Level Wealth Management LLC Portfolio Holdings

Level Wealth Management LLC

  • $142 Billion
  • Q4 2024

Level Wealth Management LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $45.9B, Vanguard Bd Index Fd Inc Total with a value of $24.2B, Vanguard Ftse Developed Market with a value of $16B, Vanguard Mun Bd Fds Tax Exempt with a value of $9.6B, and Dimensional ETF Tr with a value of $6.02B.

Examining the 13F form we can see an increase of $142B in the current position value.

Level Wealth Management LLC is based out at Greensboro, NC

Below you can find more details about Level Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $130 Billion
Technology: $4.52 Billion
Financial Services: $2.7 Billion
Consumer Cyclical: $1.34 Billion
Healthcare: $950 Million
Utilities: $883 Million
Consumer Defensive: $717 Million
Industrials: $217 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.9 Billion 32.44% of portfolio
158,457
Q4 2024 New
$0
$24.2 Billion 17.11% of portfolio
336,857
Q4 2024 New
$0
$16 Billion 11.31% of portfolio
334,862
Q4 2024 New
$0
$9.6 Billion 6.78% of portfolio
191,520
Q4 2024 New
$0
$6.02 Billion 4.25% of portfolio
148,689
Q4 2024 New
$0
$5.68 Billion 4.01% of portfolio
129,029
Q4 2024 New
$0
$3.15 Billion 2.22% of portfolio
64,181
Q4 2024 New
$3.33T
$2.42 Billion 1.71% of portfolio
5,753
Q4 2024 New
$0
$1.87 Billion 1.32% of portfolio
64,114
Q4 2024 New
$537B
$1.85 Billion 1.31% of portfolio
5,860
Q4 2024 New
$0
$1.8 Billion 1.27% of portfolio
52,038
Q4 2024 New
$0
$1.77 Billion 1.25% of portfolio
22,710
Q4 2024 New
$0
$1.72 Billion 1.22% of portfolio
22,261
Q4 2024 New
$0
$1.44 Billion 1.02% of portfolio
2,313
Q4 2024 New
$0
$1.37 Billion 0.97% of portfolio
2,549
Q4 2024 New
$0
$1.11 Billion 0.78% of portfolio
23,257
Q4 2024 New
$0
$760 Million 0.54% of portfolio
27,836
Q4 2024 New
$0
$734 Million 0.52% of portfolio
1,789
Q4 2024 New
$0
$706 Million 0.5% of portfolio
27,844
Q4 2024 New
$0
$677 Million 0.48% of portfolio
5,262
Q4 2024 New
$0
$631 Million 0.45% of portfolio
1,077
Q4 2024 New
$0
$628 Million 0.44% of portfolio
5,897
Q4 2024 New
$0
$619 Million 0.44% of portfolio
3,656
Q4 2024 New
$11.6B
$627 Million 0.44% of portfolio
9,543
Q4 2024 New
$84.2B
$540 Million 0.38% of portfolio
5,008
Q4 2024 New
$266B
$490 Million 0.35% of portfolio
7,876
Q4 2024 New
$10.2B
$487 Million 0.34% of portfolio
2,867
Q4 2024 New
$510B
$474 Million 0.33% of portfolio
900
Q4 2024 New
$0
$469 Million 0.33% of portfolio
13,747
Q4 2024 New
$0
$434 Million 0.31% of portfolio
19,111
Q4 2024 New
$0
$426 Million 0.3% of portfolio
7,221
Q4 2024 New
$2.4T
$408 Million 0.29% of portfolio
1,859
Q4 2024 New
$603B
$374 Million 0.26% of portfolio
825
Q4 2024 New
$0
$374 Million 0.26% of portfolio
4,263
Q4 2024 New
$0
$365 Million 0.26% of portfolio
1,863
Q4 2024 New
$5B
$350 Million 0.25% of portfolio
4,102
Q4 2024 New
$89.6B
$343 Million 0.24% of portfolio
4,172
Q4 2024 New
$367B
$336 Million 0.24% of portfolio
2,500
Q4 2024 New
$148B
$323 Million 0.23% of portfolio
12,176
Q4 2024 New
$0
$317 Million 0.22% of portfolio
539
Q4 2024 New
$209B
$299 Million 0.21% of portfolio
1,030
Q4 2024 New
$1.3T
$286 Million 0.2% of portfolio
707
Q4 2024 New
$0
$262 Million 0.19% of portfolio
992
Q4 2024 New
$203B
$254 Million 0.18% of portfolio
1,157
Q4 2024 New
$0
$254 Million 0.18% of portfolio
10,218
Q4 2024 New
$205B
$227 Million 0.16% of portfolio
1,493
Q4 2024 New
$0
$228 Million 0.16% of portfolio
1,979
Q4 2024 New
$7.98B
$219 Million 0.15% of portfolio
1,250
Q4 2024 New
$219B
$217 Million 0.15% of portfolio
1,301
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $142 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 53 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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