LEVEL FINANCIAL ADVISORS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 37K | $5.63M |
 | UPS | 12K | $1.03M |
 | AAPL | 9K | $2.19M |
 | XOM | 7K | $815.85K |
 | LRCX | 7K | $952.83K |
 | NEE | 6K | $489.45K |
 | NVDA | 5K | $880.88K |
 | AMZN | 3K | $625.55K |
 | JPM | 3K | $897.34K |
 | GOOGL | 3K | $674.48K |
 | MSFT | 3K | $1.39M |
 | CVX | 2K | $371.35K |
 | BRK-B | 2K | $1.07M |
 | MTB | 2K | $333.68K |
 | GOOG | 1K | $340.97K |
 | MA | 1K | $686.71K |
 | BA | 1K | $233.57K |
 | IBM | 981 | $276.74K |
 | GE | 860 | $258.70K |
 | NOC | 783 | $476.88K |
The Procter & Gamble Company
PG
Shares Held
37K
Value
$5.63M
United Parcel Service, Inc.
UPS
Shares Held
12K
Value
$1.03M
Apple Inc.
AAPL
Shares Held
9K
Value
$2.19M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$815.85K
Lam Research Corporation
LRCX
Shares Held
7K
Value
$952.83K
NextEra Energy, Inc.
NEE
Shares Held
6K
Value
$489.45K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$880.88K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$625.55K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$897.34K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$674.48K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.39M
Chevron Corporation
CVX
Shares Held
2K
Value
$371.35K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.07M
M&T Bank Corporation
MTB
Shares Held
2K
Value
$333.68K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$340.97K
Mastercard Incorporated
MA
Shares Held
1K
Value
$686.71K
The Boeing Company
BA
Shares Held
1K
Value
$233.57K
International Business Machines Corporation
IBM
Shares Held
981
Value
$276.74K
GE Aerospace
GE
Shares Held
860
Value
$258.70K
Northrop Grumman Corporation
NOC
Shares Held
783
Value
$476.88K