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.
Portfolio value
$2.29 Billion
ETFs: $834 Million
Technology: $424 Million
Financial Services: $217 Million
Consumer Cyclical: $176 Million
Industrials: $135 Million
Healthcare: $131 Million
Consumer Defensive: $122 Million
Communication Services: $107 Million
Other: $142 Million
Stock Holdings Table Market Cap. of $200 Billions or more
