Portfolio (Quarterly)
Guide ↗
LEVEL FOUR ADVISORY SERVICES, LLC
· CIK 0001696715| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TOL | TOLL BROTHERS INC | Consumer Cyclical | 1,695 | $229K | 0.01% | SOLD |
| 22 | BST | BLACKROCK SCIENCE & TECHNOLO | Financial Services | 5,615 | $228K | 0.01% | SOLD |
| 23 | DVYE | ISHARES INC | — | 7,230 | $225K | 0.01% | SOLD |
| 24 | COIN | COINBASE GLOBAL INC | Financial Services | 988 | $223K | 0.01% | SOLD |
| 25 | ORI | OLD REP INTL CORP | Financial Services | 4,867 | $222K | 0.01% | SOLD |
| 26 | BDX | BECTON DICKINSON & CO | Healthcare | 1,143 | $222K | 0.01% | SOLD |
| 27 | BYD | BOYD GAMING CORP | Consumer Cyclical | 2,560 | $218K | 0.01% | SOLD |
| 28 | CCL | CARNIVAL CORP | Consumer Cyclical | 7,087 | $216K | 0.01% | SOLD |
| 29 | HRB | BLOCK H & R INC | Consumer Cyclical | 4,955 | $216K | 0.01% | SOLD |
| 30 | WYNN | WYNN RESORTS LTD | Consumer Cyclical | 1,792 | $216K | 0.01% | SOLD |
| 31 | DINO | HF SINCLAIR CORP | Energy | 4,608 | $212K | 0.01% | SOLD |
| 32 | KBR | KBR INC | Industrials | 5,145 | $207K | 0.01% | SOLD |
| 33 | IYF | ISHARES TR | — | 1,601 | $206K | 0.01% | SOLD |
| 34 | IHI | ISHARES TR | — | 3,312 | $206K | 0.01% | SOLD |
| 35 | DLTR | DOLLAR TREE INC | Consumer Defensive | 1,670 | $205K | 0.01% | SOLD |
| 36 | BN | BROOKFIELD CORP | Financial Services | 4,464 | $205K | 0.01% | SOLD |
| 37 | TVTX | TRAVERE THERAPEUTICS INC | Healthcare | 5,356 | $205K | 0.01% | SOLD |
| 38 | GPC | GENUINE PARTS CO | Consumer Cyclical | 1,659 | $204K | 0.01% | SOLD |
| 39 | PJT | PJT PARTNERS INC | Financial Services | 1,213 | $203K | 0.01% | SOLD |
| 40 | USA | LIBERTY ALL STAR EQUITY FD | Financial Services | 10,373 | $65K | 0.00% | SOLD |
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%