NEXT LEVEL WEALTH PLANNING, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 15K | $256.71K |
 | OXY | 11K | $510.87K |
 | AAPL | 9K | $2.37M |
 | NVDA | 9K | $1.69M |
 | PLTR | 6K | $1.14M |
 | XOM | 6K | $626.00K |
 | MU | 5K | $829.40K |
 | APH | 4K | $547.59K |
 | AMZN | 4K | $879.82K |
 | MCHP | 4K | $245.83K |
 | AFL | 3K | $385.14K |
 | IDA | 2K | $294.03K |
 | TSM | 2K | $553.83K |
 | TSLA | 1K | $656.85K |
 | MSFT | 1K | $735.30K |
 | JNJ | 1K | $210.27K |
 | V | 1K | $383.03K |
 | GOOG | 1K | $263.03K |
 | JPM | 963 | $303.79K |
 | BRK-B | 822 | $413.25K |
Energy Transfer LP
ET
Shares Held
15K
Value
$256.71K
Occidental Petroleum Corporation
OXY
Shares Held
11K
Value
$510.87K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.37M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.69M
Palantir Technologies Inc.
PLTR
Shares Held
6K
Value
$1.14M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$626.00K
Micron Technology, Inc.
MU
Shares Held
5K
Value
$829.40K
Amphenol Corporation
APH
Shares Held
4K
Value
$547.59K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$879.82K
Microchip Technology Incorporated
MCHP
Shares Held
4K
Value
$245.83K
Aflac Incorporated
AFL
Shares Held
3K
Value
$385.14K
IDACORP, Inc.
IDA
Shares Held
2K
Value
$294.03K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$553.83K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$656.85K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$735.30K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$210.27K
Visa Inc.
V
Shares Held
1K
Value
$383.03K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$263.03K
JPMorgan Chase & Co.
JPM
Shares Held
963
Value
$303.79K
Berkshire Hathaway Inc.
BRK-B
Shares Held
822
Value
$413.25K