.0	$32k	+3%	194.00	164.57	View chart
General Mtrs Stock (GM)	0.0	$32k	+6%	428.00	74.50	View chart
Jefferies Financial Group Stock (JEF)	0.0	$32k		770.00	41.27	View chart
Constellation Energy Corp Stock (CEG)	0.0	$31k		111.00	279.25	View chart
Patrick Inds Stock (PATK)	0.0	$31k		278.00	111.07	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$31k	NEW	372.00	82.75	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$31k		555.00	55.35	View chart
Ishares Ibonds Dec 2030 Term Treasury Etf Etf (IBTK)	0.0	$30k	NEW	1.5k	19.72	View chart
Post Hldgs Stock (POST)	0.0	$30k	-11%	298.00	98.86	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$29k		480.00	61.35	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$29k	+10%	500.00	57.64	View chart
Abbott Laboratories Stock (ABT)	0.0	$28k	+4%	277.00	102.67	View chart
Definium Therapeutics Stock (DFTX)	0.0	$28k	NEW	1.5k	18.90	View chart
Servicenow Stock (NOW)	0.0	$28k	+23%	270.00	104.55	View chart
Welltower Reit (WELL)	0.0	$28k	+5%	141.00	197.71	View chart
Intuit Stock (INTU)	0.0	$28k	+20%	64.00	432.38	View chart
Conocophillips Stock (COP)	0.0	$27k	+60%	206.00	132.00	View chart
Automatic Data Processing Stock (ADP)	0.0	$27k	+23%	132.00	203.18	View chart
Verizon Communications Stock (VZ)	0.0	$27k	+25%	527.00	50.20	View chart
Api Group Corp Com Stk Stock (APG)	0.0	$25k		628.00	40.52	View chart
Invesco Tr Invt Grade Muns Cef (VGM)	0.0	$25k		2.6k	9.87	View chart
Alliant Energy Corp Stock (LNT)	0.0	$25k		352.00	71.76	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 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
High Note Wealth 2022 Q1 filed May 12, 2022

View all past filings

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