Level Four Advisory Services

Latest statistics and disclosures from Level Four Advisory Services's latest quarterly 13F-HR filing:

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Positions held by Level Four Advisory Services consolidated in one spreadsheet with up to 7 years of data

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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 March 2025 quarterly 13F filing

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.6 $112M 506k 222.13
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Alps Etf Tr Level Four Large (LGRO) 3.0 $74M +5% 2.3M 31.83
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $62M -3% 132k 468.92
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Microsoft Corporation (MSFT) 2.3 $56M +4% 149k 375.39
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Amazon (AMZN) 1.8 $43M 227k 190.26
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Wisdomtree Tr Floatng Rat Trea (USFR) 1.3 $32M 634k 50.33
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.3 $31M +5% 352k 88.00
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T Rowe Price Etf Cap Appreciation (TCAF) 1.2 $29M +18% 893k 32.28
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NVIDIA Corporation (NVDA) 1.2 $28M -3% 262k 108.38
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 1.1 $28M +9% 437k 63.72
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Abbvie (ABBV) 1.1 $27M 129k 209.52
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Meta Platforms Cl A (META) 1.1 $26M 45k 576.36
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ConAgra Foods (CAG) 1.1 $26M 975k 26.67
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JPMorgan Chase & Co. (JPM) 1.0 $25M +4% 103k 245.30
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $25M -12% 49k 513.90
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $25M +2% 159k 154.64
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $23M +2% 344k 65.76
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Ishares Tr Core Us Aggbd Et (AGG) 0.9 $23M +18% 228k 98.92
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.8 $20M 390k 51.45
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Broadcom (AVGO) 0.8 $20M -7% 117k 167.43
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $19M +4% 193k 100.18
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $18M +4% 34k 532.59
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UnitedHealth (UNH) 0.7 $18M 34k 523.76
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Spdr Gold Tr Gold Shs (GLD) 0.7 $17M +5% 59k 288.14
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Wal-Mart Stores (WMT) 0.6 $15M 170k 87.79
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Etf Ser Solutions Distillate Us (DSTL) 0.6 $15M +3% 272k 54.24
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Home Depot (HD) 0.6 $14M 39k 366.49
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Uber Technologies (UBER) 0.6 $14M +7% 192k 72.86
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Visa Com Cl A (V) 0.6 $14M -4% 40k 350.47
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.6 $14M +21% 509k 27.26
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.6 $14M +5% 472k 28.58
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Morgan Stanley Com New (MS) 0.5 $12M -6% 106k 116.67
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $12M +16% 62k 193.02
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $12M -16% 21k 559.40
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.5 $12M +2% 217k 54.76
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Citigroup Com New (C) 0.5 $12M 166k 70.99
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $11M +3% 65k 173.23
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Johnson & Johnson (JNJ) 0.5 $11M +6% 67k 165.84
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J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.5 $11M +5% 172k 63.66
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $11M 389k 27.96
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Lamb Weston Hldgs (LW) 0.4 $11M 203k 53.30
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Booking Holdings (BKNG) 0.4 $11M 2.3k 4607.19
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Blackrock (BLK) 0.4 $10M +2% 11k 946.60
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McKesson Corporation (MCK) 0.4 $10M +6% 15k 673.02
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Lockheed Martin Corporation (LMT) 0.4 $10M +10% 23k 446.74
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $10M -3% 108k 92.83
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CVS Caremark Corporation (CVS) 0.4 $9.9M +50% 147k 67.75
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TJX Companies (TJX) 0.4 $9.5M 78k 121.80
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.4 $9.4M +4% 5.1k 1854.33
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T. Rowe Price (TROW) 0.4 $9.4M +4% 102k 91.87
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Snowflake Cl A (SNOW) 0.4 $9.4M -9% 64k 146.16
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Novo-nordisk A S Adr (NVO) 0.4 $9.4M +66% 135k 69.44
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Netflix (NFLX) 0.4 $9.3M -5% 9.9k 932.53
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Intercontinental Exchange (ICE) 0.4 $9.2M +5% 53k 172.50
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Lam Research Corp Com New (LRCX) 0.4 $9.0M +16% 124k 72.70
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McDonald's Corporation (MCD) 0.4 $8.9M +4% 29k 312.38
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Mastercard Incorporated Cl A (MA) 0.4 $8.9M +2% 16k 548.14
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salesforce (CRM) 0.4 $8.9M +7% 33k 268.37
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Goldman Sachs (GS) 0.4 $8.9M -2% 16k 546.34
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Paypal Holdings (PYPL) 0.4 $8.7M +5% 134k 65.25
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Qualcomm (QCOM) 0.4 $8.7M +7% 57k 153.61
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Texas Instruments Incorporated (TXN) 0.4 $8.7M +7% 48k 179.70
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ConocoPhillips (COP) 0.4 $8.6M +16% 82k 105.02
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $8.6M +25% 148k 58.35
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.4 $8.6M +2% 121k 71.01
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $8.5M -2% 31k 274.84
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Roper Industries (ROP) 0.3 $8.4M +42% 14k 589.58
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Docusign (DOCU) 0.3 $8.2M -5% 101k 81.40
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Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.3 $8.2M +2% 212k 38.69
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EOG Resources (EOG) 0.3 $8.2M +4% 64k 128.24
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Church & Dwight (CHD) 0.3 $8.1M +6% 74k 110.09
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.3 $8.0M 88k 91.53
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Apa Corporation (APA) 0.3 $8.0M +69% 380k 21.02
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Select Sector Spdr Tr Technology (XLK) 0.3 $8.0M 39k 206.49
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Exxon Mobil Corporation (XOM) 0.3 $7.9M 67k 118.93
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Nextera Energy (NEE) 0.3 $7.9M 112k 70.89
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Procter & Gamble Company (PG) 0.3 $7.9M 46k 170.42
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $7.8M +24% 69k 113.76
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Lowe's Companies (LOW) 0.3 $7.8M +5% 33k 233.23
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $7.7M -67% 41k 188.14
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Occidental Petroleum Corporation (OXY) 0.3 $7.6M +29% 155k 49.36
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Allison Transmission Hldngs I (ALSN) 0.3 $7.6M 80k 95.67
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Chevron Corporation (CVX) 0.3 $7.5M 45k 167.29
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Alps Etf Tr Oshares Us Smlcp (OUSM) 0.3 $7.4M +4% 175k 42.02
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International Business Machines (IBM) 0.3 $7.3M 29k 248.66
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AGCO Corporation (AGCO) 0.3 $7.3M +47% 79k 92.57
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $7.3M 37k 193.99
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Bank of America Corporation (BAC) 0.3 $7.3M +3% 174k 41.73
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Coca-Cola Company (KO) 0.3 $7.2M +10% 101k 71.62
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $7.1M -56% 87k 81.73
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Agf Invts Tr Us Market Netrl (BTAL) 0.3 $7.1M +6% 340k 20.84
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AFLAC Incorporated (AFL) 0.3 $7.0M -8% 63k 111.19
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Anthem (ELV) 0.3 $7.0M +47% 16k 435.00
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Verizon Communications (VZ) 0.3 $6.9M -7% 152k 45.36
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Merck & Co (MRK) 0.3 $6.9M -3% 77k 89.76
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Twilio Cl A (TWLO) 0.3 $6.8M -12% 70k 97.91
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Starbucks Corporation (SBUX) 0.3 $6.8M +4% 69k 98.09
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Cummins (CMI) 0.3 $6.7M +3% 21k 313.46
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.3 $6.7M +3% 193k 34.60
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Ishares Tr Core High Dv Etf (HDV) 0.3 $6.7M 55k 121.12
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Comcast Corp Cl A (CMCSA) 0.3 $6.6M +25% 180k 36.90
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Vaneck Etf Trust Preferred Securt (PFXF) 0.3 $6.6M +4% 394k 16.76
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Lear Corp Com New (LEA) 0.3 $6.6M +52% 74k 88.22
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $6.5M -34% 33k 199.49
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Micron Technology (MU) 0.3 $6.5M +17% 75k 86.89
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Republic Services (RSG) 0.3 $6.5M -15% 27k 242.17
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $6.4M 29k 221.75
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American Tower Reit (AMT) 0.3 $6.4M 29k 217.60
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Prologis (PLD) 0.3 $6.3M +13% 56k 111.79
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United Parcel Service CL B (UPS) 0.3 $6.3M +32% 57k 109.99
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Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.3 $6.2M 147k 42.32
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Cabot Oil & Gas Corporation (CTRA) 0.3 $6.1M +10% 211k 28.90
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Select Sector Spdr Tr Financial (XLF) 0.2 $6.0M -15% 121k 49.81
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Applied Materials (AMAT) 0.2 $6.0M +9% 42k 145.12
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Cisco Systems (CSCO) 0.2 $6.0M +2% 97k 61.71
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Fastenal Company (FAST) 0.2 $5.9M 76k 77.55
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Tesla Motors (TSLA) 0.2 $5.9M 23k 259.16
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Msci (MSCI) 0.2 $5.9M +8% 10k 565.55
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Eaton Corp SHS (ETN) 0.2 $5.8M -2% 22k 271.84
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $5.8M +133% 99k 58.54
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Servicenow (NOW) 0.2 $5.8M 7.3k 796.14
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Caterpillar (CAT) 0.2 $5.8M +9% 18k 329.80
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Altria (MO) 0.2 $5.8M +8% 96k 60.02
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Ishares Tr Morningstar Grwt (ILCG) 0.2 $5.8M 71k 80.99
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Quest Diagnostics Incorporated (DGX) 0.2 $5.7M -5% 34k 169.20
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $5.7M +2% 113k 50.71
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Broadridge Financial Solutions (BR) 0.2 $5.7M -3% 24k 242.47
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Mccormick & Co Com Non Vtg (MKC) 0.2 $5.6M -3% 69k 82.31
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Microchip Technology (MCHP) 0.2 $5.6M +71% 116k 48.41
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Alphabet Cap Stk Cl C (GOOG) 0.2 $5.6M -2% 36k 156.23
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American Water Works (AWK) 0.2 $5.6M +8% 38k 147.52
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Kla Corp Com New (KLAC) 0.2 $5.6M -2% 8.2k 679.80
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Ameriprise Financial (AMP) 0.2 $5.6M -10% 12k 484.14
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A. O. Smith Corporation (AOS) 0.2 $5.5M +30% 85k 65.36
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $5.5M +29% 29k 190.58
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Monolithic Power Systems (MPWR) 0.2 $5.4M +9% 9.3k 580.01
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GATX Corporation (GATX) 0.2 $5.4M +34% 35k 155.27
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $5.4M 189k 28.41
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Phillips 66 (PSX) 0.2 $5.3M +15% 43k 123.48
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Eli Lilly & Co. (LLY) 0.2 $5.3M -5% 6.4k 825.96
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Williams-Sonoma (WSM) 0.2 $5.3M -5% 34k 158.10
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Ishares Tr S&P SML 600 GWT (IJT) 0.2 $5.3M 43k 124.50
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $5.3M -8% 25k 211.47
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Costco Wholesale Corporation (COST) 0.2 $5.2M 5.5k 945.87
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Ingredion Incorporated (INGR) 0.2 $5.2M +8% 38k 135.21
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $5.0M +9% 66k 75.66
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Rh (RH) 0.2 $5.0M +17% 21k 234.41
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Vanguard Index Fds Growth Etf (VUG) 0.2 $4.9M -9% 13k 370.83
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.2 $4.9M +3% 192k 25.55
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $4.9M -7% 106k 45.97
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $4.9M 57k 85.07
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Union Pacific Corporation (UNP) 0.2 $4.8M +2% 21k 236.25
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Select Sector Spdr Tr Indl (XLI) 0.2 $4.8M +5% 37k 131.07
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CF Industries Holdings (CF) 0.2 $4.8M 61k 78.15
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $4.8M +3% 55k 87.17
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Duke Energy Corp Com New (DUK) 0.2 $4.6M +14% 37k 121.97
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Realty Income (O) 0.2 $4.5M +3% 78k 58.01
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Pepsi (PEP) 0.2 $4.5M -3% 30k 149.94
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $4.5M +3% 55k 81.76
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Ishares Tr Core Div Grwth (DGRO) 0.2 $4.5M +53% 72k 61.78
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $4.4M 45k 97.48
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $4.4M -18% 7.9k 561.94
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Walt Disney Company (DIS) 0.2 $4.3M +5% 44k 98.70
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Global X Fds Cybrscurty Etf (BUG) 0.2 $4.3M +4% 132k 32.34
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Amgen (AMGN) 0.2 $4.2M 13k 311.57
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At&t (T) 0.2 $4.2M +5% 147k 28.28
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Target Corporation (TGT) 0.2 $4.1M +46% 40k 104.36
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Pfizer (PFE) 0.2 $4.1M +5% 163k 25.34
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Hf Sinclair Corp (DINO) 0.2 $4.1M +71% 125k 32.88
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $4.1M +12% 8.4k 484.82
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $4.1M +3% 32k 128.96
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Southern Company (SO) 0.2 $4.1M -3% 44k 91.95
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Palo Alto Networks (PANW) 0.2 $4.0M -2% 24k 170.64
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Advanced Micro Devices (AMD) 0.2 $3.9M +3% 38k 102.74
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Enterprise Products Partners (EPD) 0.2 $3.9M 114k 34.14
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Gilead Sciences (GILD) 0.2 $3.8M 34k 112.05
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Chubb (CB) 0.2 $3.8M -4% 13k 302.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.8M +35% 10k 361.09
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United Rentals (URI) 0.2 $3.7M -3% 6.0k 626.71
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Medtronic SHS (MDT) 0.2 $3.7M 42k 89.86
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $3.7M 31k 119.73
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Ishares Tr National Mun Etf (MUB) 0.2 $3.7M +48% 35k 105.44
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Raytheon Technologies Corp (RTX) 0.2 $3.7M 28k 132.46
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.6M +2% 14k 258.61
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Wisdomtree Tr India Erngs Fd (EPI) 0.1 $3.5M +5% 81k 43.71
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $3.5M +39% 42k 83.28
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TransDigm Group Incorporated (TDG) 0.1 $3.5M +2% 2.5k 1383.66
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Pulte (PHM) 0.1 $3.3M +5% 33k 102.80
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Wec Energy Group (WEC) 0.1 $3.3M +4% 31k 108.98
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.1 $3.3M +13% 36k 91.13
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $3.3M +69% 30k 108.69
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Motorola Solutions Com New (MSI) 0.1 $3.2M 7.4k 437.86
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Kimberly-Clark Corporation (KMB) 0.1 $3.2M +2% 23k 142.22
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $3.2M 22k 146.01
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $3.2M +6% 118k 27.30
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Fidelity National Information Services (FIS) 0.1 $3.2M +4% 43k 74.68
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Paycom Software (PAYC) 0.1 $3.2M +12% 15k 218.49
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $3.1M 102k 30.73
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $3.1M +3% 76k 40.77
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Cme (CME) 0.1 $3.1M 12k 265.29
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $3.1M 33k 93.66
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $3.1M +4% 136k 22.45
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $3.0M +46% 29k 104.57
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Zillow Group Cl C Cap Stk (Z) 0.1 $3.0M 44k 68.56
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $3.0M +38% 55k 54.41
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Constellation Brands Cl A (STZ) 0.1 $3.0M +30% 16k 183.52
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $2.9M -4% 89k 32.99
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Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.1 $2.9M 35k 84.44
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $2.9M +20% 156k 18.59
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $2.9M +11% 38k 76.50
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Shopify Cl A (SHOP) 0.1 $2.9M -12% 30k 96.53
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Ishares Msci Emrg Chn (EMXC) 0.1 $2.8M +21% 51k 55.09
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Prudential Financial (PRU) 0.1 $2.8M +5% 25k 111.68
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Oracle Corporation (ORCL) 0.1 $2.8M +19% 20k 139.81
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Snap-on Incorporated (SNA) 0.1 $2.8M +3% 8.2k 337.04
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Watsco, Incorporated (WSO) 0.1 $2.7M +4% 5.4k 508.37
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Fortive (FTV) 0.1 $2.7M +16% 37k 73.18
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Molina Healthcare (MOH) 0.1 $2.7M +36% 8.3k 329.39
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.7M 30k 91.03
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Best Buy (BBY) 0.1 $2.7M +3% 37k 73.61
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $2.7M +421% 34k 78.85
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Abbott Laboratories (ABT) 0.1 $2.6M 20k 132.65
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $2.6M +2% 45k 57.14
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Select Sector Spdr Tr Communication (XLC) 0.1 $2.5M +2% 26k 96.45
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Illinois Tool Works (ITW) 0.1 $2.5M +5% 10k 248.03
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Vanguard Index Fds Value Etf (VTV) 0.1 $2.5M +83% 14k 172.75
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Ishares Tr Select Divid Etf (DVY) 0.1 $2.5M -2% 18k 134.30
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Philip Morris International (PM) 0.1 $2.4M 15k 158.73
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $2.4M 31k 76.57
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $2.4M -2% 30k 77.92
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $2.4M NEW 48k 49.73
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Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.1 $2.3M 63k 36.52
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Ishares Tr Broad Usd High (USHY) 0.1 $2.3M +7% 62k 36.81
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Lauder Estee Cos Cl A (EL) 0.1 $2.2M +133% 34k 66.00
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Hp (HPQ) 0.1 $2.2M +4% 80k 27.69
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Etsy (ETSY) 0.1 $2.2M +93% 47k 47.18
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Biogen Idec (BIIB) 0.1 $2.2M +116% 16k 136.84
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Ge Vernova (GEV) 0.1 $2.2M +15% 7.1k 305.28
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $2.2M +6% 53k 40.76
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $2.1M +122% 42k 50.83
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $2.1M 47k 45.05
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Msc Indl Direct Cl A (MSM) 0.1 $2.1M +6% 27k 77.67
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Avista Corporation (AVA) 0.1 $2.0M -7% 48k 41.87
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Select Sector Spdr Tr Energy (XLE) 0.1 $2.0M -15% 22k 93.45
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $2.0M +2% 40k 49.60
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Shell Spon Ads (SHEL) 0.1 $1.9M +17% 27k 73.28
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.9M -30% 53k 36.41
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Curtiss-Wright (CW) 0.1 $1.9M 6.1k 317.28
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Marathon Petroleum Corp (MPC) 0.1 $1.9M -35% 13k 145.69
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.9M +2% 21k 91.73
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Past Filings by Level Four Advisory Services

SEC 13F filings are viewable for Level Four Advisory Services going back to 2016

View all past filings