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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 31 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SMITHFIELD FOODS INC 17,361.0 $486K 0.02% +5K +37.7% $27.97
602 YUM YUM BRANDS INC Consumer Cyclical 3,118.0 $485K 0.02% +1K +75.7% $155.49 -2.0%
603 GM GENERAL MTRS CO Consumer Cyclical 6,505.0 $485K 0.02% +1K +25.0% $74.51 -1.9%
604 CGDV CAPITAL GROUP DIVIDEND VALUE 11,265.0 $479K 0.02% $42.54 +11.2%
605 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,403.0 $476K 0.02% +59.0 +2.5% $198.29 +9.2%
606 WBD WARNER BROS DISCOVERY INC Communication Services 17,215.0 $473K 0.02% -5K -22.9% $27.46 -1.8%
607 EPI WISDOMTREE TR 11,542.0 $471K 0.01% -35K -75.3% $40.80 +1.5%
608 MTZ MASTEC INC Industrials 1,456.0 $468K 0.01% +11.0 +0.8% $321.74 +19.8%
609 PCT PURECYCLE TECHNOLOGIES INC Industrials 90,203.0 $468K 0.01% +10K +12.5% $5.19 +147.2%
610 RJF RAYMOND JAMES FINL INC Financial Services 3,223.0 $467K 0.01% +245.0 +8.2% $144.82 +6.7%
611 IAUM ISHARES GOLD TR Financial Services 9,932.0 $464K 0.01% NEW $46.70 -4.3%
612 STWD STARWOOD PPTY TR INC Real Estate 26,674.0 $459K 0.01% $17.22 -1.2%
613 SN SHARKNINJA INC Consumer Cyclical 4,316.0 $457K 0.01% $105.90 +0.5%
614 LUV SOUTHWEST AIRLS CO Industrials 12,033.0 $452K 0.01% +3K +39.9% $37.57 +2.1%
615 VEU VANGUARD INTL EQUITY INDEX F 5,992.0 $450K 0.01% +2K +66.4% $75.10 +7.5%
616 DOCT FIRST TR EXCHNG TRADED FD VI 10,292.0 $447K 0.01% $43.43 +6.0%
617 HDB HDFC BANK LTD Financial Services 17,866.0 $445K 0.01% +2K +12.7% $24.88 -1.0%
618 ROBT FIRST TR EXCHANGE TRADED FD 9,577.0 $442K 0.01% -677.0 -6.6% $46.16 +15.5%
619 JHMD JOHN HANCOCK EXCHANGE TRADED 10,403.0 $441K 0.01% -130.0 -1.2% $42.37 +4.2%
620 ATO ATMOS ENERGY CORP Utilities 2,368.0 $437K 0.01% +278.0 +13.3% $184.74 -3.8%
Page 31 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%