Level Four Advisory Services, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

752 positions
Manager:
SEC
Search and click to pin securities to the top
Page 2 of 38
381430529
381430529
Shares:
192829(+4.6%)
Value:
$19.3B(+4.8%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
34122(+5.0%)
Value:
$18.2B(+23.3%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
33651(-0.3%)
Value:
$17.6B(+3.2%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
58566(+5.1%)
Value:
$16.9B(+25.1%)
Walmart Inc.
WMT|931142103
Shares:
169494(-0.3%)
Value:
$14.9B(-3.1%)
26922A321
26922A321
Shares:
271621(+3.7%)
Value:
$14.7B(+2.4%)
HOME DEPOT, INC.
HD|437076102
Shares:
39075(+0.4%)
Value:
$14.3B(-5.4%)
Uber Technologies, Inc
UBER|90353T100
Shares:
192031(+7.9%)
Value:
$14.0B(+30.3%)
VISA INC.
V|92826C839
Shares:
39832(-4.1%)
Value:
$14.0B(+6.4%)
78464A664
78464A664
Shares:
508864(+21.6%)
Value:
$13.9B(+26.5%)
78464A672
78464A672
Shares:
471893(+5.1%)
Value:
$13.5B(+7.7%)
MORGAN STANLEY
MS|617446448
Shares:
106391(-6.2%)
Value:
$12.4B(-12.9%)
46138G649
46138G649
Shares:
61961(+16.1%)
Value:
$12.0B(+6.4%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
21295(-16.6%)
Value:
$11.9B(-20.4%)
69374H881
69374H881
Shares:
217134(+3.0%)
Value:
$11.9B(-0.1%)
CITIGROUP INC
C|172967424
Shares:
166342(-1.6%)
Value:
$11.8B(-0.8%)
46137V357
RSP|46137V357
Shares:
65323(+3.7%)
Value:
$11.3B(+2.5%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
66662(+6.1%)
Value:
$11.1B(+21.7%)
46654Q781
46654Q781
Shares:
171945(+5.9%)
Value:
$10.9B(+0.5%)
808524797
SCHD|808524797
Shares:
388924(+0.7%)
Value:
$10.9B(+3.1%)