Level-Four-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OCGN",
  null,
  null,
  "PKST",
  null,
  "MMSI",
  "SE",
  "SPSC",
  "GTES",
  "ITRI",
  "PIPR",
  "TEM",
  "MPWR",
  "FN",
  "LTH",
  "GDX",
  "POOL",
  null,
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  "NTR",
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  "FTAI",
  "RJF",
  "BROS",
  null,
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  "PBA",
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  "GATX",
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  "MU",
  null,
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  "NVG",
  "MPLX",
  "ACN",
  null,
  null,
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  null,
  null,
  null,
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  null,
  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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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  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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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  "LIN",
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  "APA",
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  null,
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  "FICO",
  null,
  "FHN",
  null,
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  "GE",
  null,
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  "NI",
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  "NVS",
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  null,
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  null,
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  "EMN",
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  "BX",
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  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "EEM",
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  null,
  null,
  "PANW",
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  null,
  "PGR",
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  "IJK",
  null,
  "IVV",
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  null,
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  "DOW",
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  "AAPL",
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  null,
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  "PG",
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  null,
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  null,
  null,
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  "AMGN",
  null,
  "MSTR",
  null,
  "DGX",
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  null,
  null,
  "IEFA",
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  "RY",
  null,
  null,
  null,
  null,
  null,
  "NOW",
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  "O",
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  "SNA",
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  null,
  null,
  null,
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  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "RSG",
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  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
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  "SNPS",
  "CI",
  "TXN",
  "TGT",
  "TM",
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  "TJX",
  "TDG",
  "TFC",
  "TWLO",
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  "VNQ",
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  "NEM",
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  "UFPT",
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  "MNST",
  "PCT",
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  "IVOO",
  "POR",
  null,
  "STAG",
  null,
  "PEO",
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  "GDV",
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  "FOF",
  null,
  null,
  null,
  null,
  "LOB",
  null,
  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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  "WY",
  null,
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  null,
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  "GSK",
  null,
  null,
  null,
  "GPI",
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  null,
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  null,
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  "RH",
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  "ATO",
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  "EL",
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  "F",
  "WEC",
  null,
  "WM",
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  null,
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  null,
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  null,
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  "PEG",
  "NVO",
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  "MSI",
  "SCHB",
  null,
  null,
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  "IVE",
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  null,
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  null,
  null,
  null,
  "DKS",
  null,
  null,
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  "CEF",
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  null,
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  null,
  "DKNG",
  "VPL",
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  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
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  null,
  null,
  "VXUS",
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  "VTWO",
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  "BNDX",
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  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VERU",
  null,
  "VTV",
  "V",
  "VKTX",
  null,
  null,
  "VST",
  "WRBY",
  "WBD",
  "WMT",
  "WCC",
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  "WELL",
  "WSM",
  "WHR",
  "WMB",
  "WT",
  null,
  null,
  null,
  "XEL",
  "YUM",
  "YETI",
  "Z",
  null,
  "LOCO",
  null,
  "DNN",
  "AEM",
  "FLR",
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "LW",
  "LEA",
  "MSCI",
  "NSC",
  null,
  "JCI",
  "NXPI",
  null,
  "LH",
  "MOH",
  "KDP",
  "MKL",
  "SO",
  "USPH",
  "TTD",
  "PPL",
  "PSX",
  null,
  "CRM",
  null,
  "RDDT",
  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  "DINO",
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "GEV",
  "CHWY",
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  "DGRO",
  "MCK",
  null,
  null,
  "SPYV",
  null,
  "EXR",
  null,
  "SYF",
  "NUE",
  null,
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "STE",
  "KMB",
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  "AVA",
  "BAC",
  null,
  "OZK",
  "BRK-B",
  "BDX",
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  "AI",
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  null,
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  null,
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  "XOM",
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  "LLY",
  "TSLA",
  "PLD",
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  null,
  null,
  "AWK",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
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  "JPM",
  "QUAL",
  "ZTS"
]

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: level-four-advisory-services
Manager Name: Level-Four-Advisory-Services

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 12 of 38

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81369Y886

Shares:33.7K

Value:$2.7M

ABBOTT LABORATORIES

ABT|002824100

Shares:19.8K

Value:$2.6M

46641Q332

Shares:45.0K

Value:$2.6M

81369Y852

Shares:26.4K

Value:$2.5M

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:10.0K

Value:$2.5M

922908744

VTV|922908744

Shares:14.3K

Value:$2.5M

464287168

DVY|464287168

Shares:18.3K

Value:$2.5M

Philip Morris International Inc.

PM|718172109

Shares:15.1K

Value:$2.4M

921937819

BIV|921937819

Shares:31.2K

Value:$2.4M

46429B689

EFAV|46429B689

Shares:30.4K

Value:$2.4M

69344A107

Shares:47.5K

Value:$2.4M

69374H436

Shares:63.4K

Value:$2.3M

46435U853

Shares:61.9K

Value:$2.3M

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:33.9K

Value:$2.2M

HP INC

HPQ|40434L105

Shares:80.1K

Value:$2.2M

ETSY INC

ETSY|29786A106

Shares:46.9K

Value:$2.2M

BIOGEN INC.

BIIB|09062X103

Shares:16.2K

Value:$2.2M

GE Vernova Inc.

GEV|36828A101

Shares:7.1K

Value:$2.2M

78468R853

Shares:53.1K

Value:$2.2M

921943858

VEA|921943858

Shares:42.2K

Value:$2.1M

Instrument	Shares		Other Manager	Value
(cusip81369Y886)✕	33.7K	QoQ +421.09% (+27.2K) YoY +407.20% (+27.1K)	All Managers (Combined)	$2.7M	QoQ +442.83% (+$2.2M) YoY +531.56% (+$2.2M)
ABBOTT LABORATORIES(ABTcusip002824100)	19.8K	QoQ +0.05% (+10) YoY -73.48% (-54.7K)	All Managers (Combined)	$2.6M	QoQ +17.33% (+$387.1K) YoY -68.04% (-$5.6M)
(cusip46641Q332)✕	45.0K	QoQ +2.97% (+1.3K) YoY +2.84% (+1.2K)	All Managers (Combined)	$2.6M	QoQ +2.27% (+$57.3K) YoY +6.88% (+$165.6K)
(cusip81369Y852)✕	26.4K	QoQ +2.16% (+560) YoY +12.86% (+3.0K)	All Managers (Combined)	$2.5M	QoQ +1.79% (+$44.7K) YoY +49.82% (+$845.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	10.0K	QoQ +5.03% (+481) YoY NEW(+10.0K)	All Managers (Combined)	$2.5M	QoQ +2.73% (+$66.3K) YoY NEW(+$2.5M)
(VTVcusip922908744)	14.3K	QoQ +83.62% (+6.5K) YoY -39.30% (-9.3K)	All Managers (Combined)	$2.5M	QoQ +87.34% (+$1.2M) YoY -29.86% (-$1.1M)
(DVYcusip464287168)	18.3K	QoQ -2.18% (-408) YoY +30.85% (+4.3K)	All Managers (Combined)	$2.5M	QoQ +0.05% (-$1.4K) YoY +49.91% (+$818.1K)
Philip Morris International Inc.(PMcusip718172109)	15.1K	QoQ +0.25% (+39) YoY -38.51% (-9.4K)	All Managers (Combined)	$2.4M	QoQ +32.22% (+$583.3K) YoY +3.73% (-$86.1K)
(BIVcusip921937819)	31.2K	QoQ +1.34% (+415) YoY +95.72% (+15.2K)	All Managers (Combined)	$2.4M	QoQ +3.84% (+$88.3K) YoY +96.21% (+$1.2M)
(EFAVcusip46429B689)	30.4K	QoQ -2.06% (-642) YoY -8.45% (-2.8K)	All Managers (Combined)	$2.4M	QoQ +7.91% (-$173.7K) YoY +2.87% (-$66.2K)
(cusip69344A107)✕	47.5K	QoQ NEW(+47.5K) YoY NEW(+47.5K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(cusip69374H436)✕	63.4K	QoQ -1.02% (-654) YoY +87.42% (+29.6K)	All Managers (Combined)	$2.3M	QoQ -5.84% (-$143.6K) YoY +107.10% (+$1.2M)
(cusip46435U853)✕	61.9K	QoQ +7.43% (+4.3K) YoY +41.67% (+18.2K)	All Managers (Combined)	$2.3M	QoQ +7.49% (+$158.9K) YoY +43.46% (+$690.7K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	33.9K	QoQ +133.11% (+19.4K) YoY +279.96% (+25.0K)	All Managers (Combined)	$2.2M	QoQ +105.17% (+$1.1M) YoY +71.46% (+$932.5K)
HP INC(HPQcusip40434L105)	80.1K	QoQ +4.38% (-3.4K) YoY NEW(+80.1K)	All Managers (Combined)	$2.2M	QoQ -11.41% (-$285.9K) YoY NEW(+$2.2M)
ETSY INC(ETSYcusip29786A106)	46.9K	QoQ +93.55% (+22.7K) YoY +199.61% (+31.3K)	All Managers (Combined)	$2.2M	QoQ +72.65% (+$931.5K) YoY +74.40% (+$944.4K)
BIOGEN INC.(BIIBcusip09062X103)	16.2K	QoQ +116.28% (+8.7K) YoY +123.98% (+8.9K)	All Managers (Combined)	$2.2M	QoQ +93.53% (+$1.1M) YoY +18.44% (+$344.3K)
GE Vernova Inc.(GEVcusip36828A101)	7.1K	QoQ +15.78% (+968) YoY NEW(+7.1K)	All Managers (Combined)	$2.2M	QoQ +7.44% (+$150.2K) YoY NEW(+$2.2M)
(cusip78468R853)✕	53.1K	QoQ +6.29% (-3.1K) YoY +16.07% (+7.4K)	All Managers (Combined)	$2.2M	QoQ -3.54% (-$79.6K) YoY +12.16% (+$234.8K)
(VEAcusip921943858)	42.2K	QoQ +122.85% (+23.3K) YoY +127.48% (+23.6K)	All Managers (Combined)	$2.1M	QoQ +136.87% (+$1.2M) YoY +141.40% (+$1.3M)