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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 7 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RSG REPUBLIC SVCS INC Industrials 31,850.0 $7.0M 0.23% +3K +11.5% $219.03 -2.1%
122 DUSA DAVIS FUNDAMENTAL ETF TR 137,058.0 $7.0M 0.23% -14K -9.4% $50.74 +9.3%
123 CHD CHURCH & DWIGHT CO INC Consumer Defensive 74,387.0 $6.9M 0.23% +26K +52.2% $93.32 +2.6%
124 FAST FASTENAL CO Industrials 147,852.0 $6.9M 0.23% -10K -6.0% $46.40 -5.2%
125 XMMO INVESCO EXCHANGE TRADED FD T 47,085.0 $6.8M 0.22% -8K -14.5% $145.02 +9.7%
126 NOW SERVICENOW INC Technology 65,268.0 $6.8M 0.22% +27K +68.9% $104.55 -1.1%
127 LLY ELI LILLY & CO Healthcare 7,189.0 $6.6M 0.22% +222.0 +3.2% $919.44 +7.5%
128 IVV ISHARES TR 10,103.0 $6.6M 0.22% +329.0 +3.4% $653.21 +12.9%
129 IWM ISHARES TR 26,569.0 $6.6M 0.22% -16K -38.0% $248.01 +10.1%
130 MO ALTRIA GROUP INC Consumer Defensive 99,297.0 $6.6M 0.21% +741.0 +0.8% $65.99 +11.7%
131 IEFA ISHARES TR 71,185.0 $6.4M 0.21% +2K +2.9% $90.53 +5.3%
132 PFXF VANECK ETF TRUST 365,583.0 $6.4M 0.21% -33K -8.4% $17.54 +3.9%
133 DGX QUEST DIAGNOSTICS INC Healthcare 32,688.0 $6.4M 0.21% -2K -6.2% $195.98 -3.1%
134 AMT AMERICAN TOWER CORP Real Estate 36,938.0 $6.4M 0.21% +6K +21.0% $172.58 +6.0%
135 APH AMPHENOL CORP Technology 50,182.0 $6.3M 0.21% +613.0 +1.2% $126.35 -5.7%
136 NEAR ISHARES U S ETF TR 124,722.0 $6.3M 0.21% $50.84 -0.5%
137 AVUV AMERICAN CENTY ETF TR 57,378.0 $6.3M 0.21% -2K -3.4% $110.47 +6.1%
138 IJUL INNOVATOR ETFS TRUST 187,442.0 $6.3M 0.21% $33.75 +3.4%
139 IVE ISHARES TR 29,828.0 $6.3M 0.21% $211.15 +6.3%
140 FEZ SPDR INDEX SHS FDS 101,384.0 $6.3M 0.21% +4K +4.1% $62.08 +5.1%
Page 7 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%