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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 19 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 QUS SPDR SERIES TRUST 7,978.0 $1.4M 0.04% -754.0 -8.6% $171.66 +7.3%
362 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,818.0 $1.4M 0.04% +628.0 +28.7% $484.91 -8.9%
363 MORN MORNINGSTAR INC Financial Services 8,075.0 $1.4M 0.04% +3K +75.5% $169.06 +1.6%
364 TFLO ISHARES TR 26,937.0 $1.4M 0.04% +20K +278.9% $50.63 -0.1%
365 DRI DARDEN RESTAURANTS INC Consumer Cyclical 6,925.0 $1.4M 0.04% +343.0 +5.2% $196.05 -1.2%
366 LITE LUMENTUM HLDGS INC Technology 1,931.0 $1.4M 0.04% +967.0 +100.3% $702.76 +26.7%
367 VBK VANGUARD INDEX FDS 4,478.0 $1.4M 0.04% $302.25 +12.6%
368 IDV ISHARES TR 31,742.0 $1.4M 0.04% +217.0 +0.7% $42.56 +5.8%
369 CHRD CHORD ENERGY CORPORATION Energy 9,462.0 $1.3M 0.04% +2K +21.7% $142.18 +5.3%
370 CANADIAN PACIFIC KANSAS CITY 17,046.0 $1.3M 0.04% +9K +117.3% $78.66
371 AEP AMERICAN ELEC PWR CO INC Utilities 10,150.0 $1.3M 0.04% -225.0 -2.2% $131.09 -1.7%
372 JCPB J P MORGAN EXCHANGE TRADED F 28,131.0 $1.3M 0.04% +22K +378.3% $47.08 -1.1%
373 WELL WELLTOWER INC Real Estate 6,480.0 $1.3M 0.04% -52.0 -0.8% $197.74 +10.2%
374 MMSI MERIT MED SYS INC Healthcare 18,547.0 $1.3M 0.04% +2K +9.0% $68.93 -7.5%
375 CXT CRANE NXT CO Industrials 31,315.0 $1.3M 0.04% +7K +30.3% $40.59 -6.6%
376 QQQI NEOS ETF TRUST 25,565.0 $1.3M 0.04% NEW $49.69 +12.8%
377 FTSM FIRST TR EXCHANGE-TRADED FD 20,857.0 $1.2M 0.04% +9K +81.8% $59.78 +0.2%
378 FERG FERGUSON ENTERPRISES INC Industrials 5,328.0 $1.2M 0.04% -371.0 -6.5% $233.30 -5.0%
379 ALL ALLSTATE CORP Financial Services 5,976.0 $1.2M 0.04% +1K +22.5% $207.35 +7.1%
380 DE DEERE & CO Industrials 2,187.0 $1.2M 0.04% -337.0 -13.3% $563.30 -0.9%
Page 19 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%