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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 8 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QYLD GLOBAL X FDS 167,408.0 $2.9M 0.09% +24K +16.7% $17.15 +2.9%
142 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,252.0 $2.8M 0.09% +2K +26.9% $391.80 +89.1%
143 PM PHILIP MORRIS INTL INC Consumer Defensive 17,152.0 $2.8M 0.09% +2K +12.8% $165.34 +15.8%
144 CELH CELSIUS HLDGS INC Consumer Defensive 78,487.0 $2.8M 0.09% +5K +7.0% $35.48 -17.9%
145 ETSY INC 55,711.0 $2.8M 0.09% +9K +20.1% $49.98
146 USMV ISHARES TR 29,704.0 $2.8M 0.09% +2K +6.1% $92.74 +3.3%
147 NEM NEWMONT CORP Basic Materials 25,426.0 $2.8M 0.09% +532.0 +2.1% $108.25 +1.5%
148 XLE SELECT SECTOR SPDR TR 44,781.0 $2.7M 0.09% +3K +8.3% $61.26 -0.0%
149 FDX FEDEX CORP Industrials 7,673.0 $2.7M 0.09% +2K +36.5% $356.19 +3.8%
150 FDVV FIDELITY COVINGTON TRUST 48,944.0 $2.7M 0.09% +663.0 +1.4% $55.24 +7.5%
151 QDPL PACER FDS TR 66,655.0 $2.7M 0.09% +5K +9.0% $40.14 +11.9%
152 GLW CORNING INC Technology 19,586.0 $2.7M 0.09% +3K +16.0% $135.97 +31.3%
153 USHY ISHARES TR 71,641.0 $2.6M 0.09% +424.0 +0.6% $36.84 -0.4%
154 BIL SPDR SERIES TRUST 28,778.0 $2.6M 0.09% +6K +24.6% $91.64 -0.1%
155 PAYC PAYCOM SOFTWARE INC Technology 21,205.0 $2.6M 0.09% +10K +90.7% $121.54 +14.5%
156 ABT ABBOTT LABORATORIES Healthcare 25,057.0 $2.6M 0.08% +738.0 +3.0% $102.66 -13.5%
157 SHEL SHELL PLC Energy 26,317.0 $2.4M 0.08% +341.0 +1.3% $93.00 -4.7%
158 SPYI NEOS ETF TRUST 49,465.0 $2.4M 0.08% +19K +62.7% $49.37 +8.0%
159 WFC WELLS FARGO & CO Financial Services 30,578.0 $2.4M 0.08% +454.0 +1.5% $79.61 -6.6%
160 DIA STATE STR SPDR DOW JONES IND Financial Services 5,252.0 $2.4M 0.08% +709.0 +15.6% $463.25 +6.6%
Page 8 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%