Level Financial Advisors, Inc. Sells in Q3 2025

Level Financial Advisors, Inc.

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-4.38K
- 37.68%
$105.83 - $117.22 $463K - $513K
7.24K $815K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.24K
- 50.58%
$134.94 - $145.86 $303K - $327K
2.19K $319K
NYF
Ishares New York Muni Bond ETF

ETFs
-3.69K
- 9.29%
$51.6 - $53.44 $191K - $197K
36.1K $1.92M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-3.93K
- 29.8%
$22.89 - $23.7 $90K - $93.1K
9.26K $218K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.22K
- 13.5%
$87.05 - $93.19 $107K - $114K
7.84K $729K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-2.22K
- 11.14%
$24.65 - $24.98 $54.6K - $55.4K
17.7K $441K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.66K
- 4.58%
$25.0 - $25.33 $41.4K - $42K
34.5K $873K
GNMA
Ishares Gnma Bond ETF

ETFs
-320
- 5.43%
$43.21 - $44.75 $13.8K - $14.3K
5.57K $247K
AMZN
Amazon Com Inc

Consumer Cyclical
-44
- 1.52%
$211.65 - $238.24 $9.31K - $10.5K
2.85K $625K
MTB
M&T Bank Corp

Financial Services
-53
- 3.04%
$183.74 - $204.05 $9.74K - $10.8K
1.69K $333K
Manager Directed Portfolios
-425
- 0.43%
N/A
98.2K $0
VONG
Vanguard Russell 1000 Growth E

ETFs
-184
- 8.09%
$108.08 - $121.73 $19.9K - $22.4K
2.09K $251K
GE
General Electric CO

Industrials
-121
- 12.33%
$244.75 - $305.63 $29.6K - $37K
860 $258K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-577
- 5.72%
$182.33 - $194.5 $105K - $112K
9.51K $1.85M
VNQ
Vanguard Specialized Funds Van

ETFs
-16
- 0.26%
$88.47 - $93.24 $1.42K - $1.49K
6.14K $561K
NEE
Nextera Energy Inc

Utilities
-266
- 3.94%
$69.77 - $77.54 $18.6K - $20.6K
6.48K $489K
IVV
Ishares Core S&P 500 ETF

ETFs
-34
- 3.66%
$620.67 - $670.08 $21.1K - $22.8K
896 $599K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 0.56%
$459.11 - $506.91 $5.51K - $6.08K
2.12K $1.07M
VBR
Vanguard Small Cap Value ETF

ETFs
-61
- 1.05%
$195.41 - $212.37 $11.9K - $13K
5.74K $1.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-284
- 1.81%
$133.48 - $144.38 $37.9K - $41K
15.4K $2.2M
AVDV
American Centy ETF Tr Avantis

ETFs
-107
- 1.07%
$79.24 - $89.03 $8.48K - $9.53K
9.91K $882K
AVDE
American Centy ETF Tr Avantis

ETFs
-648
- 2.13%
$73.24 - $79.04 $47.5K - $51.2K
29.8K $2.35M
NVDA
Nvidia Corp

Technology
-35
- 0.74%
$153.3 - $186.58 $5.37K - $6.53K
4.72K $880K
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 0.42%
$617.65 - $666.84 $9.88K - $10.7K
3.81K $2.54M
AVUV
American Centy ETF Tr Avantis

ETFs
-711
- 2.35%
$90.37 - $102.12 $64.3K - $72.6K
29.5K $2.94M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.85K
- 0.93%
$41.91 - $44.87 $77.4K - $82.9K
198K $8.84M
AVEM
American Centy ETF Tr Avantis

ETFs
-531
- 0.78%
$68.33 - $75.41 $36.3K - $40K
67.2K $5.05M
VTI
Vanguard Total Stock Market Et

ETFs
-323
- 1.51%
$303.93 - $329.86 $98.2K - $107K
21K $6.9M
AAPL
Apple Inc.

Technology
-6
- 0.07%
$202.38 - $256.87 $1.21K - $1.54K
8.61K $2.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 0.02%
$567.77 - $614.76 $11.4K - $12.3K
89K $54.5M
Activity Summary
Buys All Purchases 46 New Holdings 4 Increased Positions 42 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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