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.
Portfolio value
$2.27 Billion
ETFs: $821 Million
Technology: $387 Million
Financial Services: $214 Million
Consumer Cyclical: $164 Million
Healthcare: $157 Million
Industrials: $140 Million
Consumer Defensive: $124 Million
Communication Services: $100 Million
Other: $163 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
