Level Wealth Management LLC Purchases in Q1 2025

Level Wealth Management LLC

  • $153 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
23.2K
+ 14.64%
$271.18 - $303.12 $6.29M - $7.03M
182K $49.9B
VEA
Vanguard Ftse Developed Market

ETFs
44.3K
+ 13.24%
$47.4 - $52.99 $2.1M - $2.35M
379K $19.3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.2K
+ 7.77%
$71.17 - $73.66 $1.86M - $1.93M
363K $26.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.8K
+ 13.04%
$42.5 - $46.71 $715K - $786K
146K $6.6B
BNDX
Vanguard Total International B

ETFs
17.4K
+ 27.15%
$48.33 - $49.5 $842K - $863K
81.6K $3.98B
MUB
Ishares National Muni Bond ETF

ETFs
5.12K
+ 86.79%
$104.71 - $107.69 $536K - $551K
11K $1.16B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.2K
+ 5.32%
$49.25 - $50.66 $502K - $516K
202K $10B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.24K
New
$67.08 - $76.14 $352K - $399K
5.24K $386M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.28K
+ 19.21%
$76.94 - $78.28 $329K - $335K
26.5K $2.08B
IEFA
Ishares Tr

ETFs
2.72K
New
$69.57 - $78.65 $189K - $214K
2.72K $206M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5
+ 0.07%
$58.01 - $64.46 $290 - $322
7.23K $449M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
135
+ 0.48%
$27.01 - $28.54 $3.65K - $3.85K
28K $782M
FDVV
Fidelity High Dividend ETF

ETFs
32
+ 0.76%
$48.86 - $52.28 $1.56K - $1.67K
4.26K $211M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.2%
$102.49 - $119.96 $410 - $480
1.98K $207M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$551.42 - $612.93 $551 - $613
1.08K $603M
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 2.69%
$190.26 - $242.06 $9.51K - $12.1K
1.91K $363M
NVDA
Nvidia Corp

Technology
135
+ 5.4%
$106.98 - $149.43 $14.4K - $20.2K
2.64K $286M
VUG
Vanguard Growth ETF

ETFs
50
+ 2.79%
$369.1 - $427.61 $18.5K - $21.4K
1.84K $682M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.04%
$507.05 - $563.67 $507 - $564
2.55K $1.31B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3
+ 0.01%
$32.42 - $36.13 $97.3 - $108
52K $1.72B
AAPL
Apple Inc.

Technology
1
+ 0.03%
$209.68 - $247.1 $210 - $247
3.2K $711M
MSFT
Microsoft Corp

Technology
11
+ 0.19%
$375.39 - $447.2 $4.13K - $4.92K
5.76K $2.16B
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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