Next Level Wealth Planning, LLC Incresed Positions in Q1 2025

Next Level Wealth Planning, LLC

  • $132 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
72.3K
+ 22.23%
$28.88 - $32.4 $2.09M - $2.34M
397K $12.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.2K
+ 6.49%
$27.01 - $28.54 $573K - $606K
348K $9.74B
VO
Vanguard Mid Cap ETF

ETFs
3.28K
+ 6.87%
$251.87 - $277.95 $825K - $911K
51K $13.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.64K
+ 6.05%
$507.05 - $563.67 $2.35M - $2.61M
81.3K $41.8B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.58K
+ 32.38%
$126.11 - $135.06 $200K - $214K
6.48K $835M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44
+ 5.12%
$442.66 - $534.52 $19.5K - $23.5K
904 $481M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.82K
+ 14.35%
$34.17 - $38.11 $62K - $69.2K
14.5K $535M
IEFA
Ishares Tr

ETFs
373
+ 5.02%
$69.57 - $78.65 $25.9K - $29.3K
7.81K $591M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
961
+ 5.05%
$44.41 - $45.98 $42.7K - $44.2K
20K $913M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
940
+ 12.28%
$53.6 - $58.97 $50.4K - $55.4K
8.59K $471M
IVV
Ishares Core S&P 500 ETF

ETFs
148
+ 6.48%
$554.06 - $615.85 $82K - $91.1K
2.43K $1.37B
MU
Micron Technology Inc

Technology
50
+ 1.04%
$86.89 - $109.38 $4.34K - $5.47K
4.85K $421M
VIG
Vanguard Dividend Appreciation

ETFs
115
+ 4.46%
N/A
2.69K $523M
VDC
Vanguard Consumer Staples ETF

ETFs
9
+ 0.88%
$206.54 - $226.16 $1.86K - $2.04K
1.03K $226M
USA
Liberty All Star Equity Fund

Financial Services
555
+ 2.52%
$6.41 - $7.32 $3.56K - $4.06K
22.6K $148M
CAT
Caterpillar Inc

Industrials
12
+ 2.0%
$326.75 - $407.63 $3.92K - $4.89K
612 $202M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
33
+ 0.28%
$64.88 - $72.1 $2.14K - $2.38K
11.8K $773M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.01%
$57.21 - $65.8 $57.2 - $65.8
10.7K $627M
MSFT
Microsoft Corp

Technology
40
+ 3.01%
$375.39 - $447.2 $15K - $17.9K
1.37K $513M
VTI
Vanguard Total Stock Market Et

ETFs
1.86K
+ 4.5%
$271.18 - $303.12 $505K - $564K
43.3K $11.9B
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 4.25%
$222.15 - $428.22 $10.2K - $19.7K
1.13K $292M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.27K
+ 4.36%
$102.49 - $119.96 $335K - $393K
78.4K $8.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.1K
+ 4.61%
$24.91 - $29.02 $425K - $495K
387K $9.69B
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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