Level Four Advisory Services, LLC Portfolio Holdings
Level Four Advisory Services, LLC
- $2.27 Billion
- Q1 2025
Level Four Advisory Services, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.27 Billion distributed in 752 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $112M, Invesco Qqq Trust, Series 1 with a value of $61.8M, Microsoft Corp with a value of $55.9M, Amazon Com Inc with a value of $43.2M, and Wisdomtree Floating Rate Treas with a value of $31.9M.
Examining the 13F form we can see an decrease of $15.8M in the current position value, from $2.29B to 2.27B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 752
- Current Value $2.27 Billion
- Prior Value $2.29 Billion
- Filing
- Period Q1 2025
- Filing Date May 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 44 stocks
- Additional Purchases 413 stocks
- Sold out of 0 stocks
- Reduced holdings in 263 stocks