LF

LEVEL FOUR ADVISORY SERVICES, LLC

13F
LEVEL FOUR ADVISORY SERVICES, LLC
Last update 2025-05-14 752 Stocks (44 new)
Value $2.43 Bil Turnover 7 %
Countries:
LEVEL FOUR ADVISORY SERVICES, ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
505,583
112,305.5
-0.40%
4.620
-0.02%
0.000
+11.87%
-14.84%
3,177,447.6
Hardware
LGRO
Level Four Large Cap Growth Active ETF
Level Four Large Cap Growth Active ETF
2,312,167
73,589.4
+5.19%
3.030
+0.15%
84.080
+24.73%
+7.99%
101.3
 
QQQ
INVESCO QQQ Trust
131,762
61,786.3
-3.82%
2.540
-0.11%
0.020
+24.74%
+9.03%
357,039.6
 
MSFT
Microsoft Corp
148,955
55,916.6
+4.93%
2.300
+0.11%
0.000
+31.71%
+19.41%
3,726,454.5
Software
AMZN
Amazon.com Inc
226,795
43,150.1
-1.55%
1.770
-0.03%
0.000
+22.50%
+1.19%
2,356,741.1
Retail - Cyclical
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
633,885
31,903.5
+0.48%
1.310
+0.01%
0.170
+1.10%
+2.24%
18,547.2
 
MOAT
VanEck Morningstar Wide Moat ETF
351,777
30,956.5
+5.73%
1.270
+0.07%
0.240
+22.23%
+5.33%
13,210.1
 
TCAF
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
892,652
28,814.8
+18.32%
1.180
+0.18%
0.910
+17.14%
+7.45%
4,620.0
 
NVDA
NVIDIA Corp
261,484
28,339.8
-3.31%
1.170
-0.05%
0.000
+52.63%
+22.27%
4,003,827.2
Semiconductors
JIRE
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
436,977
27,844.3
+9.17%
1.150
+0.10%
0.420
+18.28%
+21.55%
7,714.8
 

LEVEL FOUR ADVISORY SERVICES, LLC's Historical Top Holdings Breakdowns

LEVEL FOUR ADVISORY SERVICES, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.64%
182.82 ($190.45) 196.21
$197.55
3.73%
Reduce -67.52%
40,694
-84,594
EFA
iShares MSCI EAFE ETF
2025-03-31
Reduce
Reduce
-0.35%
74.85 ($80.6) 84.89
$89.83
11.45%
Reduce -56.53%
87,448
-113,718
TCAF
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
2025-03-31
Add
Add
+0.18%
31.84 ($33.52) 34.63
$35.75
6.65%
Add 18.32%
892,652
138,229
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.16%
91.17 ($93.56) 95.39
$94.75
1.27%
Reduce -82.38%
9,132
-42,683
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.16%
198.1 ($216.92) 229.79
$225.51
3.96%
Reduce -34.91%
32,754
-17,569
NVO
Novo Nordisk AS
2025-03-31
Add
Add
+0.16%
69.3 ($82.59) 90.95
$71.45
-13.49%
Add 66.22%
134,903
53,744
LGRO
Level Four Large Cap Growth Active ETF
Level Four Large Cap Growth Active ETF
2025-03-31
Add
Add
+0.15%
31.51 ($34.69) 36.66
$37.53
8.19%
Add 5.19%
2,312,167
114,145
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.15%
95.85 ($97.76) 99.25
$98.45
0.71%
Add 18.53%
228,331
35,698
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.15%
507.05 ($540.58) 563.67
$575.85
6.52%
Reduce -12.07%
48,772
-6,697
APA
APA Corp
2025-03-31
Add
Add
+0.14%
18.54 ($21.97) 25.45
$20.25
-7.81%
Add 69.62%
380,102
156,010

LEVEL FOUR ADVISORY SERVICES, LLC Total Holding History ($B)

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LEVEL FOUR ADVISORY SERVICES, LLC's Asset Allocation

To

LEVEL FOUR ADVISORY SERVICES, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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LEVEL FOUR ADVISORY SERVICES, LLC's Hypothetical Growth since 2025-03-31

LEVEL FOUR ADVISORY SERVICES, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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