LEVEL FOUR ADVISORY SERVICES, LLC
Q1 2025 13F Holdings
- Locationdallas, TX
- Num holdings
752
- Value ($000)
$2,431,718
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001696715
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $112.31M | 5 % | 505,583 | ||
LGRO ALPS ETF TR | LEVEL FOUR LARGE | 00162Q353 | $73.59M | 3 % | 2,312,167 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $61.79M | 3 % | 131,762 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $55.92M | 2 % | 148,955 | ||
AMZN AMAZON COM INC | COM | 023135106 | $43.15M | 2 % | 226,795 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $31.90M | 1 % | 633,885 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $30.96M | 1 % | 351,777 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $28.81M | 1 % | 892,652 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $28.34M | 1 % | 261,484 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $27.84M | 1 % | 436,977 |
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