Level Four Advisory Services, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.3 Billion distributed in 765 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $119M, Invesco Qqq Trust, Series 1 with a value of $67.6M, Microsoft Corp with a value of $59.8M, Amazon Com Inc with a value of $42.3M, and Schwab Strategic Tr Us Dividen with a value of $34.3M.
Examining the 13F form we can see an increase of $192M in the current position value, from $2.11B to 2.3B.
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
$2.3 Billion
ETFs: $853 Million
Technology: $401 Million
Financial Services: $197 Million
Consumer Cyclical: $165 Million
Healthcare: $158 Million
Industrials: $143 Million
Consumer Defensive: $134 Million
Communication Services: $93.5 Million
Other: $155 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
