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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 32 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HYS PIMCO ETF TR 4,668.0 $435K 0.01% -875.0 -15.8% $93.28 -0.6%
622 EBAY EBAY INC. Consumer Cyclical 4,776.0 $435K 0.01% +153.0 +3.3% $91.03 +25.7%
623 FTAI AVIATION LTD 1,772.0 $434K 0.01% NEW $245.00
624 VITL VITAL FARMS INC Consumer Defensive 30,625.0 $432K 0.01% +16K +113.2% $14.12 -41.4%
625 FDN FIRST TR EXCHANGE-TRADED FD 1,837.0 $430K 0.01% +207.0 +12.7% $234.03 +14.3%
626 PYLD PIMCO ETF TR 16,275.0 $426K 0.01% NEW $26.20 -0.5%
627 LNG CHENIERE ENERGY INC Energy 1,501.0 $426K 0.01% -216.0 -12.6% $283.89 -12.7%
628 WRB BERKLEY W R CORP Financial Services 6,336.0 $420K 0.01% -764.0 -10.8% $66.28 +3.7%
629 POWA INVESCO EXCH TRD SLF IDX FD 4,873.0 $420K 0.01% -187.0 -3.7% $86.15 -0.1%
630 QQEW FIRST TR EXCHANGE-TRADED FD 3,299.0 $419K 0.01% +391.0 +13.4% $126.98 +13.8%
631 VYMI VANGUARD WHITEHALL FDS 4,401.0 $415K 0.01% +1K +42.7% $94.25 +4.7%
632 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,355.0 $412K 0.01% +581.0 +75.1% $304.08 +4.6%
633 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,272.0 $411K 0.01% -181.0 -5.2% $125.46 +8.1%
634 DTE DTE ENERGY CO Utilities 2,793.0 $408K 0.01% +246.0 +9.7% $146.23 -3.3%
635 SPLB SPDR SERIES TRUST 18,347.0 $408K 0.01% -660.0 -3.5% $22.22 -2.1%
636 BBY BEST BUY INC Consumer Cyclical 6,302.0 $405K 0.01% -39K -86.2% $64.21 -7.7%
637 DPG DUFF & PHELPS UTLITY AND INF Financial Services 28,017.0 $405K 0.01% +2K +8.3% $14.44 -0.4%
638 VPU VANGUARD WORLD FD 2,038.0 $404K 0.01% +139.0 +7.3% $198.18 -3.1%
639 VGSH VANGUARD SCOTTSDALE FDS 6,887.0 $403K 0.01% +951.0 +16.0% $58.54 -0.7%
640 IXUS ISHARES TR 4,639.0 $402K 0.01% +148.0 +3.3% $86.64 +7.4%
Page 32 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%