High Note Wealth, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $350 Million distributed in 101 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 $32.1M, Ishares Trust Ishares Esg Awar with a value of $24M, Technology Sector Spdr with a value of $23.5M, Schwab Strategic U.S. Mid Cap with a value of $22.1M, and Apple Inc. with a value of $18.1M.
Examining the 13F form we can see an increase of $22.3M in the current position value, from $327M to 350M.
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
$350 Million
ETFs: $212 Million
Technology: $37.2 Million
Healthcare: $31.4 Million
Consumer Cyclical: $22.8 Million
Financial Services: $15.6 Million
Communication Services: $9.87 Million
Industrials: $9.57 Million
Consumer Defensive: $6.88 Million
Other: $4.72 Million
Stock Holdings Table Market Cap. of $200 Billions or more
