LEVEL WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 11K | $277.73K |
 | BMRN | 9K | $490.69K |
 | KO | 8K | $522.34K |
 | MSFT | 6K | $2.96M |
 | V | 5K | $1.72M |
 | DUK | 4K | $554.43K |
 | SO | 4K | $395.53K |
 | KTB | 3K | $276.16K |
 | ORCL | 3K | $929.22K |
 | AAPL | 3K | $785.83K |
 | NICE | 3K | $415.08K |
 | NVDA | 2K | $435.11K |
 | AMZN | 2K | $388.64K |
 | GE | 1K | $361.29K |
 | IBM | 1K | $321.24K |
 | MCD | 1K | $313.01K |
 | BRK-B | 824 | $414.26K |
 | MA | 741 | $421.49K |
 | TSLA | 707 | $314.42K |
 | GEV | 568 | $349.26K |
Pfizer Inc.
PFE
Shares Held
11K
Value
$277.73K
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
9K
Value
$490.69K
The Coca-Cola Company
KO
Shares Held
8K
Value
$522.34K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.96M
Visa Inc.
V
Shares Held
5K
Value
$1.72M
Duke Energy Corporation
DUK
Shares Held
4K
Value
$554.43K
The Southern Company
SO
Shares Held
4K
Value
$395.53K
Kontoor Brands, Inc.
KTB
Shares Held
3K
Value
$276.16K
Oracle Corporation
ORCL
Shares Held
3K
Value
$929.22K
Apple Inc.
AAPL
Shares Held
3K
Value
$785.83K
NICE Ltd.
NICE
Shares Held
3K
Value
$415.08K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$435.11K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$388.64K
GE Aerospace
GE
Shares Held
1K
Value
$361.29K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$321.24K
McDonald's Corporation
MCD
Shares Held
1K
Value
$313.01K
Berkshire Hathaway Inc.
BRK-B
Shares Held
824
Value
$414.26K
Mastercard Incorporated
MA
Shares Held
741
Value
$421.49K
Tesla, Inc.
TSLA
Shares Held
707
Value
$314.42K
GE Vernova Inc.
GEV
Shares Held
568
Value
$349.26K