LEVEL FOUR ADVISORY SERVICES, LLC
Top Portfolio Positions
515 positions ·
$1,884,515,077 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
485,494 | $123,213,522 | 6.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
141,968 | $81,941,090 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
162,323 | $60,087,104 | 3.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
250,732 | $52,219,953 | 2.77% | |
| NVDA |
Nvidia Corp
Technology
|
295,120 | $51,468,928 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
151,451 | $43,551,249 | 2.31% | |
| AVGO |
Broadcom Inc.
Technology
|
116,615 | $36,093,508 | 1.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
132,234 | $28,759,572 | 1.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
95,223 | $28,010,797 | 1.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
44,216 | $25,297,300 | 1.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CEF
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,716,753 | 161,709 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,428,485 | 162,194 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,260,084 | 170,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,390,879 | 179,099 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,364,688 | 188,831 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,566,529 | 192,194 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,106,042 | 208,495 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,020,277 | 227,677 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,628,448 | 227,554 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,357,659 | 227,554 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,395,135 | 196,024 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,601,927 | 199,885 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,736,181 | 197,577 | Shares | Sole | 2023-06-05 | |
| No 13F history on record for this holder in this stock. | ||||||