Next Level Wealth Planning, LLC New Holdings in Q4 2024

Next Level Wealth Planning, LLC

  • $127 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76.6K
New
$521.84 - $558.82 $40M - $42.8M
76.6K $41.3B
VO
Vanguard Mid Cap ETF

ETFs
47.7K
New
$261.5 - $284.63 $12.5M - $13.6M
47.7K $12.6B
VTI
Vanguard Total Stock Market Et

ETFs
41.4K
New
$280.04 - $302.45 $11.6M - $12.5M
41.4K $12B
SCHG
Schwab Strategic Tr Us Large C

ETFs
370K
New
$25.93 - $105.3 $9.6M - $39M
370K $10.3B
DFAI
Dimensional ETF Tr

ETFs
325K
New
$29.0 - $31.6 $9.43M - $10.3M
325K $9.49B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
327K
New
$26.93 - $84.95 $8.81M - $27.8M
327K $8.94B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
75.1K
New
$113.92 - $127.38 $8.56M - $9.57M
75.1K $8.65B
VEU
Vanguard Ftse All World Ex Us

ETFs
102K
New
$57.29 - $63.1 $5.83M - $6.42M
102K $5.85B
AAPL
Apple Inc.

Technology
8.6K
New
$221.69 - $259.02 $1.91M - $2.23M
8.6K $2.15B
IVV
Ishares Core S&P 500 ETF

ETFs
2.29K
New
$570.51 - $610.59 $1.3M - $1.4M
2.29K $1.35B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19K
New
$44.87 - $46.86 $854K - $892K
19K $854M
AMZN
Amazon Com Inc

Consumer Cyclical
3.79K
New
$180.88 - $232.93 $685K - $882K
3.79K $831M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.7K
New
$66.77 - $71.52 $783K - $839K
11.7K $808M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.7K
New
$61.68 - $67.87 $662K - $729K
10.7K $669M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.89K
New
$126.68 - $134.74 $620K - $659K
4.89K $624M
MSFT
Microsoft Corp

Technology
1.33K
New
$406.35 - $454.46 $539K - $603K
1.33K $559M
OXY
Occidental Petroleum Corp

Energy
10.9K
New
$45.36 - $55.91 $495K - $610K
10.9K $539M
IEFA
Ishares Tr

ETFs
7.44K
New
$70.06 - $77.43 $521K - $576K
7.44K $523M
VIG
Vanguard Dividend Appreciation

ETFs
2.58K
New
N/A
2.58K $505M
PLTR
Palantir Technologies Inc.

Technology
6.55K
New
$36.46 - $82.38 $239K - $540K
6.55K $495M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
12.7K
New
$34.66 - $42.95 $439K - $543K
12.7K $447M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
New
$213.65 - $479.86 $231K - $519K
1.08K $437M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.65K
New
$56.06 - $61.35 $429K - $470K
7.65K $432M
COST
Costco Wholesale Corp

Consumer Defensive
446
New
$873.59 - $994.69 $390K - $444K
446 $409M
MU
Micron Technology Inc

Technology
4.8K
New
$84.16 - $113.41 $404K - $544K
4.8K $404M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
860
New
$442.29 - $483.08 $380K - $415K
860 $390M
V
Visa Inc.

Financial Services
1.2K
New
$273.87 - $320.91 $329K - $385K
1.2K $380M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.92K
New
$172.07 - $207.36 $330K - $398K
1.92K $379M
MCHP
Microchip Technology Inc

Technology
5.78K
New
$55.51 - $79.05 $321K - $457K
5.78K $331M
AFL
Aflac Inc

Financial Services
3.07K
New
$100.37 - $115.27 $308K - $354K
3.07K $318M
APH
Amphenol Corp

Technology
4.4K
New
$62.07 - $75.35 $273K - $332K
4.4K $306M
ET
Energy Transfer LP

Energy
15.3K
New
$16.05 - $19.86 $245K - $304K
15.3K $299M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.22K
New
$41.17 - $43.34 $297K - $313K
7.22K $298M
QQQ
Invesco Qqq Trust, Series 1

ETFs
563
New
$481.22 - $538.17 $271K - $303K
563 $288M
JPM
Jpmorgan Chase & CO

Financial Services
1K
New
$205.18 - $250.29 $206K - $251K
1K $240M
FDRR
Fidelity Covington Tr Divid Et

ETFs
4.45K
New
$50.93 - $53.77 $226K - $239K
4.45K $228M
GOOG
Alphabet Inc.

Communication Services
1.18K
New
$163.08 - $198.16 $193K - $234K
1.18K $225M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.01K
New
$43.84 - $48.76 $220K - $244K
5.01K $221M
CAT
Caterpillar Inc

Industrials
600
New
$360.37 - $416.88 $216K - $250K
600 $218M
VDC
Vanguard Consumer Staples ETF

ETFs
1.02K
New
$210.96 - $223.62 $216K - $229K
1.02K $216M
NFLX
Netflix Inc

Communication Services
230
New
$687.65 - $936.56 $158K - $215K
230 $205M
USA
Liberty All Star Equity Fund

Financial Services
22.1K
New
$6.82 - $7.46 $150K - $164K
22.1K $153M
Activity Summary
Buys All Purchases 43 New Holdings 43 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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