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 17.01% of Level Four Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$51M), GNTX (+$10M), LGRO (+$6.9M), ACIO (+$5.8M), SPY, HYEM, RTX, MOAT, JPEF, XMHQ.
- Started 105 new stock positions in FTSL, VCEL, TBBK, STX, KTOS, FTCS, LNW, FUV, TMDX, DUOL.
- Reduced shares in these 10 stocks: CCOR (-$6.0M), PYPL, Guggenheim Bulletshrs 2023 Corp Bd Etf, TFC, WBD, MSFT, VTI, PFE, VZ, PXD.
- Sold out of its positions in ARKG, ARKW, IZRL, ARKF, ACAD, Activision Blizzard, AEHR, ALB, ATI, AMR.
- Level Four Advisory Services was a net buyer of stock by $73M.
- Level Four Advisory Services has $1.8B in assets under management (AUM), dropping by 14.92%.
- Central Index Key (CIK): 0001696715
Tip: Access up to 7 years of quarterly data
Positions held by Level Four Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Level Four Advisory Services
Level Four Advisory Services holds 771 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Level Four Advisory Services has 771 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Level Four Advisory Services Dec. 31, 2023 positions
- Download the Level Four Advisory Services December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 6.0 | $108M | 560k | 192.53 |
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Alps Etf Tr Level Four Large (LGRO) | 3.5 | $63M | +12% | 2.2M | 28.20 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $51M | NEW | 125k | 409.52 |
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Microsoft Corporation (MSFT) | 2.5 | $45M | -2% | 118k | 376.04 |
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Amazon (AMZN) | 2.1 | $38M | 247k | 151.94 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 1.8 | $32M | 630k | 50.24 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.7 | $30M | +7% | 358k | 84.87 |
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ConAgra Foods (CAG) | 1.6 | $28M | 976k | 28.66 |
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Lamb Weston Hldgs (LW) | 1.2 | $22M | 203k | 108.09 |
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Abbvie (ABBV) | 1.1 | $21M | 132k | 154.97 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $19M | 137k | 139.69 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.0 | $17M | +3% | 312k | 55.90 |
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UnitedHealth (UNH) | 0.9 | $16M | 31k | 526.47 |
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.8 | $15M | -4% | 349k | 43.27 |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.8 | $15M | -5% | 146k | 99.74 |
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NVIDIA Corporation (NVDA) | 0.7 | $13M | 27k | 495.22 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $13M | -3% | 73k | 170.10 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $12M | +44% | 26k | 475.31 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $12M | +7% | 34k | 356.66 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $12M | +6% | 122k | 98.88 |
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Uber Technologies (UBER) | 0.7 | $12M | -4% | 194k | 61.57 |
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Home Depot (HD) | 0.6 | $12M | +8% | 33k | 346.55 |
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Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.6 | $11M | -2% | 389k | 28.56 |
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.6 | $11M | +5% | 234k | 46.04 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $11M | +8% | 145k | 73.55 |
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Etf Ser Solutions Distillate Us (DSTL) | 0.6 | $11M | +3% | 212k | 49.37 |
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Gentex Corporation (GNTX) | 0.6 | $10M | NEW | 319k | 32.66 |
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Visa Com Cl A (V) | 0.6 | $9.9M | +4% | 38k | 260.35 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $9.9M | +4% | 23k | 436.80 |
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Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.6 | $9.8M | +5% | 244k | 40.32 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $9.7M | 128k | 76.13 |
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Spdr Gold Tr Gold Shs (GLD) | 0.5 | $9.3M | -4% | 49k | 191.17 |
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Exxon Mobil Corporation (XOM) | 0.5 | $9.3M | -2% | 93k | 99.98 |
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Broadcom (AVGO) | 0.5 | $9.2M | 8.2k | 1116.31 |
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salesforce (CRM) | 0.5 | $8.9M | +2% | 34k | 263.14 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $8.7M | -3% | 116k | 75.10 |
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Johnson & Johnson (JNJ) | 0.5 | $8.6M | -5% | 55k | 156.74 |
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Merck & Co (MRK) | 0.5 | $8.5M | -4% | 78k | 109.02 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $8.5M | 18k | 477.62 |
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Wal-Mart Stores (WMT) | 0.5 | $8.3M | 53k | 157.65 |
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International Business Machines (IBM) | 0.5 | $8.2M | 50k | 163.55 |
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Abbott Laboratories (ABT) | 0.5 | $8.2M | +4% | 75k | 110.07 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $8.2M | -3% | 48k | 170.40 |
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Intel Corporation (INTC) | 0.5 | $8.0M | 160k | 50.25 |
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Lam Research Corporation (LRCX) | 0.4 | $8.0M | 10k | 783.30 |
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Meta Platforms Cl A (META) | 0.4 | $7.8M | 22k | 353.96 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $7.5M | -12% | 32k | 237.22 |
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Booking Holdings (BKNG) | 0.4 | $7.5M | -2% | 2.1k | 3547.22 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $7.4M | 53k | 140.93 |
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Qualcomm (QCOM) | 0.4 | $7.2M | -2% | 50k | 144.63 |
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CVS Caremark Corporation (CVS) | 0.4 | $7.0M | -9% | 88k | 78.96 |
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McDonald's Corporation (MCD) | 0.4 | $6.8M | +25% | 23k | 296.52 |
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Verizon Communications (VZ) | 0.4 | $6.7M | -12% | 179k | 37.70 |
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Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.4 | $6.7M | -4% | 102k | 65.33 |
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ConocoPhillips (COP) | 0.4 | $6.6M | -10% | 57k | 116.07 |
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BlackRock (BLK) | 0.4 | $6.6M | 8.1k | 811.84 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $6.5M | -6% | 66k | 99.25 |
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Procter & Gamble Company (PG) | 0.4 | $6.4M | +4% | 44k | 146.54 |
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.4 | $6.4M | +3% | 89k | 72.03 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.4 | $6.4M | +2% | 76k | 83.63 |
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Tesla Motors (TSLA) | 0.4 | $6.3M | +22% | 25k | 248.48 |
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Micron Technology (MU) | 0.3 | $6.1M | 72k | 85.34 |
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Select Sector Spdr Tr Technology (XLK) | 0.3 | $6.1M | +2% | 32k | 192.48 |
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Chevron Corporation (CVX) | 0.3 | $6.0M | +3% | 40k | 149.16 |
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Ea Series Trust Freedom 100 Em (FRDM) | 0.3 | $5.8M | +44% | 176k | 32.90 |
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Costco Wholesale Corporation (COST) | 0.3 | $5.8M | +9% | 8.7k | 660.06 |
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Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.3 | $5.8M | NEW | 174k | 33.16 |
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Ishares Tr Core High Dv Etf (HDV) | 0.3 | $5.7M | -5% | 56k | 101.99 |
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Cisco Systems (CSCO) | 0.3 | $5.7M | -5% | 113k | 50.52 |
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Vaneck Etf Trust Preferred Securt (PFXF) | 0.3 | $5.7M | +4% | 333k | 17.18 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $5.6M | 13k | 426.51 |
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Novo-nordisk A S Adr (NVO) | 0.3 | $5.6M | +5% | 54k | 103.45 |
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Phillips 66 (PSX) | 0.3 | $5.6M | -14% | 42k | 133.14 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $5.6M | +4% | 120k | 46.63 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $5.5M | -3% | 178k | 31.01 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $5.2M | 42k | 125.14 |
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.3 | $5.1M | -3% | 157k | 32.86 |
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $5.1M | -11% | 52k | 98.04 |
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Applied Materials (AMAT) | 0.3 | $5.0M | 31k | 162.07 |
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Monolithic Power Systems (MPWR) | 0.3 | $5.0M | 8.0k | 630.78 |
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Netflix (NFLX) | 0.3 | $5.0M | -8% | 10k | 486.88 |
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Pacer Fds Tr Trendpilot Intl (PTIN) | 0.3 | $5.0M | -3% | 182k | 27.56 |
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Ford Motor Company (F) | 0.3 | $5.0M | -4% | 407k | 12.19 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $4.9M | -6% | 18k | 277.15 |
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Cardinal Health (CAH) | 0.3 | $4.9M | 49k | 100.80 |
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Coca-Cola Company (KO) | 0.3 | $4.9M | +25% | 84k | 58.93 |
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Lockheed Martin Corporation (LMT) | 0.3 | $4.9M | 11k | 453.25 |
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Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $4.9M | 72k | 67.82 |
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Advanced Micro Devices (AMD) | 0.3 | $4.9M | +8% | 33k | 147.41 |
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.3 | $4.9M | 54k | 89.81 |
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Citigroup Com New (C) | 0.3 | $4.9M | -15% | 95k | 51.44 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $4.8M | 50k | 96.39 |
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Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.3 | $4.8M | +2% | 137k | 35.26 |
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Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.3 | $4.8M | +7% | 207k | 23.28 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $4.8M | +20% | 30k | 157.80 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $4.8M | +25% | 63k | 75.35 |
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Twilio Cl A (TWLO) | 0.3 | $4.7M | -9% | 63k | 75.87 |
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Medtronic SHS (MDT) | 0.3 | $4.7M | -4% | 57k | 82.38 |
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Docusign (DOCU) | 0.3 | $4.7M | -15% | 78k | 59.45 |
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American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $4.7M | +10% | 52k | 89.80 |
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Southern Company (SO) | 0.3 | $4.6M | +2% | 66k | 70.12 |
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Schlumberger Com Stk (SLB) | 0.3 | $4.6M | 89k | 52.04 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $4.6M | 45k | 103.07 |
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Intercontinental Exchange (ICE) | 0.3 | $4.6M | 36k | 128.43 |
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Vanguard Index Fds Growth Etf (VUG) | 0.3 | $4.6M | 15k | 310.88 |
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Bank of America Corporation (BAC) | 0.3 | $4.5M | -3% | 133k | 33.67 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $4.5M | -14% | 77k | 58.33 |
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Dropbox Cl A (DBX) | 0.2 | $4.5M | -2% | 151k | 29.48 |
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Morgan Stanley Com New (MS) | 0.2 | $4.4M | +2% | 48k | 93.25 |
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EOG Resources (EOG) | 0.2 | $4.4M | -13% | 37k | 120.95 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $4.4M | -7% | 56k | 77.73 |
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Sprott Physical Gold & Silve Tr Unit (CEF) | 0.2 | $4.4M | +16% | 228k | 19.15 |
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Ishares Tr Core Div Grwth (DGRO) | 0.2 | $4.1M | -3% | 77k | 53.82 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $4.1M | 79k | 51.99 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $4.1M | +6% | 37k | 111.63 |
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Pepsi (PEP) | 0.2 | $4.1M | +23% | 24k | 169.84 |
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Occidental Petroleum Corporation (OXY) | 0.2 | $4.1M | 68k | 59.71 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $4.0M | +4% | 23k | 174.87 |
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Eli Lilly & Co. (LLY) | 0.2 | $3.9M | 6.7k | 582.93 |
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Duke Energy Corp Com New (DUK) | 0.2 | $3.8M | +10% | 40k | 97.04 |
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Msci (MSCI) | 0.2 | $3.8M | 6.8k | 565.66 |
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TJX Companies (TJX) | 0.2 | $3.8M | +4% | 41k | 93.81 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $3.8M | -16% | 74k | 51.67 |
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Church & Dwight (CHD) | 0.2 | $3.8M | 40k | 94.56 |
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Wells Fargo & Company (WFC) | 0.2 | $3.8M | -5% | 77k | 49.22 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $3.7M | 21k | 173.89 |
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Pulte (PHM) | 0.2 | $3.7M | -8% | 36k | 103.22 |
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Delta Air Lines Inc Del Com New (DAL) | 0.2 | $3.7M | -3% | 92k | 40.23 |
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McKesson Corporation (MCK) | 0.2 | $3.6M | +3% | 7.7k | 462.98 |
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Western Digital (WDC) | 0.2 | $3.6M | 68k | 52.37 |
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Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.5M | -3% | 24k | 149.50 |
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Global X Fds Cybrscurty Etf (BUG) | 0.2 | $3.5M | +5% | 120k | 29.31 |
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Palo Alto Networks (PANW) | 0.2 | $3.5M | -2% | 12k | 294.88 |
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Paypal Holdings (PYPL) | 0.2 | $3.4M | -31% | 56k | 61.41 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $3.4M | -11% | 91k | 37.60 |
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Walt Disney Company (DIS) | 0.2 | $3.4M | -5% | 38k | 90.29 |
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eBay (EBAY) | 0.2 | $3.3M | -19% | 76k | 43.62 |
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.2 | $3.1M | 53k | 58.44 |
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Rh (RH) | 0.2 | $3.1M | +4% | 11k | 291.48 |
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Colgate-Palmolive Company (CL) | 0.2 | $3.1M | 39k | 79.71 |
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United Rentals (URI) | 0.2 | $3.1M | -2% | 5.4k | 573.45 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $3.1M | -10% | 40k | 78.03 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $3.1M | +91% | 8.1k | 376.85 |
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Roper Industries (ROP) | 0.2 | $3.0M | +3% | 5.6k | 545.20 |
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PNC Financial Services (PNC) | 0.2 | $3.0M | -12% | 19k | 154.85 |
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Marathon Petroleum Corp (MPC) | 0.2 | $3.0M | -16% | 20k | 148.36 |
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Union Pacific Corporation (UNP) | 0.2 | $3.0M | -5% | 12k | 245.61 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $3.0M | -3% | 7.3k | 406.89 |
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Select Sector Spdr Tr Indl (XLI) | 0.2 | $2.9M | +2% | 26k | 113.99 |
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Chubb (CB) | 0.2 | $2.9M | +2% | 13k | 225.99 |
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T. Rowe Price (TROW) | 0.2 | $2.9M | +6% | 27k | 107.69 |
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Servicenow (NOW) | 0.2 | $2.9M | -11% | 4.1k | 706.49 |
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Goldman Sachs (GS) | 0.2 | $2.9M | 7.5k | 385.76 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.9M | -7% | 13k | 213.33 |
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John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.2 | $2.8M | +133% | 87k | 32.61 |
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Lowe's Companies (LOW) | 0.2 | $2.8M | +29% | 13k | 222.54 |
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Eaton Corp SHS (ETN) | 0.2 | $2.8M | 12k | 240.83 |
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Williams-Sonoma (WSM) | 0.2 | $2.8M | -7% | 14k | 201.78 |
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Alaska Air (ALK) | 0.2 | $2.8M | -17% | 71k | 39.07 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $2.7M | +22% | 94k | 29.23 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $2.7M | +4% | 20k | 136.38 |
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Pfizer (PFE) | 0.2 | $2.7M | -27% | 94k | 28.79 |
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Constellation Brands Cl A (STZ) | 0.1 | $2.6M | 11k | 241.75 |
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At&t (T) | 0.1 | $2.6M | -8% | 157k | 16.78 |
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Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $2.6M | -5% | 71k | 36.99 |
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Caterpillar (CAT) | 0.1 | $2.6M | +11% | 8.9k | 295.66 |
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Prudential Financial (PRU) | 0.1 | $2.6M | -2% | 25k | 103.71 |
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TransDigm Group Incorporated (TDG) | 0.1 | $2.6M | 2.6k | 1011.70 |
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Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $2.6M | +39% | 19k | 136.91 |
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Lear Corp Com New (LEA) | 0.1 | $2.5M | +4% | 18k | 141.21 |
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Altria (MO) | 0.1 | $2.5M | 62k | 40.34 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.4M | +13% | 44k | 54.98 |
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Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.1 | $2.4M | 32k | 74.63 |
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First Tr Value Line Divid In SHS (FVD) | 0.1 | $2.4M | -7% | 59k | 40.56 |
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Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.1 | $2.4M | NEW | 128k | 18.51 |
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Motorola Solutions Com New (MSI) | 0.1 | $2.3M | 7.5k | 313.07 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $2.3M | +4% | 22k | 108.41 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $2.3M | 33k | 69.34 |
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Kinder Morgan (KMI) | 0.1 | $2.3M | 130k | 17.64 |
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Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $2.3M | +3% | 63k | 36.55 |
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Anthem (ELV) | 0.1 | $2.3M | -7% | 4.8k | 471.57 |
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Valero Energy Corporation (VLO) | 0.1 | $2.3M | -29% | 17k | 130.00 |
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Philip Morris International (PM) | 0.1 | $2.2M | 24k | 94.08 |
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Vanguard World Fds Financials Etf (VFH) | 0.1 | $2.2M | -13% | 24k | 92.26 |
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Raytheon Technologies Corp (RTX) | 0.1 | $2.2M | NEW | 26k | 84.14 |
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Raymond James Financial (RJF) | 0.1 | $2.2M | 19k | 111.50 |
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Boeing Company (BA) | 0.1 | $2.1M | +14% | 8.2k | 260.67 |
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Aurinia Pharmaceuticals (AUPH) | 0.1 | $2.1M | -6% | 237k | 8.99 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.1M | -7% | 30k | 70.35 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.1M | +15% | 7.0k | 303.19 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $2.1M | -2% | 48k | 43.85 |
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Truist Financial Corp equities (TFC) | 0.1 | $2.1M | -38% | 57k | 36.92 |
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Ishares Tr MRGSTR SM CP GR (ISCG) | 0.1 | $2.1M | 47k | 44.00 |
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $2.1M | +8% | 50k | 41.99 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.1M | -5% | 19k | 108.25 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.0M | +4% | 18k | 114.04 |
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Akamai Technologies (AKAM) | 0.1 | $2.0M | 17k | 118.35 |
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Paycom Software (PAYC) | 0.1 | $2.0M | +79% | 9.8k | 206.71 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $2.0M | -3% | 97k | 20.45 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.0M | +147% | 24k | 81.28 |
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Ishares Msci Emrg Chn (EMXC) | 0.1 | $2.0M | +6% | 35k | 55.41 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $1.9M | -8% | 46k | 42.18 |
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General Mills (GIS) | 0.1 | $1.9M | -2% | 30k | 65.14 |
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Zillow Group Cl C Cap Stk (Z) | 0.1 | $1.9M | 33k | 57.86 |
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Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $1.9M | 76k | 25.15 |
|
|
Linde SHS (LIN) | 0.1 | $1.9M | 4.6k | 410.73 |
|
|
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.1 | $1.9M | NEW | 36k | 52.72 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.9M | +44% | 12k | 165.26 |
|
Biogen Idec (BIIB) | 0.1 | $1.9M | -2% | 7.2k | 258.77 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.9M | +3% | 10k | 178.81 |
|
Tempur-Pedic International (TPX) | 0.1 | $1.8M | -24% | 36k | 50.97 |
|
Spdr Ser Tr Comp Software (XSW) | 0.1 | $1.8M | +4% | 12k | 150.33 |
|
Vanguard World Mega Cap Index (MGC) | 0.1 | $1.8M | +5% | 11k | 169.27 |
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.8M | -11% | 22k | 83.84 |
|
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $1.8M | 38k | 48.45 |
|
|
Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.1 | $1.8M | -7% | 14k | 132.12 |
|
Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.1 | $1.8M | +107% | 46k | 39.18 |
|
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $1.8M | NEW | 20k | 88.71 |
|
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.8M | +2% | 24k | 75.53 |
|
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.8M | +66% | 25k | 70.28 |
|
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $1.8M | -26% | 21k | 85.34 |
|
Emerson Electric (EMR) | 0.1 | $1.8M | 18k | 97.33 |
|
|
Cme (CME) | 0.1 | $1.8M | +7% | 8.3k | 210.61 |
|
Devon Energy Corporation (DVN) | 0.1 | $1.7M | -9% | 38k | 45.30 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.7M | 55k | 31.19 |
|
|
Select Sector Spdr Tr Communication (XLC) | 0.1 | $1.7M | 23k | 72.66 |
|
|
United Parcel Service CL B (UPS) | 0.1 | $1.7M | +4% | 11k | 157.24 |
|
AFLAC Incorporated (AFL) | 0.1 | $1.7M | 20k | 82.50 |
|
|
Stanley Black & Decker (SWK) | 0.1 | $1.7M | -17% | 17k | 98.10 |
|
Fortive (FTV) | 0.1 | $1.7M | +2% | 22k | 73.63 |
|
Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.6M | +10% | 14k | 117.22 |
|
Ishares Tr Broad Usd High (USHY) | 0.1 | $1.6M | +4% | 44k | 36.35 |
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.6M | 13k | 124.97 |
|
|
Target Corporation (TGT) | 0.1 | $1.6M | NEW | 11k | 142.42 |
|
Fidelity National Information Services (FIS) | 0.1 | $1.6M | -25% | 26k | 60.07 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.6M | -14% | 15k | 105.23 |
|
Rbc Cad (RY) | 0.1 | $1.5M | 15k | 101.13 |
|
|
Realty Income (O) | 0.1 | $1.5M | +10% | 27k | 57.42 |
|
Air Products & Chemicals (APD) | 0.1 | $1.5M | 5.6k | 273.82 |
|
|
Moody's Corporation (MCO) | 0.1 | $1.5M | -4% | 3.9k | 390.59 |
|
Nextera Energy (NEE) | 0.1 | $1.5M | +2% | 25k | 60.74 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | +10% | 7.5k | 200.71 |
|
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $1.5M | 40k | 37.91 |
|
|
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.1 | $1.5M | +3% | 32k | 46.02 |
|
General Dynamics Corporation (GD) | 0.1 | $1.5M | +6% | 5.7k | 259.67 |
|
Waste Management (WM) | 0.1 | $1.5M | +5% | 8.2k | 179.09 |
|
New York Community Ban (NYCB) | 0.1 | $1.5M | +26% | 143k | 10.23 |
|
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $1.4M | -16% | 28k | 51.55 |
|
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.4M | +6% | 13k | 110.66 |
|
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $1.4M | NEW | 18k | 80.04 |
|
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 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
- Level Four Advisory Services 2020 Q2 restated filed Aug. 17, 2020
- Level Four Advisory Services 2020 Q2 filed July 27, 2020