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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 35 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AZO AUTOZONE INC Consumer Cyclical 100.0 $338K 0.01% +17.0 +20.5% $3377.78 -0.9%
682 PPA INVESCO EXCHANGE TRADED FD T 2,029.0 $336K 0.01% NEW $165.70 -0.4%
683 NOBL PROSHARES TR 3,169.0 $336K 0.01% $106.04 +0.4%
684 ENOV ENOVIS CORPORATION Industrials 14,698.0 $334K 0.01% -5K -24.3% $22.75 +11.0%
685 ACWI ISHARES TR 2,409.0 $333K 0.01% +47.0 +2.0% $138.37 +10.7%
686 FXN FIRST TR EXCHANGE-TRADED FD 14,802.0 $332K 0.01% +629.0 +4.4% $22.46 +1.2%
687 SOMNIGROUP INTERNATIONAL INC 4,496.0 $332K 0.01% +408.0 +10.0% $73.93
688 DOW DOW HLDGS INC Basic Materials 7,972.0 $332K 0.01% NEW $41.65 -7.4%
689 AXTI AXT INC Technology 5,820.0 $332K 0.01% NEW $56.98 +98.1%
690 FISV FISERV INC Technology 5,881.0 $328K 0.01% -7K -53.9% $55.80 +1.5%
691 BGR BLACKROCK ENERGY & RES TR Financial Services 18,768.0 $325K 0.01% +3K +16.7% $17.31 -3.2%
692 LSGR NATIXIS ETF TRUST II 8,205.0 $323K 0.01% NEW $39.39 +13.7%
693 LMBS FIRST TR EXCHANGE-TRADED FD 6,464.0 $322K 0.01% +326.0 +5.3% $49.81 -0.4%
694 DBEF DBX ETF TR 6,497.0 $321K 0.01% +234.0 +3.7% $49.41 +4.9%
695 NLR VANECK ETF TRUST 2,408.0 $321K 0.01% -9K -78.8% $133.23 -6.1%
696 FNK FIRST TR EXCHANGE-TRADED ALP 5,614.0 $320K 0.01% $57.08 +1.3%
697 FLR FLUOR CORP Industrials 6,863.0 $320K 0.01% +730.0 +11.9% $46.65 -4.9%
698 CDNS CADENCE DESIGN SYSTEM INC Technology 1,150.0 $320K 0.01% +48.0 +4.4% $277.87 +21.7%
699 MMTM SPDR SERIES TRUST 1,131.0 $317K 0.01% $280.20 +12.3%
700 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,887.0 $315K 0.01% -44.0 -1.1% $80.95 -5.1%
Page 35 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%