Note Advisors, LLC Portfolio Holdings
Note Advisors, LLC
- $113 Billion
- Q4 2024
Note Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $20B, Dimensional ETF Tr with a value of $7.09B, Vanguard Bd Index Fd Inc Total with a value of $6.8B, Vanguard Russell 1000 ETF with a value of $6.56B, and Dimensional ETF Tr Core Fxd In with a value of $6.36B.
Examining the 13F form we can see an increase of $113B in the current position value.
Note Advisors, LLC is based out at Buffalo, NY
Below you can find more details about Note Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$113 Billion
ETFs: $102 Billion
Technology: $2.3 Billion
Consumer Cyclical: $2.01 Billion
Communication Services: $1.81 Billion
Financial Services: $1.49 Billion
Industrials: $854 Million
Energy: $210 Million
Healthcare: $1.92 Million
Other: $0