Note Advisors, LLC Sells in Q2 2025

Note Advisors, LLC

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.65K
- 19.75%
$48.13 - $49.85 $320K - $332K
27K $1.33B
VTV
Vanguard Value ETF

ETFs
-1.51K
- 40.46%
$153.67 - $176.74 $232K - $266K
2.22K $392M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.56K
- 37.1%
$39.89 - $49.46 $222K - $275K
9.43K $466M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.56K
- 38.42%
$116.09 - $139.09 $181K - $217K
2.51K $348M
IXUS
Ishares Tr

ETFs
-4.13K
- 22.77%
$62.37 - $77.63 $258K - $321K
14K $1.08B
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.19K
- 35.13%
$141.87 - $164.49 $168K - $195K
2.19K $360M
MUB
Ishares National Muni Bond ETF

ETFs
-1.2K
- 10.06%
$102.31 - $105.8 $123K - $127K
10.7K $1.12B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-2.18K
- 16.51%
N/A
11K $719M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.69K
- 34.29%
$57.14 - $72.68 $96.5K - $123K
3.24K $235M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-17
- 1.94%
$483.48 - $539.8 $8.22K - $9.18K
860 $418M
XOM
Exxon Mobil Corp

Energy
-96
- 4.85%
$99.93 - $119.04 $9.59K - $11.4K
1.88K $203M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.32K
- 8.33%
$24.54 - $25.07 $32.4K - $33.1K
14.5K $363M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-359
- 3.38%
$41.11 - $42.42 $14.8K - $15.2K
10.3K $429M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-706
- 4.48%
$22.68 - $23.28 $16K - $16.4K
15.1K $350M
HDV
Ishares Core High Dividend ETF

ETFs
-23
- 0.91%
$108.41 - $120.51 $2.49K - $2.77K
2.51K $294M
TIP
Ishares Tr Tips Bd ETF

ETFs
-34
- 0.47%
$107.93 - $110.97 $3.67K - $3.77K
7.25K $798M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-18
- 0.15%
$35.62 - $39.64 $641 - $714
11.9K $465M
ABC
Amerisourcebergen Corp

Healthcare
-66
- 8.22%
N/A
737 $221M
MTB
M&T Bank Corp

Financial Services
-133
- 7.52%
$156.58 - $193.99 $20.8K - $25.8K
1.64K $317M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-87
- 14.12%
$416.06 - $551.64 $36.2K - $48K
529 $292M
EEM
Ishares Msci Emerging Markets

ETFs
-183
- 3.7%
$38.52 - $48.28 $7.05K - $8.84K
4.76K $230M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-25
- 1.25%
$108.06 - $135.3 $2.7K - $3.38K
1.97K $267M
ADI
Analog Devices Inc

Technology
-49
- 4.43%
$164.6 - $238.02 $8.07K - $11.7K
1.06K $251M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3
- 0.05%
$55.54 - $69.09 $167 - $207
5.69K $393M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-133
- 3.91%
$272.36 - $339.57 $36.2K - $45.2K
3.27K $1.11B
GOOG
Alphabet Inc.

Communication Services
-339
- 5.1%
$146.58 - $180.01 $49.7K - $61K
6.31K $1.12B
MSFT
Microsoft Corp

Technology
-84
- 4.55%
$354.56 - $497.45 $29.8K - $41.8K
1.76K $877M
VONE
Vanguard Russell 1000 ETF

ETFs
-481
- 1.98%
$225.48 - $280.86 $108K - $135K
23.8K $6.68B
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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