LEVEL FOUR ADVISORY SERVICES, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF LEVEL FOUR ADVISORY SERVICES, LLC | Institutional Filer | ▼ 0.32% | $3.05B | 866 |
Current Portfolio Holdings
Showing all 866 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 485K | $123.2M | 4.04% |
| 2 | LGRO | ALPS ETF TR | — | 2.3M | $83.1M | 2.73% |
| 3 | QQQ | Invesco QQQ Trust | — | 142K | $81.9M | 2.69% |
| 4 | MSFT | Microsoft Corporation | Technology | 162K | $60.1M | 1.97% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 251K | $52.2M | 1.71% |
| 6 | NVDA | NVIDIA Corporation | Technology | 295K | $51.5M | 1.69% |
| 7 | GOOGL | Alphabet Inc. | Technology | 151K | $43.6M | 1.43% |
| 8 | TCAF | T ROWE PRICE ETF INC | — | 1.2M | $42.5M | 1.40% |
| 9 | VOO | VANGUARD INDEX FDS | — | 69K | $41.2M | 1.35% |
| 10 | SPYM | SPDR SERIES TRUST | — | 529K | $40.5M | 1.33% |
| 11 | AVGO | Broadcom Inc. | Technology | 117K | $36.1M | 1.18% |
| 12 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 462K | $35.0M | 1.15% |
| 13 | USFR | WISDOMTREE TR | — | 654K | $32.9M | 1.08% |
| 14 | SMTH | ALPS ETF TR | — | 1.2M | $31.9M | 1.05% |
| 15 | ABBV | AbbVie Inc. | Healthcare | 132K | $28.8M | 0.94% |
Showing 1 to 15 of 866 holdings