LEVEL FOUR ADVISORY SERVICES, LLC
Top Portfolio Positions
513 positions ·
$1,869,720,285 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in ISD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,153 | 10,422 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $150,473 | 10,399 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $150,759 | 10,484 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $148,246 | 10,462 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $148,770 | 10,440 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $142,531 | 10,419 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||