LEVEL FOUR ADVISORY SERVICES, LLC
Q2 2025 13F Holdings
- Locationdallas, TX
- Num holdings
784
- Value ($000)
$2,713,386
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $106.00M | 4 % | 516,635 | ||
LGRO ALPS ETF TR | LEVEL FOUR LARGE | 00162Q353 | $79.61M | 3 % | 2,154,964 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $76.42M | 3 % | 153,636 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $69.04M | 3 % | 125,145 | ||
AMZN AMAZON COM INC | COM | 023135106 | $49.71M | 2 % | 226,582 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $45.68M | 2 % | 289,117 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $33.57M | 1 % | 357,975 | ||
AVGO BROADCOM INC | COM | 11135F101 | $33.06M | 1 % | 119,936 | ||
SMTH ALPS ETF TR | SMITH CORE PLUS | 00162Q346 | $32.87M | 1 % | 1,271,655 | ||
TCAF T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 | $32.27M | 1 % | 914,706 |
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