High Note Wealth, LLC has filed its 13F form on April 01, 2025 for Q4 2024 where it was disclosed a total value porftolio of $377 Million distributed in 897 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.2M, Technology Sector Spdr with a value of $24M, Schwab Strategic U.S. Mid Cap with a value of $22.8M, Ishares Trust Ishares Esg Awar with a value of $22.3M, and Apple Inc. with a value of $19.5M.
Examining the 13F form we can see an increase of $27.6M in the current position value, from $350M to 377M.
High Note Wealth, LLC is based out at Deephaven, MN
Below you can find more details about High Note Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$377 Million
ETFs: $233 Million
Technology: $43.1 Million
Healthcare: $26.4 Million
Consumer Cyclical: $22 Million
Financial Services: $18.1 Million
Communication Services: $11.4 Million
Industrials: $10.2 Million
Consumer Defensive: $8.16 Million
Other: $4.51 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
