Level Four Advisory Services, LLC Portfolio Holdings
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 2024
Level Four Advisory Services, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.29 Billion distributed in 752 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $127M, Invesco Qqq Trust, Series 1 with a value of $70M, Microsoft Corp with a value of $59.8M, Amazon Com Inc with a value of $50.5M, and Nvidia Corp with a value of $36.3M.
Examining the 13F form we can see an decrease of $12.6M in the current position value, from $2.3B to 2.29B.
Level Four Advisory Services, LLC is based out at Dallas, TX
Below you can find more details about Level Four Advisory Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 752
- Current Value $2.29 Billion
- Prior Value $2.3 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 49 stocks
- Additional Purchases 361 stocks
- Sold out of 0 stocks
- Reduced holdings in 309 stocks