Level Four Advisory Services, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OCGN",
  null,
  null,
  "PKST",
  null,
  "MMSI",
  "SE",
  "SPSC",
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  "PIPR",
  "TEM",
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  "FN",
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  "GDX",
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  null,
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  "BROS",
  null,
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  "PBA",
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  null,
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  null,
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  null,
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  null,
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  "DKS",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "ET",
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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 11 of 38

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46429B697

USMV|46429B697

Shares:32.8K

Value:$3.1M

14020Y102

Shares:135.9K

Value:$3.1M

464287804

IJR|464287804

Shares:28.9K

Value:$3.0M

ZILLOW GROUP, INC.

Z|98954M200

Shares:44.0K

Value:$3.0M

78463X202

Shares:54.9K

Value:$3.0M

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:16.1K

Value:$3.0M

25434V708

DFAC|25434V708

Shares:89.4K

Value:$2.9M

92647N766

Shares:34.6K

Value:$2.9M

Energy Transfer LP

ET|29273V100

Shares:155.6K

Value:$2.9M

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:37.8K

Value:$2.9M

SHOPIFY INC.

SHOP|82509L107

Shares:29.5K

Value:$2.9M

46434G764

EMXC|46434G764

Shares:51.4K

Value:$2.8M

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:25.2K

Value:$2.8M

ORACLE CORP

ORCL|68389X105

Shares:19.7K

Value:$2.8M

Snap-on Inc

SNA|833034101

Shares:8.2K

Value:$2.8M

WATSCO INC

WSO|942622200

Shares:5.4K

Value:$2.7M

Fortive Corp

FTV|34959J108

Shares:37.3K

Value:$2.7M

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:8.3K

Value:$2.7M

464287432

Shares:29.6K

Value:$2.7M

BEST BUY CO INC

BBY|086516101

Shares:36.6K

Value:$2.7M

Instrument	Shares		Other Manager	Value
(USMVcusip46429B697)	32.8K	QoQ +0.44% (+145) YoY -17.12% (-6.8K)	All Managers (Combined)	$3.1M	QoQ +5.95% (+$172.4K) YoY -0.52% (-$16.1K)
(cusip14020Y102)✕	135.9K	QoQ +4.53% (+5.9K) YoY NEW(+135.9K)	All Managers (Combined)	$3.1M	QoQ +5.71% (+$164.9K) YoY NEW(+$3.1M)
(IJRcusip464287804)	28.9K	QoQ +46.70% (+9.2K) YoY +52.61% (+10.0K)	All Managers (Combined)	$3.0M	QoQ +33.14% (+$752.9K) YoY +47.42% (+$972.9K)
Zillow Group, Inc.(Zcusip98954M200)	44.0K	QoQ -1.47% (-659) YoY +26.04% (+9.1K)	All Managers (Combined)	$3.0M	QoQ -8.77% (-$290.5K) YoY +49.35% (+$997.4K)
(cusip78463X202)✕	54.9K	QoQ +38.27% (+15.2K) YoY +1113.00% (+50.3K)	All Managers (Combined)	$3.0M	QoQ +56.25% (+$1.1M) YoY +1280.42% (+$2.8M)
Constellation Brands, Inc.(STZcusip21036P108)	16.1K	QoQ +30.53% (+3.8K) YoY +38.02% (+4.4K)	All Managers (Combined)	$3.0M	QoQ +8.40% (+$229.7K) YoY +4.78% (+$135.3K)
(DFACcusip25434V708)	89.4K	QoQ -4.71% (-4.4K) YoY -4.95% (-4.7K)	All Managers (Combined)	$2.9M	QoQ -9.12% (-$296.0K) YoY +7.26% (-$199.8K)
(cusip92647N766)✕	34.6K	QoQ +1.42% (+487) YoY +8.03% (+2.6K)	All Managers (Combined)	$2.9M	QoQ +0.86% (+$25.1K) YoY +22.24% (+$531.3K)
Energy Transfer Lp(ETcusip29273V100)	155.6K	QoQ +20.36% (+26.3K) YoY +152.61% (+94.0K)	All Managers (Combined)	$2.9M	QoQ +14.22% (+$360.3K) YoY +240.29% (+$2.0M)
Cognizant Technology Solutions Corp(CTSHcusip192446102)	37.8K	QoQ +11.11% (+3.8K) YoY +45.24% (+11.8K)	All Managers (Combined)	$2.9M	QoQ +10.53% (+$275.6K) YoY +47.11% (+$926.2K)
Shopify Inc.(SHOPcusip82509L107)	29.5K	QoQ -12.00% (-4.0K) YoY +778.75% (+26.2K)	All Managers (Combined)	$2.9M	QoQ -20.11% (-$717.6K) YoY +988.93% (+$2.6M)
(EMXCcusip46434G764)	51.4K	QoQ +21.11% (+9.0K) YoY +45.48% (+16.1K)	All Managers (Combined)	$2.8M	QoQ +20.33% (+$478.8K) YoY +44.64% (+$874.6K)
Prudential Financial Inc(PRUcusip744320102)	25.2K	QoQ +5.17% (-1.2K) YoY -7.56% (-2.1K)	All Managers (Combined)	$2.8M	QoQ -0.90% (-$25.6K) YoY -0.45% (-$12.8K)
Oracle Corp(ORCLcusip68389X105)	19.7K	QoQ +19.80% (+3.3K) YoY +59.27% (+7.3K)	All Managers (Combined)	$2.8M	QoQ +0.51% (+$14.2K) YoY +111.21% (+$1.5M)
Snap-On Inc(SNAcusip833034101)	8.2K	QoQ +3.11% (+247) YoY NEW(+8.2K)	All Managers (Combined)	$2.8M	QoQ +2.35% (+$63.6K) YoY NEW(+$2.8M)
Watsco Inc(WSOcusip942622200)	5.4K	QoQ +4.03% (+209) YoY NEW(+5.4K)	All Managers (Combined)	$2.7M	QoQ +11.60% (+$284.7K) YoY NEW(+$2.7M)
Fortive Corp(FTVcusip34959J108)	37.3K	QoQ +16.54% (+5.3K) YoY +51.02% (+12.6K)	All Managers (Combined)	$2.7M	QoQ +13.71% (+$329.3K) YoY +50.09% (+$911.3K)
Molina Healthcare, Inc.(MOHcusip60855R100)	8.3K	QoQ +36.56% (+2.2K) YoY +187.23% (+5.4K)	All Managers (Combined)	$2.7M	QoQ +54.55% (+$960.5K) YoY +161.86% (+$1.7M)
(cusip464287432)✕	29.6K	QoQ -0.95% (-286) YoY -76.37% (-95.8K)	All Managers (Combined)	$2.7M	QoQ +3.24% (-$84.7K) YoY -78.25% (-$9.7M)
Best Buy Co Inc(BBYcusip086516101)	36.6K	QoQ +3.28% (-1.2K) YoY +574.58% (+31.1K)	All Managers (Combined)	$2.7M	QoQ -11.38% (-$345.8K) YoY +534.32% (+$2.3M)