NEXT LEVEL WEALTH PLANNING, LLC

NEXT LEVEL WEALTH PLANNING, LLC runs NEXT LEVEL WEALTH PLANNING, LLC and currently holds 71 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $194.70M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NEXT LEVEL WEALTH PLANNING, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NEXT LEVEL WEALTH PLANNING, LLC's portfolio at NEXT LEVEL WEALTH PLANNING, LLC has delivered returns of +17.55%. Their 3-year annualized return is +13.59%. Looking at the 5-year horizon, NEXT LEVEL WEALTH PLANNING, LLC has achieved +13.59% annualized returns at NEXT LEVEL WEALTH PLANNING, LLC.