Notify me when High Note Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 865 | $498,070,955 | +$36,473,065 | -$8,053,405 | +$28,419,660 | IVV, ESGD, XLK, SCHM, DBEF | 13F-HR | 03 Nov 2025, 17:44 |
| Q2 2025 | 872 | $436,822,636 | +$55,985,665 | -$49,290,323 | +$6,695,342 | IVV, ESGD, XLK, SCHM, DBEF | 13F-HR | 23 Jul 2025, 13:09 |
| Q1 2025 | 878 | $403,796,683 | +$37,815,292 | -$13,173,564 | +$24,641,728 | IVV, ESGD, SCHM, XLK, AAPL | 13F-HR | 01 May 2025, 14:21 |
| Q4 2024 | 892 | $384,167,030 | +$63,283,891 | -$12,175,986 | +$51,107,905 | IVV, XLK, SCHM, ESGD, AAPL | 13F-HR | 01 Apr 2025, 16:49 |
| Q3 2024 | 101 | $349,758,175 | +$12,014,343 | -$7,650,813 | +$4,363,530 | IVV, ESGD, XLK, SCHM, AAPL | 13F-HR | 08 Oct 2024, 11:13 |
| Q2 2024 | 95 | $327,297,995 | +$20,973,779 | -$5,610,688 | +$15,363,091 | IVV, XLK, ESGD, SCHM, AAPL | 13F-HR | 02 Aug 2024, 10:08 |
| Q1 2024 | 94 | $307,227,912 | +$35,906,357 | -$11,773,230 | +$24,133,127 | XLK, ESGD, IVV, SCHM, DBEF | 13F-HR | 01 May 2024, 16:15 |
| Q4 2023 | 89 | $265,925,442 | +$11,858,003 | -$8,594,920 | +$3,263,083 | XLK, ESGD, AAPL, IVV, SCHM | 13F-HR | 17 Jan 2024, 16:28 |
| Q3 2023 | 90 | $239,261,614 | +$9,911,187 | -$3,124,370 | +$6,786,817 | ESGD, XLK, AAPL, DBEF, SCHM | 13F-HR | 26 Oct 2023, 13:14 |
| Q2 2023 | 91 | $245,410,099 | +$5,971,658 | -$13,889,384 | -$7,917,726 | ESGD, XLK, AAPL, FLTR, SCHM | 13F-HR | 25 Jul 2023, 17:02 |
| Q1 2023 | 94 | $242,608,734 | +$3,112,368 | -$729,622 | +$2,382,746 | ESGD, XLK, FLTR, AAPL, DBEF | 13F-HR | 21 Apr 2023, 10:54 |
| Q4 2022 | 93 | $238,804,811 | +$4,081,409 | -$12,384,267 | -$8,302,858 | ESGD, FLTR, XLK, SCHM, DBEF | 13F-HR | 20 Jan 2023, 14:48 |
| Q3 2022 | 89 | $241,678,000 | +$9,343,551 | -$4,629,430 | +$4,714,121 | ESGD, FLTR, XLK, DBEF, AAPL | 13F-HR | 09 Nov 2022, 18:29 |
| Q2 2022 | 97 | $256,298,000 | +$28,392,780 | -$3,879,565 | +$24,513,215 | ESGD, FLTR, XLK, DBEF, AAPL | 13F-HR | 10 Aug 2022, 12:29 |
| Q1 2022 | 90 | $283,295,201 | +$37,843,370 | -$23,655,541 | +$14,187,829 | ESGD, XLK, DBEF, FLTR, SCHM | 13F-HR | 12 May 2022, 13:32 |
| Q4 2021 | 83 | $293,387,739 | +$13,189,147 | -$1,263,259 | +$11,925,888 | ESGD, XLK, ESGE, SCHM, AAPL | 13F-HR | 31 Jan 2022, 16:21 |
| Q3 2021 | 82 | $277,393,000 | +$10,258,754 | -$3,796,484 | +$6,462,270 | ESGD, XLK, ESGE, SCHM, DBEF | 13F-HR | 28 Oct 2021, 16:21 |
| Q2 2021 | 82 | $275,468,000 | +$11,655,992 | -$9,810,638 | +$1,845,354 | ESGD, ESGE, XLK, SCHM, DBEF | 13F-HR | 04 Aug 2021, 15:43 |
| Q1 2021 | 81 | $257,384,000 | +$13,547,059 | -$1,232,330 | +$12,314,729 | ESGD, ESGE, XLK, SCHM, DBEF | 13F-HR | 04 May 2021, 10:27 |
| Q4 2020 | 75 | $235,435,000 | $0 | ESGD, XLK, ESGE, SCHM, DBEF | 13F-HR | 01 Feb 2021, 13:02 |