The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Level Four Large Cap Growth Active ETF LGRO
Morningstar’s Analysis LGRO
Will LGRO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 6.69 | 5.8 Mil | Technology |
Amazon.com Inc | 5.23 | 4.5 Mil | Consumer Cyclical |
Microsoft Corp | 5.21 | 4.5 Mil | Technology |
Alphabet Inc Class A | 4.34 | 3.8 Mil | Communication Services |
NVIDIA Corp | 3.80 | 3.3 Mil | Technology |
Meta Platforms Inc Class A | 3.60 | 3.1 Mil | Communication Services |
BlackRock Inc | 3.31 | 2.9 Mil | Financial Services |
PayPal Holdings Inc | 3.22 | 2.8 Mil | Financial Services |
Booking Holdings Inc | 3.17 | 2.7 Mil | Consumer Cyclical |
State Street Instl Trs Pls MMkt Premier | 3.16 | 2.7 Mil | Corporate |