Universe · entity

LEVEL FOUR ADVISORY SERVICES, LLC

Institutional manager (13F) · CIK 1696715
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
#IssuerValueShares
1APPLE INC$123M485,494
2ALPS ETF TR$83M2,252,711
3INVESCO QQQ TR$82M141,968
4MICROSOFT CORP$60M162,323
5AMAZON COM INC$52M250,732
6NVIDIA CORPORATION$51M295,120
7ALPHABET INC$44M151,451
8T ROWE PRICE ETF INC$43M1,194,405
9VANGUARD INDEX FDS$41M68,976
10SPDR SERIES TRUST$40M528,965
11BROADCOM INC$36M116,615
12J P MORGAN EXCHANGE TRADED F$35M461,721
13WISDOMTREE TR$33M653,878
14ALPS ETF TR$32M1,238,142
15ABBVIE INC$29M132,234
16JPMORGAN CHASE & CO$28M95,223
17VANECK ETF TRUST$27M279,722
18META PLATFORMS INC$25M44,216
19ISHARES TR$24M241,631
20WALMART INC$23M183,591
21SPDR GOLD TR$22M50,883
22PACER FDS TR$19M367,166
23MICRON TECHNOLOGY INC$18M53,735
24INVESCO EXCH TRADED FD TR II$18M75,849
25GOLDMAN SACHS ETF TR$16M161,947
26JOHNSON & JOHNSON$16M66,201
27NEXTERA ENERGY INC$16M171,684
28ETF SER SOLUTIONS$16M269,780
29FIRST TR EXCHANGE TRADED FD$15M226,612
30CONAGRA BRANDS INC$15M975,027
31BERKSHIRE HATHAWAY INC DEL$15M31,489
32CITIGROUP INC$15M131,839
33UNITEDHEALTH GROUP INC$15M54,586
34CONOCOPHILLIPS$14M108,818
35STATE STR SPDR S&P 500 ETF T$14M22,077
36VANECK ETF TRUST$14M37,408
37ALPHABET INC$14M49,957
38MORGAN STANLEY$14M84,685
39SPDR SERIES TRUST$14M483,268
40PACER FDS TR$14M218,891
41APA CORPORATION$13M316,373
42VISA INC$13M43,760
43SPDR SERIES TRUST$13M501,894
44COSTCO WHOLESALE CORPORATION$13M13,055
45LOCKHEED MARTIN CORP$13M21,382
46SANDISK CORP$12M19,330
47VANGUARD INDEX FDS$12M37,731
48HOME DEPOT INC$12M36,798
49ISHARES TR$12M179,108
50GOLDMAN SACHS GROUP INC$12M14,227
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.