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Portfolio (Quarterly) Guide ↗

LEVEL FOUR ADVISORY SERVICES, LLC

· CIK 0001696715
13F Portfolio $3.0B AUM 866 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 425 Added 274 Reduced 41 Exited
Page 21 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 COPX GLOBAL X FDS 3,218.0 $246K 0.01% +390.0 +13.8% $76.36 +7.2%
402 RVNU DBX ETF TR 9,963.0 $245K 0.01% +602.0 +6.4% $24.64 +0.2%
403 CSL CARLISLE COS INC Industrials 734.0 $245K 0.01% +37.0 +5.3% $333.62 -0.8%
404 CCI CROWN CASTLE INC Real Estate 2,836.0 $231K 0.01% +111.0 +4.1% $81.32 +10.6%
405 ADSK AUTODESK INC Technology 947.0 $227K 0.01% +71.0 +8.1% $239.40 +1.7%
406 VV VANGUARD INDEX FDS 750.0 $224K 0.01% +96.0 +14.7% $299.04 +13.6%
407 QQQH NEOS ETF TRUST 4,324.0 $222K 0.01% +163.0 +3.9% $51.25 +8.3%
408 EXPE EXPEDIA GROUP INC Consumer Cyclical 944.0 $218K 0.01% +218.0 +30.0% $230.89 -5.7%
409 CROX CROCS INC Consumer Cyclical 2,606.0 $216K 0.01% +39.0 +1.5% $83.02 +14.4%
410 UAL UNITED AIRLS HLDGS INC Industrials 2,339.0 $215K 0.01% +175.0 +8.1% $92.07 +0.8%
411 SPGP INVESCO EXCHANGE TRADED FD T 1,950.0 $210K 0.01% +30.0 +1.6% $107.66 +8.1%
412 IQVIA HLDGS INC 1,230.0 $210K 0.01% +21.0 +1.7% $170.54
413 SPMB SPDR SERIES TRUST 9,304.0 $208K 0.01% +147.0 +1.6% $22.39 -1.6%
414 SMR NUSCALE PWR CORP Utilities 17,687.0 $192K 0.01% +3K +20.9% $10.84 +3.6%
415 PCG PG&E CORP Utilities 10,204.0 $179K 0.01% +67.0 +0.7% $17.57 -8.2%
416 SGRY SURGERY PARTNERS INC Healthcare 11,853.0 $141K 0.01% +1K +12.1% $11.92 +17.0%
417 BOE BLACKROCK ENHANCED GLOBAL Financial Services 10,582.0 $116K 0.00% +91.0 +0.9% $10.92 +6.4%
418 EIM EATON VANCE MUN BD FD Financial Services 11,679.0 $114K 0.00% +188.0 +1.6% $9.77 -1.5%
419 NUVEEN CR STRATEGIES INCOME 20,263.0 $98K 0.00% +2K +10.0% $4.86
420 JFR NUVEEN FLOATING RATE INCOME Financial Services 12,747.0 $96K 0.00% +295.0 +2.4% $7.52 -0.5%
Page 21 of 22  ·  425 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 19.3%
Industrials 10.0%
Consumer Cyclical 9.1%
Healthcare 8.9%
Communication Services 6.9%
Consumer Defensive 6.6%
Energy 6.5%
Utilities 2.8%
Real Estate 1.3%