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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 13 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FOF COHEN & STEERS CLOSED-END Financial Services 22,026.0 $283K 0.01% -3K -11.6% $12.83 +5.1%
242 SYY SYSCO CORP Consumer Defensive 3,923.0 $280K 0.01% -271.0 -6.5% $71.35 +3.0%
243 DG DOLLAR GEN CORP Consumer Defensive 2,344.0 $278K 0.01% -81.0 -3.3% $118.77 -10.6%
244 XLG INVESCO EXCHANGE TRADED FD T 5,080.0 $277K 0.01% -650.0 -11.3% $54.55 +15.5%
245 WY WEYERHAEUSER CO Real Estate 11,073.0 $271K 0.01% -2K -13.6% $24.43 -6.4%
246 PPH VANECK ETF TRUST 2,592.0 $269K 0.01% -12K -82.6% $103.90 -1.4%
247 PCEF INVESCO EXCH TRADED FD TR II 14,196.0 $267K 0.01% -2K -11.5% $18.82 +4.0%
248 FORTINET INC 3,227.0 $264K 0.01% -140.0 -4.2% $81.72
249 CINF CINCINNATI FINL CORP Financial Services 1,626.0 $256K 0.01% -554.0 -25.4% $157.35 +6.7%
250 PBP INVESCO EXCHANGE TRADED FD T 11,629.0 $256K 0.01% -442.0 -3.7% $21.99 +2.3%
251 SYF SYNCHRONY FINANCIAL Financial Services 3,724.0 $253K 0.01% -98.0 -2.6% $68.02 +4.5%
252 DNL WISDOMTREE TR 6,175.0 $249K 0.01% -54.0 -0.9% $40.37 +7.0%
253 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,407.0 $247K 0.01% -886.0 -20.6% $72.46 +22.2%
254 TPB TURNING PT BRANDS INC Consumer Defensive 2,799.0 $243K 0.01% -174.0 -5.8% $86.79 +2.7%
255 PKST PEAKSTONE REALTY TRUST Real Estate 11,455.0 $239K 0.01% -14K -54.4% $20.89 +0.5%
256 AVY AVERY DENNISON CORP Industrials 1,349.0 $233K 0.01% -228.0 -14.5% $172.81 -10.7%
257 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,685.0 $229K 0.01% -40K -95.9% $136.12 -8.8%
258 HSY HERSHEY CO Consumer Defensive 1,041.0 $216K 0.01% -341.0 -24.7% $207.91 -7.8%
259 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,650.0 $216K 0.01% -72.0 -4.2% $131.02 -1.2%
260 GVIP GOLDMAN SACHS ETF TR 1,456.0 $212K 0.01% -18.0 -1.2% $145.73 +15.8%
Page 13 of 14  ·  274 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%