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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 15 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TLT ISHARES TR 24,677.0 $2.1M 0.07% -1K -5.1% $86.69 -2.8%
282 KKR KKR & CO INC Financial Services 22,911.0 $2.1M 0.07% +8K +53.1% $92.50 +2.4%
283 FTEC FIDELITY COVINGTON TRUST 10,085.0 $2.1M 0.07% +2K +23.8% $208.05 +31.4%
284 BX BLACKSTONE INC Financial Services 18,230.0 $2.1M 0.07% -4K -17.6% $114.96 +3.1%
285 HCA HCA HEALTHCARE INC Healthcare 4,319.0 $2.0M 0.07% -99.0 -2.2% $473.25 -17.0%
286 VALE VALE S A Basic Materials 127,146.0 $2.0M 0.07% -38K -22.8% $15.91 +2.8%
287 IWD ISHARES TR 9,422.0 $2.0M 0.07% -79K -89.4% $213.69 +9.8%
288 EME EMCOR GROUP INC Industrials 2,700.0 $2.0M 0.07% -51.0 -1.9% $738.40 +15.0%
289 BA BOEING CO Industrials 9,981.0 $2.0M 0.07% +2K +30.7% $198.88 +10.4%
290 WT WISDOMTREE INC Financial Services 135,457.0 $2.0M 0.07% -3K -2.3% $14.56 +32.0%
291 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 72,889.0 $2.0M 0.06% +34K +87.2% $26.94 +22.3%
292 D DOMINION ENERGY INC Utilities 31,664.0 $2.0M 0.06% -751.0 -2.3% $61.82 +10.5%
293 LQD ISHARES TR 17,724.0 $1.9M 0.06% +342.0 +2.0% $108.99 -0.8%
294 PAVE GLOBAL X FDS 37,983.0 $1.9M 0.06% +21K +118.7% $50.81 +7.3%
295 PNC PNC FINL SVCS GROUP INC Financial Services 9,157.0 $1.9M 0.06% -995.0 -9.8% $208.11 +4.2%
296 SHOP SHOPIFY INC Technology 15,824.0 $1.9M 0.06% -993.0 -5.9% $118.62 -11.5%
297 TFC TRUIST FINL CORP Financial Services 40,770.0 $1.9M 0.06% -763.0 -1.8% $45.93 +4.5%
298 OSIS OSI SYSTEMS INC Technology 7,040.0 $1.9M 0.06% -153.0 -2.1% $265.51 -21.7%
299 PFE PFIZER INC Healthcare 66,563.0 $1.9M 0.06% -9K -12.4% $28.08 -7.6%
300 XLU SELECT SECTOR SPDR TR 40,391.0 $1.9M 0.06% -96K -70.4% $45.89 -1.9%
Page 15 of 44  ·  866 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%