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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 36 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ROK ROCKWELL AUTOMATION INC Industrials 874.0 $314K 0.01% +6.0 +0.7% $358.88 +21.6%
702 UNFI UNITED NAT FOODS INC Consumer Defensive 6,959.0 $314K 0.01% -72.0 -1.0% $45.06 +12.7%
703 GIS GENERAL MILLS INC Consumer Defensive 8,424.0 $314K 0.01% -529.0 -5.9% $37.22 -10.1%
704 KNG FIRST TR EXCHANGE-TRADED FD 6,426.0 $313K 0.01% +477.0 +8.0% $48.71 -0.4%
705 EPHE ISHARES TR 12,605.0 $313K 0.01% $24.83 -2.5%
706 EXR EXTRA SPACE STORAGE INC Real Estate 2,379.0 $312K 0.01% +97.0 +4.2% $131.13 +6.2%
707 IVOV VANGUARD ADMIRAL FDS INC 3,059.0 $312K 0.01% -2K -34.5% $101.97 +3.6%
708 OIH VANECK ETF TRUST 766.0 $310K 0.01% +48.0 +6.7% $404.21 +11.6%
709 ERH ALLSPRING UTILITIES AND HIGH Financial Services 25,355.0 $307K 0.01% +4K +21.5% $12.10 -3.9%
710 DOL WISDOMTREE TR 4,488.0 $305K 0.01% $67.99 +6.7%
711 IYH ISHARES TR 4,888.0 $301K 0.01% +1K +39.8% $61.64 +0.3%
712 DLN WISDOMTREE TR 3,362.0 $300K 0.01% -25.0 -0.7% $89.33 +6.3%
713 FXR FIRST TR EXCHANGE-TRADED FD 3,668.0 $299K 0.01% -34.0 -0.9% $81.63 +1.4%
714 MOOG INC 1,022.0 $299K 0.01% +20.0 +2.0% $292.64
715 EW EDWARDS LIFESCIENCES CORP Healthcare 3,728.0 $299K 0.01% +207.0 +5.9% $80.08 +2.9%
716 ABFL ABACUS FCF ETF TR 4,182.0 $298K 0.01% -44.0 -1.0% $71.14 +12.0%
717 XYLD GLOBAL X FDS 7,569.0 $296K 0.01% +1K +21.3% $39.14 +2.3%
718 LH LABCORP HOLDINGS INC Healthcare 1,109.0 $296K 0.01% +75.0 +7.2% $266.81 -4.2%
719 ADBE ADOBE INC Technology 1,216.0 $296K 0.01% -242.0 -16.6% $243.08 +4.9%
720 VDE VANGUARD WORLD FD 1,707.0 $295K 0.01% $173.09 +0.1%
Page 36 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%