Level Wealth Management LLC Portfolio Holdings by Sector

Level Wealth Management LLC

$153 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BND VEA VTEB VWO DFAU BNDX BSV DFAI 32 stocks	$92.1 Million 60.38% of portfolio	17	10	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$49.9 Million 32.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$2.34 Million 1.54% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2.16 Million 1.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO 2 stocks	$929,620 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$787,939 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$710,983 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare BMRN 1 stocks	$640,451 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology NICE 1 stocks	$442,005 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$439,379 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$363,206 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$321,741 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$288,134 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$287,001 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$285,582 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$260,395 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical KTB 1 stocks	$247,862 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts

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