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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 14.26% of Level Four Advisory Services's stock portfolio.
Added to shares of these 10 stocks: TCAF, NVO, LGRO, AGG, CVS, RDVY, APA, MSFT, ROP, SPTL.
Started 44 new stock positions in WRBY, PULS, AEM, APH, MWA, CINF, RYLD, PI, CNP, JMUB.
Reduced shares in these 10 stocks: IWD (-$16M), EFA (-$9.3M), IEF, IWM, VOO, FLJP, QQQ, FLMX, SPY, AVGO.
Sold out of its positions in Amplify Etf Tr, ARGX, ADSK, BCPC, BAC.PL, BOE, CBOE, CHX, COIN, ROAD.
Level Four Advisory Services was a net buyer of stock by $64M.
Level Four Advisory Services has $2.4B in assets under management (AUM), dropping by -0.62%.
Central Index Key (CIK): 0001696715

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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.

Sign up to view all of the Level Four Advisory Services March 31, 2025 positions
Download the Level Four Advisory Services March 2025 csv data

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

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 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
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

View all past filings

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