Level Four Advisory Services
Latest statistics and disclosures from Level Four Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, AAPL, QUS, TOTL, QQEW, and represent 16.10% of Level Four Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$5.5M), SPTM, CIBR, NXTG, SPTI, IJT, SPYX, IJS, VLUE, FVD.
- Started 79 new stock positions in CZR, EQH, FRPT, FPXI, XLE, TLH, MRTX, BLL, TRV, COUP.
- Reduced shares in these 10 stocks: SNV (-$38M), , AAPL (-$20M), EPD (-$20M), AMZN (-$17M), TSLA (-$14M), FBT (-$5.9M), USMV, IEF, .
- Sold out of its positions in ARLP, AEE, BAC.PL, BRK.A, CLF, CAG, EA, FEX, FDT, First Tr Exch Trd Alphadex mega cap alpha.
- Level Four Advisory Services was a net seller of stock by $-196M.
- Level Four Advisory Services has $1.2B in assets under management (AUM), dropping by -4.03%.
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Portfolio Holdings for Level Four Advisory Services
Companies in the Level Four Advisory Services portfolio as of the December 2020 quarterly 13F filing
Level Four Advisory Services has 589 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Level Four Advisory Services Dec. 31, 2020 positions
- Download the Level Four Advisory Services December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.1 | $63M | 202k | 313.74 | ||
Apple (AAPL) | 4.7 | $59M | -25% | 445k | 132.69 | |
Spdr Ser Tr Msci Usa Strtgic (QUS) | 2.4 | $30M | -10% | 285k | 104.47 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 2.0 | $25M | -6% | 507k | 49.28 | |
First Tr Nas100 Eq Weighted SHS (QQEW) | 1.9 | $24M | 234k | 100.87 | ||
Microsoft Corporation (MSFT) | 1.8 | $23M | -8% | 101k | 222.43 | |
Amazon (AMZN) | 1.8 | $23M | -43% | 6.9k | 3256.91 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.7 | $22M | -3% | 633k | 34.39 | |
Ishares Tr Msci Usa Min Vol (USMV) | 1.6 | $20M | -18% | 296k | 67.88 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $13M | -7% | 34k | 375.38 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.0 | $13M | 243k | 51.47 | ||
First Tr Value Line Divid In SHS (FVD) | 1.0 | $13M | +13% | 356k | 35.07 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $12M | +5% | 33k | 373.89 | |
Trimtabs Etf Tr Us Free Cash Flw (TTAC) | 0.9 | $12M | -11% | 253k | 46.31 | |
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Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.9 | $12M | +59% | 254k | 46.09 | |
Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.9 | $11M | +42% | 338k | 33.06 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.9 | $11M | -9% | 550k | 20.19 | |
Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.9 | $11M | -9% | 141k | 76.13 | |
Abbvie (ABBV) | 0.7 | $9.2M | -7% | 86k | 107.15 | |
Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.7 | $9.1M | -11% | 240k | 38.17 | |
Paypal Holdings (PYPL) | 0.7 | $9.0M | 39k | 234.19 | ||
First Tr Exchange Traded Cloud Computing (SKYY) | 0.7 | $8.6M | -19% | 91k | 95.03 | |
Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.7 | $8.3M | -12% | 281k | 29.37 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.6 | $8.1M | 200k | 40.47 | ||
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.6 | $8.1M | -5% | 263k | 30.71 | |
Walt Disney Company (DIS) | 0.6 | $8.1M | -8% | 45k | 181.18 | |
Spdr Gold Tr Gold Shs (GLD) | 0.6 | $7.9M | +16% | 44k | 178.35 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $7.9M | -12% | 4.5k | 1752.57 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.6 | $7.6M | +36% | 82k | 92.98 | |
UnitedHealth (UNH) | 0.6 | $7.5M | -5% | 21k | 350.66 | |
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.6 | $7.4M | +3% | 63k | 118.31 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.6 | $7.3M | -29% | 247k | 29.48 | |
NVIDIA Corporation (NVDA) | 0.6 | $7.3M | +2% | 14k | 522.21 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $7.2M | +307% | 113k | 63.82 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $7.2M | -6% | 57k | 127.06 | |
Johnson & Johnson (JNJ) | 0.6 | $7.1M | -7% | 45k | 157.38 | |
Facebook Cl A (FB) | 0.6 | $7.0M | -11% | 26k | 273.18 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.6 | $6.9M | +6% | 154k | 45.13 | |
Home Depot (HD) | 0.5 | $6.6M | -7% | 25k | 265.62 | |
Ishares Tr Core High Dv Etf (HDV) | 0.5 | $6.5M | +7% | 75k | 87.67 | |
Qualcomm (QCOM) | 0.5 | $6.5M | -14% | 43k | 152.34 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $6.5M | 90k | 72.95 | ||
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.5 | $6.3M | +5% | 30k | 212.23 | |
Wal-Mart Stores (WMT) | 0.5 | $6.3M | -9% | 44k | 144.15 | |
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) | 0.5 | $6.2M | +2% | 101k | 62.00 | |
Visa Com Cl A (V) | 0.5 | $5.9M | -12% | 27k | 218.72 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.9M | 30k | 194.62 | ||
Tesla Motors (TSLA) | 0.5 | $5.9M | -70% | 8.3k | 705.62 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.4 | $5.5M | +4% | 169k | 32.72 | |
salesforce (CRM) | 0.4 | $5.5M | 25k | 222.54 | ||
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.4 | $5.3M | -19% | 97k | 54.73 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $5.3M | 77k | 68.55 | ||
Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $5.2M | -43% | 43k | 119.94 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $5.2M | +94% | 45k | 114.18 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $5.0M | -11% | 14k | 356.97 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.4 | $5.0M | -12% | 68k | 73.40 | |
Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.4 | $4.9M | +9% | 91k | 53.96 | |
Spdr Ser Tr SPDR S&P1500VL (VLU) | 0.4 | $4.9M | +6% | 40k | 121.30 | |
At&t (T) | 0.4 | $4.9M | -14% | 169k | 28.76 | |
Procter & Gamble Company (PG) | 0.4 | $4.8M | -7% | 35k | 139.13 | |
Ishares Tr MRNGSTR LG-CP GR (JKE) | 0.4 | $4.8M | +2% | 17k | 289.86 | |
Peloton Interactive Cl A Com (PTON) | 0.4 | $4.7M | -16% | 31k | 151.72 | |
Rh (RH) | 0.4 | $4.6M | -19% | 10k | 447.57 | |
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.4 | $4.5M | +1197% | 102k | 44.38 | |
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $4.5M | -2% | 45k | 100.12 | |
Spdr Ser Tr Nuveen Brc Munic (TFI) | 0.4 | $4.5M | -4% | 85k | 52.49 | |
First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.4 | $4.5M | +588% | 65k | 69.20 | |
Pfizer (PFE) | 0.4 | $4.5M | -3% | 121k | 36.81 | |
Patterson Companies (PDCO) | 0.4 | $4.4M | 150k | 29.63 | ||
Uber Technologies (UBER) | 0.4 | $4.4M | -14% | 86k | 51.00 | |
BlackRock (BLK) | 0.3 | $4.3M | -16% | 6.0k | 721.47 | |
Coca-Cola Company (KO) | 0.3 | $4.2M | 77k | 54.84 | ||
First Tr Exchange-traded Dorsey Wright (IFV) | 0.3 | $4.1M | 183k | 22.22 | ||
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $4.0M | +98% | 50k | 81.30 | |
Verizon Communications (VZ) | 0.3 | $4.0M | +11% | 68k | 58.75 | |
Merck & Co (MRK) | 0.3 | $4.0M | 49k | 81.81 | ||
Monolithic Power Systems (MPWR) | 0.3 | $4.0M | -18% | 11k | 366.25 | |
Spdr Ser Tr Comp Software (XSW) | 0.3 | $3.9M | 25k | 154.11 | ||
McDonald's Corporation (MCD) | 0.3 | $3.9M | 18k | 214.58 | ||
Lam Research Corporation (LRCX) | 0.3 | $3.9M | -20% | 8.2k | 472.24 | |
Netflix (NFLX) | 0.3 | $3.9M | +2% | 7.2k | 540.70 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.9M | +7% | 30k | 128.02 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $3.8M | -14% | 57k | 67.50 | |
Micron Technology (MU) | 0.3 | $3.8M | -13% | 51k | 75.18 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.8M | -11% | 16k | 231.86 | |
Caterpillar (CAT) | 0.3 | $3.8M | +56% | 21k | 182.01 | |
Costco Wholesale Corporation (COST) | 0.3 | $3.7M | +5% | 9.8k | 376.80 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.3 | $3.7M | -29% | 26k | 140.78 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $3.6M | +18% | 86k | 42.17 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $3.6M | +9% | 29k | 124.48 | |
Spdr Ser Tr Hlth Cr Equip (XHE) | 0.3 | $3.6M | 32k | 113.84 | ||
Select Sector Spdr Tr Technology (XLK) | 0.3 | $3.6M | -2% | 28k | 130.02 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.6M | +5% | 14k | 253.36 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $3.6M | -16% | 53k | 67.45 | |
Booking Holdings (BKNG) | 0.3 | $3.5M | -11% | 1.6k | 2227.45 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $3.4M | -30% | 24k | 141.17 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $3.4M | +5% | 37k | 91.51 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $3.4M | +5% | 29k | 118.20 | |
Goldman Sachs Etf Tr Hedge Ind Etf (GVIP) | 0.3 | $3.4M | -13% | 37k | 91.19 | |
Intel Corporation (INTC) | 0.3 | $3.3M | -9% | 67k | 49.82 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $3.3M | -29% | 29k | 113.45 | |
Abbott Laboratories (ABT) | 0.3 | $3.2M | 30k | 109.50 | ||
Lauder Estee Cos Cl A (EL) | 0.3 | $3.2M | -15% | 12k | 266.21 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.2M | 1.8k | 1751.90 | ||
Shopify Cl A (SHOP) | 0.3 | $3.2M | 2.8k | 1131.99 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.2M | -4% | 16k | 194.66 | |
Ishares Core Msci Emkt (IEMG) | 0.3 | $3.2M | +37% | 51k | 62.04 | |
Cisco Systems (CSCO) | 0.3 | $3.1M | -15% | 70k | 44.76 | |
Truist Financial Corp equities (TFC) | 0.3 | $3.1M | -11% | 65k | 47.93 | |
Morgan Stanley Com New (MS) | 0.2 | $3.1M | -8% | 45k | 68.52 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $3.1M | +89% | 35k | 88.55 | |
International Business Machines (IBM) | 0.2 | $3.0M | -14% | 24k | 125.87 | |
Ishares Tr MRGSTR SM CP GR (JKK) | 0.2 | $2.9M | -4% | 9.7k | 303.53 | |
Msci (MSCI) | 0.2 | $2.9M | -21% | 6.5k | 446.60 | |
Lockheed Martin Corporation (LMT) | 0.2 | $2.9M | -2% | 8.1k | 354.91 | |
Union Pacific Corporation (UNP) | 0.2 | $2.8M | +3% | 14k | 208.21 | |
Duke Energy Corp Com New (DUK) | 0.2 | $2.8M | +8% | 31k | 91.55 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.8M | -42% | 30k | 91.89 | |
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.8M | +7% | 62k | 44.82 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.8M | 49k | 56.22 | ||
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $2.7M | -39% | 80k | 33.75 | |
Pacer Fds Tr Trendp 100 Etf (PTNQ) | 0.2 | $2.7M | 51k | 52.12 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.6M | -3% | 31k | 86.38 | |
Exxon Mobil Corporation (XOM) | 0.2 | $2.6M | -5% | 63k | 41.21 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $2.6M | -23% | 11k | 232.73 | |
Southwest Airlines (LUV) | 0.2 | $2.5M | 54k | 46.61 | ||
Ishares Tr Select Divid Etf (DVY) | 0.2 | $2.5M | -5% | 26k | 96.17 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.4M | -17% | 12k | 196.03 | |
Synchrony Financial (SYF) | 0.2 | $2.4M | -11% | 68k | 34.72 | |
Spdr Ser Tr Portfli Mortgage (SPMB) | 0.2 | $2.3M | +9% | 88k | 26.42 | |
Pacer Fds Tr Trendpilot Us Bd (PTBD) | 0.2 | $2.3M | +13% | 85k | 27.53 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.3M | -61% | 10k | 229.86 | |
First Tr Exchange Traded Tech Alphadex (FXL) | 0.2 | $2.3M | 21k | 111.80 | ||
Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $2.3M | -3% | 24k | 96.93 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.3M | +23% | 60k | 38.51 | |
Ishares Tr Msci Usa Value (VLUE) | 0.2 | $2.3M | +270% | 26k | 86.90 | |
Medtronic SHS (MDT) | 0.2 | $2.3M | -3% | 19k | 117.14 | |
Bristol Myers Squibb (BMY) | 0.2 | $2.3M | +3% | 37k | 62.03 | |
Goldman Sachs (GS) | 0.2 | $2.2M | -20% | 8.2k | 263.74 | |
Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $2.1M | +5% | 66k | 32.59 | |
W.W. Grainger (GWW) | 0.2 | $2.1M | -22% | 5.2k | 408.36 | |
Invesco Exch Traded Fd Tr Ii S&p500 Min Var (SPMV) | 0.2 | $2.1M | +4% | 63k | 33.95 | |
Landstar System (LSTR) | 0.2 | $2.1M | -13% | 16k | 134.65 | |
First Tr Exchange Traded Hlth Care Alph (FXH) | 0.2 | $2.1M | 20k | 107.76 | ||
Boeing Company (BA) | 0.2 | $2.1M | -8% | 9.8k | 214.09 | |
Constellation Brands Cl A (STZ) | 0.2 | $2.1M | -8% | 9.4k | 219.09 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $2.0M | +64% | 33k | 62.70 | |
Pepsi (PEP) | 0.2 | $2.0M | -18% | 14k | 148.30 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.0M | -10% | 17k | 116.21 | |
Southern Company (SO) | 0.2 | $2.0M | -44% | 32k | 61.45 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $2.0M | +11% | 23k | 88.19 | |
PNC Financial Services (PNC) | 0.2 | $1.9M | -23% | 13k | 148.97 | |
Endo Intl SHS (ENDP) | 0.2 | $1.9M | -11% | 266k | 7.18 | |
Broadcom (AVGO) | 0.2 | $1.9M | -12% | 4.3k | 437.99 | |
Applied Materials (AMAT) | 0.2 | $1.9M | -12% | 22k | 86.28 | |
Honeywell International (HON) | 0.1 | $1.8M | 8.6k | 212.74 | ||
Deere & Company (DE) | 0.1 | $1.8M | -9% | 6.8k | 269.04 | |
Starbucks Corporation (SBUX) | 0.1 | $1.8M | +7% | 17k | 107.00 | |
Docusign (DOCU) | 0.1 | $1.8M | +10% | 8.1k | 222.29 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.8M | +29% | 30k | 60.04 | |
Pacer Fds Tr Trendpilot Eur (PTEU) | 0.1 | $1.8M | +9% | 80k | 22.15 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $1.8M | +5% | 73k | 24.56 | |
Seagate Technology SHS (STX) | 0.1 | $1.7M | -9% | 28k | 62.16 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.7M | +11% | 12k | 138.16 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.7M | +11% | 11k | 157.74 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $1.6M | +6% | 5.4k | 305.78 | |
C H Robinson Worldwide Com New (CHRW) | 0.1 | $1.6M | -20% | 18k | 93.85 | |
Ford Motor Company (F) | 0.1 | $1.6M | -17% | 186k | 8.79 | |
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.1 | $1.6M | -4% | 33k | 49.80 | |
J P Morgan Exchange-traded F Us Aggregate (JAGG) | 0.1 | $1.6M | -7% | 58k | 27.84 | |
Paycom Software (PAYC) | 0.1 | $1.6M | -15% | 3.6k | 452.28 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $1.6M | 31k | 52.41 | ||
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.1 | $1.6M | +9% | 19k | 82.80 | |
SYSCO Corporation (SYY) | 0.1 | $1.6M | -8% | 21k | 74.26 | |
Chevron Corporation (CVX) | 0.1 | $1.6M | -6% | 18k | 84.46 | |
Proshares Tr Large Cap Cre (CSM) | 0.1 | $1.5M | 18k | 84.37 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.5M | -7% | 15k | 105.93 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.5M | +4% | 5.7k | 267.59 | |
3M Company (MMM) | 0.1 | $1.5M | +2% | 8.7k | 174.75 | |
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $1.5M | -13% | 16k | 96.64 | |
Palo Alto Networks (PANW) | 0.1 | $1.5M | -9% | 4.3k | 355.49 | |
Church & Dwight (CHD) | 0.1 | $1.5M | -12% | 17k | 87.22 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.5M | -11% | 12k | 127.52 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.5M | -10% | 18k | 82.89 | |
Lowe's Companies (LOW) | 0.1 | $1.5M | 9.1k | 160.50 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.5M | +3% | 6.0k | 241.21 | |
New Oriental Ed & Technology Spon Adr (EDU) | 0.1 | $1.5M | -37% | 7.8k | 185.77 | |
United Rentals (URI) | 0.1 | $1.4M | -14% | 6.2k | 231.92 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.4M | -8% | 13k | 109.01 | |
Bank of America Corporation (BAC) | 0.1 | $1.4M | +25% | 47k | 30.30 | |
Spdr Ser Tr Spdr Bloomberg (BIL) | 0.1 | $1.4M | -42% | 15k | 91.50 | |
First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $1.4M | +9% | 28k | 49.46 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.4M | -3% | 27k | 51.67 | |
eBay (EBAY) | 0.1 | $1.4M | NEW | 27k | 50.25 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.4M | -17% | 13k | 100.88 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.3M | +2% | 11k | 127.67 | |
United Parcel Service CL B (UPS) | 0.1 | $1.3M | 7.9k | 168.46 | ||
Nextera Energy (NEE) | 0.1 | $1.3M | +308% | 17k | 77.16 | |
Fidelity National Information Services (FIS) | 0.1 | $1.3M | -11% | 9.2k | 141.45 | |
Walgreen Boots Alliance (WBA) | 0.1 | $1.3M | -13% | 33k | 39.87 | |
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $1.3M | -20% | 32k | 40.20 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.3M | +6% | 6.0k | 211.78 | |
Kraft Heinz (KHC) | 0.1 | $1.3M | -23% | 37k | 34.65 | |
Square Cl A (SQ) | 0.1 | $1.3M | -5% | 5.8k | 217.56 | |
Biogen Idec (BIIB) | 0.1 | $1.3M | -21% | 5.1k | 244.84 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $1.2M | +10% | 11k | 117.20 | |
Discovery Com Ser C (DISCK) | 0.1 | $1.2M | -27% | 47k | 26.18 | |
TransDigm Group Incorporated (TDG) | 0.1 | $1.2M | -16% | 2.0k | 618.98 | |
Moody's Corporation (MCO) | 0.1 | $1.2M | -30% | 4.2k | 290.35 | |
Rbc Cad (RY) | 0.1 | $1.2M | 15k | 82.05 | ||
Wec Energy Group (WEC) | 0.1 | $1.2M | 13k | 92.06 | ||
Advanced Micro Devices (AMD) | 0.1 | $1.2M | +48% | 13k | 91.73 | |
Altria (MO) | 0.1 | $1.2M | -5% | 29k | 40.99 | |
Alexion Pharmaceuticals (ALXN) | 0.1 | $1.2M | -3% | 7.5k | 156.28 | |
First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $1.2M | +9% | 16k | 72.11 | |
Exelon Corporation (EXC) | 0.1 | $1.2M | 28k | 42.23 | ||
FactSet Research Systems (FDS) | 0.1 | $1.2M | 3.5k | 332.67 | ||
First Tr Exchange Traded Consumr Discre (FXD) | 0.1 | $1.2M | 23k | 50.89 | ||
Target Corporation (TGT) | 0.1 | $1.2M | 6.6k | 176.51 | ||
Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.1 | $1.2M | +5% | 43k | 26.96 | |
First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $1.1M | -4% | 33k | 34.27 | |
Cardinal Health (CAH) | 0.1 | $1.1M | -30% | 21k | 53.58 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.1M | -3% | 14k | 81.95 | |
Akamai Technologies (AKAM) | 0.1 | $1.1M | -15% | 11k | 105.00 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $1.1M | +326% | 21k | 54.27 | |
Cummins (CMI) | 0.1 | $1.1M | -25% | 5.0k | 227.07 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $1.1M | -4% | 12k | 97.13 | |
ConocoPhillips (COP) | 0.1 | $1.1M | -26% | 28k | 40.01 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | -61% | 3.2k | 343.83 | |
Toyota Motor Corp Sp Adr Rep2com (TM) | 0.1 | $1.1M | -20% | 7.1k | 154.58 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.1M | 13k | 85.52 | ||
Ishares Msci Jpn Etf New (EWJ) | 0.1 | $1.1M | -11% | 16k | 67.54 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.1M | 15k | 69.09 | ||
Fortive (FTV) | 0.1 | $1.1M | -7% | 15k | 70.84 | |
Phillips 66 (PSX) | 0.1 | $1.1M | -23% | 15k | 69.95 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 2.1k | 500.24 | ||
Pulte (PHM) | 0.1 | $1.0M | -2% | 24k | 43.12 | |
Automatic Data Processing (ADP) | 0.1 | $1.0M | -4% | 5.9k | 176.21 | |
T. Rowe Price (TROW) | 0.1 | $1.0M | 6.8k | 151.40 | ||
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.1 | $1.0M | +9% | 19k | 54.10 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $1.0M | 3.2k | 327.42 | ||
Novo-nordisk A S Adr (NVO) | 0.1 | $1.0M | +3% | 15k | 69.86 | |
Enterprise Products Partners (EPD) | 0.1 | $1.0M | -94% | 53k | 19.58 | |
Tal Education Group Sponsored Ads (TAL) | 0.1 | $1.0M | -34% | 14k | 71.53 | |
Stanley Black & Decker (SWK) | 0.1 | $1.0M | -29% | 5.7k | 178.62 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.0M | +3% | 6.0k | 168.84 | |
Amgen (AMGN) | 0.1 | $995k | +5% | 4.3k | 229.90 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $994k | 11k | 87.26 | ||
Keurig Dr Pepper (KDP) | 0.1 | $991k | -25% | 31k | 31.99 | |
General Mills (GIS) | 0.1 | $976k | +4% | 17k | 58.80 |
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 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
- Level Four Advisory Services 2020 Q1 filed May 13, 2020
- Level Four Advisory Services 2019 Q4 filed Feb. 13, 2020
- Level Four Advisory Services 2019 Q3 filed Nov. 12, 2019
- Level Four Advisory Services 2019 Q2 filed Aug. 14, 2019
- Level Four Advisory Services 2019 Q1 filed May 15, 2019
- Level Four Advisory Services 2018 Q4 filed Feb. 8, 2019
- Level Four Advisory Services 2018 Q3 filed Nov. 14, 2018
- Level Four Advisory Services 2018 Q2 filed Aug. 14, 2018
- Level Four Advisory Services 2018 Q1 filed May 14, 2018
- Level Four Advisory Services 2017 Q3 restated filed April 3, 2018
- Level Four Advisory Services 2017 Q4 filed Feb. 13, 2018
- Level Four Advisory Services 2017 Q3 filed Nov. 15, 2017