LEVEL FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 37K | $5.23M |
 | UPS | 12K | $1.23M |
 | AAPL | 8K | $2.16M |
 | LRCX | 7K | $1.21M |
 | NEE | 6K | $520.50K |
 | NVDA | 6K | $1.04M |
 | NFLX | 4K | $347.85K |
 | AMZN | 3K | $657.84K |
 | JPM | 3K | $911.50K |
 | XOM | 3K | $328.92K |
 | GOOGL | 2K | $770.46K |
 | MSFT | 2K | $1.10M |
 | BRK-B | 2K | $1.04M |
 | MTB | 2K | $340.27K |
 | CVX | 1K | $209.42K |
 | GOOG | 1K | $359.62K |
 | BA | 1K | $234.97K |
 | GE | 840 | $258.75K |
 | IBM | 818 | $242.37K |
 | HD | 802 | $276.00K |
The Procter & Gamble Company
PG
Shares Held
37K
Value
$5.23M
United Parcel Service, Inc.
UPS
Shares Held
12K
Value
$1.23M
Apple Inc.
AAPL
Shares Held
8K
Value
$2.16M
Lam Research Corporation
LRCX
Shares Held
7K
Value
$1.21M
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$520.50K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.04M
Netflix, Inc.
NFLX
Shares Held
4K
Value
$347.85K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$657.84K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$911.50K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$328.92K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$770.46K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.10M
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.04M
M&T Bank Corporation
MTB
Shares Held
2K
Value
$340.27K
Chevron Corporation
CVX
Shares Held
1K
Value
$209.42K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$359.62K
The Boeing Company
BA
Shares Held
1K
Value
$234.97K
GE Aerospace
GE
Shares Held
840
Value
$258.75K
International Business Machines Corporation
IBM
Shares Held
818
Value
$242.37K
The Home Depot, Inc.
HD
Shares Held
802
Value
$276.00K