Level Four Advisory Services, LLC
Investment Portfolio & 13F Holdings Analysis
About
LEVEL FOUR ADVISORY SERVICES, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 752 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified553 identified199 unidentified
Holdings
752 positions
Manager:
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Page 1 of 38
00162Q353
Shares:
2312167(+5.2%)
Value:
$73.6B(-3.8%)
97717Y527
Shares:
633885(+0.5%)
Value:
$31.9B(+0.5%)
92189F643
Shares:
351777(+5.7%)
Value:
$31.0B(+0.3%)
87283Q867
Shares:
892652(+18.3%)
Value:
$28.8B(+14.8%)
46641Q134
Shares:
436977(+9.2%)
Value:
$27.8B(+18.9%)
464287226
Shares:
228331(+18.5%)
Value:
$22.6B(+21.0%)
69374H105
Shares:
390246(+1.0%)
Value:
$20.1B(-2.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 505.6K | All Managers (Combined) | $112.3M | ||
(cusip00162Q353)✕ | 2.3M | All Managers (Combined) | $73.6M | ||
131.8K | All Managers (Combined) | $61.8M | |||
Microsoft Corp(MSFTcusip594918104) | 149.0K | All Managers (Combined) | $55.9M | ||
Amazon Com Inc(AMZNcusip023135106) | 226.8K | All Managers (Combined) | $43.2M | ||
(cusip97717Y527)✕ | 633.9K | All Managers (Combined) | $31.9M | ||
(cusip92189F643)✕ | 351.8K | All Managers (Combined) | $31.0M | ||
(cusip87283Q867)✕ | 892.7K | YoY NEW(+892.7K) | All Managers (Combined) | $28.8M | YoY NEW(+$28.8M) |
Nvidia Corp(NVDAcusip67066G104) | 261.5K | All Managers (Combined) | $28.3M | ||
(cusip46641Q134)✕ | 437.0K | All Managers (Combined) | $27.8M | ||
Abbvie Inc.(ABBVcusip00287Y109) | 129.4K | All Managers (Combined) | $27.1M | ||
45.4K | All Managers (Combined) | $26.2M | |||
974.9K | All Managers (Combined) | $26.0M | |||
103.3K | All Managers (Combined) | $25.3M | |||
48.8K | All Managers (Combined) | $25.1M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 158.8K | All Managers (Combined) | $24.6M | ||
343.5K | All Managers (Combined) | $22.6M | |||
(cusip464287226)✕ | 228.3K | All Managers (Combined) | $22.6M | ||
(cusip69374H105)✕ | 390.2K | All Managers (Combined) | $20.1M | ||
Broadcom Inc.(AVGOcusip11135F101) | 117.2K | All Managers (Combined) | $19.6M |