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Home > Institutional Investor > Next Level Private Llc > Profile

Instuitional Investor - Next Level Private Llc

Fund Profile
Filing Period:
Fund Name: Next Level Private Llc
Portfolio Value $247,889,576
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 262,333 $15,514,363 6.25%
2.
Jpmorgan Chase & Co
 JPM 56,194 $13,470,162 5.43%
3.
Davis Fundamental Etf Tr
 264,170 $11,124,207 4.48%
4.
First Tr Morningstar Divid L
 245,266 $9,874,418 3.98%
5.
Spdr S & P 500 Etf Trust
 SPY 16,504 $9,672,569 3.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)