LEVEL FOUR ADVISORY SERVICES, LLC

CIK
1696715
City
DALLAS
State / Country
TX

Top Portfolio Positions

512 positions · $1,869,549,495 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
485,494 $123,213,522 6.59%
QQQ
Invesco Qqq Trust, Series 1
141,968 $81,941,090 4.38%
MSFT
Microsoft Corp
Technology
162,323 $60,087,104 3.21%
AMZN
Amazon Com Inc
Consumer Cyclical
250,732 $52,219,953 2.79%
NVDA
Nvidia Corp
Technology
295,120 $51,468,928 2.75%
GOOGL
Alphabet Inc.
Communication Services
151,451 $43,551,249 2.33%
AVGO
Broadcom Inc.
Technology
116,615 $36,093,508 1.93%
ABBV
AbbVie Inc.
Healthcare
132,234 $28,759,572 1.54%
JPM
Jpmorgan Chase & Co
Financial Services
95,223 $28,010,797 1.50%
META
Meta Platforms, Inc.
Communication Services
44,216 $25,297,300 1.35%

Holdings in GDV

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Report Date Value (USD) Shares
2026-03-31 $555,242 20,618