Level Four Advisory Services, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.48 Billion distributed in 784 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $106M, Microsoft Corp with a value of $76.4M, Invesco Qqq Trust, Series 1 with a value of $69M, Amazon Com Inc with a value of $49.7M, and Nvidia Corp with a value of $45.7M.
Examining the 13F form we can see an increase of $206M in the current position value, from $2.27B to 2.48B.
Level Four Advisory Services, LLC is based out at Dallas, TX
Below you can find more details about Level Four Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.48 Billion
ETFs: $878 Million
Technology: $470 Million
Financial Services: $232 Million
Consumer Cyclical: $185 Million
Industrials: $163 Million
Healthcare: $138 Million
Consumer Defensive: $123 Million
Communication Services: $120 Million
Other: $168 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
