Next Level Private LLC Incresed Positions in Q4 2024

Next Level Private LLC

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.11%
$197.36 - $217.3 $395 - $435
1.86K $369K
DSL
Double Line Income Solutions Fund

Financial Services
264
+ 1.42%
$12.32 - $13.0 $3.25K - $3.43K
18.8K $236K
XLE
Energy Sector Spdr

ETFs
40
+ 0.78%
$83.32 - $97.27 $3.33K - $3.89K
5.19K $444K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
8
+ 0.11%
$42.8 - $44.98 $342 - $360
7.2K $314K
PFF
Ishares Trust Ishares Pfd And

ETFs
139
+ 2.09%
$31.23 - $33.51 $4.34K - $4.66K
6.79K $213K
FDD
First Trust Stoxx European Sel

ETFs
12.7K
+ 9.97%
$11.07 - $12.33 $140K - $156K
140K $1.57M
IBM
International Business Machines Corp

Technology
50
+ 0.23%
$204.9 - $238.04 $10.2K - $11.9K
21.6K $4.74M
DVY
Ishares Tr

ETFs
53
+ 0.75%
$129.55 - $143.41 $6.87K - $7.6K
7.14K $937K
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.75%
$250.81 - $283.3 $1.5K - $1.7K
809 $205K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 0.03%
$75.1 - $82.99 $75.1 - $83
3.69K $278K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.05%
$183.23 - $199.79 $733 - $799
8.87K $1.64M
ABBV
Abb Vie Inc.

Healthcare
20
+ 0.74%
$164.99 - $203.87 $3.3K - $4.08K
2.73K $484K
VTV
Vanguard Value ETF

ETFs
80
+ 0.66%
$168.32 - $181.87 $13.5K - $14.5K
12.3K $2.07M
KO
Coca Cola CO

Consumer Defensive
18
+ 0.33%
$61.74 - $71.71 $1.11K - $1.29K
5.41K $336K
SHEL
Shell PLC

Energy
29
+ 0.17%
$60.63 - $70.23 $1.76K - $2.04K
16.9K $1.06M
MSFT
Microsoft Corp

Technology
130
+ 1.02%
$406.35 - $454.46 $52.8K - $59.1K
12.9K $5.42M
EPP
Ishares Inc

ETFs
255
+ 1.86%
$43.59 - $49.13 $11.1K - $12.5K
14K $612K
JNJ
Johnson & Johnson

Healthcare
17
+ 0.44%
$143.34 - $165.86 $2.44K - $2.82K
3.9K $564K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
247
+ 0.69%
$11.91 - $14.14 $2.94K - $3.49K
35.9K $439K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.03%
$385.02 - $431.37 $770 - $863
6.64K $2.58M
FVD
First Tr Value Line Divid Inde

ETFs
366
+ 0.5%
$43.4 - $46.7 $15.9K - $17.1K
73.5K $3.21M
AMAT
Applied Materials Inc

Technology
11
+ 0.25%
$161.44 - $213.89 $1.78K - $2.35K
4.43K $720K
MRK
Merck & Co., Inc.

Healthcare
43
+ 0.16%
$96.31 - $114.76 $4.14K - $4.93K
26.4K $2.62M
GE
General Electric CO

Industrials
2
+ 0.0%
$159.95 - $194.23 $320 - $388
55.2K $9.2M
Activity Summary
Buys All Purchases 79 New Holdings 4 Increased Positions 75 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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