Level Four Advisory Services, LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
  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 31 of 38

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JABIL INC

JBL|466313103

Shares:2.5K

Value:$333.5K

MARKEL GROUP INC.

MKL|570535104

Shares:177

Value:$330.9K

GABELLI DIVIDEND & INCOME TRUST

GDV|36242H104

Shares:13.7K

Value:$330.5K

Avery Dennison Corp

AVY|053611109

Shares:1.9K

Value:$330.3K

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:8.7K

Value:$328.0K

46429B747

Shares:3.2K

Value:$327.8K

69374H857

Shares:8.7K

Value:$327.6K

HERSHEY CO

HSY|427866108

Shares:1.9K

Value:$327.4K

Targa Resources Corp.

TRGP|87612G101

Shares:1.6K

Value:$327.4K

ADAMS DIVERSIFIED EQUITY FUND, INC.

ADX|006212104

Shares:17.2K

Value:$326.8K

46429B408

Shares:12.9K

Value:$326.5K

SCHWAB CHARLES CORP

SCHW|808513105

Shares:4.2K

Value:$326.5K

78468R705

Shares:1.4K

Value:$326.2K

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.3K

Value:$325.8K

DANAHER CORP /DE/

DHR|235851102

Shares:1.6K

Value:$323.5K

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.5K

Value:$319.6K

33738R704

Shares:4.7K

Value:$319.3K

33739P301

Shares:6.7K

Value:$318.6K

EBAY INC

EBAY|278642103

Shares:4.7K

Value:$318.2K

464287572

Shares:3.3K

Value:$316.4K

Instrument	Shares		Other Manager	Value
Jabil Inc(JBLcusip466313103)	2.5K	QoQ +12.94% (+281) YoY NEW(+2.5K)	All Managers (Combined)	$333.5K	QoQ +6.80% (+$21.2K) YoY NEW(+$333.5K)
Markel Group Inc.(MKLcusip570535104)	177	QoQ -3.80% (-7) YoY NEW(+177)	All Managers (Combined)	$330.9K	QoQ +4.18% (-$13.3K) YoY NEW(+$330.9K)
Gabelli Dividend & Income Trust(GDVcusip36242H104)	13.7K	QoQ +3.07% (+409) YoY +25.50% (+2.8K)	All Managers (Combined)	$330.5K	QoQ +2.98% (+$9.6K) YoY +39.94% (+$94.3K)
Avery Dennison Corp(AVYcusip053611109)	1.9K	QoQ +1.31% (-24) YoY +43.09% (+559)	All Managers (Combined)	$330.3K	QoQ -3.66% (-$12.6K) YoY +25.99% (+$68.2K)
Freeport-Mcmoran Inc(FCXcusip35671D857)	8.7K	QoQ -55.51% (-10.8K) YoY -52.34% (-9.5K)	All Managers (Combined)	$328.0K	QoQ -55.77% (-$413.6K) YoY -57.61% (-$445.9K)
(cusip46429B747)✕	3.2K	QoQ +6.70% (+199) YoY NEW(+3.2K)	All Managers (Combined)	$327.8K	QoQ +9.74% (+$29.1K) YoY NEW(+$327.8K)
(cusip69374H857)✕	8.7K	QoQ -4.79% (-440) YoY +27.66% (-1.9K)	All Managers (Combined)	$327.6K	QoQ -18.87% (-$76.2K) YoY -0.31% (-$1.0K)
Hershey Co(HSYcusip427866108)	1.9K	QoQ +4.02% (+74) YoY -28.09% (-748)	All Managers (Combined)	$327.4K	QoQ +5.03% (+$15.7K) YoY -34.02% (-$168.9K)
Targa Resources Corp.(TRGPcusip87612G101)	1.6K	QoQ +11.23% (+165) YoY NEW(+1.6K)	All Managers (Combined)	$327.4K	QoQ +24.93% (+$65.3K) YoY NEW(+$327.4K)
Adams Diversified Equity Fund, Inc.(ADXcusip006212104)	17.2K	QoQ +1.92% (-325) YoY NEW(+17.2K)	All Managers (Combined)	$326.8K	QoQ -4.18% (-$14.3K) YoY NEW(+$326.8K)
(cusip46429B408)✕	12.9K	QoQ -9.24% (-1.3K) YoY -11.54% (-1.7K)	All Managers (Combined)	$326.5K	QoQ -8.26% (-$29.4K) YoY -13.89% (-$52.7K)
Schwab Charles Corp(SCHWcusip808513105)	4.2K	QoQ +3.57% (+144) YoY -46.14% (-3.6K)	All Managers (Combined)	$326.5K	QoQ +9.55% (+$28.5K) YoY -38.70% (-$206.2K)
(cusip78468R705)✕	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$326.2K	QoQ NEW(+$326.2K) YoY NEW(+$326.2K)
Cadence Design Systems Inc(CDNScusip127387108)	1.3K	QoQ +5.78% (-70) YoY NEW(+1.3K)	All Managers (Combined)	$325.8K	QoQ -10.46% (-$38.1K) YoY NEW(+$325.8K)
Danaher Corp /De/(DHRcusip235851102)	1.6K	QoQ -6.23% (-105) YoY NEW(+1.6K)	All Managers (Combined)	$323.5K	QoQ -16.26% (-$62.8K) YoY NEW(+$323.5K)
L3harris Technologies, Inc. /De/(LHXcusip502431109)	1.5K	QoQ -3.72% (-59) YoY +409.00% (+1.2K)	All Managers (Combined)	$319.6K	QoQ -4.16% (-$13.9K) YoY +2563.46% (+$307.6K)
(cusip33738R704)✕	4.7K	QoQ +24.52% (+922) YoY NEW(+4.7K)	All Managers (Combined)	$319.3K	QoQ +10.25% (+$29.7K) YoY NEW(+$319.3K)
(cusip33739P301)✕	6.7K	QoQ +39.61% (+1.9K) YoY NEW(+6.7K)	All Managers (Combined)	$318.6K	QoQ +38.20% (+$88.1K) YoY NEW(+$318.6K)
Ebay Inc(EBAYcusip278642103)	4.7K	QoQ -10.49% (-551) YoY -93.94% (-72.9K)	All Managers (Combined)	$318.2K	QoQ -2.15% (-$7.0K) YoY -90.59% (-$3.1M)
(cusip464287572)✕	3.3K	QoQ -1.49% (-50) YoY -0.51% (-17)	All Managers (Combined)	$316.4K	QoQ -5.87% (-$19.8K) YoY +18.96% (-$50.5K)