Level Financial Advisors, Inc. Portfolio Holdings by Sector

Level Financial Advisors, Inc.

$271 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VGSH VEA BSV VCSH DUHP VMBS DFUV 53 stocks	$237,800 91.12% of portfolio	29	16	5	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$6,215 2.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5,177 1.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,963 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1,643 0.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$1,361 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1,113 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1,080 0.41% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$998 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$542 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$515 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$478 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$423 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$412 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$379 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$359 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB 1 stocks	$311 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$219 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts

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