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 15.76% of Level Four Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$34M), TCAF (+$19M), VOO (+$18M), JIRE (+$17M), SPTL (+$15M), AGG (+$11M), QQQM (+$9.0M), META (+$8.2M), TXN (+$7.8M), OMFL (+$7.7M).
- Started 147 new stock positions in KLAC, ROBT, EMN, HPQ, GPI, HAS, ORLY, POR, MGM, WRB.
- Reduced shares in these 10 stocks: TLT (-$11M), FBND (-$11M), GNTX (-$10M), , AAPL (-$10M), BND (-$9.2M), MOAT (-$6.5M), SLYG (-$6.1M), VPL (-$5.8M), ABT (-$5.3M).
- Sold out of its positions in SDOG, ARKK, ANF, WMS, AEM, AKAM, ALK, BABA, AAL, AWK.
- Level Four Advisory Services was a net buyer of stock by $274M.
- Level Four Advisory Services has $2.2B in assets under management (AUM), dropping by 21.87%.
- Central Index Key (CIK): 0001696715
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Portfolio Holdings for Level Four Advisory Services
Level Four Advisory Services holds 741 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Level Four Advisory Services has 741 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Level Four Advisory Services June 30, 2024 positions
- Download the Level Four Advisory Services June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.9 | $110M | -8% | 520k | 210.62 |
|
| Alps Etf Tr Level Four Large (LGRO) | 3.0 | $68M | -5% | 2.2M | 31.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $67M | +11% | 140k | 479.11 |
|
| Microsoft Corporation (MSFT) | 2.8 | $62M | +13% | 138k | 446.95 |
|
| Amazon (AMZN) | 2.0 | $44M | -10% | 228k | 193.25 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $38M | +1019% | 304k | 123.54 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.4 | $30M | -5% | 604k | 50.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $29M | +155% | 58k | 500.14 |
|
| ConAgra Foods (CAG) | 1.3 | $28M | 976k | 28.42 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $27M | +2% | 149k | 182.15 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.1 | $25M | -20% | 289k | 86.61 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.0 | $22M | +6% | 342k | 64.00 |
|
| Abbvie (ABBV) | 1.0 | $21M | -8% | 123k | 171.52 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.9 | $21M | +515% | 331k | 62.60 |
|
| Meta Platforms Cl A (META) | 0.9 | $20M | +71% | 39k | 504.23 |
|
| Broadcom (AVGO) | 0.9 | $20M | +45% | 12k | 1605.74 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.9 | $19M | NEW | 614k | 31.41 |
|
| UnitedHealth (UNH) | 0.8 | $18M | +10% | 35k | 509.27 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.8 | $18M | -2% | 353k | 49.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $17M | +168% | 177k | 97.07 |
|
| Lamb Weston Hldgs (LW) | 0.8 | $17M | 203k | 84.08 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.7 | $15M | 153k | 100.08 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $15M | +2% | 36k | 406.81 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.7 | $15M | NEW | 533k | 27.22 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.6 | $14M | +24% | 273k | 51.39 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $14M | -8% | 69k | 202.26 |
|
| Home Depot (HD) | 0.6 | $14M | +16% | 40k | 344.25 |
|
| Uber Technologies (UBER) | 0.6 | $12M | -16% | 170k | 72.68 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $12M | -14% | 22k | 544.24 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $12M | +165% | 213k | 54.49 |
|
| Merck & Co (MRK) | 0.5 | $12M | +18% | 93k | 123.80 |
|
| Qualcomm (QCOM) | 0.5 | $11M | +7% | 56k | 199.18 |
|
| Johnson & Johnson (JNJ) | 0.5 | $11M | +35% | 74k | 146.16 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $11M | 50k | 215.01 |
|
|
| Visa Com Cl A (V) | 0.5 | $11M | +5% | 41k | 262.47 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.5 | $10M | -7% | 371k | 28.02 |
|
| Lam Research Corporation (LRCX) | 0.5 | $10M | -10% | 9.7k | 1064.95 |
|
| Morgan Stanley Com New (MS) | 0.5 | $10M | +107% | 106k | 97.19 |
|
| Wal-Mart Stores (WMT) | 0.5 | $10M | +179% | 150k | 67.71 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $10M | -6% | 108k | 92.54 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $9.9M | +12% | 54k | 182.55 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $9.8M | +25% | 69k | 142.74 |
|
| Verizon Communications (VZ) | 0.4 | $9.7M | +31% | 236k | 41.24 |
|
| Booking Holdings (BKNG) | 0.4 | $9.4M | +5% | 2.4k | 3962.44 |
|
| Procter & Gamble Company (PG) | 0.4 | $9.3M | +26% | 57k | 164.92 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $9.3M | +3524% | 47k | 197.11 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $9.1M | +79% | 20k | 467.13 |
|
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.4 | $9.0M | +298% | 144k | 62.36 |
|
| Citigroup Com New (C) | 0.4 | $8.9M | +38% | 141k | 63.46 |
|
| Applied Materials (AMAT) | 0.4 | $8.8M | +11% | 37k | 235.99 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $8.8M | -17% | 76k | 115.12 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $8.8M | +806% | 45k | 194.53 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $8.7M | -12% | 112k | 77.76 |
|
| BlackRock (BLK) | 0.4 | $8.1M | +16% | 10k | 787.41 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $7.9M | +29% | 8.7k | 905.40 |
|
| Medtronic SHS (MDT) | 0.3 | $7.7M | +68% | 98k | 78.71 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $7.7M | +6% | 34k | 226.24 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.3 | $7.7M | NEW | 146k | 52.49 |
|
| salesforce (CRM) | 0.3 | $7.6M | -15% | 30k | 257.10 |
|
| Micron Technology (MU) | 0.3 | $7.6M | -25% | 58k | 131.53 |
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.3 | $7.5M | 104k | 72.09 |
|
|
| Chevron Corporation (CVX) | 0.3 | $7.4M | +18% | 48k | 156.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $7.4M | -23% | 40k | 183.42 |
|
| International Business Machines (IBM) | 0.3 | $7.3M | -18% | 42k | 172.95 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.3M | -13% | 27k | 267.51 |
|
| Ford Motor Company (F) | 0.3 | $7.2M | +39% | 575k | 12.54 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.3 | $7.1M | +262% | 74k | 97.03 |
|
| Eaton Corp SHS (ETN) | 0.3 | $7.1M | +95% | 23k | 313.56 |
|
| Cisco Systems (CSCO) | 0.3 | $7.1M | +26% | 149k | 47.51 |
|
| Paypal Holdings (PYPL) | 0.3 | $7.0M | +115% | 121k | 58.03 |
|
| Nextera Energy (NEE) | 0.3 | $7.0M | +297% | 99k | 70.81 |
|
| ConocoPhillips (COP) | 0.3 | $6.9M | +2% | 61k | 114.38 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.3 | $6.9M | +16% | 400k | 17.30 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.3 | $6.9M | +11% | 61k | 113.99 |
|
| Netflix (NFLX) | 0.3 | $6.9M | -7% | 10k | 674.88 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.3 | $6.9M | 182k | 37.63 |
|
|
| Monolithic Power Systems (MPWR) | 0.3 | $6.8M | -3% | 8.3k | 821.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $6.7M | +9% | 15k | 441.17 |
|
| Lowe's Companies (LOW) | 0.3 | $6.7M | +139% | 30k | 220.47 |
|
| Allison Transmission Hldngs I (ALSN) | 0.3 | $6.6M | NEW | 87k | 75.90 |
|
| McDonald's Corporation (MCD) | 0.3 | $6.6M | +9% | 26k | 254.85 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $6.6M | +530% | 112k | 58.52 |
|
| Cummins (CMI) | 0.3 | $6.6M | +295% | 24k | 276.94 |
|
| Kla Corp Com New (KLAC) | 0.3 | $6.5M | NEW | 7.9k | 824.54 |
|
| eBay (EBAY) | 0.3 | $6.5M | +57% | 122k | 53.72 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $6.5M | +7% | 25k | 260.71 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $6.5M | +40% | 137k | 47.44 |
|
| T. Rowe Price (TROW) | 0.3 | $6.4M | +104% | 56k | 115.31 |
|
| Anthem (ELV) | 0.3 | $6.4M | +143% | 12k | 541.88 |
|
| Occidental Petroleum Corporation (OXY) | 0.3 | $6.2M | +43% | 99k | 63.03 |
|
| AFLAC Incorporated (AFL) | 0.3 | $6.2M | +244% | 70k | 89.31 |
|
| Pfizer (PFE) | 0.3 | $6.2M | +134% | 220k | 27.98 |
|
| Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.3 | $6.1M | +6% | 151k | 40.62 |
|
| EOG Resources (EOG) | 0.3 | $6.1M | +31% | 49k | 125.87 |
|
| Servicenow (NOW) | 0.3 | $6.1M | +79% | 7.7k | 786.67 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $6.0M | -2% | 55k | 108.70 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $5.9M | +544% | 116k | 50.88 |
|
| TJX Companies (TJX) | 0.3 | $5.9M | +30% | 53k | 110.10 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $5.9M | 72k | 81.41 |
|
|
| Intercontinental Exchange (ICE) | 0.3 | $5.8M | +16% | 43k | 136.89 |
|
| Republic Services (RSG) | 0.3 | $5.8M | NEW | 30k | 194.34 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $5.8M | +10% | 98k | 59.06 |
|
| Coca-Cola Company (KO) | 0.3 | $5.8M | +8% | 91k | 63.65 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $5.8M | -22% | 6.8k | 850.01 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.3 | $5.7M | NEW | 200k | 28.76 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $5.7M | +22% | 61k | 93.65 |
|
| McKesson Corporation (MCK) | 0.3 | $5.7M | +25% | 9.8k | 584.12 |
|
| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.3 | $5.7M | 163k | 34.80 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $5.7M | +5% | 35k | 162.21 |
|
| Docusign (DOCU) | 0.3 | $5.6M | +24% | 104k | 53.50 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $5.5M | +2% | 43k | 128.43 |
|
| Pacer Fds Tr Trendpilot Intl (PTIN) | 0.2 | $5.5M | 191k | 28.92 |
|
|
| Caterpillar (CAT) | 0.2 | $5.5M | +86% | 17k | 333.11 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $5.3M | +40% | 128k | 41.11 |
|
| Apa Corporation (APA) | 0.2 | $5.3M | NEW | 179k | 29.44 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.2 | $5.2M | +819% | 3.1k | 1683.80 |
|
| Ameriprise Financial (AMP) | 0.2 | $5.2M | +2125% | 12k | 427.19 |
|
| Church & Dwight (CHD) | 0.2 | $5.2M | +20% | 50k | 103.68 |
|
| Phillips 66 (PSX) | 0.2 | $5.2M | -16% | 37k | 141.17 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $5.2M | -5% | 14k | 374.04 |
|
| Pepsi (PEP) | 0.2 | $5.1M | +29% | 31k | 164.93 |
|
| American Tower Reit (AMT) | 0.2 | $5.1M | +512% | 26k | 194.38 |
|
| Microchip Technology (MCHP) | 0.2 | $5.1M | +944% | 56k | 91.50 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $5.0M | 228k | 22.05 |
|
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.2 | $5.0M | +155% | 195k | 25.51 |
|
| Prudential Financial (PRU) | 0.2 | $5.0M | +54% | 42k | 117.19 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $4.9M | +2% | 55k | 89.72 |
|
| Prologis (PLD) | 0.2 | $4.9M | +465% | 43k | 112.31 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.8M | -2% | 30k | 164.28 |
|
| Goldman Sachs (GS) | 0.2 | $4.8M | +33% | 11k | 452.36 |
|
| AGCO Corporation (AGCO) | 0.2 | $4.8M | NEW | 49k | 97.88 |
|
| Tesla Motors (TSLA) | 0.2 | $4.7M | -5% | 24k | 197.88 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $4.7M | -21% | 139k | 33.93 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $4.7M | +7% | 39k | 118.60 |
|
| A. O. Smith Corporation (AOS) | 0.2 | $4.6M | NEW | 57k | 81.78 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.2 | $4.6M | -25% | 131k | 35.32 |
|
| Wells Fargo & Company (WFC) | 0.2 | $4.6M | -5% | 77k | 59.39 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $4.6M | NEW | 171k | 26.67 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $4.6M | -53% | 8.3k | 547.25 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $4.5M | 56k | 81.08 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $4.5M | NEW | 64k | 70.94 |
|
| Fastenal Company (FAST) | 0.2 | $4.5M | NEW | 72k | 62.84 |
|
| Starbucks Corporation (SBUX) | 0.2 | $4.5M | +468% | 57k | 77.85 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $4.4M | NEW | 23k | 197.00 |
|
| Quest Diagnostics Incorporated (DGX) | 0.2 | $4.4M | NEW | 32k | 136.88 |
|
| Bank of America Corporation (BAC) | 0.2 | $4.4M | -20% | 110k | 39.77 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $4.4M | 45k | 97.27 |
|
|
| Walt Disney Company (DIS) | 0.2 | $4.4M | +15% | 44k | 99.29 |
|
| Msci (MSCI) | 0.2 | $4.3M | +21% | 9.0k | 481.80 |
|
| United Rentals (URI) | 0.2 | $4.3M | +14% | 6.7k | 646.83 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $4.3M | -3% | 74k | 57.61 |
|
| Union Pacific Corporation (UNP) | 0.2 | $4.3M | +54% | 19k | 226.27 |
|
| John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.2 | $4.2M | +46% | 127k | 33.35 |
|
| Twilio Cl A (TWLO) | 0.2 | $4.2M | +7% | 75k | 56.81 |
|
| Canadian Natl Ry (CNI) | 0.2 | $4.2M | NEW | 36k | 118.13 |
|
| Dropbox Cl A (DBX) | 0.2 | $4.2M | +14% | 188k | 22.47 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $4.2M | +26% | 50k | 83.96 |
|
| Snowflake Cl A (SNOW) | 0.2 | $4.2M | NEW | 31k | 135.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $4.2M | +91% | 58k | 72.64 |
|
| Rh (RH) | 0.2 | $4.2M | +45% | 17k | 244.44 |
|
| Palo Alto Networks (PANW) | 0.2 | $4.2M | 12k | 339.01 |
|
|
| Roper Industries (ROP) | 0.2 | $4.1M | +30% | 7.3k | 563.73 |
|
| Altria (MO) | 0.2 | $4.1M | +31% | 90k | 45.55 |
|
| California Water Service (CWT) | 0.2 | $4.0M | NEW | 82k | 48.49 |
|
| Amgen (AMGN) | 0.2 | $4.0M | +221% | 13k | 312.47 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $4.0M | +2% | 22k | 182.02 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $3.8M | -25% | 49k | 78.33 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $3.8M | +20% | 31k | 121.87 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.2 | $3.8M | +97% | 92k | 41.23 |
|
| PNC Financial Services (PNC) | 0.2 | $3.8M | +15% | 24k | 155.48 |
|
| Truist Financial Corp equities (TFC) | 0.2 | $3.8M | +67% | 97k | 38.85 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.2 | $3.7M | +4% | 125k | 29.58 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.7M | -2% | 23k | 160.41 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.2 | $3.6M | NEW | 40k | 91.48 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $3.6M | +25% | 25k | 145.75 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $3.6M | 21k | 173.48 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $3.5M | +82% | 44k | 79.93 |
|
| Ingredion Incorporated (INGR) | 0.2 | $3.5M | NEW | 31k | 114.70 |
|
| Pulte (PHM) | 0.2 | $3.5M | -14% | 32k | 110.10 |
|
| Chubb (CB) | 0.2 | $3.4M | +3% | 14k | 255.10 |
|
| Southern Company (SO) | 0.2 | $3.4M | -33% | 44k | 77.57 |
|
| CF Industries Holdings (CF) | 0.2 | $3.4M | NEW | 46k | 74.12 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $3.4M | -4% | 7.2k | 468.72 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $3.3M | +140% | 69k | 48.28 |
|
| Lear Corp Com New (LEA) | 0.1 | $3.3M | +59% | 29k | 114.21 |
|
| Realty Income (O) | 0.1 | $3.2M | +110% | 61k | 52.82 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $3.2M | +11% | 8.3k | 386.08 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $3.2M | -7% | 2.5k | 1277.74 |
|
| Intel Corporation (INTC) | 0.1 | $3.1M | -37% | 101k | 30.97 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $3.1M | -21% | 31k | 100.23 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.0M | +3% | 14k | 218.05 |
|
| Williams-Sonoma (WSM) | 0.1 | $3.0M | -26% | 11k | 282.37 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $3.0M | +20% | 53k | 56.68 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $3.0M | -2% | 92k | 32.24 |
|
| Fidelity National Information Services (FIS) | 0.1 | $3.0M | +48% | 39k | 75.36 |
|
| General Mills (GIS) | 0.1 | $2.9M | +55% | 46k | 63.26 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $2.9M | +6% | 20k | 145.48 |
|
| Best Buy (BBY) | 0.1 | $2.9M | +538% | 35k | 84.29 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.8M | +380% | 21k | 138.21 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $2.8M | -5% | 11k | 257.30 |
|
| Target Corporation (TGT) | 0.1 | $2.8M | +69% | 19k | 148.05 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.7M | +55% | 19k | 141.20 |
|
| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.1 | $2.6M | +2% | 33k | 79.35 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.6M | 7.1k | 364.62 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $2.6M | -36% | 47k | 54.75 |
|
| Hp (HPQ) | 0.1 | $2.6M | NEW | 73k | 35.02 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | -4% | 25k | 100.39 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.4M | -68% | 23k | 103.91 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $2.4M | +15% | 41k | 59.20 |
|
| Biogen Idec (BIIB) | 0.1 | $2.4M | +44% | 10k | 231.82 |
|
| Valero Energy Corporation (VLO) | 0.1 | $2.3M | -14% | 15k | 156.76 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.3M | +15% | 21k | 113.46 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.3M | +15% | 22k | 106.66 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $2.3M | +16% | 27k | 85.66 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $2.3M | 33k | 69.36 |
|
|
| Franklin Templeton Etf Tr Ftse Mexico (FLMX) | 0.1 | $2.3M | NEW | 82k | 28.18 |
|
| Watsco, Incorporated (WSO) | 0.1 | $2.3M | NEW | 4.9k | 463.24 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $2.3M | -5% | 59k | 38.70 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.2M | +28% | 71k | 31.55 |
|
| Gilead Sciences (GILD) | 0.1 | $2.2M | +875% | 32k | 68.61 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.1 | $2.2M | +75% | 59k | 36.69 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.1 | $2.2M | 47k | 45.48 |
|
|
| Cme (CME) | 0.1 | $2.1M | +29% | 11k | 196.60 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $2.1M | +19% | 31k | 68.00 |
|
| Fortive (FTV) | 0.1 | $2.1M | +14% | 28k | 74.10 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $2.1M | +106% | 23k | 91.78 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.1M | +90% | 8.6k | 242.11 |
|
| Wec Energy Group (WEC) | 0.1 | $2.1M | NEW | 27k | 78.46 |
|
| Shopify Cl A (SHOP) | 0.1 | $2.1M | +836% | 32k | 66.05 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $2.1M | +145% | 277k | 7.44 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $2.1M | +29% | 57k | 36.28 |
|
| Illinois Tool Works (ITW) | 0.1 | $2.0M | NEW | 8.6k | 236.96 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $2.0M | +71% | 27k | 74.89 |
|
| Rbc Cad (RY) | 0.1 | $2.0M | +25% | 19k | 106.38 |
|
| Enterprise Products Partners (EPD) | 0.1 | $2.0M | -2% | 70k | 28.98 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.0M | +7% | 52k | 39.16 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $2.0M | -4% | 10k | 197.30 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $2.0M | +25% | 44k | 46.39 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.0M | +5% | 2.0k | 1022.92 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $2.0M | +109% | 19k | 106.41 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $2.0M | +4% | 48k | 41.53 |
|
| Paycom Software (PAYC) | 0.1 | $2.0M | +40% | 14k | 143.04 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $2.0M | +31% | 25k | 77.99 |
|
| Snap-on Incorporated (SNA) | 0.1 | $1.9M | NEW | 7.4k | 261.42 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.9M | -3% | 21k | 91.15 |
|
| Spdr Ser Tr Comp Software (XSW) | 0.1 | $1.9M | +3% | 13k | 151.11 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.9M | -16% | 18k | 106.55 |
|
| Etsy (ETSY) | 0.1 | $1.9M | +106% | 32k | 58.98 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $1.9M | +46% | 56k | 33.40 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.8M | -24% | 44k | 40.75 |
|
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 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
- Level Four Advisory Services 2020 Q4 filed Feb. 10, 2021
- Level Four Advisory Services 2020 Q3 filed Nov. 2, 2020