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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 13.15% of Level Four Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$13M), QQQ (+$12M), COST (+$7.0M), WTS (+$5.9M), FMDE, SO, NVO, UNH, RDVY, PYPL.
Started 65 new stock positions in DEO, SLB, DTCR, BSCT, MSEX, DOW, QQQI, PHYL, NBIS, MISL.
Reduced shares in these 10 stocks: IWD (-$17M), LGRO (-$15M), MU (-$8.3M), AMAT (-$7.0M), LRCX (-$6.9M), SBUX (-$5.5M), AWK (-$5.4M), XMHQ (-$5.3M), SPHQ, ILCG.
Sold out of its positions in BDX, BST, HRB, BYD, BN, Carnival Corporation, CMG, COIN, DLTR, DPZ.
Level Four Advisory Services was a net buyer of stock by $35M.
Level Four Advisory Services has $3.0B in assets under management (AUM), dropping by -0.32%.
Central Index Key (CIK): 0001696715

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Portfolio Holdings for Level Four Advisory Services

Level Four Advisory Services holds 866 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Level Four Advisory Services has 866 total positions. Only the first 250 positions are shown.

Sign up to view all of the Level Four Advisory Services March 31, 2026 positions
Download the Level Four Advisory Services March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.0	$123M	-2%	486k	253.79	View chart
Alps Etf Tr Level Four Large (LGRO)	2.7	$83M	-15%	2.3M	36.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$82M	+17%	142k	577.19	View chart
Microsoft Corporation (MSFT)	2.0	$60M	+3%	162k	370.15	View chart
Amazon (AMZN)	1.7	$52M	+2%	251k	208.26	View chart
NVIDIA Corporation (NVDA)	1.7	$52M	+4%	295k	174.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$44M	-5%	152k	287.56	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.4	$43M	+2%	1.2M	35.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$41M	+4%	69k	597.55	View chart
Spdr Series Trust State Street Spd (SPYM)	1.3	$41M	+46%	529k	76.54	View chart
Broadcom (AVGO)	1.2	$36M	+2%	117k	309.51	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.1	$35M	-9%	462k	75.74	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.1	$33M	+2%	654k	50.34	View chart
Alps Etf Tr Smith Core Plus (SMTH)	1.0	$32M	-7%	1.2M	25.75	View chart
Abbvie (ABBV)	0.9	$29M		132k	217.48	View chart
JPMorgan Chase & Co. (JPM)	0.9	$28M	-3%	95k	294.12	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$27M	-5%	280k	96.70	View chart
Meta Platforms Cl A (META)	0.8	$25M	+2%	44k	572.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$24M	+4%	242k	99.27	View chart
Wal-Mart Stores (WMT)	0.7	$23M		184k	124.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$22M	+14%	51k	430.30	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$19M		367k	52.46	View chart
Micron Technology (MU)	0.6	$18M	-31%	54k	337.85	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$18M		76k	237.62	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$16M		162k	100.19	View chart
Johnson & Johnson (JNJ)	0.5	$16M	-10%	66k	244.44	View chart
Nextera Energy (NEE)	0.5	$16M	-4%	172k	92.88	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.5	$16M	-8%	270k	57.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$16M	+33%	227k	68.28	View chart
ConAgra Foods (CAG)	0.5	$15M		975k	15.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$15M	-12%	32k	479.21	View chart
Citigroup Com New (C)	0.5	$15M	-10%	132k	113.41	View chart
UnitedHealth (UNH)	0.5	$15M	+36%	55k	270.59	View chart
ConocoPhillips (COP)	0.5	$14M		109k	132.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$14M	-5%	22k	650.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$14M	+5%	37k	383.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$14M		50k	286.81	View chart
Morgan Stanley Com New (MS)	0.5	$14M	+7%	85k	164.57	View chart
Spdr Series Trust State Street Spd (SPTI)	0.5	$14M		483k	28.66	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$14M	-7%	219k	62.56	View chart
Apa Corporation (APA)	0.4	$13M	-4%	316k	42.44	View chart
Visa Com Cl A (V)	0.4	$13M	-2%	44k	302.25	View chart
Spdr Series Trust State Street Spd (SPTL)	0.4	$13M	-6%	502k	26.30	View chart
Costco Wholesale Corporation (COST)	0.4	$13M	+115%	13k	996.43	View chart
Lockheed Martin Corporation (LMT)	0.4	$13M	-12%	21k	604.42	View chart
Sandisk Corp (SNDK)	0.4	$12M	-13%	19k	635.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$12M	+9%	38k	320.81	View chart
Home Depot (HD)	0.4	$12M	+7%	37k	328.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$12M	+8%	179k	67.52	View chart
Goldman Sachs (GS)	0.4	$12M	-5%	14k	846.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$12M		106k	113.11	View chart
Uber Technologies (UBER)	0.4	$12M	+2%	166k	71.93	View chart
Kla Corp Com New (KLAC)	0.4	$12M	-2%	8.0k	1472.54	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$11M	+3%	86k	132.90	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.4	$11M	+7%	222k	51.18	View chart
TJX Companies (TJX)	0.4	$11M		71k	159.69	View chart
Chevron Corporation (CVX)	0.4	$11M	+8%	54k	206.92	View chart
Caterpillar (CAT)	0.4	$11M	-15%	16k	708.24	View chart
Cummins (CMI)	0.4	$11M	-5%	21k	538.04	View chart
Advanced Micro Devices (AMD)	0.4	$11M	+4%	54k	203.43	View chart
Texas Instruments Incorporated (TXN)	0.4	$11M	+4%	55k	194.14	View chart
Occidental Petroleum Corporation (OXY)	0.4	$11M	+41%	166k	65.00	View chart
Microchip Technology (MCHP)	0.4	$11M	+32%	166k	64.61	View chart
McDonald's Corporation (MCD)	0.3	$9.9M	+6%	32k	310.80	View chart
McKesson Corporation (MCK)	0.3	$9.8M	-3%	11k	865.47	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$9.8M	+10%	87k	112.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$9.7M	+7%	45k	215.06	View chart
Tesla Motors (TSLA)	0.3	$9.5M	+10%	26k	371.75	View chart
Netflix (NFLX)	0.3	$9.4M	+17%	97k	96.15	View chart
EOG Resources (EOG)	0.3	$9.2M	+33%	64k	144.57	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.3	$9.1M	+118%	254k	35.96	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.3	$9.1M		4.8k	1884.96	View chart
Southern Company (SO)	0.3	$9.1M	+94%	94k	96.52	View chart
Merck & Co (MRK)	0.3	$9.0M	-7%	75k	120.28	View chart
Exxon Mobil Corporation (XOM)	0.3	$8.8M	-30%	52k	169.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.8M	+3%	33k	261.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$8.7M	+6%	46k	191.92	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$8.6M	+3%	58k	148.10	View chart
Lamb Weston Hldgs (LW)	0.3	$8.6M		202k	42.26	View chart
Coca-Cola Company (KO)	0.3	$8.5M	+8%	112k	76.05	View chart
Paypal Holdings (PYPL)	0.3	$8.5M	+80%	188k	45.23	View chart
Allison Transmission Hldngs I (ALSN)	0.3	$8.5M		72k	117.06	View chart
Mastercard Incorporated Cl A (MA)	0.3	$8.5M		17k	499.70	View chart
Lowe's Companies (LOW)	0.3	$8.4M		36k	236.28	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.3	$8.4M		115k	72.96	View chart
Rh (RH)	0.3	$8.3M	+24%	60k	139.82	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.3	$8.3M		198k	41.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$8.2M		268k	30.68	View chart
Booking Holdings (BKNG)	0.3	$8.2M	+2%	2.0k	4210.90	View chart
Twilio Cl A (TWLO)	0.3	$8.1M	-5%	64k	125.82	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$8.0M	+44%	50k	161.69	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$8.0M	-32%	83k	97.10	View chart
Phillips 66 (PSX)	0.3	$8.0M	-8%	44k	182.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$8.0M	+15%	28k	287.19	View chart
AGCO Corporation (AGCO)	0.3	$7.7M		67k	115.87	View chart
Monolithic Power Systems (MPWR)	0.3	$7.7M	-3%	7.1k	1093.45	View chart
International Business Machines (IBM)	0.3	$7.7M	+9%	32k	242.39	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$7.7M		162k	47.72	View chart
Lear Corp Com New (LEA)	0.3	$7.7M	-2%	64k	121.08	View chart
Eaton Corp SHS (ETN)	0.3	$7.7M	-10%	22k	357.65	View chart
Snowflake Com Shs (SNOW)	0.3	$7.7M	+8%	51k	150.82	View chart
Novo-nordisk A S Adr (NVO)	0.3	$7.7M	+121%	209k	36.75	View chart
Intercontinental Exchange (ICE)	0.3	$7.7M	+5%	49k	157.28	View chart
AFLAC Incorporated (AFL)	0.3	$7.7M	+6%	70k	109.71	View chart
Cisco Systems (CSCO)	0.3	$7.6M	-2%	98k	77.59	View chart
salesforce (CRM)	0.3	$7.6M	+13%	41k	186.68	View chart
Bank of America Corporation (BAC)	0.3	$7.6M	-4%	156k	48.75	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$7.6M		83k	91.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$7.5M		17k	436.81	View chart
T. Rowe Price (TROW)	0.2	$7.4M	-12%	82k	90.14	View chart
Verizon Communications (VZ)	0.2	$7.4M	+3%	147k	50.20	View chart
Procter & Gamble Company (PG)	0.2	$7.3M	+7%	51k	144.44	View chart
Blackrock (BLK)	0.2	$7.3M	+2%	7.6k	961.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$7.3M	+6%	17k	426.41	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$7.3M	+3%	159k	45.62	View chart
Qualcomm (QCOM)	0.2	$7.2M	+3%	56k	128.78	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.2	$7.2M	-16%	100k	71.81	View chart
Cabot Oil & Gas Corporation (CTRA)	0.2	$7.2M	+3%	204k	35.14	View chart
Prologis (PLD)	0.2	$7.1M	-6%	54k	132.18	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.2	$7.0M		192k	36.57	View chart
Republic Services (RSG)	0.2	$7.0M	+11%	32k	219.03	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.2	$7.0M	-9%	137k	50.74	View chart
Church & Dwight (CHD)	0.2	$6.9M	+52%	74k	93.32	View chart
Fastenal Company (FAST)	0.2	$6.9M	-6%	148k	46.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$6.8M	-14%	47k	145.02	View chart
Servicenow (NOW)	0.2	$6.8M	+68%	65k	104.55	View chart
Eli Lilly & Co. (LLY)	0.2	$6.6M	+3%	7.2k	919.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$6.6M	+3%	10k	653.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$6.6M	-37%	27k	248.01	View chart
Altria (MO)	0.2	$6.6M		99k	65.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$6.4M	+2%	71k	90.53	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$6.4M	-8%	366k	17.54	View chart
Quest Diagnostics Incorporated (DGX)	0.2	$6.4M	-6%	33k	195.98	View chart
American Tower Reit (AMT)	0.2	$6.4M	+21%	37k	172.58	View chart
Amphenol Corp Cl A (APH)	0.2	$6.3M		50k	126.35	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$6.3M		125k	50.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$6.3M	-3%	57k	110.47	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.2	$6.3M		187k	33.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$6.3M		30k	211.15	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.2	$6.3M	+4%	101k	62.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.2M	+7%	75k	82.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.2M	+3%	110k	56.68	View chart
Ameriprise Financial (AMP)	0.2	$6.2M	+15%	14k	444.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$6.2M		64k	97.23	View chart
Mongodb Cl A (MDB)	0.2	$6.2M	+91%	25k	244.77	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$6.2M		43k	144.71	View chart
GATX Corporation (GATX)	0.2	$6.1M		36k	170.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$6.0M		30k	196.21	View chart
Watts Water Technologies Cl A (WTS)	0.2	$5.9M	NEW	20k	290.30	View chart
A. O. Smith Corporation (AOS)	0.2	$5.9M	+2%	90k	65.94	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$5.9M		18k	337.98	View chart
Docusign (DOCU)	0.2	$5.8M	+24%	122k	47.41	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$5.8M	+20%	212k	27.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$5.7M		82k	70.18	View chart
United Parcel Svcs CL B (UPS)	0.2	$5.7M	+24%	58k	98.38	View chart
Union Pacific Corporation (UNP)	0.2	$5.7M	+8%	23k	242.63	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$5.6M	+15%	72k	78.66	View chart
Roper Industries (ROP)	0.2	$5.6M	+87%	16k	353.86	View chart
Applied Materials (AMAT)	0.2	$5.6M	-55%	16k	341.82	View chart
Duke Energy Corp Com New (DUK)	0.2	$5.6M	+2%	43k	130.94	View chart
Target Corporation (TGT)	0.2	$5.5M	+34%	46k	121.20	View chart
Pepsi (PEP)	0.2	$5.5M	+15%	35k	155.30	View chart
Lam Research Corp Com New (LRCX)	0.2	$5.4M	-55%	26k	213.67	View chart
Broadridge Financial Solutions (BR)	0.2	$5.4M	+35%	33k	162.48	View chart
Realty Income (O)	0.2	$5.4M	+4%	88k	61.18	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$5.4M		46k	118.45	View chart
Williams-Sonoma (WSM)	0.2	$5.3M	-4%	29k	182.33	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$5.3M	-3%	60k	88.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.2M		42k	124.25	View chart
Amgen (AMGN)	0.2	$5.2M	+6%	15k	351.85	View chart
Comcast Corp Cl A (CMCSA)	0.2	$5.2M	+62%	180k	28.71	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.1M	+5%	39k	128.12	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.9M	-16%	25k	192.90	View chart
At&t (T)	0.2	$4.8M		166k	28.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$4.8M	+125%	85k	56.78	View chart
Anthem (ELV)	0.2	$4.8M	+46%	16k	292.76	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$4.8M	+22%	70k	68.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$4.7M		96k	49.37	View chart
Enterprise Products Partners (EPD)	0.2	$4.7M	-8%	124k	37.84	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$4.7M		35k	132.50	View chart
Medtronic SHS (MDT)	0.2	$4.7M	+21%	54k	86.65	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.2	$4.6M	-7%	182k	25.48	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$4.6M	+2%	31k	146.61	View chart
Walt Disney Company (DIS)	0.1	$4.6M	+6%	47k	96.38	View chart
Chubb (CB)	0.1	$4.5M		14k	325.96	View chart
Pulte (PHM)	0.1	$4.4M	-6%	38k	117.61	View chart
Palo Alto Networks (PANW)	0.1	$4.4M	+22%	27k	160.32	View chart
Ingredion Incorporated (INGR)	0.1	$4.4M	+60%	39k	112.66	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$4.3M	-38%	99k	43.74	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$4.3M		9.5k	446.54	View chart
Gilead Sciences (GILD)	0.1	$4.2M	+4%	30k	139.37	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$4.2M		113k	37.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.2M	+13%	29k	146.28	View chart
Regions Financial Corporation (RF)	0.1	$4.1M	+293%	156k	26.12	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$4.0M	+5%	90k	44.85	View chart
Arista Networks Com Shs (ANET)	0.1	$4.0M	+2%	33k	122.78	View chart
Constellation Brands Cl A (STZ)	0.1	$3.9M	+40%	26k	150.00	View chart
Owens Corning (OC)	0.1	$3.9M	+76%	36k	108.22	View chart
Dex (DXCM)	0.1	$3.8M	+7%	61k	62.80	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.8M	-4%	8.2k	460.99	View chart
Enbridge (ENB)	0.1	$3.8M	+246%	70k	54.14	View chart
Ge Vernova (GEV)	0.1	$3.7M	+2%	4.3k	873.00	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$3.6M		163k	22.34	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$3.6M	+283%	50k	71.61	View chart
Wec Energy Group (WEC)	0.1	$3.6M	+9%	31k	115.77	View chart
Comfort Systems USA (FIX)	0.1	$3.6M	+13%	2.6k	1379.42	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$3.6M	+2%	32k	110.86	View chart
Waste Management (WM)	0.1	$3.6M		16k	229.80	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.6M		15k	244.19	View chart
Cme (CME)	0.1	$3.5M		12k	295.35	View chart
Motorola Solutions Com New (MSI)	0.1	$3.5M	+2%	8.0k	433.97	View chart
Prudential Financial (PRU)	0.1	$3.4M	+18%	35k	97.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.4M	+9%	62k	55.52	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$3.4M	-52%	25k	135.72	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$3.4M	-12%	2.6k	1320.90	View chart
Alps Etf Tr Electrification (ELFY)	0.1	$3.4M	NEW	86k	39.34	View chart
Copart (CPRT)	0.1	$3.4M		101k	33.20	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$3.3M	+24%	69k	48.32	View chart
Illinois Tool Works (ITW)	0.1	$3.3M	+5%	13k	260.30	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.3M	+10%	58k	56.58	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$3.3M		30k	110.36	View chart
Valero Energy Corporation (VLO)	0.1	$3.2M	+2%	13k	247.10	View chart
Ralliant Corp (RAL)	0.1	$3.2M	-5%	77k	41.59	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$3.2M	+422%	74k	43.66	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.2M	+7%	30k	106.15	View chart
Msc Indl Direct Cl A (MSM)	0.1	$3.2M		35k	92.27	View chart
American Express Company (AXP)	0.1	$3.2M	-11%	11k	302.45	View chart
Oracle Corporation (ORCL)	0.1	$3.2M	+2%	22k	147.11	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.2M	-11%	165k	19.30	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.2M	+44%	33k	96.47	View chart
Snap-on Incorporated (SNA)	0.1	$3.1M	+6%	8.6k	363.24	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.1M	+7%	45k	69.75	View chart
Western Digital (WDC)	0.1	$3.1M	-17%	12k	270.49	View chart
TransDigm Group Incorporated (TDG)	0.1	$3.1M		2.7k	1159.13	View chart
Watsco, Incorporated (WSO)	0.1	$3.0M	+49%	8.4k	363.80	View chart
Curtiss-Wright (CW)	0.1	$3.0M		4.5k	681.26	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$3.0M	+47%	64k	47.03	View chart
Analog Devices (ADI)	0.1	$3.0M		9.4k	318.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.9M	+7%	19k	151.42	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$2.9M	-25%	53k	54.80	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.1	$2.9M	-3%	32k	91.48	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$2.9M	+16%	167k	17.15	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.9M	-3%	35k	82.57	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.8M	+26%	7.3k	391.80	View chart
Philip Morris International (PM)	0.1	$2.8M	+12%	17k	165.34	View chart
Astrazeneca Ord (AZN)	0.1	$2.8M	NEW	14k	197.24	View chart
Fortive (FTV)	0.1	$2.8M	-2%	51k	55.28	View chart
Celsius Hldgs Com New (CELH)	0.1	$2.8M	+7%	79k	35.48	View chart
Etsy (ETSY)	0.1	$2.8M	+20%	56k	49.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$2.8M	+6%	30k	92.74	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 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
Level Four Advisory Services 2022 Q2 filed Aug. 8, 2022

View all past filings

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