Next Level Private LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $287 Million distributed in 150 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 $18.6M, American Centy ETF Tr Stoxx Us with a value of $17.2M, Jpmorgan Chase & CO with a value of $16.7M, Davis Fundamental ETF Tr with a value of $14.7M, and First Tr Vi Rba Amern Indl Ren with a value of $14.3M.
Examining the 13F form we can see an increase of $35.4M in the current position value, from $251M to 287M.
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
$287 Million
ETFs: $147 Million
Financial Services: $38.7 Million
Industrials: $28.1 Million
Technology: $26.5 Million
Communication Services: $13 Million
Energy: $9.35 Million
Healthcare: $9.14 Million
Consumer Cyclical: $7.88 Million
Other: $6.83 Million
Stock Holdings Table Market Cap. of $200 Billions or more