Next Level Private LLC

Q1 2025 13F Holdings

  • Location
    harrison, NY
  • Num holdings

    140

  • Value ($000)

    $268,396

  • Date Filed
    04/11/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$16.99M
6 %

290,258

JPM
JPM

JPMORGAN CHASE & CO.

COM
$13.81M
5 %

56,284

DUSA
DUSA

DAVIS FUNDAMENTAL ETF TR

SELECT US EQTY
$12.44M
5 %

293,917

AIRR
AIRR

FIRST TR EXCHANGE TRADED FD

RBA INDL ETF
$11.10M
4 %

162,698

GE
GE

GE AEROSPACE

COM NEW
$11.04M
4 %

55,157

FDL
FDL

FIRST TR MORNINGSTAR DIVID L

SHS
$10.75M
4 %

247,426

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$9.06M
3 %

16,204

QGRO
QGRO

AMERICAN CENTY ETF TR

US QUALITY GROW
$8.06M
3 %

86,003

AAPL
AAPL

APPLE INC

COM
$7.23M
3 %

32,560

INCM
INCM

FRANKLIN TEMPLETON ETF TR

INCOME FOCUS ETF
$6.89M
3 %

258,808

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 140