Level Four Advisory Services
Latest statistics and disclosures from Level Four Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, LGRO, MSFT, QQQ, NVDA, and represent 14.49% of Level Four Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: LGRO (+$7.4M), APH (+$5.8M), SPHQ (+$5.1M), FMDE, JIRE, IWP, RDVY, VYM, GRID, SPMO.
- Started 54 new stock positions in LEU, HLT, BMI, LVS, BINC, FMDE, COHR, GPC, BN, TOL.
- Reduced shares in these 10 stocks: MOAT (-$6.2M), MKC (-$5.3M), AAPL, JPEF, SCHD, XLV, IJK, NVDA, LRCX, AVGO.
- Sold out of its positions in AVAV, ABNB, OKLO, BUD, CGGR, CASY, CHYM, CTAS, CLX, CNM.
- Level Four Advisory Services was a net buyer of stock by $23M.
- Level Four Advisory Services has $2.9B in assets under management (AUM), dropping by 7.64%.
- Central Index Key (CIK): 0001696715
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Portfolio Holdings for Level Four Advisory Services
Level Four Advisory Services holds 802 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Level Four Advisory Services has 802 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Level Four Advisory Services Sept. 30, 2025 positions
- Download the Level Four Advisory Services September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $128M | -3% | 501k | 254.63 |
|
| Alps Etf Tr Level Four Large (LGRO) | 3.2 | $94M | +8% | 2.3M | 40.07 |
|
| Microsoft Corporation (MSFT) | 2.7 | $78M | -2% | 150k | 517.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.5 | $73M | -2% | 122k | 600.37 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $51M | -4% | 275k | 186.58 |
|
| Amazon (AMZN) | 1.7 | $50M | 227k | 219.57 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $43M | -2% | 176k | 243.10 |
|
| Broadcom (AVGO) | 1.3 | $37M | -5% | 113k | 329.91 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.3 | $37M | +11% | 501k | 73.54 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 1.2 | $36M | +4% | 958k | 37.70 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $36M | +3% | 59k | 612.38 |
|
| Alps Etf Tr Smith Core Plus (SMTH) | 1.2 | $34M | +2% | 1.3M | 26.16 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.1 | $34M | +7% | 667k | 50.27 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $31M | -3% | 98k | 315.43 |
|
| Meta Platforms Cl A (META) | 1.0 | $31M | -4% | 42k | 734.39 |
|
| Abbvie (ABBV) | 1.0 | $30M | -3% | 129k | 231.54 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $29M | -17% | 295k | 99.11 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.9 | $27M | 349k | 78.34 |
|
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.7 | $22M | 395k | 54.76 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $21M | -4% | 59k | 355.48 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $20M | +6% | 200k | 100.25 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.7 | $20M | 197k | 100.23 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $19M | 77k | 247.12 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $18M | +2% | 36k | 502.75 |
|
| Wal-Mart Stores (WMT) | 0.6 | $18M | -3% | 175k | 103.06 |
|
| ConAgra Foods (CAG) | 0.6 | $18M | 973k | 18.31 |
|
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.6 | $17M | +3% | 285k | 57.96 |
|
| Morgan Stanley Com New (MS) | 0.6 | $17M | -3% | 104k | 158.96 |
|
| Micron Technology (MU) | 0.6 | $16M | +4% | 98k | 167.32 |
|
| Home Depot (HD) | 0.6 | $16M | 40k | 405.20 |
|
|
| Snowflake Com Shs (SNOW) | 0.5 | $16M | -9% | 71k | 225.55 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $16M | -12% | 118k | 133.90 |
|
| Uber Technologies (UBER) | 0.5 | $16M | -6% | 159k | 97.97 |
|
| Citigroup Com New (C) | 0.5 | $15M | -11% | 152k | 101.50 |
|
| Visa Com Cl A (V) | 0.5 | $14M | +3% | 42k | 341.39 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.5 | $14M | +5% | 523k | 26.95 |
|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.5 | $14M | 480k | 28.90 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $14M | +2% | 21k | 666.19 |
|
| Nextera Energy (NEE) | 0.5 | $13M | -2% | 177k | 75.49 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $13M | +3% | 232k | 57.47 |
|
| Johnson & Johnson (JNJ) | 0.4 | $13M | +2% | 71k | 185.42 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $13M | 108k | 120.72 |
|
|
| Tesla Motors (TSLA) | 0.4 | $12M | 28k | 444.72 |
|
|
| UnitedHealth (UNH) | 0.4 | $12M | +10% | 35k | 345.31 |
|
| Goldman Sachs (GS) | 0.4 | $12M | -6% | 15k | 796.43 |
|
| Blackrock (BLK) | 0.4 | $12M | -7% | 10k | 1166.04 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $12M | -5% | 42k | 281.87 |
|
| Lamb Weston Hldgs (LW) | 0.4 | $12M | 203k | 58.08 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $12M | +2% | 24k | 499.23 |
|
| T. Rowe Price (TROW) | 0.4 | $11M | -7% | 108k | 102.64 |
|
| ConocoPhillips (COP) | 0.4 | $11M | -3% | 113k | 94.59 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $11M | +3% | 33k | 328.18 |
|
| TJX Companies (TJX) | 0.4 | $11M | -9% | 74k | 144.54 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.4 | $11M | +47% | 157k | 67.26 |
|
| Rh (RH) | 0.4 | $11M | -8% | 52k | 203.16 |
|
| Booking Holdings (BKNG) | 0.4 | $11M | -6% | 1.9k | 5402.02 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $10M | +23% | 32k | 326.37 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $10M | 156k | 65.26 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $10M | +9% | 41k | 243.55 |
|
| Paypal Holdings (PYPL) | 0.3 | $10M | -4% | 148k | 67.06 |
|
| Netflix (NFLX) | 0.3 | $9.6M | -7% | 8.0k | 1198.92 |
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.3 | $9.5M | 123k | 77.53 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $9.5M | 52k | 183.73 |
|
|
| McKesson Corporation (MCK) | 0.3 | $9.4M | -12% | 12k | 772.61 |
|
| Cummins (CMI) | 0.3 | $9.3M | 22k | 422.39 |
|
|
| Apa Corporation (APA) | 0.3 | $9.3M | -9% | 381k | 24.28 |
|
| Qualcomm (QCOM) | 0.3 | $9.2M | -6% | 55k | 166.36 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.3 | $9.1M | 210k | 43.43 |
|
|
| Eaton Corp SHS (ETN) | 0.3 | $9.0M | +2% | 24k | 374.26 |
|
| Kla Corp Com New (KLAC) | 0.3 | $8.9M | 8.3k | 1078.71 |
|
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.3 | $8.9M | -6% | 5.0k | 1789.42 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $8.9M | 160k | 55.49 |
|
|
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.3 | $8.7M | -30% | 118k | 74.09 |
|
| Bank of America Corporation (BAC) | 0.3 | $8.7M | -7% | 169k | 51.59 |
|
| Lowe's Companies (LOW) | 0.3 | $8.7M | +2% | 35k | 251.32 |
|
| Caterpillar (CAT) | 0.3 | $8.7M | 18k | 477.17 |
|
|
| Monolithic Power Systems (MPWR) | 0.3 | $8.6M | -11% | 9.4k | 920.73 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $8.6M | -3% | 15k | 568.85 |
|
| McDonald's Corporation (MCD) | 0.3 | $8.5M | +2% | 28k | 303.90 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.3 | $8.5M | +43% | 70k | 121.06 |
|
| Applied Materials (AMAT) | 0.3 | $8.3M | -15% | 41k | 204.75 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $8.1M | 38k | 215.79 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $8.0M | 105k | 76.40 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $7.9M | 16k | 479.62 |
|
|
| Intercontinental Exchange (ICE) | 0.3 | $7.8M | -9% | 46k | 168.48 |
|
| Microchip Technology (MCHP) | 0.3 | $7.8M | 121k | 64.22 |
|
|
| International Business Machines (IBM) | 0.3 | $7.8M | 28k | 282.16 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $7.7M | -29% | 284k | 27.30 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $7.7M | 69k | 112.75 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $7.7M | -4% | 41k | 189.70 |
|
| AGCO Corporation (AGCO) | 0.3 | $7.6M | -12% | 71k | 107.07 |
|
| Fastenal Company (FAST) | 0.3 | $7.6M | 155k | 49.04 |
|
|
| Chevron Corporation (CVX) | 0.3 | $7.6M | +9% | 49k | 155.29 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $7.6M | +5% | 30k | 254.28 |
|
| salesforce (CRM) | 0.3 | $7.5M | 32k | 237.01 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.3 | $7.5M | -9% | 159k | 47.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $7.5M | +4% | 16k | 468.40 |
|
| Procter & Gamble Company (PG) | 0.3 | $7.4M | 48k | 153.65 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $7.4M | +65% | 52k | 140.95 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $7.3M | +3% | 54k | 135.23 |
|
| AFLAC Incorporated (AFL) | 0.2 | $7.3M | 65k | 111.70 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.2 | $7.2M | 70k | 104.30 |
|
|
| Lear Corp Com New (LEA) | 0.2 | $7.2M | -10% | 72k | 100.61 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.2 | $7.2M | +14% | 160k | 44.80 |
|
| Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.2 | $7.2M | 150k | 47.90 |
|
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $7.1M | 197k | 35.81 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.2 | $7.0M | +2% | 394k | 17.77 |
|
| Coca-Cola Company (KO) | 0.2 | $6.9M | 104k | 66.32 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.2 | $6.9M | -10% | 65k | 104.96 |
|
| Docusign (DOCU) | 0.2 | $6.8M | 94k | 72.09 |
|
|
| Verizon Communications (VZ) | 0.2 | $6.7M | +3% | 152k | 43.95 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $6.6M | 54k | 122.45 |
|
|
| EOG Resources (EOG) | 0.2 | $6.6M | -9% | 59k | 112.12 |
|
| Quest Diagnostics Incorporated (DGX) | 0.2 | $6.6M | 35k | 190.58 |
|
|
| Merck & Co (MRK) | 0.2 | $6.6M | +7% | 78k | 83.93 |
|
| Cisco Systems (CSCO) | 0.2 | $6.5M | +4% | 96k | 68.42 |
|
| Servicenow (NOW) | 0.2 | $6.5M | -4% | 7.1k | 920.28 |
|
| Prologis (PLD) | 0.2 | $6.5M | +3% | 57k | 114.52 |
|
| Republic Services (RSG) | 0.2 | $6.4M | +4% | 28k | 229.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $6.3M | +7% | 9.4k | 669.37 |
|
| A. O. Smith Corporation (AOS) | 0.2 | $6.3M | 86k | 73.41 |
|
|
| Roper Industries (ROP) | 0.2 | $6.3M | -9% | 13k | 498.72 |
|
| Twilio Cl A (TWLO) | 0.2 | $6.3M | -6% | 63k | 100.09 |
|
| Allison Transmission Hldngs I (ALSN) | 0.2 | $6.3M | -9% | 74k | 84.88 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $6.3M | -4% | 171k | 36.69 |
|
| GATX Corporation (GATX) | 0.2 | $6.3M | 36k | 174.80 |
|
|
| Altria (MO) | 0.2 | $6.2M | -6% | 94k | 66.06 |
|
| Phillips 66 (PSX) | 0.2 | $6.1M | -5% | 45k | 136.02 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $6.1M | +496% | 83k | 73.29 |
|
| Williams-Sonoma (WSM) | 0.2 | $6.1M | -10% | 31k | 195.45 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $6.1M | 30k | 206.51 |
|
|
| Amphenol Corp Cl A (APH) | 0.2 | $6.1M | +1739% | 49k | 123.75 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $6.0M | 43k | 141.50 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $6.0M | 64k | 93.37 |
|
|
| Church & Dwight (CHD) | 0.2 | $5.9M | -10% | 68k | 87.63 |
|
| Starbucks Corporation (SBUX) | 0.2 | $5.9M | +3% | 70k | 84.60 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $5.8M | +4% | 126k | 46.24 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $5.8M | +5% | 67k | 87.21 |
|
| Ameriprise Financial (AMP) | 0.2 | $5.8M | 12k | 491.25 |
|
|
| Arista Networks Com Shs (ANET) | 0.2 | $5.8M | -12% | 40k | 145.71 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $5.8M | 24k | 238.17 |
|
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.2 | $5.7M | +3% | 361k | 15.92 |
|
| Advanced Micro Devices (AMD) | 0.2 | $5.7M | +20% | 35k | 161.79 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $5.7M | +33% | 92k | 62.12 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.2 | $5.7M | +3% | 111k | 51.50 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $5.7M | 57k | 99.53 |
|
|
| American Tower Reit (AMT) | 0.2 | $5.7M | 30k | 192.32 |
|
|
| American Water Works (AWK) | 0.2 | $5.6M | +2% | 40k | 139.19 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $5.5M | 57k | 96.55 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $5.5M | +8% | 65k | 84.11 |
|
| United Rentals (URI) | 0.2 | $5.4M | -5% | 5.6k | 954.71 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $5.4M | +2% | 79k | 68.08 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $5.3M | +8% | 28k | 186.50 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.2 | $5.3M | +12% | 150k | 35.19 |
|
| Pulte (PHM) | 0.2 | $5.2M | -5% | 39k | 132.13 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $5.1M | 42k | 123.75 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $5.1M | -6% | 18k | 281.24 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $5.1M | +3% | 85k | 59.92 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $5.1M | 30k | 167.33 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $5.1M | 22k | 236.38 |
|
|
| CF Industries Holdings (CF) | 0.2 | $5.0M | -11% | 56k | 89.70 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $5.0M | 45k | 110.59 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $5.0M | +13% | 27k | 182.42 |
|
| Realty Income (O) | 0.2 | $5.0M | +3% | 82k | 60.79 |
|
| Anthem (ELV) | 0.2 | $5.0M | -9% | 15k | 323.15 |
|
| Celsius Hldgs Com New (CELH) | 0.2 | $5.0M | -9% | 86k | 57.49 |
|
| Walt Disney Company (DIS) | 0.2 | $4.9M | -7% | 43k | 114.50 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $4.9M | -16% | 157k | 31.42 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.2 | $4.9M | +2% | 191k | 25.57 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $4.9M | -20% | 90k | 53.87 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $4.9M | 5.3k | 925.72 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $4.8M | -3% | 55k | 87.31 |
|
| At&t (T) | 0.2 | $4.8M | +15% | 169k | 28.24 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $4.7M | -8% | 6.1k | 763.11 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $4.7M | -10% | 198k | 23.65 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $4.6M | -39% | 33k | 139.17 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $4.6M | 19k | 241.96 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $4.6M | +16% | 30k | 154.23 |
|
| Owens Corning (OC) | 0.2 | $4.5M | -10% | 32k | 141.46 |
|
| United Parcel Service CL B (UPS) | 0.2 | $4.5M | -7% | 54k | 83.53 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $4.5M | +30% | 79k | 57.10 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $4.5M | +6% | 38k | 118.83 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $4.5M | +26% | 15k | 293.75 |
|
| Pepsi (PEP) | 0.2 | $4.5M | +2% | 32k | 140.44 |
|
| Palo Alto Networks (PANW) | 0.2 | $4.4M | 22k | 203.62 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $4.4M | +5% | 34k | 129.72 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $4.3M | +4% | 16k | 279.30 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $4.3M | +4% | 154k | 27.75 |
|
| Ingredion Incorporated (INGR) | 0.1 | $4.3M | -9% | 35k | 122.11 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $4.2M | +96% | 117k | 36.30 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $4.2M | +676% | 30k | 142.41 |
|
| Southern Company (SO) | 0.1 | $4.2M | 44k | 94.77 |
|
|
| Medtronic SHS (MDT) | 0.1 | $4.2M | +3% | 44k | 95.24 |
|
| Enterprise Products Partners (EPD) | 0.1 | $4.0M | 129k | 31.27 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $4.0M | +14% | 60k | 67.51 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $4.0M | 27k | 148.61 |
|
|
| Target Corporation (TGT) | 0.1 | $4.0M | -5% | 44k | 89.70 |
|
| Fidelity Covington Trust Enhanced Mid (FMDE) | 0.1 | $4.0M | NEW | 110k | 36.15 |
|
| Amgen (AMGN) | 0.1 | $4.0M | +2% | 14k | 282.21 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $3.9M | +3% | 172k | 22.72 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.1 | $3.8M | +187% | 193k | 19.71 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $3.8M | -3% | 85k | 44.57 |
|
| Chubb (CB) | 0.1 | $3.8M | +4% | 13k | 282.28 |
|
| Etsy (ETSY) | 0.1 | $3.7M | -8% | 56k | 66.39 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $3.6M | +17% | 31k | 118.37 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $3.4M | 89k | 38.57 |
|
|
| Motorola Solutions Com New (MSI) | 0.1 | $3.4M | 7.5k | 457.35 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.4M | 31k | 111.22 |
|
|
| Dex (DXCM) | 0.1 | $3.4M | -4% | 51k | 67.29 |
|
| Best Buy (BBY) | 0.1 | $3.4M | +3% | 45k | 75.62 |
|
| Waste Management (WM) | 0.1 | $3.3M | 15k | 220.83 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $3.3M | 192k | 17.16 |
|
|
| Cme (CME) | 0.1 | $3.3M | +3% | 12k | 270.19 |
|
| American Express Company (AXP) | 0.1 | $3.3M | +32% | 9.9k | 332.18 |
|
| Illinois Tool Works (ITW) | 0.1 | $3.2M | +3% | 12k | 260.77 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $3.1M | 100k | 31.62 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $3.1M | -7% | 41k | 77.05 |
|
| Msc Indl Direct Cl A (MSM) | 0.1 | $3.1M | 34k | 92.14 |
|
|
| Wec Energy Group (WEC) | 0.1 | $3.1M | +2% | 27k | 114.59 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $3.1M | +41% | 53k | 57.52 |
|
| Prudential Financial (PRU) | 0.1 | $3.1M | +2% | 30k | 103.74 |
|
| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.1 | $3.0M | -2% | 33k | 90.98 |
|
| Gilead Sciences (GILD) | 0.1 | $3.0M | +2% | 27k | 111.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.0M | 7.6k | 391.64 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.0M | 28k | 106.49 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.9M | 35k | 82.96 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.9M | +3% | 40k | 72.77 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $2.9M | -3% | 2.2k | 1318.26 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.9M | +3% | 22k | 133.94 |
|
| Hp (HPQ) | 0.1 | $2.9M | 106k | 27.23 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $2.9M | +48% | 34k | 84.31 |
|
| Ge Aerospace Com New (GE) | 0.1 | $2.8M | +11% | 9.4k | 300.83 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $2.8M | +35% | 37k | 76.01 |
|
| Snap-on Incorporated (SNA) | 0.1 | $2.8M | +2% | 8.1k | 346.57 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.8M | +2% | 22k | 124.34 |
|
| Paycom Software (PAYC) | 0.1 | $2.8M | -3% | 13k | 208.15 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.7M | +5% | 2.8k | 968.25 |
|
| Philip Morris International (PM) | 0.1 | $2.7M | -8% | 17k | 162.20 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $2.7M | -8% | 28k | 95.14 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $2.7M | +69% | 27k | 99.03 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $2.6M | NEW | 17k | 151.08 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $2.6M | 33k | 78.09 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $2.6M | +3% | 11k | 227.74 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $2.6M | 19k | 134.68 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $2.6M | 30k | 84.83 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.5M | 18k | 142.10 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.5M | 13k | 192.74 |
|
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.1 | $2.5M | 47k | 54.31 |
|
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.1 | $2.5M | +2% | 60k | 41.90 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $2.4M | 44k | 55.71 |
|
Past Filings by Level Four Advisory Services
SEC 13F filings are viewable for Level Four Advisory Services going back to 2016
- Level Four Advisory Services 2025 Q3 filed Nov. 12, 2025
- Level Four Advisory Services 2025 Q2 filed Aug. 13, 2025
- Level Four Advisory Services 2025 Q1 filed May 14, 2025
- Level Four Advisory Services 2024 Q4 filed Feb. 12, 2025
- Level Four Advisory Services 2024 Q3 filed Nov. 14, 2024
- Level Four Advisory Services 2024 Q2 filed Aug. 9, 2024
- Level Four Advisory Services 2024 Q1 filed May 13, 2024
- Level Four Advisory Services 2023 Q4 filed Feb. 8, 2024
- Level Four Advisory Services 2023 Q3 filed Nov. 13, 2023
- Level Four Advisory Services 2023 Q2 filed July 10, 2023
- Level Four Advisory Services 2023 Q1 filed June 5, 2023
- Level Four Advisory Services 2022 Q4 filed Feb. 13, 2023
- Level Four Advisory Services 2022 Q3 filed Nov. 7, 2022
- Level Four Advisory Services 2022 Q2 filed Aug. 8, 2022
- Level Four Advisory Services 2022 Q1 filed May 10, 2022
- Level Four Advisory Services 2021 Q4 filed Feb. 11, 2022