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| Name: |
Level Financial Advisors Inc. |
| City: |
AMHERST |
| State: |
NM |
| Zip: |
14228 |
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data |
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| Holdings
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18 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XOM |
Exxon Mobil Corp |
24 |
- |
$117.26 |
$1,917,000 |
16,489 |
0.87% |
268,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
BRK.B |
Berkshire Hathaway B |
41 |
- |
$414.40 |
$800,000 |
1,903 |
0.36% |
121,000 |
0 |
0 |
Property & Casualty I... |
|
|
AMZN |
Amazon.com Inc |
47 |
- |
$176.44 |
$585,000 |
3,244 |
0.27% |
92,000 |
0 |
0 |
Internet Software & S... |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
48 |
- |
$0.00 |
$520,000 |
4,523 |
0.24% |
45,000 |
0 |
0 |
N/A |
|
|
NOC |
Northrop Grumman Corp |
53 |
- |
$450.77 |
$385,000 |
805 |
0.17% |
8,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
ITOT |
iShares Core S&P Total US |
57 |
- |
$115.63 |
$315,000 |
2,733 |
0.14% |
27,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
60 |
- |
$466.83 |
$303,000 |
624 |
0.14% |
82,000 |
0 |
0 |
Internet Service Prov... |
|
|
LLY |
Eli Lilly & Co |
61 |
- |
$820.34 |
$294,000 |
378 |
0.13% |
74,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
VSGX |
Vanguard Esg International ... |
62 |
- |
$0.00 |
$283,000 |
4,929 |
0.13% |
11,000 |
0 |
0.019 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
64 |
- |
$527.37 |
$267,000 |
511 |
0.12% |
24,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VTES |
Vanguard Short-term Tax-exe... |
70 |
- |
$0.00 |
$231,000 |
2,292 |
0.1% |
-1,000 |
0 |
0.025 |
N/A |
|
|
UPS |
United Parcel Service Inc |
71 |
- |
$138.93 |
$208,000 |
1,400 |
0.09% |
-12,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
ADP |
Automatic Data Processing Inc |
207 |
Closed |
$244.92 |
$0 |
0 |
0% |
0 |
0 |
0 |
Business Software & S... |
|
|
XLI |
SPDR Industrial Sector |
117 |
Closed |
$123.51 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
LMT |
Lockheed Martin Corp |
173 |
Closed |
$470.34 |
$0 |
0 |
0% |
0 |
0 |
0 |
Aerospace/Defense - M... |
|
|
EXC |
Exelon Corp |
154 |
Closed |
$37.55 |
$0 |
0 |
0% |
0 |
0 |
0 |
Multi Utilities |
|
|
TMO |
Thermo Fisher Scientific |
142 |
Closed |
$567.98 |
$0 |
0 |
0% |
0 |
0 |
0 |
Medical Laboratories ... |
|
|
IYR |
iShares Dow Jones US Real E... |
235 |
Closed |
$86.67 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
