Level Financial Advisors

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title: Bethany Wagner - Chief Compliance Officer
Location: East Amherst, NY
Holdings as of: December 31, 2024
Value $: $273M
Num holdings: 79
Date filed: 1/22/2025, 03:10 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included VOO, VGSH, VEA, BSV, and VCSH.
Previous filing: Q3 2024 - Oct 10, 2024
Next filing: Q1 2025 - Apr 10, 2025
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal
Loading...

Showing 0 to 0 of 0 entries

Filing 2024 Q4 compared to 2024 Q3 by default.

Compare Q4 2024 to

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Bethany Wagner	Chief Compliance Officer	East Amherst, New York	1/22/2025