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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 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SDY SPDR SERIES TRUST 7,489.0 $1.1M 0.04% -513.0 -6.4% $145.96 +1.2%
142 MGV VANGUARD WORLD FD 7,339.0 $1.1M 0.04% -2K -23.4% $144.95 +6.7%
143 SBUX STARBUCKS CORP Consumer Cyclical 11,741.0 $1.1M 0.04% -61K -83.8% $89.59 +19.0%
144 GDXJ VANECK ETF TRUST 8,703.0 $1.0M 0.03% -100.0 -1.1% $120.04 -8.1%
145 KR KROGER CO Consumer Defensive 13,859.0 $1.0M 0.03% -1K -7.0% $72.36 -5.6%
146 TT TRANE TECHNOLOGIES PLC Industrials 2,383.0 $993K 0.03% -76.0 -3.1% $416.75 +10.5%
147 GRID FIRST TR EXCHANGE-TRADED FD 5,830.0 $954K 0.03% -13K -68.9% $163.59 +13.1%
148 HYLS FIRST TR EXCHANGE-TRADED FD 22,982.0 $932K 0.03% -2K -7.3% $40.57 +0.3%
149 PGR PROGRESSIVE CORP Financial Services 4,533.0 $899K 0.03% -355.0 -7.3% $198.24 +2.9%
150 DGRW WISDOMTREE TR 10,024.0 $881K 0.03% -298.0 -2.9% $87.85 +8.5%
151 PH PARKER-HANNIFIN CORP Industrials 976.0 $874K 0.03% -80.0 -7.6% $895.70 -4.2%
152 IDA IDACORP INC Utilities 5,875.0 $840K 0.03% -51.0 -0.9% $142.97 -1.6%
153 LOB LIVE OAK BANCSHARES INC Financial Services 25,226.0 $834K 0.03% -1K -5.1% $33.07 +10.1%
154 PROSHARES TR 19,390.0 $808K 0.03% -8K -30.4% $41.69
155 SPHD INVESCO EXCH TRADED FD TR II 16,160.0 $802K 0.03% -1K -7.1% $49.61 +0.4%
156 SCHA SCHWAB STRATEGIC TR 27,326.0 $795K 0.03% -519.0 -1.9% $29.08 +10.2%
157 PINK SIMPLIFY EXCHANGE TRADED FUN 23,318.0 $785K 0.03% -3K -11.5% $33.66 +8.0%
158 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 13,155.0 $772K 0.03% -113.0 -0.8% $58.65 +6.4%
159 OKE ONEOK INC NEW Energy 8,507.0 $769K 0.03% -4K -30.6% $90.40 +3.7%
160 TXG 10X GENOMICS INC Healthcare 36,147.0 $767K 0.03% -12K -24.1% $21.23 +1.0%
Page 8 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%