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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 21 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VCSH VANGUARD SCOTTSDALE FDS 14,274.0 $1.1M 0.04% $79.27 -0.5%
402 AMLP ALPS ETF TR 21,386.0 $1.1M 0.04% -2K -6.6% $52.64 +3.3%
403 VNT VONTIER CORPORATION Technology 31,672.0 $1.1M 0.04% +5K +19.9% $35.47 -21.6%
404 RWL INVESCO EXCH TRADED FD TR II 9,770.0 $1.1M 0.04% -200.0 -2.0% $114.91 +9.0%
405 SDY SPDR SERIES TRUST 7,489.0 $1.1M 0.04% -513.0 -6.4% $145.96 +1.5%
406 VPL VANGUARD INTL EQUITY INDEX F 11,142.0 $1.1M 0.04% +493.0 +4.6% $97.73 +14.0%
407 AIRR FIRST TR EXCHANGE TRADED FD 9,827.0 $1.1M 0.04% +1K +17.2% $110.79 +13.1%
408 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,328.0 $1.1M 0.04% +427.0 +8.7% $203.19 +8.6%
409 NSC NORFOLK SOUTHN CORP Industrials 3,732.0 $1.1M 0.04% +1K +52.7% $287.00 +10.9%
410 LIN LINDE PLC Basic Materials 2,154.0 $1.1M 0.04% +782.0 +57.0% $495.83 +2.1%
411 MGV VANGUARD WORLD FD 7,339.0 $1.1M 0.04% -2K -23.4% $144.95 +7.2%
412 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 153,876.0 $1.1M 0.04% +123K +399.1% $6.87 +40.6%
413 SBUX STARBUCKS CORP Consumer Cyclical 11,741.0 $1.1M 0.04% -61K -83.8% $89.59 +18.7%
414 VMC VULCAN MATLS CO Basic Materials 3,862.0 $1.1M 0.04% +217.0 +6.0% $272.36 -4.7%
415 AVUS AMERICAN CENTY ETF TR 9,450.0 $1.1M 0.03% $111.18 +12.4%
416 GDXJ VANECK ETF TRUST 8,703.0 $1.0M 0.03% -100.0 -1.1% $120.04 -5.6%
417 BKDV BNY MELLON ETF TRUST II 35,162.0 $1.0M 0.03% +27K +315.1% $29.66 +8.9%
418 TMUS T-MOBILE US INC Communication Services 4,952.0 $1.0M 0.03% +117.0 +2.4% $210.04 -7.9%
419 RDVI FIRST TR EXCHANGE-TRADED FD 40,684.0 $1.0M 0.03% +22K +113.8% $25.55 +7.2%
420 ENTERGY CORP NEW 9,216.0 $1.0M 0.03% +479.0 +5.5% $112.37
Page 21 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%