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, CAG, SPLG, MSFT, AMZN, and represent 16.61% of Level Four Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$24M), GOOGL (+$8.9M), USFR (+$5.4M), TSLA, GTO, GOOG, PANW, AMZN, INTC, NJUL.
- Started 47 new stock positions in LTHM, MAPS, GSK, RGEN, WING, BAH, CYBR, BTU, NCNO, MTB.
- Reduced shares in these 10 stocks: , FBND, BIIB, STX, EFA, VNLA, HZNP, VB, PCRX, CVX.
- Sold out of its positions in ARKK, ALNAQ, Annaly Capital Management, BAX, BECN, BX, BOOT, CF, CLX, RNP.
- Level Four Advisory Services was a net buyer of stock by $30M.
- Level Four Advisory Services has $1.0B in assets under management (AUM), dropping by -2.95%.
- Central Index Key (CIK): 0001696715
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Portfolio Holdings for Level Four Advisory Services
Level Four Advisory Services holds 543 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Level Four Advisory Services has 543 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Level Four Advisory Services Sept. 30, 2022 positions
- Download the Level Four Advisory Services September 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 6.8 | $70M | +52% | 507k | 138.20 | |
ConAgra Foods (CAG) | 3.1 | $32M | 977k | 32.63 | ||
Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.6 | $27M | 642k | 41.99 | ||
Microsoft Corporation (MSFT) | 2.2 | $23M | 98k | 232.90 | ||
Amazon (AMZN) | 1.9 | $19M | +7% | 170k | 113.00 | |
Lamb Weston Hldgs (LW) | 1.5 | $16M | 203k | 77.38 | ||
Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.4 | $15M | +2% | 529k | 28.13 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.4 | $15M | +5% | 393k | 37.66 | |
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.4 | $15M | +6% | 147k | 99.85 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.3 | $14M | 228k | 59.99 | ||
Abbvie (ABBV) | 1.2 | $13M | -2% | 96k | 134.21 | |
Wisdomtree Tr Floatng Rat Trea (USFR) | 1.2 | $13M | +73% | 253k | 50.28 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $13M | 177k | 71.33 | ||
Spdr Ser Tr Msci Usa Strtgic (QUS) | 1.2 | $12M | -5% | 122k | 101.57 | |
Setup an alertLevel Four Advisory Services will file the next quarterly 13-HR in about 1 months. Would you like to be notified? |
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UnitedHealth (UNH) | 1.2 | $12M | -5% | 24k | 505.04 | |
Invesco Actively Managed Etf Total Return (GTO) | 0.9 | $9.5M | +35% | 208k | 45.60 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $9.4M | +1939% | 98k | 95.65 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $9.2M | 26k | 358.66 | ||
Exxon Mobil Corporation (XOM) | 0.9 | $9.1M | -6% | 104k | 87.31 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $8.7M | +10% | 33k | 267.03 | |
Johnson & Johnson (JNJ) | 0.8 | $7.8M | 48k | 163.35 | ||
Davis Fundamental Etf Tr Select Us Eqty (DUSA) | 0.8 | $7.7M | 306k | 25.21 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.7 | $7.7M | +7% | 50k | 154.66 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $7.7M | -3% | 222k | 34.49 | |
ConocoPhillips (COP) | 0.7 | $7.2M | -2% | 70k | 102.34 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $6.8M | 118k | 57.85 | ||
Pacer Fds Tr Trendpilot Eur (PTEU) | 0.7 | $6.8M | +6% | 303k | 22.50 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $6.7M | +4% | 64k | 104.50 | |
Pacer Fds Tr Trendp 100 Etf (PTNQ) | 0.7 | $6.7M | +6% | 136k | 49.23 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $6.5M | 99k | 66.43 | ||
Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.6 | $6.5M | +6% | 203k | 32.16 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.6 | $6.1M | 238k | 25.80 | ||
Wal-Mart Stores (WMT) | 0.6 | $6.1M | 47k | 129.69 | ||
Paypal Holdings (PYPL) | 0.6 | $6.0M | +10% | 70k | 86.06 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $5.9M | 33k | 179.47 | ||
Home Depot (HD) | 0.6 | $5.8M | -6% | 21k | 275.93 | |
Meta Platforms Cl A (META) | 0.6 | $5.7M | +6% | 42k | 135.67 | |
Verizon Communications (VZ) | 0.6 | $5.7M | +9% | 149k | 37.97 | |
Uber Technologies (UBER) | 0.5 | $5.6M | +8% | 212k | 26.50 | |
Ishares Tr Core High Dv Etf (HDV) | 0.5 | $5.5M | -7% | 61k | 91.28 | |
Pfizer (PFE) | 0.5 | $5.5M | +2% | 126k | 43.76 | |
CVS Caremark Corporation (CVS) | 0.5 | $5.4M | 57k | 95.37 | ||
Merck & Co (MRK) | 0.5 | $5.2M | -7% | 60k | 86.12 | |
Qualcomm (QCOM) | 0.5 | $4.9M | 44k | 112.98 | ||
Goldman Sachs (GS) | 0.5 | $4.8M | +4% | 16k | 293.05 | |
EOG Resources (EOG) | 0.5 | $4.7M | +2% | 42k | 111.74 | |
Booking Holdings (BKNG) | 0.5 | $4.6M | +6% | 2.8k | 1643.31 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $4.5M | 45k | 101.68 | ||
Select Sector Spdr Tr Financial (XLF) | 0.4 | $4.5M | -2% | 149k | 30.36 | |
BlackRock (BLK) | 0.4 | $4.5M | -3% | 8.2k | 550.28 | |
International Business Machines (IBM) | 0.4 | $4.5M | +4% | 38k | 118.82 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $4.4M | 33k | 135.17 | ||
Citigroup Com New (C) | 0.4 | $4.3M | +9% | 104k | 41.67 | |
Procter & Gamble Company (PG) | 0.4 | $4.3M | -8% | 34k | 126.24 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $4.3M | 69k | 62.15 | ||
Wells Fargo & Company (WFC) | 0.4 | $4.3M | +5% | 106k | 40.22 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $4.2M | -2% | 68k | 61.45 | |
Cisco Systems (CSCO) | 0.4 | $4.1M | 103k | 40.00 | ||
Southern Company (SO) | 0.4 | $4.1M | -3% | 60k | 68.00 | |
Tesla Motors (TSLA) | 0.4 | $4.0M | +230% | 15k | 265.23 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $4.0M | -16% | 61k | 66.10 | |
Ford Motor Company (F) | 0.4 | $4.0M | +8% | 358k | 11.20 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $4.0M | -11% | 11k | 357.15 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $4.0M | 48k | 82.44 | ||
Lockheed Martin Corporation (LMT) | 0.4 | $4.0M | 10k | 386.33 | ||
Chevron Corporation (CVX) | 0.4 | $3.9M | -17% | 27k | 143.66 | |
Twilio Cl A (TWLO) | 0.4 | $3.8M | +11% | 56k | 69.14 | |
NVIDIA Corporation (NVDA) | 0.4 | $3.8M | +4% | 32k | 121.39 | |
Truist Financial Corp equities (TFC) | 0.4 | $3.8M | 87k | 43.55 | ||
PNC Financial Services (PNC) | 0.4 | $3.7M | -3% | 25k | 149.41 | |
Cardinal Health (CAH) | 0.4 | $3.7M | +3% | 56k | 66.68 | |
Visa Com Cl A (V) | 0.4 | $3.6M | +28% | 20k | 177.63 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.6M | 28k | 128.52 | ||
McDonald's Corporation (MCD) | 0.3 | $3.6M | -12% | 16k | 230.72 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.6M | 11k | 328.34 | ||
Morgan Stanley Com New (MS) | 0.3 | $3.6M | 45k | 79.02 | ||
Micron Technology (MU) | 0.3 | $3.5M | +5% | 71k | 50.09 | |
Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $3.5M | 72k | 48.26 | ||
Docusign (DOCU) | 0.3 | $3.5M | +8% | 65k | 53.47 | |
Phillips 66 (PSX) | 0.3 | $3.5M | 43k | 80.72 | ||
Dropbox Cl A (DBX) | 0.3 | $3.5M | -6% | 167k | 20.72 | |
Mastercard Incorporated Cl A (MA) | 0.3 | $3.4M | 12k | 284.37 | ||
Monolithic Power Systems (MPWR) | 0.3 | $3.4M | 9.2k | 363.45 | ||
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.3 | $3.3M | +24% | 158k | 20.87 | |
Ishares Tr Core Div Grwth (DGRO) | 0.3 | $3.2M | -18% | 71k | 44.48 | |
Intel Corporation (INTC) | 0.3 | $3.0M | +57% | 118k | 25.77 | |
Msci (MSCI) | 0.3 | $3.0M | 7.1k | 421.82 | ||
Alaska Air (ALK) | 0.3 | $3.0M | +13% | 76k | 39.15 | |
Warner Bros Discovery Com Ser A (WBD) | 0.3 | $2.9M | +14% | 255k | 11.50 | |
Lam Research Corporation (LRCX) | 0.3 | $2.9M | 7.9k | 365.98 | ||
salesforce (CRM) | 0.3 | $2.8M | +2% | 20k | 143.85 | |
Newmont Mining Corporation (NEM) | 0.3 | $2.8M | +11% | 68k | 42.03 | |
Netflix (NFLX) | 0.3 | $2.8M | +22% | 12k | 235.42 | |
eBay (EBAY) | 0.3 | $2.8M | +16% | 77k | 36.82 | |
Prudential Financial (PRU) | 0.3 | $2.8M | 32k | 85.77 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.8M | -7% | 29k | 96.32 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $2.7M | -37% | 49k | 56.00 | |
Abbott Laboratories (ABT) | 0.3 | $2.7M | -7% | 28k | 96.76 | |
Delta Air Lines Inc Del Com New (DAL) | 0.3 | $2.7M | +11% | 95k | 28.06 | |
Broadcom (AVGO) | 0.3 | $2.6M | -18% | 6.0k | 444.07 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.3 | $2.6M | -21% | 66k | 40.17 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.6M | +1724% | 27k | 96.14 | |
Moody's Corporation (MCO) | 0.3 | $2.6M | +8% | 11k | 243.13 | |
At&t (T) | 0.2 | $2.5M | 166k | 15.34 | ||
Constellation Brands Cl A (STZ) | 0.2 | $2.5M | 11k | 229.71 | ||
Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.2 | $2.5M | -6% | 92k | 27.49 | |
Rh (RH) | 0.2 | $2.5M | +11% | 10k | 246.05 | |
Keurig Dr Pepper (KDP) | 0.2 | $2.5M | 70k | 35.83 | ||
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.5M | -2% | 8.6k | 289.57 | |
Church & Dwight (CHD) | 0.2 | $2.5M | +6% | 34k | 71.43 | |
Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.2 | $2.4M | -4% | 94k | 25.83 | |
Medtronic SHS (MDT) | 0.2 | $2.4M | -6% | 30k | 80.76 | |
Walt Disney Company (DIS) | 0.2 | $2.4M | 26k | 94.32 | ||
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.4M | +2% | 25k | 94.87 | |
Duke Energy Corp Com New (DUK) | 0.2 | $2.3M | 25k | 93.01 | ||
Coca-Cola Company (KO) | 0.2 | $2.3M | -24% | 41k | 56.02 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.3M | -26% | 14k | 170.93 | |
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $2.3M | -8% | 102k | 22.24 | |
Kraft Heinz (KHC) | 0.2 | $2.3M | +2% | 68k | 33.35 | |
Costco Wholesale Corporation (COST) | 0.2 | $2.2M | +4% | 4.7k | 472.40 | |
Lumen Technologies (LUMN) | 0.2 | $2.2M | +8% | 304k | 7.28 | |
Biogen Idec (BIIB) | 0.2 | $2.2M | -50% | 8.2k | 266.96 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $2.2M | +5% | 22k | 99.64 | |
Devon Energy Corporation (DVN) | 0.2 | $2.2M | 36k | 60.14 | ||
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.2 | $2.2M | 38k | 57.00 | ||
Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 0.2 | $2.2M | +21% | 102k | 21.18 | |
Victory Portfolios Ii Vcshs Us 500 Vol (CFA) | 0.2 | $2.1M | 35k | 60.98 | ||
Kinder Morgan (KMI) | 0.2 | $2.1M | +7% | 126k | 16.64 | |
Cummins (CMI) | 0.2 | $2.1M | 10k | 203.49 | ||
Palo Alto Networks (PANW) | 0.2 | $2.1M | +202% | 13k | 163.80 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $2.0M | -11% | 43k | 47.34 | |
Valero Energy Corporation (VLO) | 0.2 | $2.0M | +9% | 19k | 106.87 | |
Ishares Tr MRGSTR SM CP GR (ISCG) | 0.2 | $2.0M | 57k | 34.67 | ||
McKesson Corporation (MCK) | 0.2 | $1.9M | 5.7k | 339.94 | ||
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) | 0.2 | $1.9M | 54k | 35.82 | ||
Eli Lilly & Co. (LLY) | 0.2 | $1.8M | +7% | 5.7k | 323.41 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.8M | +7% | 8.4k | 219.24 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.8M | +3% | 8.6k | 213.91 | |
Proshares Tr Short S&p 500 Ne (SH) | 0.2 | $1.8M | +15% | 104k | 17.28 | |
Pioneer Natural Resources (PXD) | 0.2 | $1.8M | +10% | 8.3k | 216.49 | |
Paycom Software (PAYC) | 0.2 | $1.8M | 5.3k | 329.97 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.7M | +5% | 20k | 87.18 | |
Schlumberger Com Stk (SLB) | 0.2 | $1.7M | -5% | 49k | 35.89 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.7M | -4% | 24k | 71.11 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.7M | 13k | 127.30 | ||
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.7M | 19k | 90.02 | ||
Nextera Energy (NEE) | 0.2 | $1.7M | -26% | 21k | 78.42 | |
Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.6M | +3% | 13k | 123.50 | |
Pepsi (PEP) | 0.2 | $1.6M | -21% | 9.8k | 163.24 | |
Hf Sinclair Corp (DINO) | 0.2 | $1.6M | 29k | 53.84 | ||
Stanley Black & Decker (SWK) | 0.2 | $1.6M | +16% | 21k | 75.19 | |
United Rentals (URI) | 0.2 | $1.6M | 5.8k | 270.17 | ||
Lauder Estee Cos Cl A (EL) | 0.2 | $1.6M | 7.2k | 215.84 | ||
Emerson Electric (EMR) | 0.1 | $1.5M | 21k | 73.21 | ||
Vanguard World Mega Cap Index (MGC) | 0.1 | $1.5M | 12k | 124.83 | ||
Global X Fds Cybrscurty Etf (BUG) | 0.1 | $1.5M | +9% | 64k | 24.04 | |
Rbc Cad (RY) | 0.1 | $1.5M | 17k | 90.01 | ||
Dollar General (DG) | 0.1 | $1.5M | +49% | 6.3k | 239.87 | |
Applied Materials (AMAT) | 0.1 | $1.5M | 18k | 81.92 | ||
TransDigm Group Incorporated (TDG) | 0.1 | $1.5M | 2.8k | 524.78 | ||
Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.4M | -5% | 12k | 118.76 | |
Servicenow (NOW) | 0.1 | $1.4M | 3.8k | 377.54 | ||
General Mills (GIS) | 0.1 | $1.4M | +2% | 19k | 76.60 | |
Marathon Petroleum Corp (MPC) | 0.1 | $1.4M | -2% | 14k | 99.31 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.4M | +8% | 20k | 70.28 | |
Graftech International (EAF) | 0.1 | $1.4M | +18% | 319k | 4.31 | |
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.4M | +6% | 27k | 51.23 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.4M | -2% | 43k | 31.68 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.4M | -30% | 9.6k | 142.43 | |
Fortive (FTV) | 0.1 | $1.4M | 23k | 58.29 | ||
Etsy (ETSY) | 0.1 | $1.4M | 14k | 100.14 | ||
BP Sponsored Adr (BP) | 0.1 | $1.4M | 48k | 28.55 | ||
Pulte (PHM) | 0.1 | $1.4M | 36k | 37.50 | ||
Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $1.3M | +2% | 54k | 24.84 | |
4068594 Enphase Energy (ENPH) | 0.1 | $1.3M | -21% | 4.8k | 277.42 | |
Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | -12% | 12k | 107.22 | |
Shockwave Med (SWAV) | 0.1 | $1.3M | +14% | 4.7k | 278.04 | |
Caterpillar (CAT) | 0.1 | $1.3M | -2% | 7.9k | 164.05 | |
Akamai Technologies (AKAM) | 0.1 | $1.3M | 16k | 80.35 | ||
Chubb (CB) | 0.1 | $1.3M | -2% | 7.0k | 181.83 | |
Spdr Ser Tr Comp Software (XSW) | 0.1 | $1.3M | -13% | 12k | 107.05 | |
Lowe's Companies (LOW) | 0.1 | $1.3M | 6.7k | 187.86 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.2M | 12k | 104.86 | ||
Lpl Financial Holdings (LPLA) | 0.1 | $1.2M | +4% | 5.7k | 218.49 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.2M | +2% | 21k | 57.42 | |
Acadia Healthcare (ACHC) | 0.1 | $1.2M | -8% | 15k | 78.20 | |
Fidelity National Information Services (FIS) | 0.1 | $1.2M | +3% | 16k | 75.57 | |
TJX Companies (TJX) | 0.1 | $1.2M | +8% | 19k | 62.13 | |
Bank of America Corporation (BAC) | 0.1 | $1.2M | +17% | 39k | 30.20 | |
Female Health (VERU) | 0.1 | $1.1M | +6% | 98k | 11.52 | |
Casella Waste Sys Cl A (CWST) | 0.1 | $1.1M | +188% | 15k | 76.39 | |
T. Rowe Price (TROW) | 0.1 | $1.1M | +14% | 11k | 105.02 | |
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.1 | $1.1M | +2% | 29k | 37.50 | |
Sprouts Fmrs Mkt (SFM) | 0.1 | $1.1M | 40k | 27.74 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | 8.0k | 136.04 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.1M | +2% | 9.0k | 121.07 | |
Enterprise Products Partners (EPD) | 0.1 | $1.1M | +2% | 45k | 23.77 | |
Altria (MO) | 0.1 | $1.0M | -4% | 26k | 40.37 | |
Diamondback Energy (FANG) | 0.1 | $1.0M | -5% | 8.6k | 120.45 | |
V.F. Corporation (VFC) | 0.1 | $1.0M | +3% | 34k | 29.91 | |
Roper Industries (ROP) | 0.1 | $1.0M | +10% | 2.8k | 359.53 | |
Vanguard World Fds Financials Etf (VFH) | 0.1 | $1.0M | +5% | 14k | 74.42 | |
Union Pacific Corporation (UNP) | 0.1 | $1.0M | -18% | 5.2k | 194.88 | |
Intercontinental Exchange (ICE) | 0.1 | $1.0M | +10% | 11k | 90.32 | |
Philip Morris International (PM) | 0.1 | $1.0M | -4% | 12k | 83.02 | |
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL) | 0.1 | $992k | NEW | 24k | 42.01 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $974k | 12k | 79.52 | ||
Bj's Wholesale Club Holdings (BJ) | 0.1 | $972k | NEW | 13k | 72.84 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $970k | -11% | 14k | 72.04 | |
Kinsale Cap Group (KNSL) | 0.1 | $960k | +8% | 3.8k | 255.46 | |
First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $959k | +9% | 9.9k | 97.23 | |
Shell Spon Ads (SHEL) | 0.1 | $957k | -4% | 19k | 49.77 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $956k | +3% | 42k | 22.53 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $949k | +7% | 4.5k | 210.33 | |
Lear Corp Com New (LEA) | 0.1 | $944k | +12% | 7.9k | 119.66 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $939k | 36k | 26.06 | ||
Supernus Pharmaceuticals (SUPN) | 0.1 | $932k | +9% | 28k | 33.83 | |
Realty Income (O) | 0.1 | $930k | 16k | 58.17 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $928k | -6% | 12k | 75.72 | |
Diageo Spon Adr New (DEO) | 0.1 | $912k | 5.4k | 169.86 | ||
Zillow Group Cl C Cap Stk (Z) | 0.1 | $910k | +4% | 32k | 28.61 | |
Chart Industries (GTLS) | 0.1 | $900k | +6% | 4.9k | 184.39 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $888k | -4% | 17k | 52.64 | |
Ferguson SHS (FERG) | 0.1 | $887k | 8.6k | 102.92 | ||
British Amern Tob Sponsored Adr (BTI) | 0.1 | $886k | -4% | 25k | 35.51 | |
Novartis Sponsored Adr (NVS) | 0.1 | $881k | -3% | 12k | 76.01 | |
Toyota Motor Corp Ads (TM) | 0.1 | $873k | 6.7k | 130.36 | ||
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.1 | $864k | NEW | 32k | 26.98 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $853k | +2% | 7.7k | 111.47 | |
Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $852k | 708.00 | 1203.39 | ||
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $831k | 4.8k | 174.25 | ||
Oneok (OKE) | 0.1 | $831k | 16k | 51.22 | ||
Neurocrine Biosciences (NBIX) | 0.1 | $818k | -38% | 7.7k | 106.16 | |
Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $814k | 9.0k | 90.89 | ||
Nutrien (NTR) | 0.1 | $812k | -5% | 9.7k | 83.34 | |
Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.1 | $797k | NEW | 20k | 40.32 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $794k | -7% | 4.8k | 164.97 | |
Livent Corp (LTHM) | 0.1 | $794k | NEW | 26k | 30.67 | |
First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.1 | $791k | 18k | 44.07 | ||
First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $787k | +10% | 9.1k | 86.69 | |
Boeing Company (BA) | 0.1 | $773k | 6.4k | 121.10 | ||
Western Digital (WDC) | 0.1 | $750k | +21% | 23k | 32.56 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $750k | 1.8k | 415.51 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $748k | -7% | 21k | 36.50 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $742k | -2% | 7.2k | 102.42 | |
AFLAC Incorporated (AFL) | 0.1 | $738k | +3% | 13k | 56.22 | |
Carlisle Companies (CSL) | 0.1 | $736k | -7% | 2.6k | 280.38 | |
Advanced Drain Sys Inc Del (WMS) | 0.1 | $733k | -14% | 5.9k | 124.41 | |
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $732k | -3% | 3.3k | 223.72 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $730k | -13% | 8.0k | 91.61 |
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 2022 Q3 filed Nov. 7, 2022
- Level Four Advisory Services 2022 Q2 filed Aug. 8, 2022
- Level Four Advisory Services 2022 Q1 filed May 10, 2022
- Level Four Advisory Services 2021 Q4 filed Feb. 11, 2022
- Level Four Advisory Services 2021 Q3 filed Oct. 12, 2021
- Level Four Advisory Services 2021 Q2 filed Aug. 9, 2021
- Level Four Advisory Services 2021 Q1 filed May 10, 2021
- Level Four Advisory Services 2020 Q4 filed Feb. 10, 2021
- Level Four Advisory Services 2020 Q3 filed Nov. 2, 2020
- Level Four Advisory Services 2020 Q2 restated filed Aug. 17, 2020
- Level Four Advisory Services 2020 Q2 filed July 27, 2020
- 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