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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 $436,822,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 72,186 $44,820,483 10.26%
2.
Ishares Esg Aware Msci Eafe Etf - ETF
 320,164 $28,565,072 6.54%
3.
Sector Spdr Trust
 XLB 99,677 $25,241,154 5.78%
4.
Schwab Strategic Trust
 FNDF 849,087 $23,816,900 5.45%
5.
Xtrackers Msci Eafe Hedged Equity Etf - ETF
 389,443 $17,038,123 3.9%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)