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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, QQQ, MSFT, AMZN, and represent 15.69% of Level Four Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IWD (+$22M), BLK (+$11M), EFA (+$11M), IWM (+$8.5M), LRCX (+$7.7M), SNOW (+$5.2M), GATX, RSP, SPDW, LGRO.
Started 49 new stock positions in LII, PEO, GEO, UFPT, SCCO, XLG, SLB, RDDT, UIS, FYT.
Reduced shares in these 10 stocks: OMFL (-$7.1M), DBX, CNI, VIG, VOO, VTV, SPTL, JIRE, AGCO, DGRO.
Sold out of its positions in SDOG, AMN, SIVR, BUD, Arista Networks, AZO, BK, BTZ, CNI, CLH.
Level Four Advisory Services was a net buyer of stock by $40M.
Level Four Advisory Services has $2.4B in assets under management (AUM), dropping by 3.00%.
Central Index Key (CIK): 0001696715

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Portfolio Holdings for Level Four Advisory Services

Level Four Advisory Services holds 752 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Level Four Advisory Services has 752 total positions. Only the first 250 positions are shown.

Sign up to view all of the Level Four Advisory Services Dec. 31, 2024 positions
Download the Level Four Advisory Services December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.2	$127M		508k	250.42	View chart
Alps Etf Tr Level Four Large (LGRO)	3.1	$77M	+3%	2.2M	34.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$70M		137k	511.23	View chart
Microsoft Corporation (MSFT)	2.4	$60M	+2%	142k	421.50	View chart
Amazon (AMZN)	2.1	$51M		230k	219.39	View chart
NVIDIA Corporation (NVDA)	1.5	$36M		270k	134.29	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.3	$32M		631k	50.32	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.3	$31M	+4%	333k	92.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$30M	-8%	56k	538.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$29M	+4%	155k	189.30	View chart
Broadcom (AVGO)	1.2	$29M	+5%	126k	231.84	View chart
ConAgra Foods (CAG)	1.1	$27M		974k	27.75	View chart
Meta Platforms Cl A (META)	1.1	$27M	+5%	46k	585.53	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.0	$25M	+7%	754k	33.27	View chart
JPMorgan Chase & Co. (JPM)	1.0	$24M		99k	239.71	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.0	$23M	-7%	400k	58.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$23M	+1910%	125k	185.13	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$23M		335k	68.94	View chart
Abbvie (ABBV)	0.9	$23M	-5%	127k	177.70	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.8	$21M		386k	53.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$19M	+3%	193k	96.90	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$18M	+2%	184k	99.92	View chart
UnitedHealth (UNH)	0.7	$17M		34k	505.87	View chart
Wal-Mart Stores (WMT)	0.6	$15M	-4%	170k	90.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$15M	+222%	201k	75.61	View chart
Home Depot (HD)	0.6	$15M	-2%	39k	389.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$15M	+5%	26k	586.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$15M		33k	453.29	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.6	$14M		262k	54.92	View chart
Morgan Stanley Com New (MS)	0.6	$14M	+3%	113k	125.72	View chart
Lamb Weston Hldgs (LW)	0.6	$14M		203k	66.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$14M		56k	242.13	View chart
Visa Com Cl A (V)	0.5	$13M	+2%	42k	316.05	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.5	$13M	+2%	449k	27.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$12M		211k	56.48	View chart
Citigroup Com New (C)	0.5	$12M	+6%	169k	70.39	View chart
Booking Holdings (BKNG)	0.5	$12M		2.3k	4970.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$11M		112k	101.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$11M	+2%	53k	210.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$11M	+317%	50k	220.96	View chart
T. Rowe Price (TROW)	0.5	$11M	+5%	98k	113.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$11M	+48%	63k	175.23	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.4	$11M	-17%	419k	26.19	View chart
Blackrock (BLK)	0.4	$11M	NEW	11k	1025.25	View chart
Snowflake Cl A (SNOW)	0.4	$11M	+91%	71k	154.41	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.4	$11M	+4%	162k	67.11	View chart
Paypal Holdings (PYPL)	0.4	$11M	+4%	127k	85.35	View chart
Uber Technologies (UBER)	0.4	$11M	+7%	178k	60.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$11M	-4%	386k	27.32	View chart
salesforce (CRM)	0.4	$10M	+4%	31k	334.34	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.4	$10M	+9%	4.8k	2113.23	View chart
Lockheed Martin Corporation (LMT)	0.4	$9.9M	+2%	20k	485.95	View chart
Docusign (DOCU)	0.4	$9.6M	+2%	107k	89.94	View chart
Goldman Sachs (GS)	0.4	$9.6M	+7%	17k	572.66	View chart
Netflix (NFLX)	0.4	$9.3M	+5%	11k	891.32	View chart
Tesla Motors (TSLA)	0.4	$9.3M	+2%	23k	403.84	View chart
TJX Companies (TJX)	0.4	$9.3M	+8%	77k	120.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$9.2M		32k	289.81	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$9.1M	-3%	39k	232.53	View chart
Johnson & Johnson (JNJ)	0.4	$9.1M	-2%	63k	144.62	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.4	$8.8M		118k	74.02	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$8.7M	+6%	89k	98.47	View chart
Allison Transmission Hldngs I (ALSN)	0.4	$8.7M	+4%	81k	108.06	View chart
Twilio Cl A (TWLO)	0.4	$8.6M		79k	108.08	View chart
Texas Instruments Incorporated (TXN)	0.3	$8.5M		45k	187.51	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.3	$8.3M		208k	40.24	View chart
Mastercard Incorporated Cl A (MA)	0.3	$8.3M	+3%	16k	526.60	View chart
Qualcomm (QCOM)	0.3	$8.1M	+7%	53k	153.62	View chart
McKesson Corporation (MCK)	0.3	$8.1M		14k	569.97	View chart
McDonald's Corporation (MCD)	0.3	$7.9M	+3%	27k	289.90	View chart
Nextera Energy (NEE)	0.3	$7.9M	+3%	110k	71.69	View chart
Merck & Co (MRK)	0.3	$7.9M		79k	99.48	View chart
Servicenow (NOW)	0.3	$7.9M	-3%	7.4k	1060.12	View chart
Procter & Gamble Company (PG)	0.3	$7.8M	-2%	47k	167.65	View chart
Lowe's Companies (LOW)	0.3	$7.8M		32k	246.80	View chart
Lam Research Corp Com New (LRCX)	0.3	$7.7M	NEW	106k	72.23	View chart
Intercontinental Exchange (ICE)	0.3	$7.5M	+4%	51k	149.01	View chart
EOG Resources (EOG)	0.3	$7.5M	+5%	61k	122.58	View chart
Bank of America Corporation (BAC)	0.3	$7.4M	-4%	167k	43.95	View chart
Eaton Corp SHS (ETN)	0.3	$7.3M	-2%	22k	331.88	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.3	$7.3M	+6%	167k	43.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$7.3M		117k	62.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$7.3M	-30%	37k	195.83	View chart
Church & Dwight (CHD)	0.3	$7.3M	+7%	69k	104.71	View chart
Cummins (CMI)	0.3	$7.2M		21k	348.63	View chart
Exxon Mobil Corporation (XOM)	0.3	$7.2M	-2%	67k	107.57	View chart
AFLAC Incorporated (AFL)	0.3	$7.1M	-3%	69k	103.44	View chart
Rh (RH)	0.3	$7.1M	+5%	18k	393.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$7.0M	+4%	37k	190.44	View chart
ConocoPhillips (COP)	0.3	$7.0M	-2%	71k	99.17	View chart
Novo-nordisk A S Adr (NVO)	0.3	$7.0M	-16%	81k	86.02	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$6.9M		143k	48.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$6.9M	+6%	29k	240.29	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.3	$6.9M		187k	36.89	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$6.9M	+4%	56k	123.53	View chart
Ameriprise Financial (AMP)	0.3	$6.8M		13k	532.44	View chart
Verizon Communications (VZ)	0.3	$6.6M		165k	39.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$6.6M	+2%	27k	242.18	View chart
Williams-Sonoma (WSM)	0.3	$6.5M	+5%	35k	185.18	View chart
Chevron Corporation (CVX)	0.3	$6.5M	-7%	45k	144.84	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$6.5M		376k	17.25	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$6.5M		72k	89.60	View chart
International Business Machines (IBM)	0.3	$6.4M	-3%	29k	219.84	View chart
Republic Services (RSG)	0.3	$6.4M		32k	201.18	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$6.2M	+2%	56k	112.26	View chart
Applied Materials (AMAT)	0.3	$6.2M	+3%	38k	162.63	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.2	$6.1M		144k	42.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$6.0M	-15%	15k	410.45	View chart
Starbucks Corporation (SBUX)	0.2	$6.0M		66k	91.25	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.2	$5.9M	+4%	320k	18.48	View chart
Occidental Petroleum Corporation (OXY)	0.2	$5.9M	-13%	120k	49.41	View chart
Caterpillar (CAT)	0.2	$5.8M		16k	362.78	View chart
Msci (MSCI)	0.2	$5.8M	+7%	9.6k	600.03	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$5.7M	-9%	42k	135.37	View chart
Coca-Cola Company (KO)	0.2	$5.7M		91k	62.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$5.6M	-2%	9.6k	588.74	View chart
Cisco Systems (CSCO)	0.2	$5.6M		94k	59.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$5.6M		110k	50.71	View chart
Fastenal Company (FAST)	0.2	$5.6M		77k	71.91	View chart
Broadridge Financial Solutions (BR)	0.2	$5.5M		25k	226.10	View chart
Quest Diagnostics Incorporated (DGX)	0.2	$5.4M		36k	150.86	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$5.4M		71k	76.24	View chart
United Parcel Service CL B (UPS)	0.2	$5.4M	-17%	43k	126.10	View chart
American Tower Reit (AMT)	0.2	$5.4M	+2%	29k	183.42	View chart
Comcast Corp Cl A (CMCSA)	0.2	$5.4M	-12%	143k	37.53	View chart
Micron Technology (MU)	0.2	$5.4M	+9%	64k	84.16	View chart
Kla Corp Com New (KLAC)	0.2	$5.3M	+2%	8.4k	630.19	View chart
Eli Lilly & Co. (LLY)	0.2	$5.3M	-23%	6.8k	772.04	View chart
Prologis (PLD)	0.2	$5.2M	+3%	49k	105.70	View chart
CF Industries Holdings (CF)	0.2	$5.2M	+6%	61k	85.32	View chart
Roper Industries (ROP)	0.2	$5.2M	-18%	10k	519.86	View chart
Apa Corporation (APA)	0.2	$5.2M	-20%	224k	23.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$5.1M	+3%	58k	88.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.1M		53k	96.53	View chart
Monolithic Power Systems (MPWR)	0.2	$5.0M	+8%	8.5k	591.75	View chart
Costco Wholesale Corporation (COST)	0.2	$5.0M	-21%	5.5k	916.43	View chart
AGCO Corporation (AGCO)	0.2	$5.0M	-26%	54k	93.48	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$4.9M		45k	108.61	View chart
Cabot Oil & Gas Corporation (CTRA)	0.2	$4.9M	-2%	192k	25.54	View chart
Ingredion Incorporated (INGR)	0.2	$4.9M	+6%	35k	137.56	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$4.8M	-19%	52k	92.45	View chart
Pepsi (PEP)	0.2	$4.8M	-3%	31k	152.06	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$4.7M		186k	25.45	View chart
Walt Disney Company (DIS)	0.2	$4.6M	-3%	42k	111.35	View chart
Altria (MO)	0.2	$4.6M	-3%	88k	52.29	View chart
Lear Corp Com New (LEA)	0.2	$4.6M	-22%	49k	94.70	View chart
Union Pacific Corporation (UNP)	0.2	$4.6M		20k	228.05	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$4.6M		35k	131.76	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.2	$4.6M	-7%	192k	23.76	View chart
Advanced Micro Devices (AMD)	0.2	$4.5M		37k	120.79	View chart
A. O. Smith Corporation (AOS)	0.2	$4.4M	+4%	65k	68.21	View chart
Palo Alto Networks (PANW)	0.2	$4.4M	+101%	24k	181.96	View chart
CVS Caremark Corporation (CVS)	0.2	$4.4M	-26%	97k	44.89	View chart
American Water Works (AWK)	0.2	$4.4M	+4%	35k	124.49	View chart
United Rentals (URI)	0.2	$4.4M	-5%	6.2k	704.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$4.3M	+5%	53k	80.27	View chart
Phillips 66 (PSX)	0.2	$4.3M	+2%	38k	113.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.2M	+4%	60k	70.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$4.2M		22k	190.88	View chart
Pfizer (PFE)	0.2	$4.1M	-5%	155k	26.53	View chart
Realty Income (O)	0.2	$4.0M		76k	53.41	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$4.0M		126k	32.09	View chart
GATX Corporation (GATX)	0.2	$4.0M	NEW	26k	154.96	View chart
Anthem (ELV)	0.2	$4.0M	-18%	11k	368.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$3.9M	+9%	31k	124.96	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$3.9M	-14%	115k	33.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$3.9M	-21%	31k	127.59	View chart
Microchip Technology (MCHP)	0.2	$3.9M	+6%	68k	57.35	View chart
Southern Company (SO)	0.2	$3.8M		46k	82.32	View chart
Target Corporation (TGT)	0.1	$3.7M	-24%	27k	135.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.6M	+3%	14k	264.15	View chart
Chubb (CB)	0.1	$3.6M		13k	276.32	View chart
Shopify Cl A (SHOP)	0.1	$3.6M		34k	106.33	View chart
Enterprise Products Partners (EPD)	0.1	$3.5M	+71%	113k	31.36	View chart
Amgen (AMGN)	0.1	$3.5M	+2%	14k	260.65	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.5M		33k	107.74	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$3.5M	+3%	77k	45.27	View chart
Motorola Solutions Com New (MSI)	0.1	$3.5M		7.5k	462.28	View chart
Pulte (PHM)	0.1	$3.4M	+3%	31k	108.90	View chart
Zillow Group Cl C Cap Stk (Z)	0.1	$3.3M	+3%	45k	74.05	View chart
Fidelity National Information Services (FIS)	0.1	$3.3M	+3%	41k	80.77	View chart
Medtronic SHS (MDT)	0.1	$3.3M		41k	79.88	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.2M		94k	34.59	View chart
At&t (T)	0.1	$3.2M	+3%	140k	22.77	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.2M	+5%	27k	115.72	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.2M	+14%	101k	31.44	View chart
Gilead Sciences (GILD)	0.1	$3.1M		34k	92.37	View chart
TransDigm Group Incorporated (TDG)	0.1	$3.1M	+5%	2.5k	1267.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.1M	+20%	7.7k	401.71	View chart
Best Buy (BBY)	0.1	$3.0M	-3%	35k	85.80	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.0M	-8%	22k	137.57	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.0M	+17%	111k	27.28	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$3.0M	+6%	7.5k	402.70	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$2.9M	+7%	73k	40.48	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.9M	+2%	22k	131.04	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.9M	-36%	47k	61.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.9M		33k	88.79	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$2.9M	-2%	34k	84.91	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$2.9M	+18%	130k	22.20	View chart
Prudential Financial (PRU)	0.1	$2.8M		24k	118.53	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.8M	-6%	20k	139.51	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.1	$2.8M	+4%	98k	28.61	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.8M	+12%	31k	90.93	View chart
Wec Energy Group (WEC)	0.1	$2.8M	+2%	29k	94.04	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.1	$2.8M	+3%	32k	86.28	View chart
Oracle Corporation (ORCL)	0.1	$2.7M	-10%	17k	166.65	View chart
Constellation Brands Cl A (STZ)	0.1	$2.7M	+6%	12k	221.00	View chart
Snap-on Incorporated (SNA)	0.1	$2.7M	+2%	7.9k	339.52	View chart
Cme (CME)	0.1	$2.6M	+7%	11k	232.23	View chart
Paycom Software (PAYC)	0.1	$2.6M	+6%	13k	204.98	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.6M	NEW	77k	34.13	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$2.6M	+7%	34k	76.90	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.6M	+471%	30k	87.33	View chart
Hf Sinclair Corp (DINO)	0.1	$2.6M	-26%	73k	35.05	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.5M	+248%	129k	19.59	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$2.5M	-8%	43k	59.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.5M	+7%	44k	57.53	View chart
Hp (HPQ)	0.1	$2.5M		77k	32.63	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.5M	+30%	24k	106.55	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$2.5M	-2%	26k	96.81	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$2.5M		64k	38.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.5M	-8%	19k	131.29	View chart
Watsco, Incorporated (WSO)	0.1	$2.5M		5.2k	473.90	View chart
Franklin Templeton Etf Tr Ftse Mexico (FLMX)	0.1	$2.4M		106k	23.00	View chart
Illinois Tool Works (ITW)	0.1	$2.4M	+2%	9.6k	253.58	View chart
Fortive (FTV)	0.1	$2.4M	+9%	32k	75.00	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.4M	-2%	43k	55.45	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$2.3M		47k	49.46	View chart
American Express Company (AXP)	0.1	$2.3M	+3%	7.8k	296.82	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$2.3M	+5%	31k	74.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.3M	-3%	20k	115.22	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.2M		50k	44.92	View chart
Abbott Laboratories (ABT)	0.1	$2.2M	-19%	20k	113.11	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$2.2M		31k	70.71	View chart
PNC Financial Services (PNC)	0.1	$2.2M		11k	192.86	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.2M	+7%	26k	85.66	View chart
Curtiss-Wright (CW)	0.1	$2.2M	+18%	6.1k	354.88	View chart
Kkr & Co (KKR)	0.1	$2.2M	+4%	15k	147.92	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.1M	-7%	58k	36.79	View chart
Fiserv (FI)	0.1	$2.0M	+3%	9.8k	205.42	View chart
Ge Vernova (GEV)	0.1	$2.0M	+17%	6.1k	328.98	View chart
Cyberark Software SHS (CYBR)	0.1	$2.0M	+9%	5.9k	333.15	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.0M	+9%	39k	49.94	View chart
Comfort Systems USA (FIX)	0.1	$1.9M	+20%	4.5k	424.08	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$1.9M	-2%	40k	48.15	View chart
Avista Corporation (AVA)	0.1	$1.9M	+11%	52k	36.63	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.9M		18k	106.84	View chart
Msc Indl Direct Cl A (MSM)	0.1	$1.9M	+4%	25k	74.69	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.8M	+15%	20k	91.43	View chart
Philip Morris International (PM)	0.1	$1.8M	-5%	15k	120.35	View chart

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 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
Level Four Advisory Services 2021 Q3 filed Oct. 12, 2021
Level Four Advisory Services 2021 Q2 filed Aug. 9, 2021
Level Four Advisory Services 2021 Q1 filed May 10, 2021

View all past filings

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