High Note Wealth, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $392 Million distributed in 884 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 $39.5M, Ishares Trust Ishares Esg Awar with a value of $25.2M, Schwab Strategic U.S. Mid Cap with a value of $22.2M, Technology Sector Spdr with a value of $20.7M, and Apple Inc. with a value of $17.2M.
Examining the 13F form we can see an increase of $14.5M in the current position value, from $377M to 392M.
Also it can be appreciated an additional of 93 stocks purchases and 4 closed positions.
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
$392 Million
ETFs: $255 Million
Technology: $39.2 Million
Healthcare: $24.4 Million
Consumer Cyclical: $21.4 Million
Financial Services: $19.6 Million
Industrials: $10.2 Million
Communication Services: $9.34 Million
Consumer Defensive: $7.99 Million
Other: $4.31 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
