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, NVDA, and represent 13.66% of Level Four Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$22M), BKNG (+$8.3M), LGRO (+$8.2M), VUG (+$8.0M), MSFT (+$7.3M), VO (+$7.0M), DVN (+$5.8M), IWF (+$5.3M), IWD, GLDM.
- Started 104 new stock positions in LPLA, CBRS, FNY, VTC, GNRC, Redwood Trust, DASH, SDOG, DHI, AMG.
- Reduced shares in these 10 stocks: SNDK (-$20M), , CTRA (-$7.2M), GLD, AMD, MU, FEZ, WDC, IWP, TCAF.
- Sold out of its positions in AXTI, ATNM, ADBE, ADSK, CTRA, CELC, ENOV, Dupont De Nemours, XOM, MISL.
- Level Four Advisory Services was a net buyer of stock by $108M.
- Level Four Advisory Services has $3.5B in assets under management (AUM), dropping by 16.19%.
- Central Index Key (CIK): 0001696715
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Portfolio Holdings for Level Four Advisory Services
Level Four Advisory Services holds 935 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Level Four Advisory Services has 935 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Level Four Advisory Services June 30, 2026 positions
- Download the Level Four Advisory Services June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.0 | $143M | 494k | 289.36 |
|
|
| Alps Etf Tr Leve Fou Cap Etf (LGRO) | 3.0 | $106M | +8% | 2.4M | 43.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $104M | 142k | 736.41 |
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| Microsoft Corporation (MSFT) | 1.9 | $68M | +12% | 182k | 373.01 |
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| NVIDIA Corporation (NVDA) | 1.8 | $63M | +6% | 313k | 200.09 |
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| Amazon (AMZN) | 1.7 | $61M | 255k | 238.34 |
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| Micron Technology (MU) | 1.6 | $58M | -6% | 50k | 1154.32 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $53M | 150k | 357.37 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $48M | 70k | 686.81 |
|
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| Spdr Series Trust St Str P500etf (SPYM) | 1.3 | $48M | +2% | 544k | 87.88 |
|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 1.3 | $46M | -6% | 1.1M | 41.10 |
|
| Broadcom (AVGO) | 1.3 | $45M | +3% | 120k | 377.75 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.1 | $39M | 468k | 82.49 |
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| Abbvie (ABBV) | 1.0 | $34M | +2% | 135k | 251.65 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.9 | $33M | 657k | 50.35 |
|
|
| Alps Etf Tr Smith Core Plus (SMTH) | 0.9 | $32M | 1.3M | 25.74 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $32M | +3% | 98k | 327.34 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $30M | 284k | 103.96 |
|
|
| Advanced Micro Devices (AMD) | 0.8 | $27M | -13% | 47k | 580.91 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $27M | +10% | 41k | 655.90 |
|
| Meta Platforms Cl A (META) | 0.7 | $25M | 45k | 563.30 |
|
|
| Sandisk Corp (SNDK) | 0.7 | $24M | -44% | 11k | 2273.73 |
|
| Kla Corp Com New (KLAC) | 0.7 | $24M | +904% | 81k | 301.71 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $23M | 75k | 302.97 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $22M | -7% | 222k | 98.98 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.6 | $22M | +2% | 376k | 58.26 |
|
| UnitedHealth (UNH) | 0.6 | $22M | -4% | 52k | 415.64 |
|
| Wal-Mart Stores (WMT) | 0.6 | $21M | +2% | 189k | 113.26 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.5 | $19M | +2% | 232k | 81.06 |
|
| Citigroup Com New (C) | 0.5 | $19M | 133k | 139.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $18M | 51k | 353.33 |
|
|
| Morgan Stanley Com New (MS) | 0.5 | $18M | 85k | 209.04 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $18M | +25% | 47k | 370.04 |
|
| Caterpillar (CAT) | 0.5 | $17M | +2% | 16k | 1064.71 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.5 | $17M | +22% | 107k | 161.54 |
|
| Johnson & Johnson (JNJ) | 0.5 | $17M | 66k | 253.97 |
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|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $17M | +2% | 88k | 190.52 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.5 | $17M | +2% | 277k | 59.90 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $17M | +2% | 166k | 100.16 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $16M | 55k | 298.08 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $16M | 22k | 746.79 |
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|
| Microchip Technology (MCHP) | 0.4 | $15M | 168k | 91.20 |
|
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| Nextera Energy (NEE) | 0.4 | $15M | 174k | 87.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $15M | -3% | 30k | 500.40 |
|
| Cummins (CMI) | 0.4 | $15M | 21k | 713.24 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $15M | 106k | 137.53 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $15M | -22% | 39k | 368.39 |
|
| Goldman Sachs (GS) | 0.4 | $14M | 14k | 1011.40 |
|
|
| Visa Com Cl A (V) | 0.4 | $14M | -5% | 41k | 343.10 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $14M | +2% | 184k | 77.11 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 0.4 | $14M | +2% | 498k | 28.39 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.4 | $14M | +7% | 537k | 26.23 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $14M | +3% | 226k | 62.20 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.4 | $14M | +20% | 268k | 51.27 |
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| ConAgra Foods (CAG) | 0.4 | $13M | 975k | 13.46 |
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| Snowflake Com Shs (SNOW) | 0.4 | $13M | 50k | 254.50 |
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| Home Depot (HD) | 0.4 | $13M | 36k | 352.68 |
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| Twilio Cl A (TWLO) | 0.4 | $13M | -4% | 61k | 206.33 |
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| Costco Wholesale Corporation (COST) | 0.3 | $12M | 13k | 935.49 |
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| Uber Technologies (UBER) | 0.3 | $12M | 169k | 72.16 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $12M | +38% | 115k | 103.88 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $12M | +36% | 366k | 31.71 |
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| Cisco Systems (CSCO) | 0.3 | $12M | 99k | 117.46 |
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| Applied Materials (AMAT) | 0.3 | $12M | -2% | 16k | 723.03 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $12M | +4% | 27k | 433.35 |
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| ConocoPhillips (COP) | 0.3 | $11M | 110k | 103.96 |
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| Tesla Motors (TSLA) | 0.3 | $11M | +3% | 27k | 420.60 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $11M | +2% | 47k | 236.62 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.3 | $11M | +19% | 60k | 185.21 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $11M | 22k | 509.47 |
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| TJX Companies (TJX) | 0.3 | $11M | 71k | 151.50 |
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| Coca-Cola Company (KO) | 0.3 | $11M | +18% | 133k | 81.27 |
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| Southern Company (SO) | 0.3 | $11M | +16% | 110k | 95.71 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $10M | +7% | 49k | 212.77 |
|
| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.3 | $10M | 117k | 88.65 |
|
|
| Fidelity Covington Trust Enh Mid Cor Etf (FMDE) | 0.3 | $10M | 255k | 40.58 |
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| Qualcomm (QCOM) | 0.3 | $10M | 56k | 184.80 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.3 | $10M | 4.9k | 2081.15 |
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| Chevron Corporation (CVX) | 0.3 | $10M | +11% | 61k | 165.77 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $10M | +8% | 63k | 158.03 |
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| Ishares Msci Emrg Chn (EMXC) | 0.3 | $9.9M | +34% | 97k | 102.30 |
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| Apa Corporation (APA) | 0.3 | $9.6M | -6% | 295k | 32.57 |
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| T. Rowe Price (TROW) | 0.3 | $9.5M | +2% | 84k | 113.69 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $9.5M | -5% | 197k | 47.94 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $9.4M | +540% | 109k | 86.14 |
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| Merck & Co (MRK) | 0.3 | $9.4M | -2% | 73k | 128.51 |
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| Monolithic Power Systems (MPWR) | 0.3 | $9.4M | -3% | 6.8k | 1382.56 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.3 | $9.3M | +2% | 202k | 46.14 |
|
| Palo Alto Networks (PANW) | 0.3 | $9.3M | 27k | 341.02 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $9.3M | +313% | 115k | 80.57 |
|
| Eaton Corp SHS (ETN) | 0.3 | $9.2M | 22k | 426.08 |
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| Bank of America Corporation (BAC) | 0.3 | $9.0M | 159k | 56.98 |
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| International Business Machines (IBM) | 0.3 | $9.0M | 32k | 281.21 |
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| Amphenol Corp Cl A (APH) | 0.3 | $8.9M | 51k | 176.32 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $8.9M | +24% | 71k | 124.76 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $8.9M | +6% | 19k | 477.61 |
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| Rh (RH) | 0.3 | $8.9M | -9% | 54k | 164.73 |
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| Eli Lilly & Co. (LLY) | 0.3 | $8.9M | +2% | 7.4k | 1199.93 |
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| Lamb Weston Hldgs (LW) | 0.2 | $8.7M | 203k | 43.18 |
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| McDonald's Corporation (MCD) | 0.2 | $8.7M | 32k | 270.32 |
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| McKesson Corporation (MCK) | 0.2 | $8.7M | 12k | 755.63 |
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| Booking Holdings (BKNG) | 0.2 | $8.6M | +2378% | 48k | 178.25 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $8.6M | 17k | 513.62 |
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| Lear Corp Com New (LEA) | 0.2 | $8.5M | 64k | 134.06 |
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| EOG Resources (EOG) | 0.2 | $8.3M | 64k | 129.73 |
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| AFLAC Incorporated (AFL) | 0.2 | $8.2M | 70k | 117.25 |
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| Allison Transmission Hldngs I (ALSN) | 0.2 | $8.2M | 73k | 112.74 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.2 | $8.2M | 195k | 41.83 |
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| Watts Water Technologies Cl A (WTS) | 0.2 | $8.1M | 21k | 391.46 |
|
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| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.2 | $8.1M | 101k | 80.33 |
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| AGCO Corporation (AGCO) | 0.2 | $8.1M | 67k | 119.70 |
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| Lowe's Companies (LOW) | 0.2 | $8.0M | +2% | 37k | 220.49 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $8.0M | 27k | 300.45 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $8.0M | 47k | 170.14 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $7.9M | 163k | 48.57 |
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| Mongodb Cl A (MDB) | 0.2 | $7.8M | -7% | 23k | 335.90 |
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| Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.2 | $7.8M | 139k | 56.18 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $7.7M | -23% | 26k | 303.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $7.7M | 10k | 748.91 |
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| Procter & Gamble Company (PG) | 0.2 | $7.6M | +2% | 52k | 146.65 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $7.6M | 42k | 178.60 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $7.5M | +4% | 166k | 45.49 |
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| Prologis (PLD) | 0.2 | $7.5M | +2% | 55k | 135.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $7.4M | +248% | 59k | 124.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $7.4M | +17% | 50k | 148.30 |
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| Netflix (NFLX) | 0.2 | $7.3M | +4% | 102k | 71.40 |
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| Blackrock (BLK) | 0.2 | $7.3M | 7.6k | 961.73 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $7.2M | +217% | 30k | 242.43 |
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| Church & Dwight (CHD) | 0.2 | $7.2M | 75k | 96.88 |
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| Fastenal Company (FAST) | 0.2 | $7.2M | 150k | 48.03 |
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| Phillips 66 (PSX) | 0.2 | $7.2M | -3% | 43k | 169.05 |
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| Paypal Holdings (PYPL) | 0.2 | $7.2M | -11% | 166k | 43.18 |
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| Quest Diagnostics Incorporated (DGX) | 0.2 | $7.1M | +2% | 33k | 211.95 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.2 | $7.0M | +21% | 257k | 27.33 |
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| Innovator Etfs Trust Intrnl Dev July (IJUL) | 0.2 | $6.9M | +2% | 192k | 35.97 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $6.9M | 63k | 110.32 |
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| Republic Services (RSG) | 0.2 | $6.9M | 32k | 213.09 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.2 | $6.8M | +4% | 384k | 17.84 |
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| Williams-Sonoma (WSM) | 0.2 | $6.8M | 29k | 233.10 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $6.8M | +3% | 31k | 217.94 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $6.8M | +17% | 100k | 68.41 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $6.8M | 30k | 227.06 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $6.8M | 70k | 96.58 |
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| Ge Vernova (GEV) | 0.2 | $6.7M | +33% | 5.7k | 1174.89 |
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| Altria (MO) | 0.2 | $6.7M | -5% | 93k | 71.95 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $6.7M | +30% | 3.4k | 1989.57 |
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| Verizon Communications (VZ) | 0.2 | $6.7M | +7% | 157k | 42.35 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.2 | $6.6M | +3% | 130k | 50.66 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $6.6M | +5% | 61k | 107.50 |
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| Ameriprise Financial (AMP) | 0.2 | $6.5M | +2% | 14k | 458.79 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $6.4M | 160k | 40.23 |
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| GATX Corporation (GATX) | 0.2 | $6.4M | 36k | 177.19 |
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| Union Pacific Corporation (UNP) | 0.2 | $6.4M | 24k | 272.01 |
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| Servicenow (NOW) | 0.2 | $6.3M | -2% | 64k | 99.28 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $6.2M | 46k | 136.68 |
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| Devon Energy Corporation (DVN) | 0.2 | $6.2M | +1421% | 151k | 41.32 |
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| American Tower Reit (AMT) | 0.2 | $6.2M | +2% | 38k | 163.57 |
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| Anthem (ELV) | 0.2 | $6.2M | -2% | 16k | 386.76 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $6.1M | 80k | 75.79 |
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| Target Corporation (TGT) | 0.2 | $6.1M | 46k | 130.62 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $6.0M | -2% | 107k | 56.48 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $6.0M | -3% | 80k | 75.45 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $6.0M | -3% | 72k | 82.65 |
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| salesforce (CRM) | 0.2 | $5.8M | -8% | 37k | 156.67 |
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| A. O. Smith Corporation (AOS) | 0.2 | $5.8M | +2% | 93k | 62.72 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $5.8M | +54% | 108k | 53.47 |
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| Intercontinental Exchange (ICE) | 0.2 | $5.7M | -4% | 47k | 123.11 |
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| Amgen (AMGN) | 0.2 | $5.7M | +5% | 16k | 362.13 |
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| Realty Income (O) | 0.2 | $5.6M | +2% | 90k | 61.96 |
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| Owens Corning (OC) | 0.2 | $5.6M | -3% | 35k | 158.96 |
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| Arista Networks Com Shs (ANET) | 0.2 | $5.5M | 33k | 169.88 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $5.3M | +2% | 36k | 147.73 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $5.3M | 42k | 126.58 |
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| Ralliant Corp (RAL) | 0.1 | $5.2M | -8% | 71k | 73.63 |
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| Pulte (PHM) | 0.1 | $5.2M | 38k | 137.21 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $5.1M | 95k | 53.61 |
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| Roper Industries (ROP) | 0.1 | $5.1M | -4% | 15k | 338.40 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $5.1M | -27% | 5.2k | 965.11 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $5.0M | 32k | 158.66 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $5.0M | +5% | 10k | 496.73 |
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| Regions Financial Corporation (RF) | 0.1 | $4.9M | +4% | 163k | 30.20 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $4.9M | NEW | 62k | 79.42 |
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| Docusign (DOCU) | 0.1 | $4.9M | -9% | 110k | 44.42 |
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| Marvell Technology (MRVL) | 0.1 | $4.8M | -5% | 16k | 297.90 |
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| Chubb (CB) | 0.1 | $4.8M | +2% | 14k | 340.76 |
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| Pepsi (PEP) | 0.1 | $4.8M | 35k | 135.41 |
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| Broadridge Financial Solutions (BR) | 0.1 | $4.7M | +3% | 34k | 136.95 |
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| Vaneck Etf Trust Ig Floa Rate Etf (FLTR) | 0.1 | $4.7M | 184k | 25.61 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $4.6M | +2% | 116k | 40.13 |
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| Corning Incorporated (GLW) | 0.1 | $4.6M | -7% | 18k | 255.44 |
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| Walt Disney Company (DIS) | 0.1 | $4.5M | 47k | 96.25 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $4.5M | +9% | 98k | 45.70 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.5M | 59k | 75.51 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $4.5M | +391% | 89k | 50.23 |
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| Enterprise Products Partners (EPD) | 0.1 | $4.4M | -3% | 120k | 36.76 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $4.3M | -9% | 23k | 189.74 |
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| Msc Indl Direct Cl A (MSM) | 0.1 | $4.2M | +3% | 36k | 118.95 |
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| Etsy (ETSY) | 0.1 | $4.2M | 56k | 75.33 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.1 | $4.2M | -10% | 89k | 47.52 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $4.1M | NEW | 40k | 103.05 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $4.1M | +27% | 94k | 43.50 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $4.1M | +2% | 70k | 57.67 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $4.0M | +21% | 35k | 116.67 |
|
| Medtronic SHS (MDT) | 0.1 | $4.0M | -5% | 51k | 78.23 |
|
| Prudential Financial (PRU) | 0.1 | $4.0M | +4% | 37k | 107.93 |
|
| Gilead Sciences (GILD) | 0.1 | $3.9M | +2% | 31k | 126.34 |
|
| Alps Etf Tr Electrification (ELFY) | 0.1 | $3.9M | 87k | 44.94 |
|
|
| Dex (DXCM) | 0.1 | $3.9M | -6% | 57k | 67.35 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $3.8M | +5% | 172k | 22.29 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.8M | +2% | 46k | 82.84 |
|
| Western Digital (WDC) | 0.1 | $3.8M | -47% | 6.0k | 638.72 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $3.8M | -14% | 154k | 24.55 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $3.8M | 62k | 61.46 |
|
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $3.8M | +6% | 62k | 60.79 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $3.8M | 15k | 255.68 |
|
|
| Wec Energy Group (WEC) | 0.1 | $3.8M | +3% | 32k | 116.77 |
|
| Enbridge (ENB) | 0.1 | $3.7M | 69k | 54.21 |
|
|
| Philip Morris International (PM) | 0.1 | $3.7M | +19% | 21k | 180.91 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $3.7M | +3% | 34k | 109.77 |
|
| Comfort Systems USA (FIX) | 0.1 | $3.7M | -28% | 1.9k | 1982.82 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.6M | 9.7k | 373.75 |
|
|
| American Express Company (AXP) | 0.1 | $3.6M | 11k | 338.30 |
|
|
| ON Semiconductor (ON) | 0.1 | $3.6M | NEW | 38k | 94.54 |
|
| Watsco, Incorporated (WSO) | 0.1 | $3.6M | +2% | 8.6k | 416.73 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $3.6M | 2.7k | 1332.24 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $3.6M | +3% | 8.9k | 402.40 |
|
| Illinois Tool Works (ITW) | 0.1 | $3.6M | +3% | 13k | 270.48 |
|
| Valero Energy Corporation (VLO) | 0.1 | $3.5M | +3% | 14k | 260.45 |
|
| Analog Devices (ADI) | 0.1 | $3.5M | -5% | 8.8k | 397.18 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $3.5M | NEW | 67k | 52.76 |
|
| Waste Management (WM) | 0.1 | $3.5M | 16k | 222.90 |
|
|
| At&t (T) | 0.1 | $3.4M | 167k | 20.71 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $3.4M | +5% | 32k | 107.62 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $3.4M | 8.2k | 415.30 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $3.4M | +5% | 7.8k | 431.28 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $3.4M | -2% | 31k | 107.13 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $3.3M | +6% | 179k | 18.43 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $3.3M | 12k | 281.04 |
|
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.1 | $3.2M | +29% | 145k | 22.34 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $3.2M | +11% | 11k | 285.58 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $3.2M | 168k | 19.12 |
|
|
| Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.1 | $3.2M | +2% | 32k | 98.80 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $3.2M | -12% | 23k | 139.09 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $3.2M | +16% | 6.1k | 522.40 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.2M | 22k | 146.56 |
|
|
| Spdr Index Shs Fds St Str Eu 50 Etf (FEZ) | 0.1 | $3.1M | -54% | 46k | 68.68 |
|
| Ingredion Incorporated (INGR) | 0.1 | $3.1M | -14% | 33k | 94.71 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.1 | $3.1M | +4% | 70k | 45.07 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.1M | -5% | 7.8k | 397.68 |
|
| Boeing Company (BA) | 0.1 | $3.1M | +42% | 14k | 216.45 |
|
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 2026 Q2 filed Aug. 10, 2026
- Level Four Advisory Services 2026 Q1 filed May 14, 2026
- Level Four Advisory Services 2025 Q4 filed Feb. 13, 2026
- Level Four Advisory Services 2025 Q3 filed Nov. 12, 2025
- Level Four Advisory Services 2025 Q2 filed Aug. 13, 2025
- Level Four Advisory Services 2025 Q1 filed May 14, 2025
- Level Four Advisory Services 2024 Q4 filed Feb. 12, 2025
- Level Four Advisory Services 2024 Q3 filed Nov. 14, 2024
- Level Four Advisory Services 2024 Q2 filed Aug. 9, 2024
- Level Four Advisory Services 2024 Q1 filed May 13, 2024
- Level Four Advisory Services 2023 Q4 filed Feb. 8, 2024
- Level Four Advisory Services 2023 Q3 filed Nov. 13, 2023
- Level Four Advisory Services 2023 Q2 filed July 10, 2023
- Level Four Advisory Services 2023 Q1 filed June 5, 2023
- Level Four Advisory Services 2022 Q4 filed Feb. 13, 2023
- Level Four Advisory Services 2022 Q3 filed Nov. 7, 2022