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
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $123M | 485,494 |
| 2 | ALPS ETF TR | $83M | 2,252,711 |
| 3 | INVESCO QQQ TR | $82M | 141,968 |
| 4 | MICROSOFT CORP | $60M | 162,323 |
| 5 | AMAZON COM INC | $52M | 250,732 |
| 6 | NVIDIA CORPORATION | $51M | 295,120 |
| 7 | ALPHABET INC | $44M | 151,451 |
| 8 | T ROWE PRICE ETF INC | $43M | 1,194,405 |
| 9 | VANGUARD INDEX FDS | $41M | 68,976 |
| 10 | SPDR SERIES TRUST | $40M | 528,965 |
| 11 | BROADCOM INC | $36M | 116,615 |
| 12 | J P MORGAN EXCHANGE TRADED F | $35M | 461,721 |
| 13 | WISDOMTREE TR | $33M | 653,878 |
| 14 | ALPS ETF TR | $32M | 1,238,142 |
| 15 | ABBVIE INC | $29M | 132,234 |
| 16 | JPMORGAN CHASE & CO | $28M | 95,223 |
| 17 | VANECK ETF TRUST | $27M | 279,722 |
| 18 | META PLATFORMS INC | $25M | 44,216 |
| 19 | ISHARES TR | $24M | 241,631 |
| 20 | WALMART INC | $23M | 183,591 |
| 21 | SPDR GOLD TR | $22M | 50,883 |
| 22 | PACER FDS TR | $19M | 367,166 |
| 23 | MICRON TECHNOLOGY INC | $18M | 53,735 |
| 24 | INVESCO EXCH TRADED FD TR II | $18M | 75,849 |
| 25 | GOLDMAN SACHS ETF TR | $16M | 161,947 |
| 26 | JOHNSON & JOHNSON | $16M | 66,201 |
| 27 | NEXTERA ENERGY INC | $16M | 171,684 |
| 28 | ETF SER SOLUTIONS | $16M | 269,780 |
| 29 | FIRST TR EXCHANGE TRADED FD | $15M | 226,612 |
| 30 | CONAGRA BRANDS INC | $15M | 975,027 |
| 31 | BERKSHIRE HATHAWAY INC DEL | $15M | 31,489 |
| 32 | CITIGROUP INC | $15M | 131,839 |
| 33 | UNITEDHEALTH GROUP INC | $15M | 54,586 |
| 34 | CONOCOPHILLIPS | $14M | 108,818 |
| 35 | STATE STR SPDR S&P 500 ETF T | $14M | 22,077 |
| 36 | VANECK ETF TRUST | $14M | 37,408 |
| 37 | ALPHABET INC | $14M | 49,957 |
| 38 | MORGAN STANLEY | $14M | 84,685 |
| 39 | SPDR SERIES TRUST | $14M | 483,268 |
| 40 | PACER FDS TR | $14M | 218,891 |
| 41 | APA CORPORATION | $13M | 316,373 |
| 42 | VISA INC | $13M | 43,760 |
| 43 | SPDR SERIES TRUST | $13M | 501,894 |
| 44 | COSTCO WHOLESALE CORPORATION | $13M | 13,055 |
| 45 | LOCKHEED MARTIN CORP | $13M | 21,382 |
| 46 | SANDISK CORP | $12M | 19,330 |
| 47 | VANGUARD INDEX FDS | $12M | 37,731 |
| 48 | HOME DEPOT INC | $12M | 36,798 |
| 49 | ISHARES TR | $12M | 179,108 |
| 50 | GOLDMAN SACHS GROUP INC | $12M | 14,227 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.