Next Level Private LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $251 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $16.8M, Jpmorgan Chase & CO with a value of $13.8M, Davis Fundamental ETF Tr with a value of $12.3M, First Tr Vi Rba Amern Indl Ren with a value of $11.1M, and General Electric CO with a value of $11M.
Examining the 13F form we can see an increase of $17M in the current position value, from $234M to 251M.
Next Level Private LLC is based out at Harrison, NY
Below you can find more details about Next Level Private LLC portfolio as well as his latest detailed transactions.
Portfolio value
$251 Million
ETFs: $125 Million
Financial Services: $33.8 Million
Industrials: $24.2 Million
Technology: $21.6 Million
Communication Services: $11.3 Million
Healthcare: $10.6 Million
Energy: $10.1 Million
Consumer Cyclical: $7.22 Million
Other: $7.38 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
