| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 11 | Q2 2024 | 7.9% |
| JPMORGAN CHASE & CO COM | 11 | Q2 2024 | 5.6% |
| SPDR S&P 500 ETF TRUST | 11 | Q2 2024 | 5.4% |
| EXXON MOBIL CORP COM | 11 | Q2 2024 | 3.7% |
| MICROSOFT CORP COM | 11 | Q2 2024 | 2.6% |
| BLACKSTONE INC COM | 11 | Q2 2024 | 2.6% |
| MERCK & CO INC COM | 11 | Q2 2024 | 2.1% |
| ALPHABET INC CAP STK CL C | 11 | Q2 2024 | 4.0% |
| PFIZER INC COM | 11 | Q2 2024 | 2.3% |
| HOME DEPOT INC COM | 11 | Q2 2024 | 2.0% |
View Next Level Private LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-09 |
View Next Level Private LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.