Next Level Private LLC

Q4 2024 13F Holdings

  • Location
    harrison, NY
  • Num holdings

    132

  • Value ($000)

    $247,890

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001910366
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RDVY
RDVY

FIRST TR EXCHANGE-TRADED FD

RISNG DIVD ACHIV
$15.51M
6 %

262,333

JPM
JPM

JPMORGAN CHASE & CO.

COM
$13.47M
5 %

56,194

DUSA
DUSA

DAVIS FUNDAMENTAL ETF TR

SELECT US EQTY
$11.12M
5 %

264,170

FDL
FDL

FIRST TR MORNINGSTAR DIVID L

SHS
$9.87M
4 %

245,266

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$9.67M
4 %

16,504

GE
GE

GE AEROSPACE

COM NEW
$9.20M
4 %

55,156

AAPL
AAPL

APPLE INC

COM
$7.99M
3 %

31,892

AIRR
AIRR

FIRST TR EXCHANGE-TRADED FD

RBA INDL ETF
$7.78M
3 %

101,036

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$6.99M
3 %

17,403

CSL
CSL

CARLISLE COS INC

COM
$6.65M
3 %

18,019

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