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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 $384,167,165
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 66,665 $39,244,225 10.22%
2.
Sector Spdr Trust
 XLB 103,063 $23,964,281 6.24%
3.
Schwab Strategic Trust
 FNDF 823,692 $22,824,497 5.94%
4.
Ishares Esg Aware Msci Eafe Etf - ETF
 293,384 $22,338,277 5.81%
5.
Apple Inc.
 AAPL 78,025 $19,538,975 5.09%
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)