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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, MSFT, QQQ, AMZN, and represent 14.75% of Level Four Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IWD (+$16M), LGRO (+$13M), TCAF (+$7.7M), NFLX (+$7.0M), NEAR (+$6.4M), IJUL (+$6.3M), XLK (+$5.9M), IWM (+$5.8M), EFA (+$5.6M), MDB (+$5.5M).
Started 78 new stock positions in ETR, MLI, IBHH, AHR, BKDV, BUFR, COPX, NUV, VTWO, DLTR.
Reduced shares in these 10 stocks: LRCX (-$10M), GLD (-$5.8M), BTAL (-$5.7M), MU (-$5.7M), SNOW (-$5.3M), GOOGL, MS, VEA, GBIL, NVO.
Sold out of its positions in BTAL, ATGE, HACK, AstraZeneca, RILY, BRO, IGR, CPZ, LEU, SRV.
Level Four Advisory Services was a net buyer of stock by $101M.
Level Four Advisory Services has $3.1B in assets under management (AUM), dropping by 4.64%.
Central Index Key (CIK): 0001696715

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Portfolio Holdings for Level Four Advisory Services

Level Four Advisory Services holds 842 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Level Four Advisory Services has 842 total positions. Only the first 250 positions are shown.

Sign up to view all of the Level Four Advisory Services Dec. 31, 2025 positions
Download the Level Four Advisory Services December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.4	$135M		498k	271.86	View chart
Alps Etf Tr Level Four Large (LGRO)	3.6	$109M	+13%	2.7M	40.98	View chart
Microsoft Corporation (MSFT)	2.5	$76M	+4%	157k	483.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$74M		121k	614.32	View chart
Amazon (AMZN)	1.8	$56M	+7%	244k	230.82	View chart
NVIDIA Corporation (NVDA)	1.7	$53M	+2%	281k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$50M	-8%	161k	313.00	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.5	$44M	+21%	1.2M	38.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$41M	+12%	66k	627.14	View chart
Broadcom (AVGO)	1.3	$40M		114k	346.10	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.3	$38M	+2%	511k	74.88	View chart
Alps Etf Tr Smith Core Plus (SMTH)	1.1	$35M	+2%	1.3M	26.07	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.1	$32M	-4%	640k	50.32	View chart
JPMorgan Chase & Co. (JPM)	1.0	$32M		99k	322.23	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.0	$31M		296k	103.56	View chart
Abbvie (ABBV)	1.0	$30M	+2%	132k	228.49	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$29M	+3%	362k	80.22	View chart
Meta Platforms Cl A (META)	0.9	$28M	+3%	43k	660.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$23M	+15%	231k	99.88	View chart
Micron Technology (MU)	0.7	$22M	-20%	78k	285.41	View chart
Wal-Mart Stores (WMT)	0.7	$20M	+3%	182k	111.41	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.7	$20M	-7%	364k	55.58	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$19M		77k	252.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$19M	+656%	89k	210.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$18M		36k	502.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$18M	-24%	44k	396.32	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.6	$17M	+2%	294k	58.90	View chart
Citigroup Com New (C)	0.6	$17M	-3%	147k	116.69	View chart
ConAgra Foods (CAG)	0.6	$17M		975k	17.31	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$16M	-17%	162k	99.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$16M	+14%	24k	681.94	View chart
Visa Com Cl A (V)	0.5	$16M	+6%	45k	350.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$16M	+20%	50k	313.81	View chart
Johnson & Johnson (JNJ)	0.5	$15M	+4%	74k	206.95	View chart
Nextera Energy (NEE)	0.5	$14M		180k	80.28	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$14M	+2%	238k	60.17	View chart
Spdr Series Trust State Street Spd (SPTL)	0.5	$14M	+2%	536k	26.47	View chart
Morgan Stanley Com New (MS)	0.5	$14M	-23%	79k	177.53	View chart
Spdr Series Trust State Street Spd (SPTI)	0.5	$14M		483k	28.84	View chart
UnitedHealth (UNH)	0.4	$13M	+13%	40k	330.12	View chart
Goldman Sachs (GS)	0.4	$13M		15k	879.07	View chart
Uber Technologies (UBER)	0.4	$13M		162k	81.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$13M		107k	123.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$13M	+11%	36k	360.13	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$12M	+97%	83k	143.97	View chart
Lockheed Martin Corporation (LMT)	0.4	$12M	+3%	24k	483.68	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$12M	+7%	170k	69.47	View chart
Home Depot (HD)	0.4	$12M	-15%	34k	344.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$12M	+91%	122k	96.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$12M	+6%	35k	335.27	View chart
Cummins (CMI)	0.4	$11M		22k	510.47	View chart
Advanced Micro Devices (AMD)	0.4	$11M	+45%	52k	214.16	View chart
TJX Companies (TJX)	0.4	$11M	-3%	71k	153.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$11M	+5%	165k	66.00	View chart
Caterpillar (CAT)	0.4	$11M	+3%	19k	572.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$11M	+123%	43k	246.17	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.3	$11M	+85%	205k	51.26	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.3	$10M	-2%	4.9k	2146.47	View chart
Tesla Motors (TSLA)	0.3	$10M	-16%	23k	449.72	View chart
Snowflake Com Shs (SNOW)	0.3	$10M	-33%	47k	219.36	View chart
Booking Holdings (BKNG)	0.3	$10M	-2%	1.9k	5358.44	View chart
ConocoPhillips (COP)	0.3	$10M	-4%	109k	93.61	View chart
Kla Corp Com New (KLAC)	0.3	$10M		8.3k	1215.12	View chart
Lam Research Corp Com New (LRCX)	0.3	$9.9M	-50%	58k	171.18	View chart
T. Rowe Price (TROW)	0.3	$9.7M	-12%	94k	102.38	View chart
Twilio Cl A (TWLO)	0.3	$9.7M	+8%	68k	142.24	View chart
McKesson Corporation (MCK)	0.3	$9.6M	-3%	12k	820.37	View chart
Mastercard Incorporated Cl A (MA)	0.3	$9.6M	+10%	17k	570.90	View chart
salesforce (CRM)	0.3	$9.6M	+13%	36k	264.92	View chart
Applied Materials (AMAT)	0.3	$9.5M	-9%	37k	257.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$9.4M	+12%	79k	119.32	View chart
Qualcomm (QCOM)	0.3	$9.3M		54k	171.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$9.3M	+11%	42k	219.78	View chart
Texas Instruments Incorporated (TXN)	0.3	$9.2M	+2%	53k	173.49	View chart
McDonald's Corporation (MCD)	0.3	$9.2M	+7%	30k	305.64	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$9.0M	-6%	115k	78.65	View chart
Bank of America Corporation (BAC)	0.3	$9.0M	-3%	164k	55.00	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.3	$8.9M		120k	74.69	View chart
Exxon Mobil Corporation (XOM)	0.3	$8.9M	+8%	74k	120.34	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.3	$8.7M	-5%	198k	43.70	View chart
International Business Machines (IBM)	0.3	$8.6M	+5%	29k	296.21	View chart
Merck & Co (MRK)	0.3	$8.6M	+3%	81k	105.26	View chart
Rh (RH)	0.3	$8.5M	-8%	48k	179.15	View chart
Lowe's Companies (LOW)	0.3	$8.5M	+2%	35k	241.17	View chart
Lamb Weston Hldgs (LW)	0.3	$8.5M		203k	41.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$8.4M	+4%	17k	487.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.4M	+8%	32k	257.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$8.2M	+5%	43k	191.56	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$8.1M	+7%	56k	143.52	View chart
Apa Corporation (APA)	0.3	$8.1M	-13%	330k	24.46	View chart
Microchip Technology (MCHP)	0.3	$8.0M	+2%	125k	63.72	View chart
Blackrock (BLK)	0.3	$7.9M	-28%	7.4k	1070.54	View chart
Cisco Systems (CSCO)	0.3	$7.8M	+5%	101k	77.03	View chart
Netflix (NFLX)	0.3	$7.8M	+935%	83k	93.76	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.3	$7.7M		151k	51.13	View chart
Eaton Corp SHS (ETN)	0.3	$7.7M		24k	318.51	View chart
Chevron Corporation (CVX)	0.2	$7.6M	+2%	50k	152.41	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$7.6M	+2%	55k	138.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$7.6M		16k	473.36	View chart
Eli Lilly & Co. (LLY)	0.2	$7.5M	+13%	7.0k	1074.73	View chart
Lear Corp Com New (LEA)	0.2	$7.5M	-8%	65k	114.60	View chart
Intercontinental Exchange (ICE)	0.2	$7.5M		46k	161.96	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$7.4M	-4%	162k	45.80	View chart
Prologis (PLD)	0.2	$7.4M		58k	127.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.3M	-6%	266k	27.43	View chart
AFLAC Incorporated (AFL)	0.2	$7.3M		66k	110.27	View chart
Coca-Cola Company (KO)	0.2	$7.2M		103k	69.91	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$7.1M		69k	104.04	View chart
Allison Transmission Hldngs I (ALSN)	0.2	$7.1M		73k	97.90	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$7.1M	-21%	83k	85.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$7.1M	+21%	153k	46.04	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$7.0M		399k	17.66	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$7.0M		160k	43.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$7.0M	+56%	24k	290.24	View chart
AGCO Corporation (AGCO)	0.2	$6.9M	-6%	67k	104.32	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.2	$6.9M	-2%	193k	35.67	View chart
Procter & Gamble Company (PG)	0.2	$6.8M		47k	143.31	View chart
Docusign (DOCU)	0.2	$6.7M	+4%	98k	68.40	View chart
Amphenol Corp Cl A (APH)	0.2	$6.7M		50k	135.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$6.7M	+3%	9.8k	684.99	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$6.7M		65k	102.42	View chart
Monolithic Power Systems (MPWR)	0.2	$6.6M	-22%	7.3k	906.40	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$6.6M		54k	121.61	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$6.4M	NEW	124k	51.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$6.4M		30k	212.07	View chart
Fastenal Company (FAST)	0.2	$6.3M		157k	40.13	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$6.3M	NEW	188k	33.51	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$6.3M		84k	75.05	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.2	$6.3M	+5%	97k	64.39	View chart
Phillips 66 (PSX)	0.2	$6.2M	+6%	48k	129.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$6.2M	+25%	69k	89.47	View chart
GATX Corporation (GATX)	0.2	$6.2M		36k	169.60	View chart
Starbucks Corporation (SBUX)	0.2	$6.1M	+3%	73k	84.21	View chart
Paypal Holdings (PYPL)	0.2	$6.1M	-29%	104k	58.38	View chart
Republic Services (RSG)	0.2	$6.1M	+2%	29k	211.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$6.1M	+3%	59k	101.98	View chart
Quest Diagnostics Incorporated (DGX)	0.2	$6.0M		35k	173.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$6.0M	+9%	63k	96.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.0M	+32%	105k	57.24	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$6.0M		43k	141.16	View chart
Servicenow (NOW)	0.2	$5.9M	+445%	39k	153.19	View chart
Ameriprise Financial (AMP)	0.2	$5.9M	+2%	12k	490.35	View chart
A. O. Smith Corporation (AOS)	0.2	$5.9M	+2%	88k	66.88	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$5.8M	+103%	137k	42.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$5.8M	+7%	70k	83.75	View chart
Verizon Communications (VZ)	0.2	$5.8M	-6%	142k	40.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$5.8M	+6%	30k	190.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$5.7M	+5%	83k	69.42	View chart
Altria (MO)	0.2	$5.7M	+4%	99k	57.66	View chart
Raytheon Technologies Corp (RTX)	0.2	$5.6M		30k	183.40	View chart
Mongodb Cl A (MDB)	0.2	$5.5M	NEW	13k	419.69	View chart
Broadridge Financial Solutions (BR)	0.2	$5.5M		25k	223.17	View chart
American Water Works (AWK)	0.2	$5.4M	+3%	42k	130.50	View chart
Williams-Sonoma (WSM)	0.2	$5.4M	-3%	30k	178.59	View chart
American Tower Reit (AMT)	0.2	$5.4M	+3%	31k	175.57	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$5.3M	+15%	35k	155.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$5.3M	+7%	97k	54.77	View chart
Sandisk Corp (SNDK)	0.2	$5.3M	+43%	22k	237.38	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$5.3M	+11%	17k	303.90	View chart
Costco Wholesale Corporation (COST)	0.2	$5.2M	+15%	6.1k	862.40	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$5.2M		46k	113.72	View chart
Cabot Oil & Gas Corporation (CTRA)	0.2	$5.2M		196k	26.32	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.1M	+25%	37k	136.94	View chart
Walt Disney Company (DIS)	0.2	$5.0M	+2%	44k	113.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$5.0M	+54%	62k	81.17	View chart
EOG Resources (EOG)	0.2	$5.0M	-18%	48k	105.01	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$5.0M	+3%	197k	25.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.0M	+9%	42k	120.18	View chart
Union Pacific Corporation (UNP)	0.2	$5.0M		22k	231.33	View chart
Duke Energy Corp Com New (DUK)	0.2	$4.9M		42k	117.21	View chart
Intuitive Surgical Com New (ISRG)	0.2	$4.9M	+613%	8.6k	566.36	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$4.8M	+13%	175k	27.62	View chart
Occidental Petroleum Corporation (OXY)	0.2	$4.8M	-26%	117k	41.12	View chart
Global X Fds Cybrscurty Etf (BUG)	0.2	$4.8M	+5%	158k	30.46	View chart
Novo-nordisk A S Adr (NVO)	0.2	$4.8M	-41%	94k	50.88	View chart
Realty Income (O)	0.2	$4.7M	+2%	84k	56.37	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$4.7M	-8%	31k	154.80	View chart
Pulte (PHM)	0.2	$4.7M	+2%	40k	117.26	View chart
United Parcel Service CL B (UPS)	0.2	$4.6M	-14%	47k	99.19	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$4.6M	+2%	35k	131.59	View chart
Amgen (AMGN)	0.1	$4.6M		14k	327.33	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$4.5M	+4%	62k	72.68	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.5M	-8%	25k	177.75	View chart
American Express Company (AXP)	0.1	$4.4M	+20%	12k	370.01	View chart
Pepsi (PEP)	0.1	$4.4M	-4%	31k	143.52	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$4.4M	+6%	124k	35.21	View chart
Enterprise Products Partners (EPD)	0.1	$4.3M	+4%	136k	32.06	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$4.3M	+25%	9.6k	453.36	View chart
Medtronic SHS (MDT)	0.1	$4.3M		44k	96.06	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$4.2M	+5%	116k	36.38	View chart
Southern Company (SO)	0.1	$4.2M	+9%	48k	87.20	View chart
Chubb (CB)	0.1	$4.2M		14k	312.16	View chart
At&t (T)	0.1	$4.2M		169k	24.84	View chart
Ralliant Corp (RAL)	0.1	$4.2M	+492%	82k	50.91	View chart
Arista Networks Com Shs (ANET)	0.1	$4.2M	-19%	32k	131.03	View chart
Palo Alto Networks (PANW)	0.1	$4.1M	+2%	22k	184.20	View chart
Oracle Corporation (ORCL)	0.1	$4.1M	+16%	21k	194.92	View chart
Church & Dwight (CHD)	0.1	$4.1M	-28%	49k	83.85	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$4.1M	NEW	111k	36.58	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$4.0M	+54%	72k	55.46	View chart
Copart (CPRT)	0.1	$4.0M	+340%	101k	39.15	View chart
Anthem (ELV)	0.1	$3.9M	-27%	11k	350.56	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$3.8M		86k	44.50	View chart
Dex (DXCM)	0.1	$3.8M	+12%	57k	66.37	View chart
Roper Industries (ROP)	0.1	$3.7M	-33%	8.4k	445.13	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$3.7M	-4%	165k	22.64	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$3.7M	+2%	32k	117.72	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.7M		57k	64.42	View chart
CF Industries Holdings (CF)	0.1	$3.6M	-17%	46k	77.34	View chart
Gilead Sciences (GILD)	0.1	$3.6M	+7%	29k	122.74	View chart
TransDigm Group Incorporated (TDG)	0.1	$3.6M	+21%	2.7k	1330.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$3.4M	+82%	22k	154.15	View chart
Waste Management (WM)	0.1	$3.4M	+2%	16k	219.72	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$3.4M	-4%	85k	39.59	View chart
Prudential Financial (PRU)	0.1	$3.4M		30k	112.88	View chart
Celsius Hldgs Com New (CELH)	0.1	$3.4M	-15%	73k	45.74	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.3M	-29%	111k	29.89	View chart
Target Corporation (TGT)	0.1	$3.3M	-23%	34k	97.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.3M	+6%	57k	58.12	View chart
Cme (CME)	0.1	$3.3M		12k	273.08	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.3M	-2%	30k	109.91	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$3.2M	+5%	3.0k	1070.22	View chart
Zillow Group Cl C Cap Stk (Z)	0.1	$3.1M	+11%	46k	68.22	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.1M	-2%	187k	16.49	View chart
Best Buy (BBY)	0.1	$3.1M		46k	66.93	View chart
Abbott Laboratories (ABT)	0.1	$3.0M	+12%	24k	125.30	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.0M		28k	107.11	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.0M	-2%	97k	30.96	View chart
Wec Energy Group (WEC)	0.1	$3.0M	+5%	29k	105.46	View chart
Motorola Solutions Com New (MSI)	0.1	$3.0M	+5%	7.8k	383.32	View chart
Ge Aerospace Com New (GE)	0.1	$3.0M	+4%	9.7k	308.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.0M		36k	82.82	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.0M	+56%	53k	56.81	View chart
Illinois Tool Works (ITW)	0.1	$3.0M		12k	246.30	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$3.0M	-2%	33k	91.01	View chart
Msc Indl Direct Cl A (MSM)	0.1	$2.9M		34k	84.10	View chart
Fortive (FTV)	0.1	$2.9M	+23%	52k	55.21	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$2.9M	+7%	19k	153.03	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.8M	+93%	28k	100.38	View chart
Wells Fargo & Company (WFC)	0.1	$2.8M	+18%	30k	93.20	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.8M	+19%	42k	67.22	View chart
Snap-on Incorporated (SNA)	0.1	$2.8M		8.1k	344.64	View chart
Ge Vernova (GEV)	0.1	$2.7M	+8%	4.2k	653.62	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.7M	+10%	48k	56.69	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$2.7M	+3%	38k	71.45	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.7M	-37%	17k	160.97	View chart
Ingredion Incorporated (INGR)	0.1	$2.7M	-30%	24k	110.26	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.7M	+13%	71k	37.40	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.6M		28k	94.16	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$2.6M	+2%	61k	42.48	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 2025 Q4 filed Feb. 13, 2026
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

View all past filings

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