Level Financial Advisors
Latest statistics and disclosures from Level Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VGSH, BSV, VEA, VCSH, and represent 53.42% of Level Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVRE, DUHP, VMBS, VEA, AVUV, VOO, VCSH, AVEM, NYF, DFAE.
- Started 56 new stock positions in CCI, CWI, AMAT, WPC, BSCQ, SYK, MAR, ADBE, AVGO, DFIS.
- Reduced shares in these 10 stocks: QUAL, VBR, REET, XOM, VGSH, , AAPL, DFAI, VONV, DFUV.
- Sold out of its positions in AWK, Citrix Systems, CLX, EMBC, GNTX, TIP, AGG, IYH, HYG, LUMN. 180 Life Sciences Corp, OKE, SQQQ, NOBL, SO, TTD, VYM, VTWO, VONG, VNQ, VO, PARA, VNT.
- Level Financial Advisors was a net buyer of stock by $9.1M.
- Level Financial Advisors has $153M in assets under management (AUM), dropping by 12.72%.
- Central Index Key (CIK): 0001871734
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Portfolio Holdings for Level Financial Advisors
Level Financial Advisors holds 288 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 21.1 | $32M | +3% | 92k | 351.34 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 12.6 | $19M | 332k | 57.82 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 7.6 | $12M | +2% | 154k | 75.28 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.2 | $11M | +14% | 262k | 41.97 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 5.0 | $7.6M | +16% | 101k | 75.19 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 4.8 | $7.3M | 219k | 33.48 | ||
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 3.0 | $4.6M | +45% | 101k | 45.52 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.3 | $3.5M | 79k | 43.95 | ||
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.2 | $3.3M | +6% | 82k | 40.88 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $3.3M | +16% | 17k | 191.18 | |
| American Centy Etf Tr Real Estate Etf (AVRE) | 2.1 | $3.2M | +307% | 78k | 41.13 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.7 | $2.6M | +24% | 56k | 47.42 | |
| Vanguard Index Fds Value Etf (VTV) | 1.7 | $2.6M | +10% | 19k | 140.36 | |
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.6 | $2.4M | +28% | 110k | 21.95 | |
Setup an alertLevel Financial Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.5 | $2.2M | +9% | 22k | 102.83 | |
| Dimensional Etf Trust Us High Profitab (DUHP) | 1.3 | $2.0M | +348% | 82k | 24.01 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.2 | $1.9M | -4% | 48k | 38.99 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.8M | -27% | 17k | 110.32 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.1 | $1.7M | +97% | 34k | 50.44 | |
| Ishares Tr Global Reit Etf (REET) | 1.1 | $1.6M | -38% | 71k | 22.71 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $1.6M | -43% | 14k | 113.96 | |
| Ishares Tr Micro-cap Etf (IWC) | 1.0 | $1.5M | -2% | 14k | 107.83 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.0 | $1.5M | +12% | 33k | 46.71 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $1.5M | -44% | 9.2k | 158.80 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $1.4M | +670% | 19k | 74.51 | |
| Apple (AAPL) | 0.9 | $1.3M | -13% | 10k | 129.94 | |
| Ishares Tr New York Mun Etf (NYF) | 0.8 | $1.3M | +75% | 24k | 52.42 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.8 | $1.2M | +24% | 49k | 23.77 | |
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.5 | $699k | +3% | 31k | 22.29 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.5 | $693k | 23k | 30.41 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $673k | -2% | 7.6k | 88.22 | |
| Nextera Energy (NEE) | 0.4 | $652k | 7.8k | 83.59 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $604k | 2.0k | 309.11 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $583k | +50% | 2.7k | 213.08 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $574k | -2% | 8.7k | 65.74 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $442k | 5.2k | 84.84 | ||
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $441k | +30% | 8.3k | 53.14 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.3 | $433k | 7.8k | 55.31 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $426k | 8.6k | 49.51 | ||
| Netflix (NFLX) | 0.3 | $399k | 1.4k | 295.12 | ||
| Microsoft Corporation (MSFT) | 0.2 | $359k | +2% | 1.5k | 239.65 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $342k | -3% | 5.2k | 65.87 | |
| Vanguard World Esg Us Corp Bd (VCEB) | 0.2 | $333k | +30% | 5.5k | 60.73 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $286k | 2.1k | 134.15 | ||
| Amazon (AMZN) | 0.2 | $275k | -9% | 3.3k | 83.89 | |
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.2 | $270k | +11% | 6.2k | 43.43 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $242k | -2% | 4.9k | 49.10 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $232k | -14% | 2.7k | 84.89 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $200k | 522.00 | 383.14 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $198k | +7% | 2.7k | 74.38 | |
| General Electric Com New (GE) | 0.1 | $192k | 2.3k | 83.70 | ||
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $168k | +4% | 2.3k | 72.63 | |
| Ishares Tr Gnma Bond Etf (GNMA) | 0.1 | $166k | NEW | 3.8k | 43.54 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $161k | 1.2k | 135.41 | ||
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $158k | +697% | 3.3k | 47.95 | |
| Home Depot (HD) | 0.1 | $152k | 480.00 | 316.67 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $141k | +31% | 770.00 | 183.12 | |
| National Fuel Gas (NFG) | 0.1 | $138k | 2.2k | 63.45 | ||
| Agilon Health (AGL) | 0.1 | $138k | -21% | 8.6k | 16.12 | |
| Eli Lilly & Co. (LLY) | 0.1 | $131k | 358.00 | 365.92 | ||
| Abbvie (ABBV) | 0.1 | $126k | 781.00 | 161.33 | ||
| Walt Disney Company (DIS) | 0.1 | $124k | -15% | 1.4k | 86.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $121k | 1.4k | 88.97 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $120k | -18% | 449.00 | 267.26 | |
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $115k | +647% | 4.8k | 24.16 | |
| Qualcomm (QCOM) | 0.1 | $114k | -8% | 1.0k | 109.93 | |
| Willis Towers Watson SHS (WTW) | 0.1 | $111k | -9% | 455.00 | 243.96 | |
| Hess (HES) | 0.1 | $109k | 768.00 | 141.93 | ||
| Air Products & Chemicals (APD) | 0.1 | $105k | 340.00 | 308.82 | ||
| M&T Bank Corporation (MTB) | 0.1 | $101k | 693.00 | 145.74 | ||
| Abbott Laboratories (ABT) | 0.1 | $97k | 885.00 | 109.60 | ||
| Johnson & Johnson (JNJ) | 0.1 | $95k | -9% | 536.00 | 177.24 | |
| Chevron Corporation (CVX) | 0.1 | $95k | 530.00 | 179.25 | ||
| Meta Platforms Cl A (META) | 0.1 | $91k | 759.00 | 119.89 | ||
| McDonald's Corporation (MCD) | 0.1 | $81k | 307.00 | 263.84 | ||
| Lowe's Companies (LOW) | 0.1 | $80k | 404.00 | 198.02 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $78k | -20% | 1.7k | 45.11 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $75k | -18% | 1.9k | 40.32 | |
| Principal Financial (PFG) | 0.0 | $73k | 867.00 | 84.20 | ||
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $71k | +118% | 1.5k | 47.27 | |
| American Electric Power Company (AEP) | 0.0 | $69k | +3% | 722.00 | 95.57 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $68k | 281.00 | 241.99 | ||
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $63k | 1.1k | 57.96 | ||
| Pepsi (PEP) | 0.0 | $63k | +3% | 351.00 | 179.49 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $63k | 1.1k | 58.77 | ||
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $60k | -15% | 1.2k | 51.06 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $59k | 478.00 | 123.43 | ||
| Loews Corporation (L) | 0.0 | $58k | 1.0k | 58.00 | ||
| Danaher Corporation (DHR) | 0.0 | $55k | +3% | 206.00 | 266.99 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $55k | +5% | 545.00 | 100.92 | |
| General Mills (GIS) | 0.0 | $53k | 630.00 | 84.13 | ||
| Pfizer (PFE) | 0.0 | $52k | 1.0k | 51.18 | ||
| Moog Cl A (MOG.A) | 0.0 | $51k | 585.00 | 87.18 | ||
| Tesla Motors (TSLA) | 0.0 | $51k | 410.00 | 124.39 | ||
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $51k | -74% | 771.00 | 66.15 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $51k | -5% | 539.00 | 94.62 | |
| Boeing Company (BA) | 0.0 | $50k | 264.00 | 189.39 | ||
| UnitedHealth (UNH) | 0.0 | $50k | +4% | 94.00 | 531.91 | |
| Honeywell International (HON) | 0.0 | $49k | 230.00 | 213.04 | ||
| Colgate-Palmolive Company (CL) | 0.0 | $48k | 612.00 | 78.43 | ||
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $44k | 177.00 | 248.59 | ||
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $42k | 416.00 | 100.96 | ||
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $41k | 273.00 | 150.18 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $41k | 1.2k | 33.23 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $40k | 652.00 | 61.35 | ||
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $39k | -30% | 656.00 | 59.45 | |
| Procter & Gamble Company (PG) | 0.0 | $38k | 251.00 | 151.39 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $35k | -23% | 241.00 | 145.23 | |
| Bank of America Corporation (BAC) | 0.0 | $34k | +2% | 1.0k | 33.04 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $32k | 150.00 | 213.33 | ||
| Innovative Industria A (IIPR) | 0.0 | $30k | +50% | 300.00 | 100.00 | |
| Cisco Systems (CSCO) | 0.0 | $30k | 630.00 | 47.62 | ||
| Lee Enterprises (LEE) | 0.0 | $29k | 1.6k | 18.69 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $28k | +12% | 184.00 | 152.17 | |
| ConocoPhillips (COP) | 0.0 | $27k | +13% | 230.00 | 117.39 | |
| Becton, Dickinson and (BDX) | 0.0 | $26k | 103.00 | 252.43 | ||
| Hp (HPQ) | 0.0 | $25k | 918.00 | 27.23 | ||
| Merck & Co (MRK) | 0.0 | $24k | 220.00 | 109.09 | ||
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $23k | 404.00 | 56.93 | ||
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $23k | -38% | 492.00 | 46.75 | |
| FedEx Corporation (FDX) | 0.0 | $23k | 132.00 | 174.24 | ||
| General Dynamics Corporation (GD) | 0.0 | $23k | 91.00 | 252.75 | ||
| Wells Fargo & Company (WFC) | 0.0 | $22k | 530.00 | 41.51 | ||
| Target Corporation (TGT) | 0.0 | $22k | 146.00 | 150.68 | ||
| At&t (T) | 0.0 | $21k | 1.1k | 18.70 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $21k | 623.00 | 33.71 | ||
| Schlumberger Com Stk (SLB) | 0.0 | $21k | 400.00 | 52.50 | ||
| Tekla Healthcare Opportuniti SHS (THQ) | 0.0 | $20k | 1.0k | 20.00 | ||
| Amgen (AMGN) | 0.0 | $20k | +4% | 77.00 | 259.74 | |
| Intel Corporation (INTC) | 0.0 | $19k | +2% | 720.00 | 26.39 | |
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.0 | $19k | +12% | 386.00 | 49.22 | |
| Snowflake Cl A (SNOW) | 0.0 | $17k | 115.00 | 147.83 | ||
| Advanced Micro Devices (AMD) | 0.0 | $17k | +5% | 260.00 | 65.38 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $17k | 140.00 | 121.43 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $16k | 312.00 | 51.28 | ||
| American Express Company (AXP) | 0.0 | $16k | 105.00 | 152.38 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $16k | 42.00 | 380.95 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $16k | 183.00 | 87.43 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $16k | 152.00 | 105.26 | ||
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $16k | NEW | 654.00 | 24.46 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $16k | -92% | 655.00 | 24.43 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $15k | 918.00 | 16.34 | ||
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $15k | 292.00 | 51.37 | ||
| Ford Motor Company (F) | 0.0 | $14k | 1.2k | 11.67 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $14k | -52% | 437.00 | 32.04 | |
| TJX Companies (TJX) | 0.0 | $14k | +4% | 175.00 | 80.00 | |
| Hubspot (HUBS) | 0.0 | $14k | NEW | 50.00 | 280.00 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $14k | -45% | 216.00 | 64.81 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $13k | 263.00 | 49.43 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $13k | 28.00 | 464.29 | ||
| Carrier Global Corporation (CARR) | 0.0 | $13k | 320.00 | 40.62 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $13k | 160.00 | 81.25 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $13k | 93.00 | 139.78 | ||
| Phillips 66 (PSX) | 0.0 | $12k | +14% | 116.00 | 103.45 | |
| Vail Resorts (MTN) | 0.0 | $12k | 50.00 | 240.00 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $12k | +3966% | 122.00 | 98.36 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $12k | -89% | 414.00 | 28.99 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $11k | 175.00 | 62.86 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $11k | 168.00 | 65.48 | ||
| Wabtec Corporation (WAB) | 0.0 | $11k | 114.00 | 96.49 | ||
| Zscaler Incorporated (ZS) | 0.0 | $11k | NEW | 100.00 | 110.00 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $11k | 350.00 | 31.43 | ||
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $10k | -39% | 327.00 | 30.58 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $9.0k | NEW | 444.00 | 20.27 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $9.0k | NEW | 478.00 | 18.83 | |
| Republic Services (RSG) | 0.0 | $9.0k | -51% | 72.00 | 125.00 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $9.0k | 100.00 | 90.00 | ||
| Oracle Corporation (ORCL) | 0.0 | $9.0k | 104.00 | 86.54 | ||
| Ishares Core Msci Emkt (IEMG) | 0.0 | $9.0k | -70% | 188.00 | 47.87 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $9.0k | NEW | 458.00 | 19.65 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $9.0k | NEW | 468.00 | 19.23 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $8.0k | 411.00 | 19.46 | ||
| Fortive (FTV) | 0.0 | $8.0k | 125.00 | 64.00 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $8.0k | -49% | 337.00 | 23.74 | |
| International Business Machines (IBM) | 0.0 | $8.0k | 59.00 | 135.59 | ||
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $8.0k | NEW | 464.00 | 17.24 | |
| Verizon Communications (VZ) | 0.0 | $7.0k | -26% | 184.00 | 38.04 | |
| Paychex (PAYX) | 0.0 | $7.0k | 62.00 | 112.90 | ||
| Wyndham Hotels And Resorts (WH) | 0.0 | $7.0k | 100.00 | 70.00 | ||
| CSX Corporation (CSX) | 0.0 | $7.0k | 225.00 | 31.11 | ||
| Computer Task (CTG) | 0.0 | $6.0k | 803.00 | 7.47 | ||
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $6.0k | NEW | 194.00 | 30.93 | |
| Paycom Software (PAYC) | 0.0 | $6.0k | NEW | 20.00 | 300.00 | |
| Cigna Corp (CI) | 0.0 | $6.0k | 19.00 | 315.79 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $6.0k | 67.00 | 89.55 | ||
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $6.0k | 95.00 | 63.16 | ||
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $6.0k | NEW | 234.00 | 25.64 | |
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $5.0k | 480.00 | 10.42 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $5.0k | 97.00 | 51.55 | ||
| Skyworks Solutions (SWKS) | 0.0 | $5.0k | 50.00 | 100.00 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $5.0k | 14.00 | 357.14 | ||
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $5.0k | NEW | 200.00 | 25.00 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.0 | $5.0k | 390.00 | 12.82 | ||
| Plug Power Com New (PLUG) | 0.0 | $5.0k | 392.00 | 12.76 | ||
| Acv Auctions Com Cl A (ACVA) | 0.0 | $5.0k | 600.00 | 8.33 | ||
| Bumble Com Cl A (BMBL) | 0.0 | $4.0k | 196.00 | 20.41 | ||
| Manulife Finl Corp (MFC) | 0.0 | $4.0k | 234.00 | 17.09 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $4.0k | 57.00 | 70.18 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $4.0k | NEW | 52.00 | 76.92 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $4.0k | 25.00 | 160.00 | ||
| Travel Leisure Ord (TNL) | 0.0 | $4.0k | 100.00 | 40.00 | ||
| Comcast Corp Cl A (CMCSA) | 0.0 | $4.0k | -7% | 116.00 | 34.48 | |
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.0 | $4.0k | NEW | 178.00 | 22.47 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $4.0k | 126.00 | 31.75 | ||
| Key (KEY) | 0.0 | $4.0k | 244.00 | 16.39 | ||
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $3.0k | 149.00 | 20.13 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $3.0k | NEW | 20.00 | 150.00 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $3.0k | 25.00 | 120.00 | ||
| Illumina (ILMN) | 0.0 | $3.0k | 13.00 | 230.77 | ||
| Ishares Tr National Mun Etf (MUB) | 0.0 | $3.0k | -87% | 27.00 | 111.11 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.0k | 23.00 | 130.43 | ||
| BP Sponsored Adr (BP) | 0.0 | $3.0k | 83.00 | 36.14 | ||
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.0k | +20% | 325.00 | 9.23 | |
| Bristol Myers Squibb (BMY) | 0.0 | $2.0k | +76% | 30.00 | 66.67 | |
| Paypal Holdings (PYPL) | 0.0 | $2.0k | 30.00 | 66.67 | ||
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $2.0k | 47.00 | 42.55 | ||
| PNC Financial Services (PNC) | 0.0 | $2.0k | NEW | 10.00 | 200.00 | |
| Wal-Mart Stores (WMT) | 0.0 | $2.0k | NEW | 16.00 | 125.00 | |
| Norfolk Southern (NSC) | 0.0 | $2.0k | NEW | 7.00 | 285.71 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $2.0k | NEW | 4.00 | 500.00 | |
| Visa Com Cl A (V) | 0.0 | $2.0k | NEW | 8.00 | 250.00 | |
| MetLife (MET) | 0.0 | $2.0k | -61% | 32.00 | 62.50 | |
| Motorola Solutions Com New (MSI) | 0.0 | $2.0k | NEW | 6.00 | 333.33 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $2.0k | 10.00 | 200.00 | ||
| Moog CL B (MOG.B) | 0.0 | $2.0k | 19.00 | 105.26 | ||
| Eaton Corp SHS (ETN) | 0.0 | $2.0k | NEW | 10.00 | 200.00 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $2.0k | 22.00 | 90.91 | ||
| Iqvia Holdings (IQV) | 0.0 | $2.0k | NEW | 8.00 | 250.00 | |
| Broadcom (AVGO) | 0.0 | $2.0k | NEW | 4.00 | 500.00 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $2.0k | 24.00 | 83.33 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.0k | -68% | 54.00 | 37.04 | |
| American Intl Group Com New (AIG) | 0.0 | $2.0k | 38.00 | 52.63 | ||
| Dxc Technology (DXC) | 0.0 | $2.0k | 78.00 | 25.64 | ||
| Fuelcell Energy (FCEL) | 0.0 | $1.0k | 358.00 | 2.79 | ||
| BlackRock (BLK) | 0.0 | $1.0k | NEW | 2.00 | 500.00 | |
| Travelers Companies (TRV) | 0.0 | $999.999900 | NEW | 3.00 | 333.33 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.0k | NEW | 2.00 | 500.00 | |
| Global Payments (GPN) | 0.0 | $1.0k | NEW | 8.00 | 125.00 | |
| Darden Restaurants (DRI) | 0.0 | $1.0k | NEW | 10.00 | 100.00 | |
| Analog Devices (ADI) | 0.0 | $1.0k | NEW | 6.00 | 166.67 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.0k | NEW | 8.00 | 125.00 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.0k | NEW | 2.00 | 500.00 | |
| Capital One Financial (COF) | 0.0 | $1.0k | NEW | 10.00 | 100.00 | |
| Stryker Corporation (SYK) | 0.0 | $1.0k | NEW | 4.00 | 250.00 | |
| Marriott Intl Cl A (MAR) | 0.0 | $1.0k | NEW | 10.00 | 100.00 | |
| Applied Materials (AMAT) | 0.0 | $1.0k | NEW | 10.00 | 100.00 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.0k | NEW | 2.00 | 500.00 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.0k | NEW | 2.00 | 500.00 | |
| Insulet Corporation (PODD) | 0.0 | $1.0k | NEW | 4.00 | 250.00 | |
| First Tr Exchange Traded Materials Alph (FXZ) | 0.0 | $1.0k | NEW | 18.00 | 55.56 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $999.999700 | 7.00 | 142.86 | ||
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $1.0k | 16.00 | 62.50 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $1.0k | 18.00 | 55.56 | ||
| Expedia Group Com New (EXPE) | 0.0 | $1.0k | 15.00 | 66.67 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $999.999900 | NEW | 9.00 | 111.11 | |
| Servicenow (NOW) | 0.0 | $1.0k | NEW | 2.00 | 500.00 | |
| Burlington Stores (BURL) | 0.0 | $1.0k | NEW | 6.00 | 166.67 | |
| Crown Castle Intl (CCI) | 0.0 | $1.0k | NEW | 10.00 | 100.00 | |
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $999.998200 | 41.00 | 24.39 | ||
| Xerox Holdings Corp Com New (XRX) | 0.0 | $1.0k | 50.00 | 20.00 | ||
| Globus Maritime Com New (GLBS) | 0.0 | $1.0k | 1.0k | 1.00 | ||
| Organon & Co Common Stock (OGN) | 0.0 | $999.999000 | 22.00 | 45.45 | ||
| Proterra (PTRA) | 0.0 | $1.0k | 200.00 | 5.00 | ||
| Ameren Corporation (AEE) | 0.0 | $1.0k | NEW | 14.00 | 71.43 | |
| SYSCO Corporation (SYY) | 0.0 | $1.0k | NEW | 14.00 | 71.43 | |
| Eastman Chemical Company (EMN) | 0.0 | $999.999600 | NEW | 12.00 | 83.33 | |
| Oshkosh Corporation (OSK) | 0.0 | $999.999600 | NEW | 12.00 | 83.33 | |
| Wp Carey (WPC) | 0.0 | $999.999600 | NEW | 12.00 | 83.33 | |
| Life Storage Inc reit (LSI) | 0.0 | $1.0k | 13.00 | 76.92 | ||
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $999.999500 | 17.00 | 58.82 | ||
| Dow (DOW) | 0.0 | $1.0k | NEW | 19.00 | 52.63 | |
| Novavax Com New (NVAX) | 0.0 | $999.999000 | 78.00 | 12.82 | ||
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $999.983900 | 443.00 | 2.26 | ||
| Titan Pharmaceuticals Inc De Com New (TTNP) | 0.0 | $1.0k | 987.00 | 1.01 | ||
| Altria (MO) | 0.0 | $0 | NEW | 7.00 | 0.00 | |
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $0 | 1.00 | 0.00 | ||
| Liberty Tripadvisor Hldgs In Com Ser A (LTRPA) | 0.0 | $0 | 44.00 | 0.00 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $0 | NEW | 7.00 | 0.00 | |
| Conduent Incorporate (CNDT) | 0.0 | $0 | 40.00 | 0.00 | ||
| Brighthouse Finl (BHF) | 0.0 | $0 | 3.00 | 0.00 | ||
| Purple Innovatio (PRPL) | 0.0 | $0 | 1.00 | 0.00 | ||
| Weatherford Intl Ord Shs (WFRD) | 0.0 | $0 | 2.00 | 0.00 | ||
| Aurora Cannabis (ACB) | 0.0 | $0 | 473.00 | 0.00 | ||
| Sixth Street Specialty Lending (TSLX) | 0.0 | $0 | NEW | 23.00 | 0.00 | |
| Viatris (VTRS) | 0.0 | $0 | 16.00 | 0.00 | ||
| Marvell Technology (MRVL) | 0.0 | $0 | NEW | 12.00 | 0.00 | |
| Mymd Pharmaceuticals (MYMD) | 0.0 | $0 | 200.00 | 0.00 | ||
| 180 Life Sciences Corp Com New | 0.0 | $0 | NEW | 100.00 | 0.00 | |
Past Filings by Level Financial Advisors
SEC 13F filings are viewable for Level Financial Advisors going back to 2021
- Level Financial Advisors 2022 Q4 filed Jan. 23, 2023
- Level Financial Advisors 2022 Q3 filed Oct. 18, 2022
- Level Financial Advisors 2022 Q2 restated filed Aug. 10, 2022
- Level Financial Advisors 2022 Q2 filed July 19, 2022
- Level Financial Advisors 2022 Q1 filed April 8, 2022
- Level Financial Advisors 2021 Q4 filed Jan. 20, 2022