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