Next Level Wealth Planning, LLC Purchases in Q2 2025

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.35K
+ 6.58%
$456.74 - $568.03 $2.44M - $3.04M
86.6K $49.2B
DFAI
Dimensional ETF Tr

ETFs
72K
+ 18.12%
$28.02 - $34.71 $2.02M - $2.5M
469K $16.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
36.9K
+ 9.54%
$22.27 - $29.21 $823K - $1.08M
424K $12.4B
VO
Vanguard Mid Cap ETF

ETFs
5.65K
+ 11.09%
$228.54 - $279.83 $1.29M - $1.58M
56.6K $15.8B
VTI
Vanguard Total Stock Market Et

ETFs
2.34K
+ 5.41%
$243.75 - $303.93 $570K - $711K
45.6K $13.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
+ 13.13%
$90.56 - $109.49 $932K - $1.13M
88.7K $9.69B
Bitwise Bitcoin ETF Tr
10.8K
New
N/A
10.8K $631M
PLTR
Palantir Technologies Inc.

Technology
1.86K
+ 31.46%
$74.01 - $144.25 $137K - $268K
7.75K $1.06B
NVDA
Nvidia Corp

Technology
783
+ 9.18%
$94.31 - $157.99 $73.8K - $124K
9.31K $1.47B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.7K
+ 9.97%
$24.32 - $27.87 $845K - $968K
383K $10.2B
IXN
Ishares Global Information Tec

ETFs
3.08K
New
$65.81 - $92.34 $203K - $284K
3.08K $284M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.93K
New
$32.0 - $39.87 $190K - $237K
5.93K $236M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.46K
+ 68.38%
$41.1 - $42.37 $224K - $231K
13.4K $568M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.03K
+ 25.15%
$44.68 - $45.96 $225K - $231K
25K $1.14B
VGT
Vanguard Information Technolog

ETFs
341
New
$470.37 - $663.28 $160K - $226K
341 $226M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.47K
New
$52.31 - $63.72 $181K - $221K
3.47K $221M
JPIE
J P Morgan Exchange Traded Fd
4.74K
New
$45.12 - $46.32 $214K - $220K
4.74K $220M
GOOG
Alphabet Inc.

Communication Services
1.21K
New
$146.58 - $180.01 $177K - $217K
1.21K $214M
AMZN
Amazon Com Inc

Consumer Cyclical
489
+ 13.9%
$167.32 - $223.3 $81.8K - $109K
4.01K $879M
META
Meta Platforms, Inc.

Communication Services
273
New
$484.66 - $738.09 $132K - $201K
273 $202M
MU
Micron Technology Inc

Technology
7
+ 0.14%
$64.72 - $127.91 $453 - $895
4.85K $598M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.01K
+ 15.66%
$114.78 - $133.31 $116K - $135K
7.49K $998M
TSLA
Tesla, Inc.

Consumer Cyclical
274
+ 24.29%
$221.86 - $362.89 $60.8K - $99.4K
1.4K $445M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
80
+ 4.21%
$141.37 - $228.57 $11.3K - $18.3K
1.98K $448M
VONE
Vanguard Russell 1000 ETF

ETFs
311
+ 19.52%
$225.48 - $280.86 $70.1K - $87.3K
1.9K $535M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.29K
+ 54.02%
$48.13 - $49.85 $110K - $114K
6.54K $320M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.94K
+ 25.14%
$22.4 - $23.8 $65.8K - $69.9K
14.6K $348M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 5.68%
$416.06 - $551.64 $13.3K - $17.7K
595 $328M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.1%
$210.28 - $289.91 $210 - $290
963 $279M
V
Visa Inc.

Financial Services
10
+ 0.87%
$308.27 - $373.31 $3.08K - $3.73K
1.15K $409M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
90
+ 1.0%
$28.18 - $29.22 $2.54K - $2.63K
9.12K $266M
AFL
Aflac Inc

Financial Services
192
+ 6.5%
$99.77 - $112.45 $19.2K - $21.6K
3.15K $332M
AAPL
Apple Inc.

Technology
229
+ 2.7%
$172.42 - $223.89 $39.5K - $51.3K
8.73K $1.79B
Activity Summary
Buys All Purchases 34 New Holdings 9 Increased Positions 25 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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