Notify me when Level Four Advisory Services, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 802 | $2.92B | +$144M | -$121M | +$23.1M | AAPL, LGRO, MSFT, QQQ, NVDA | 13F-HR | 11/12/2025, 01:39 PM |
| Q2 2025 | 784 | $2.71B | +$238M | -$134M | +$104M | AAPL, LGRO, MSFT, QQQ, AMZN | 13F-HR | 8/13/2025, 09:25 AM |
| Q1 2025 | 752 | $2.43B | +$171M | -$107M | +$64.1M | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 5/14/2025, 08:51 AM |
| Q4 2024 | 752 | $2.45B | +$154M | -$113M | +$41.2M | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 2/12/2025, 09:35 AM |
| Q3 2024 | 765 | $2.36B | +$243M | -$162M | +$80.8M | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 11/14/2024, 11:33 AM |
| Q2 2024 | 741 | $2.22B | +$541M | -$301M | +$240M | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 8/9/2024, 09:22 AM |
| Q1 2024 | 770 | $1.67B | +$34M | -$23.6K | +$34M | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 5/13/2024, 09:36 AM |
| Q4 2023 | 771 | $1.78B | +$176M | -$103M | +$72.7M | AAPL, LGRO, QQQ, MSFT, AMZN | 13F-HR | 2/8/2024, 03:11 PM |
| Q3 2023 | 756 | $1.55B | +$162M | -$212M | -$49.4M | AAPL, LGRO, MSFT, USFR, AMZN | 13F-HR | 11/13/2023, 04:01 PM |
| Q2 2023 | 796 | $1.66B | +$196M | -$140M | +$56.1M | AAPL, QQQ, MSFT, SPLG, CAG | 13F-HR | 7/10/2023, 02:55 PM |
| Q1 2023 | 756 | $1.52B | +$213M | -$109M | +$104M | AAPL, QQQ, MSFT, CAG, ABBV | 13F-HR | 6/5/2023, 09:24 AM |
| Q4 2022 | 671 | $1.35B | +$348M | -$96.8M | +$251M | AAPL, CAG, MSFT, QQQ, USFR | 13F-HR | 2/13/2023, 10:21 AM |
| Q3 2022 | 543 | $1.03B | +$93.9M | -$64M | +$29.9M | AAPL, CAG, SPLG, MSFT, AMZN | 13F-HR | 11/7/2022, 11:13 AM |
| Q2 2022 | 553 | $1.06B | +$113M | -$156M | -$43.2M | AAPL, CAG, SPLG, MSFT, AMZN | 13F-HR | 8/8/2022, 03:22 PM |
| Q1 2022 | 639 | $1.28B | +$124M | -$101M | +$22.5M | AAPL, QQQ, CAG, SPLG, MSFT | 13F-HR | 5/10/2022, 09:28 AM |
| Q4 2021 | 641 | $1.31B | +$330M | -$45.8M | +$284M | AAPL, QQQ, SPLG, CAG, MSFT | 13F-HR | 2/11/2022, 03:19 PM |
| Q3 2021 | 458 | $962M | +$101M | -$557M | -$455M | QQQ, AAPL, CAG, SPLG, MSFT | 13F-HR | 10/12/2021, 11:38 AM |
| Q2 2021 | 636 | $1.44B | +$192M | -$99M | +$92.7M | QQQ, AAPL, QUS, CAG, TOTL | 13F-HR | 8/9/2021, 11:31 AM |
| Q1 2021 | 627 | $1.28B | +$143M | -$153M | -$9.56M | QQQ, AAPL, QUS, TOTL, QQEW | 13F-HR | 5/10/2021, 12:02 PM |
| Q4 2020 | 589 | $1.25B | +$80.3M | -$276M | -$196M | QQQ, AAPL, QUS, TOTL, QQEW | 13F-HR | 2/10/2021, 12:46 PM |
| Q3 2020 | 538 | $1.3B | +$132M | -$161M | -$29.5M | AAPL, QQQ, AMZN, SNV, GPN | 13F-HR | 11/2/2020, 02:48 PM |
| Q2 2020 | 563 | $1.29B | +$423M | -$111M | +$313M | AAPL, MSFT, QQQ, AMZN, GPN | Restatement | 8/17/2020, 03:11 PM |
| Q1 2020 | 486 | $833M | +$112M | -$188M | -$76.3M | USMV, AAPL, QUS, QQQ, AMZN | 13F-HR | 5/13/2020, 03:47 PM |
| Q4 2019 | 562 | $695M | +$88.4M | -$31.2M | +$57.2M | GPN, IVV, USMV, EPD, QQQ | 13F-HR | 2/13/2020, 04:39 PM |
| Q3 2019 | 504 | $966M | +$110M | -$141M | -$30.4M | GPN, IVV, USMV, EPD, AAPL | 13F-HR | 11/12/2019, 10:17 AM |
| Q2 2019 | 523 | $991M | +$78.4M | -$30.9M | +$47.5M | TSS, IVV, USMV, EPD, AAPL | 13F-HR | 8/14/2019, 04:07 PM |
| Q1 2019 | 509 | $908M | +$83.8M | -$71.3M | +$12.4M | TSS, EPD, USMV, IVV, AAPL | 13F-HR | 5/14/2019, 07:37 PM |
| Q4 2018 | 528 | $800M | +$100M | -$103M | -$3.3M | TSS, EPD, IVV, USMV, AAPL | 13F-HR | 2/7/2019, 06:02 PM |
| Q3 2018 | 583 | $925M | +$58.6M | -$486M | -$428M | TSS, EPD, AAPL, FDT, QQQ | 13F-HR | 11/14/2018, 10:57 AM |
| Q2 2018 | 608 | $1.29B | +$191M | -$134M | +$57.1M | IWF, TSS, IWP, FDT, IWS | 13F-HR | 8/14/2018, 12:12 PM |
| Q1 2018 | 528 | $1.22B | +$147M | -$130M | +$17M | IWF, TSS, IWP, FDT, QQQ | 13F-HR | 5/14/2018, 03:22 PM |
| Q4 2017 | 535 | $1.21B | +$147M | -$42.6M | +$105M | IWF, IWP, IWS, EFAV, SPY | 13F-HR | 2/13/2018, 04:13 PM |
| Q3 2017 | 502 | $1.06B | +$430M | -$57.1M | +$373M | IWF, IWP, IWS, EFAV, SPY | Restatement | 4/3/2018, 10:35 AM |
| Q2 2017 | 472 | $643M | $0 | -$327M | -$327M | QQQ, EFAV, IVV, AAPL, USMV | Restatement | 9/20/2017, 10:28 AM |
| Q1 2017 | 500 | $981M | +$201M | -$37.4M | +$164M | IWF, IWD, IWS, IWP, EFAV | Restatement | 9/20/2017, 10:27 AM |
| Q4 2016 | 460 | $783M | $0 | $0 | IWF, IWD, IWS, IWP, RSP | 13F-HR | 2/14/2017, 03:15 PM |