Note Advisors, LLC Reduced Holdings in Q1 2025

Note Advisors, LLC

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-17.8K
- 61.69%
$28.55 - $29.09 $510K - $519K
11.1K $320M
VONE
Vanguard Russell 1000 ETF

ETFs
-327
- 1.33%
$250.16 - $278.79 $81.8K - $91.2K
24.3K $6.16B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-4.41K
- 25.08%
N/A
13.2K $846M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.71K
- 27.61%
$42.5 - $46.71 $243K - $267K
15K $678M
GOOG
Alphabet Inc.

Communication Services
-7
- 0.11%
$156.06 - $207.71 $1.09K - $1.45K
6.65K $1.04B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-459
- 11.89%
$302.31 - $337.54 $139K - $155K
3.4K $1.04B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.06K
- 8.32%
$49.25 - $50.66 $151K - $155K
33.7K $1.67B
EMTL
Spdr Doubleline Emerging Marke

ETFs
-4.34K
- 14.51%
$42.13 - $43.1 $183K - $187K
25.6K $1.1B
VTWV
Vanguard Russell 2000 Value Et

ETFs
-742
- 15.43%
$131.51 - $149.24 $97.6K - $111K
4.07K $541M
VOE
Vanguard Mid Cap Value Index F

ETFs
-891
- 20.88%
$156.61 - $168.02 $140K - $150K
3.38K $542M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.26K
- 31.48%
$59.28 - $66.1 $134K - $150K
4.93K $313M
VTV
Vanguard Value ETF

ETFs
-721
- 16.22%
$167.73 - $179.21 $121K - $129K
3.73K $643M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.18K
- 23.68%
$95.85 - $99.25 $113K - $117K
3.8K $376M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.33K
- 3.51%
$71.17 - $73.66 $237K - $245K
91.3K $6.71B
MUB
Ishares National Muni Bond ETF

ETFs
-682
- 5.4%
$104.71 - $107.69 $71.4K - $73.4K
11.9K $1.26B
VTI
Vanguard Total Stock Market Et

ETFs
-175
- 13.53%
$271.18 - $303.12 $47.5K - $53K
1.12K $307M
GOOGL
Alphabet Inc.

Communication Services
-10
- 0.64%
$154.33 - $206.19 $1.54K - $2.06K
1.54K $238M
AMZN
Amazon Com Inc

Consumer Cyclical
-6
- 0.43%
$190.26 - $242.06 $1.14K - $1.45K
1.41K $267M
IXUS
Ishares Tr

ETFs
-1.53K
- 7.78%
$65.06 - $72.31 $99.7K - $111K
18.2K $1.27B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-5.23K
- 5.32%
$25.21 - $26.38 $132K - $138K
93.2K $2.46B
MTB
M&T Bank Corp

Financial Services
-37
- 2.05%
$170.47 - $201.98 $6.31K - $7.47K
1.77K $316M
ADI
Analog Devices Inc

Technology
-46
- 4.0%
$201.56 - $243.82 $9.27K - $11.2K
1.11K $223M
TIP
Ishares Tr Tips Bd ETF

ETFs
-497
- 6.39%
$106.22 - $111.09 $52.8K - $55.2K
7.28K $809M
DGRO
Ishares Core Dividend Growth E

ETFs
-310
- 7.2%
$60.46 - $64.42 $18.7K - $20K
4K $247M
EEM
Ishares Msci Emerging Markets

ETFs
-58
- 1.16%
$40.81 - $45.34 $2.37K - $2.63K
4.95K $216M
HDV
Ishares Core High Dividend ETF

ETFs
-89
- 3.39%
$110.86 - $121.12 $9.87K - $10.8K
2.53K $307M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-10
- 0.09%
$40.27 - $42.11 $403 - $421
10.6K $447M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-11
- 0.19%
$58.01 - $64.46 $638 - $709
5.69K $353M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16
- 1.79%
$442.66 - $534.52 $7.08K - $8.55K
877 $467M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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