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Note Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 12.75%
This Fund
S&P 500
This Quarter Est. Return
-1.66%
1 Year Est. Return
+12.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
Cap. Flow
+$115M
Cap. Flow %
101.85%
Top 10 Hldgs %
54.47%
Holding
75
New
75
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 2.04%
2 Consumer Discretionary 1.78%
3 Communication Services 1.6%
4 Financials 1.32%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHR
51
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.2B
$385K 0.34%
+15,838
New +$390K
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$654B
$375K 0.33%
+1,293
New +$377K
SGOV icon
53
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$364K 0.32%
+3,632
New +$365K
EZM icon
54
WisdomTree US MidCap Fund
EZM
$932M
$357K 0.32%
+5,718
New +$366K
SCHZ icon
55
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$345K 0.31%
+15,214
New +$351K
HD icon
56
Home Depot
HD
$323B
$342K 0.3%
+878
New +$359K
MTB icon
57
M&T Bank
MTB
$35.5B
$339K 0.3%
+1,805
New +$359K
AVGO icon
58
Broadcom
AVGO
$1.87T
$336K 0.3%
+1,450
New +$268K
VXUS icon
59
Vanguard Total International Stock ETF
VXUS
$153B
$336K 0.3%
+5,700
New +$353K
DCOR icon
60
Dimensional US Core Equity 1 ETF
DCOR
$3.28B
$330K 0.29%
+5,143
New +$335K
AMZN icon
61
Amazon
AMZN
$2.51T
$309K 0.27%
+1,411
New +$289K
HDV
62
iShares Core High Dividend ETF
HDV
$14.3B
$294K 0.26%
+13,115
New +$308K
GOOGL icon
63
Alphabet (Google) Class A
GOOGL
$3.88T
$294K 0.26%
+1,552
New +$272K
DGRO icon
64
iShares Core Dividend Growth ETF
DGRO
$42.2B
$264K 0.23%
+4,308
New +$272K
ESGU icon
65
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$258K 0.23%
+1,999
New +$259K
URI icon
66
United Rentals
URI
$72.6B
$247K 0.22%
+350
New +$284K
ADI icon
67
Analog Devices
ADI
$185B
$245K 0.22%
+1,151
New +$254K
META icon
68
Meta Platforms (Facebook)
META
$1.53T
$244K 0.22%
+416
New +$244K
DWX icon
69
State Street SPDR S&P International Dividend ETF
DWX
$518M
$222K 0.2%
+6,349
New +$232K
XOM icon
70
ExxonMobil
XOM
$655B
$210K 0.19%
+1,952
New +$228K
EEM icon
71
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$209K 0.19%
+5,003
New +$222K
BX icon
72
Blackstone
BX
$149B
$202K 0.18%
+1,174
New +$205K
MDYV icon
73
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.73B
$200K 0.18%
+2,495
New +$205K
TSLA icon
74
Tesla
TSLA
$1.22T
$200K 0.18%
+495
New +$159K
ZOM
75
DELISTED
Zomedica Corp.
ZOM
$1.92K ﹤0.01%
+16,000
New +$2.01K

Similar funds

Note Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Note Advisors, which disclosed 75 positions worth $113M. Its ten largest holdings account for 54% of the portfolio.

Its largest position is Dimensional US Core Equity Market ETF: 493,809 shares worth $20M.

By sector, the portfolio is most concentrated in Technology at 2% of assets, followed by Consumer Discretionary and Communication Services.

  • Note Advisors's largest Q4 2024 buy was Dimensional US Core Equity Market ETF: 493,809 shares worth $20M.
  • Note Advisors's ten largest holdings make up 54% of its $113M portfolio in Q4 2024.
  • Note Advisors disclosed 75 positions in Q4 2024, its first 13F filing on record.

Based on Note Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.