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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 23 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VTIP VANGUARD MALVERN FDS 18,042.0 $901K 0.03% $49.95 +0.7%
442 PGR PROGRESSIVE CORP Financial Services 4,533.0 $899K 0.03% -355.0 -7.3% $198.24 +2.3%
443 HON HONEYWELL INTL INC Industrials 3,972.0 $898K 0.03% +363.0 +10.1% $226.08 -4.0%
444 PBR PETROLEO BRASILEIRO S A Energy 43,080.0 $894K 0.03% +16K +58.1% $20.75 -1.6%
445 NRP NATURAL RESOURCE PARTNERS LP Energy 7,348.0 $889K 0.03% $121.00 -15.3%
446 MISL FIRST TR EXCHANGE-TRADED FD 19,856.0 $888K 0.03% NEW $44.71 +2.5%
447 DGRW WISDOMTREE TR 10,024.0 $881K 0.03% -298.0 -2.9% $87.85 +9.1%
448 CIEN CIENA CORP Technology 2,253.0 $875K 0.03% +98.0 +4.5% $388.23 +39.6%
449 PH PARKER-HANNIFIN CORP Industrials 976.0 $874K 0.03% -80.0 -7.6% $895.70 -4.8%
450 INTC INTEL CORP Technology 19,581.0 $864K 0.03% +2K +14.3% $44.13 +151.1%
451 CVS CVS HEALTH CORP Healthcare 12,003.0 $862K 0.03% +2K +24.6% $71.82 +31.1%
452 ALHC ALIGNMENT HEALTHCARE INC Healthcare 48,199.0 $849K 0.03% NEW $17.62 -5.4%
453 BUFR FIRST TR EXCHNG TRADED FD VI 24,940.0 $842K 0.03% +11K +74.8% $33.77 +7.1%
454 IDA IDACORP INC Utilities 5,875.0 $840K 0.03% -51.0 -0.9% $142.97 -0.7%
455 RGLD ROYAL GOLD INC Basic Materials 3,296.0 $839K 0.03% $254.53 -14.0%
456 FPE FIRST TR EXCH TRADED FD III 47,240.0 $839K 0.03% +4K +8.7% $17.75 +1.3%
457 NUE NUCOR CORP Basic Materials 4,956.0 $838K 0.03% +106.0 +2.2% $169.10 +31.1%
458 LOB LIVE OAK BANCSHARES INC Financial Services 25,226.0 $834K 0.03% -1K -5.1% $33.07 +9.5%
459 BSX BOSTON SCIENTIFIC CORP Healthcare 13,289.0 $834K 0.03% +2K +18.6% $62.75 -9.7%
460 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,692.0 $832K 0.03% +309.0 +22.3% $491.53 -8.9%
Page 23 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%