Level Four Advisory Services, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.66 Billion distributed in 802 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $127M, Microsoft Corp with a value of $77.6M, Invesco Qqq Trust, Series 1 with a value of $72.9M, Nvidia Corp with a value of $51.3M, and Amazon Com Inc with a value of $49.8M.
Examining the 13F form we can see an increase of $176M in the current position value, from $2.48B to 2.66B.
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
$2.66 Billion
ETFs: $963 Million
Technology: $523 Million
Financial Services: $238 Million
Consumer Cyclical: $192 Million
Industrials: $173 Million
Healthcare: $144 Million
Communication Services: $127 Million
Consumer Defensive: $113 Million
Other: $178 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
