Level Financial Advisors, Inc. Portfolio Holdings by Sector

Level Financial Advisors, Inc.

$243 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VGSH VEA BSV VCSH DUHP VMBS DFUV 49 stocks	$217,931 93.36% of portfolio	30	13	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5,343 2.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,157 0.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1,932 0.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$1,053 0.45% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,011 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$667 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$593 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$543 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$424 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$364 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$317 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB 1 stocks	$315 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$266 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$257 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$247 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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