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Portfolio (Quarterly) Guide ↗

Next Level Private LLC

· CIK 0001910366
13F Portfolio $443M AUM 175 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 92 Added 16 Reduced 9 Exited
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T AT&T INC Communication Services 114,261.0 $3.3M 0.75% +2K +1.8% $28.99 -13.5%
22 AVGO BROADCOM INC Technology 9,482.0 $2.9M 0.66% +570.0 +6.4% $309.51 +35.4%
23 AMZN AMAZON COM INC Consumer Cyclical 13,571.0 $2.8M 0.64% +2K +20.1% $208.27 +30.1%
24 MO ALTRIA GROUP INC Consumer Defensive 41,463.0 $2.7M 0.62% +4K +10.6% $65.99 +9.7%
25 XLF SELECT SECTOR SPDR TR 50,311.0 $2.5M 0.56% +953.0 +1.9% $49.37 +4.2%
26 MRK MERCK & CO INC Healthcare 20,516.0 $2.5M 0.56% +297.0 +1.5% $120.29 +0.7%
27 PFE PFIZER INC Healthcare 87,167.0 $2.4M 0.55% +25K +40.1% $28.08 -6.6%
28 BKDV BNY MELLON ETF TRUST II 82,305.0 $2.4M 0.55% +37K +83.5% $29.66 +10.7%
29 HD HOME DEPOT INC Consumer Cyclical 6,809.0 $2.2M 0.51% +416.0 +6.5% $328.87 -3.4%
30 F FORD MTR CO Consumer Cyclical 187,017.0 $2.2M 0.49% +8K +4.3% $11.54 +38.0%
31 DOGG FIRST TR EXCHANGE-TRADED FD 95,065.0 $2.1M 0.47% +14K +17.3% $21.71 -0.5%
32 IVW ISHARES TR 18,130.0 $2.1M 0.46% +2K +11.6% $113.11 +22.0%
33 IVV ISHARES TR 3,034.0 $2.0M 0.45% +2K +160.2% $653.19 +15.3%
34 SHEL SHELL PLC Energy 17,491.0 $1.6M 0.37% +486.0 +2.9% $93.00 -9.9%
35 NVDA NVIDIA CORPORATION Technology 8,783.0 $1.5M 0.35% +2K +26.2% $174.39 +20.8%
36 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 85,183.0 $1.4M 0.32% +23K +37.0% $16.80 +9.4%
37 AXP AMERICAN EXPRESS CO Financial Services 4,255.0 $1.3M 0.29% +227.0 +5.6% $302.45 +3.6%
38 CVX CHEVRON CORPORATION Energy 5,897.0 $1.2M 0.28% +632.0 +12.0% $206.90 -11.5%
39 RDVI FIRST TR EXCHANGE-TRADED FD 47,674.0 $1.2M 0.28% +2K +4.7% $25.55 +8.1%
40 JNJ JOHNSON & JOHNSON Healthcare 4,768.0 $1.2M 0.26% +264.0 +5.9% $244.46 -5.1%
Page 2 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.7%
Technology 22.0%
Industrials 15.4%
Communication Services 9.4%
Energy 6.6%
Healthcare 6.4%
Utilities 5.9%
Consumer Cyclical 4.0%
Consumer Defensive 3.9%
Basic Materials 1.7%