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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 $176,451,487
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Value Line Divid In
 419,569 $17,017,717 9.64%
2.
Carlisle Companies Inc
 CSL 33,409 $10,438,027 5.91%
3.
Apple Inc.
 AAPL 50,850 $9,790,106 5.54%
4.
Jpmorgan Chase & Co
 JPM 55,208 $9,390,918 5.32%
5.
Spdr S & P 500 Etf Trust
 SPY 15,346 $7,294,067 4.13%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)