Level Financial Advisors

Latest statistics and disclosures from Level Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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

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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