Level Four Advisory Services, LLC Portfolio Holdings
Level Four Advisory Services, LLC
- $2.3 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 765
- Current Value $2.3 Billion
- Prior Value $2.11 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 75 stocks
- Additional Purchases 386 stocks
- Sold out of 0 stocks
- Reduced holdings in 271 stocks