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 9 of 38
464287879
464287879
Shares:
45417(+0.0%)
Value:
$4.4B(-10.2%)
464287200
IVV|464287200
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7855(-18.1%)
Value:
$4.4B(-21.9%)
Walt Disney Co
DIS|254687106
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43958(+5.9%)
Value:
$4.3B(-6.1%)
37954Y384
37954Y384
Shares:
131575(+4.8%)
Value:
$4.3B(+5.6%)
AMGEN INC
AMGN|031162100
Shares:
13383(-0.8%)
Value:
$4.2B(+18.6%)
AT&T INC.
T|00206R102
Shares:
147271(+5.3%)
Value:
$4.2B(+30.7%)
TARGET CORP
TGT|87612E106
Shares:
39752(+46.5%)
Value:
$4.1B(+13.1%)
PFIZER INC
PFE|717081103
Shares:
163054(+5.3%)
Value:
$4.1B(+0.6%)
HF Sinclair Corp
DINO|403949100
Shares:
125263(+71.4%)
Value:
$4.1B(+60.8%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
8436(+13.0%)
Value:
$4.1B(+36.0%)
921946406
VYM|921946406
Shares:
31619(+3.7%)
Value:
$4.1B(+4.8%)
SOUTHERN CO
SO|842587107
Shares:
44134(-3.7%)
Value:
$4.1B(+7.5%)
Palo Alto Networks Inc
PANW|697435105
Shares:
23619(-2.5%)
Value:
$4.0B(-8.6%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
38115(+3.1%)
Value:
$3.9B(-12.3%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
114165(+1.0%)
Value:
$3.9B(+10.0%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
34270(+1.2%)
Value:
$3.8B(+22.7%)
Chubb Ltd
CB|H1467J104
Shares:
12541(-4.5%)
Value:
$3.8B(+4.4%)
464287614
IWF|464287614
Shares:
10413(+35.8%)
Value:
$3.8B(+22.1%)
UNITED RENTALS, INC.
URI|911363109
Shares:
5983(-3.4%)
Value:
$3.7B(-14.1%)
Medtronic plc
MDT|G5960L103
Shares:
41452(+1.1%)
Value:
$3.7B(+13.8%)