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CIK: 0001696715
Total reported value
$3.5B
$3.5B
770 檔
8.7%
The Q1 2024 SEC filing reveals that Level Four Advisory Services, LLC held a total portfolio value of $3.5B, covering 770 public equity positions.
During Q1 2024, Level Four Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 770 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.00% | — | +1.37% | |
| 2 | LGRO | Level Four Large Cap Growth | ETF-Large Cap & Growth | 3.55% | +0.26% | +3.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.81% | +0.26% | +0.37% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.05% | +2.78% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.01% | +3.37% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.77% | -0.15% | +1.59% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.70% | -0.06% | +1.49% | |
| 8 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.54% | -0.13% | — | |
| 9 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 1.20% | -0.03% | — | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.15% | +0.02% | +2.06% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.08% | +5.43% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.02% | +2.66% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | +0.13% | +2.27% | |
| 14 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.86% | -0.01% | +3.76% | |
| 15 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.83% | -0.06% | +3.62% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.08% | +1.34% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.01% | +2.58% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.07% | +2.23% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 0.68% | -0.05% | +4.35% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.68% | -0.01% | +2.51% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | -0.01% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.04% | +2.77% | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.63% | -0.05% | +3.54% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.61% | -0.03% | +2.99% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.60% | — | +3.23% | |
| 26 | DSTL | Distillate US Fundamental St | ETF-Other | 0.59% | -0.04% | +3.11% | |
| 27 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.57% | — | — | |
| 28 | SPEU | State Street Spdr Portfolio | ETF-Other | 0.56% | — | +3.50% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.03% | +1.64% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | +0.06% | +0.36% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.31% | +2.16% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.10% | +1.78% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.29% | EXIT | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.51% | -0.08% | +4.14% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.01% | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.06% | +0.14% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.03% | +0.11% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | — | +3.21% | |
| 41 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.47% | — | +6.22% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.15% | +2.23% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.02% | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.45% | -0.01% | — | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.45% | +0.05% | +1.19% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.44% | -0.03% | +7.18% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.12% | +2.35% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.09% | — | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | +0.05% | +4.35% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.03% | — |
According to official SEC Form 13F filings, Level Four Advisory Services, LLC reported a total U.S. public equity portfolio value of $3.5B across 770 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, LGRO, QQQ) accounted for 8.7% of total reported equity market value during Q1 2024.
During Q1 2024, Level Four Advisory Services, LLC's top holdings by market value included AAPL (6.0%)、LGRO (3.5%)、QQQ (2.8%). The largest single position, AAPL, represented 6.0% of total portfolio value.
In Q1 2024, Level Four Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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