High Note Wealth, LLC
Top Portfolio Positions
782 positions ·
$175,211,703 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
75,232 | $19,093,129 | 10.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
50,875 | $14,629,615 | 8.35% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
67,216 | $9,832,356 | 5.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
45,251 | $9,424,425 | 5.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,854 | $8,487,692 | 4.84% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
17,598 | $8,432,961 | 4.81% | |
| MSFT |
Microsoft Corp
Technology
|
22,319 | $8,261,824 | 4.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
65,104 | $8,091,125 | 4.62% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
2,078 | $7,019,026 | 4.01% | |
| NVDA |
Nvidia Corp
Technology
|
38,820 | $6,770,208 | 3.86% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SGU
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,216 | 3,845 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $45,524 | 3,845 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $45,486 | 3,845 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $44,986 | 3,845 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $50,677 | 3,845 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $44,371 | 3,845 | Shares | Sole | 2025-04-01 | |
| No 13F history on record for this holder in this stock. | ||||||