NEXT LEVEL WEALTH PLANNING, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 15K | $246.69K |
 | OXY | 11K | $444.60K |
 | AAPL | 9K | $2.53M |
 | NVDA | 9K | $1.69M |
 | PLTR | 6K | $1.13M |
 | XOM | 6K | $668.14K |
 | MU | 5K | $1.41M |
 | ABT | 5K | $594.88K |
 | ABBV | 5K | $1.06M |
 | APH | 4K | $594.62K |
 | AMZN | 4K | $924.90K |
 | MCHP | 4K | $230.99K |
 | AFL | 3K | $380.30K |
 | CSCO | 3K | $202.53K |
 | IDA | 2K | $281.60K |
 | TSM | 2K | $602.61K |
 | TSLA | 2K | $680.43K |
 | MSFT | 1K | $681.83K |
 | JNJ | 1K | $234.68K |
 | V | 1K | $389.29K |
Energy Transfer LP
ET
Shares Held
15K
Value
$246.69K
Occidental Petroleum Corporation
OXY
Shares Held
11K
Value
$444.60K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.53M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.69M
Palantir Technologies Inc.
PLTR
Shares Held
6K
Value
$1.13M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$668.14K
Micron Technology, Inc.
MU
Shares Held
5K
Value
$1.41M
Abbott Laboratories
ABT
Shares Held
5K
Value
$594.88K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.06M
Amphenol Corporation
APH
Shares Held
4K
Value
$594.62K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$924.90K
Microchip Technology Incorporated
MCHP
Shares Held
4K
Value
$230.99K
Aflac Incorporated
AFL
Shares Held
3K
Value
$380.30K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$202.53K
IDACORP, Inc.
IDA
Shares Held
2K
Value
$281.60K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$602.61K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$680.43K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$681.83K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$234.68K
Visa Inc.
V
Shares Held
1K
Value
$389.29K