LEVEL FOUR ADVISORY SERVICES, LLC
Top Portfolio Positions
515 positions ·
$1,885,108,891 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 | 1.91% | |
| 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 SXI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,801,860 | 7,070 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,552,682 | 7,146 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,606,413 | 7,581 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,132,915 | 7,240 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,091,803 | 6,765 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,317,344 | 7,045 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,135,977 | 6,215 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $917,588 | 5,694 | Shares | Sole | 2024-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||