Level Four Advisory Services, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 752
Total Value: 2431718200
Accession Number: 0001085146-25-003068
Form Type: 13F-HR
CIK: 0001696715
Manager Name: Level Four Advisory Services, LLC

Data Enrichment

74% identified

553 identified199 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

752 positions • $2,431,718.2K total value

752 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 10 of 38

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464287705

IJJ|464287705

Shares:31.0K

Value:$3.7M

464288414

MUB|464288414

Shares:34.8K

Value:$3.7M

RTX Corp

RTX|75513E101

Shares:27.7K

Value:$3.7M

922908629

VO|922908629

Shares:14.1K

Value:$3.6M

97717W422

Shares:81.2K

Value:$3.5M

464287606

IJK|464287606

Shares:42.4K

Value:$3.5M

TransDigm Group INC

TDG|893641100

Shares:2.5K

Value:$3.5M

PULTEGROUP INC/MI/

PHM|745867101

Shares:32.5K

Value:$3.3M

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:30.6K

Value:$3.3M

92189F692

Shares:36.4K

Value:$3.3M

464287242

Shares:30.0K

Value:$3.3M

Motorola Solutions, Inc.

MSI|620076307

Shares:7.4K

Value:$3.2M

KIMBERLY CLARK CORP

KMB|494368103

Shares:22.8K

Value:$3.2M

81369Y209

Shares:22.2K

Value:$3.2M

14020Y300

Shares:118.1K

Value:$3.2M

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:42.5K

Value:$3.2M

Paycom Software, Inc.

PAYC|70432V102

Shares:14.4K

Value:$3.2M

464288687

Shares:101.8K

Value:$3.1M

032108409

Shares:75.5K

Value:$3.1M

CME GROUP INC.

CME|12572Q105

Shares:11.6K

Value:$3.1M

Instrument	Shares		Other Manager	Value
(IJJcusip464287705)	31.0K	QoQ -1.36% (-429) YoY +73.02% (+13.1K)	All Managers (Combined)	$3.7M	QoQ -5.49% (-$215.6K) YoY +81.65% (+$1.7M)
(MUBcusip464288414)	34.8K	QoQ +48.28% (+11.3K) YoY +62.09% (+13.3K)	All Managers (Combined)	$3.7M	QoQ +46.74% (+$1.2M) YoY +57.66% (+$1.3M)
Rtx Corp(RTXcusip75513E101)	27.7K	QoQ +1.00% (+274) YoY +5.11% (+1.3K)	All Managers (Combined)	$3.7M	QoQ +15.61% (+$494.6K) YoY +65.48% (+$1.4M)
(VOcusip922908629)	14.1K	QoQ +2.32% (+320) YoY +211.92% (+9.6K)	All Managers (Combined)	$3.6M	QoQ +0.18% (+$6.6K) YoY +246.77% (+$2.6M)
(cusip97717W422)✕	81.2K	QoQ +5.63% (+4.3K) YoY +184.18% (+52.6K)	All Managers (Combined)	$3.5M	QoQ +1.99% (+$69.3K) YoY +202.97% (+$2.4M)
(IJKcusip464287606)	42.4K	QoQ +39.02% (+11.9K) YoY +433.61% (+34.5K)	All Managers (Combined)	$3.5M	QoQ +27.33% (+$758.7K) YoY +460.94% (+$2.9M)
Transdigm Group Inc(TDGcusip893641100)	2.5K	QoQ +2.40% (+59) YoY -5.85% (-156)	All Managers (Combined)	$3.5M	QoQ +11.78% (+$366.0K) YoY +28.76% (-$775.8K)
Pultegroup Inc/Mi/(PHMcusip745867101)	32.5K	QoQ +5.35% (-1.7K) YoY -12.80% (-4.8K)	All Managers (Combined)	$3.3M	QoQ -0.54% (-$18.2K) YoY -13.16% (-$506.6K)
Wec Energy Group, Inc.(WECcusip92939U106)	30.6K	QoQ +4.06% (+1.2K) YoY NEW(+30.6K)	All Managers (Combined)	$3.3M	QoQ +20.59% (+$569.4K) YoY NEW(+$3.3M)
(cusip92189F692)✕	36.4K	QoQ +13.57% (+4.3K) YoY NEW(+36.4K)	All Managers (Combined)	$3.3M	QoQ +19.96% (+$551.4K) YoY NEW(+$3.3M)
(cusip464287242)✕	30.0K	QoQ +69.17% (+12.3K) YoY +130.76% (+17.0K)	All Managers (Combined)	$3.3M	QoQ +72.10% (+$1.4M) YoY +126.66% (+$1.8M)
Motorola Solutions, Inc.(MSIcusip620076307)	7.4K	QoQ -1.43% (-108) YoY -0.63% (-47)	All Managers (Combined)	$3.2M	QoQ -6.64% (-$230.7K) YoY +38.97% (-$909.2K)
Kimberly Clark Corp(KMBcusip494368103)	22.8K	QoQ +2.68% (+597) YoY +430.98% (+18.5K)	All Managers (Combined)	$3.2M	QoQ +11.44% (+$333.0K) YoY +521.55% (+$2.7M)
(cusip81369Y209)✕	22.2K	QoQ +0.76% (+169) YoY +12.03% (+2.4K)	All Managers (Combined)	$3.2M	QoQ +6.95% (+$210.5K) YoY +19.95% (+$538.7K)
(cusip14020Y300)✕	118.1K	QoQ +6.68% (+7.4K) YoY NEW(+118.1K)	All Managers (Combined)	$3.2M	QoQ +6.76% (+$204.3K) YoY NEW(+$3.2M)
Fidelity National Information Services, Inc.(FIScusip31620M106)	42.5K	QoQ +4.61% (-1.9K) YoY +60.59% (+16.0K)	All Managers (Combined)	$3.2M	QoQ -3.27% (-$107.3K) YoY +99.65% (+$1.6M)
Paycom Software, Inc.(PAYCcusip70432V102)	14.4K	QoQ +12.70% (+1.6K) YoY +47.46% (+4.7K)	All Managers (Combined)	$3.2M	QoQ +20.13% (+$529.1K) YoY +55.86% (+$1.1M)
(cusip464288687)✕	101.8K	QoQ +1.24% (-1.3K) YoY +85.42% (+46.9K)	All Managers (Combined)	$3.1M	QoQ -1.03% (-$32.8K) YoY +82.69% (+$1.4M)
(cusip032108409)✕	75.5K	QoQ +3.78% (+2.8K) YoY +20.90% (+13.1K)	All Managers (Combined)	$3.1M	QoQ +4.52% (+$133.4K) YoY +34.87% (+$796.1K)
Cme Group Inc.(CMEcusip12572Q105)	11.6K	QoQ +1.90% (+216) YoY +38.85% (+3.2K)	All Managers (Combined)	$3.1M	QoQ +16.40% (+$432.8K) YoY +74.90% (+$1.3M)