Level Financial Advisors, Inc. Purchases in Q1 2025

Level Financial Advisors, Inc.

  • $271 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
36.5K
New
$158.56 - $176.26 $5.78M - $6.43M
36.5K $6.22M
VEA
Vanguard Ftse Developed Market

ETFs
19.6K
+ 5.17%
$47.4 - $52.99 $928K - $1.04M
398K $20.4M
VTV
Vanguard Value ETF

ETFs
12.5K
+ 47.59%
$167.73 - $179.21 $2.09M - $2.24M
38.7K $6.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.23K
+ 448.19%
$551.42 - $612.93 $1.78M - $1.98M
3.95K $2.21M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
24.1K
+ 128.6%
$66.9 - $71.57 $1.61M - $1.72M
42.8K $3M
DFIP
Dimensional ETF Tr Inflation P

ETFs
24.2K
+ 14.86%
$40.27 - $42.11 $976K - $1.02M
187K $7.86M
DFIS
Dimensional ETF Tr Dimensional

ETFs
24.8K
+ 16.87%
$23.92 - $26.89 $592K - $666K
172K $4.49M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.57K
New
$95.85 - $99.25 $726K - $751K
7.57K $747K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
24.7K
+ 10.86%
$25.35 - $27.46 $625K - $677K
252K $6.69M
VGSH
Vanguard

ETFs
7.36K
+ 1.77%
$58.07 - $58.69 $427K - $432K
423K $24.8M
IVV
Ishares Core S&P 500 ETF

ETFs
930
New
$554.06 - $615.85 $515K - $573K
930 $519K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
19.9K
New
$24.29 - $24.65 $483K - $491K
19.9K $490K
BNDX
Vanguard Total International B

ETFs
10.3K
+ 9.63%
$48.33 - $49.5 $500K - $512K
118K $5.75M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.8K
+ 2.15%
$76.94 - $78.28 $292K - $297K
180K $14.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.04K
+ 12.94%
$42.5 - $46.71 $342K - $376K
70.2K $3.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
536
+ 33.84%
$442.66 - $534.52 $237K - $287K
2.12K $1.11M
VUG
Vanguard Growth ETF

ETFs
2.16K
+ 20.79%
$369.1 - $427.61 $799K - $925K
12.6K $4.66M
AVEM
American Centy ETF Tr Avantis

ETFs
4.16K
+ 6.66%
$57.11 - $62.4 $237K - $259K
66.6K $4.02M
AVRE
American Centy ETF Tr Avantis
4.64K
+ 3.03%
$40.62 - $44.31 $189K - $206K
158K $6.74M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.59K
+ 1.34%
$44.68 - $46.49 $116K - $120K
196K $9.08M
AVDE
American Centy ETF Tr Avantis

ETFs
2.25K
+ 9.92%
$60.63 - $68.55 $136K - $154K
24.9K $1.66M
CVX
Chevron Corp

Energy
1.58K
New
$146.71 - $167.97 $231K - $265K
1.58K $263K
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
New
N/A
1.12K $203K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
45
+ 0.03%
$77.7 - $78.94 $3.5K - $3.55K
160K $12.6M
XOM
Exxon Mobil Corp

Energy
170
+ 1.49%
$105.44 - $118.93 $17.9K - $20.2K
11.6K $1.38M
VB
Vanguard Small Cap ETF

ETFs
981
+ 24.89%
$217.89 - $252.64 $214K - $248K
4.92K $1.09M
AVLV
American Centy ETF Tr Avantis
2.26K
+ 71.61%
$63.51 - $70.42 $144K - $159K
5.42K $350K
DUHP
Dimensional ETF Tr Dimensional

ETFs
13K
+ 3.76%
$32.57 - $35.82 $424K - $467K
359K $11.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 13.45%
$27.56 - $32.1 $301K - $351K
92.2K $2.59M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
644
+ 3.69%
$61.23 - $63.33 $39.4K - $40.8K
18.1K $1.14M
LLY
Eli Lilly & CO

Healthcare
37
+ 8.75%
$725.72 - $929.72 $26.9K - $34.4K
460 $379K
NOC
Northrop Grumman Corp

Industrials
1
+ 0.12%
$433.45 - $513.82 $433 - $514
806 $412K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
981
+ 0.83%
$42.38 - $43.28 $41.6K - $42.5K
120K $5.09M
NFLX
Netflix Inc

Communication Services
2
+ 0.52%
$828.4 - $1058.6 $1.66K - $2.12K
386 $359K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
26
+ 0.48%
$49.42 - $50.43 $1.28K - $1.31K
5.49K $274K
Dimensional ETF Trust
37.2K
+ 9.93%
N/A
412K $0
DFSI
Dimensional ETF Tr Dimen Intl
542
+ 2.06%
N/A
26.9K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
25
+ 0.34%
N/A
7.38K $0
Dimensional ETF Trust
19.1K
+ 9.71%
N/A
216K $0
DFSB
Dimensional ETF Tr Dimensional
330
+ 3.88%
N/A
8.83K $0
Manager Directed Portfolios
192
+ 0.2%
N/A
96.3K $0
MSFT
Microsoft Corp

Technology
280
+ 11.76%
$375.39 - $447.2 $105K - $125K
2.66K $998K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.06%
$120.29 - $134.6 $241 - $269
3.31K $401K
NVDA
Nvidia Corp

Technology
387
+ 8.86%
$106.98 - $149.43 $41.4K - $57.8K
4.76K $515K
AVUV
American Centy ETF Tr Avantis

ETFs
1.18K
+ 4.72%
$84.95 - $100.62 $99.8K - $118K
26.1K $2.27M
AVSC
American Centy ETF Tr Avantis
2.51K
+ 4.3%
$48.08 - $56.12 $121K - $141K
60.9K $2.95M
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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