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Home > Institutional Investor > High Note Wealth, Llc > Profile

Instuitional Investor - High Note Wealth, Llc

Fund Profile
Filing Period:
Fund Name: High Note Wealth, Llc
Portfolio Value $403,796,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 70,261 $39,479,399 9.78%
2.
Ishares Esg Aware Msci Eafe Etf - ETF
 308,414 $25,194,360 6.24%
3.
Schwab Strategic Trust
 FNDF 847,296 $22,199,167 5.5%
4.
Sector Spdr Trust
 XLB 100,203 $20,689,829 5.12%
5.
Apple Inc.
 AAPL 77,246 $17,158,686 4.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)