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
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Page 7 of 38
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47103U845
47103U845
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113257(+2.9%)
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8216(-2.6%)
Value:
$5.6B(+5.1%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
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11485(-10.6%)
Value:
$5.6B(-18.7%)
SMITH A O CORP
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84838(+30.4%)
Value:
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464287408
IVE|464287408
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28597(+29.5%)
Value:
$5.5B(+29.3%)
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9332(+9.7%)
Value:
$5.4B(+7.5%)
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GATX|361448103
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34688(+34.6%)
Value:
$5.4B(+34.9%)
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CEF|85208R101
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Value:
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Phillips 66
PSX|718546104
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Value:
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