Next Level Private LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Million distributed in 132 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 $15.5M, Jpmorgan Chase & CO with a value of $13.5M, Davis Fundamental ETF Tr with a value of $11.1M, First Tr Morningstar Dividend with a value of $9.87M, and Spdr S&P 500 ETF Trust with a value of $9.67M.
Examining the 13F form we can see an increase of $2.51M in the current position value, from $232M to 234M.
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
$234 Million
ETFs: $111 Million
Financial Services: $34.3 Million
Technology: $22.9 Million
Industrials: $22.1 Million
Communication Services: $12.5 Million
Healthcare: $9.45 Million
Energy: $8.7 Million
Consumer Cyclical: $7.02 Million
Other: $5.98 Million
Stock Holdings Table Market Cap. of $200 Billions or more
