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 JPC
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $633,985 | 84,083 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $678,661 | 83,682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $606,718 | 73,990 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $577,881 | 72,055 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $572,212 | 71,886 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $577,104 | 73,423 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $635,415 | 78,738 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $535,120 | 71,636 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $548,863 | 76,337 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $516,038 | 76,337 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $275,222 | 43,479 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $267,682 | 41,309 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $234,346 | 35,615 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $205,616 | 28,244 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $186,600 | 26,849 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $343,729 | 44,932 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $231,660 | 27,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $253,760 | 26,000 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||