CIK 1696715
LEVEL FOUR ADVISORY SERVICES, LLC
Institutional 13F holdings & portfolio
Holdings
842
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 842
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDB | MONGODB INC | 13K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 25K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 41K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 30K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 31K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 34K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 97K | $1M+ | SH |
| SNDK | SANDISK CORP | 22K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 17K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| IJS | ISHARES TR | 45K | $1M+ | SH |
| CTRA | COTERRA ENERGY INC | 196K | $1M+ | SH |
| IWP | ISHARES TR | 37K | $1M+ | SH |
| DIS | DISNEY WALT CO | 44K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 62K | $1M+ | SH |
| EOG | EOG RES INC | 48K | $1M+ | SH |
| FLTR | VANECK ETF TRUST | 196K | $1M+ | SH |
| IJR | ISHARES TR | 42K | $1M+ | SH |
| UNP | UNION PAC CORP | 22K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 42K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 9K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 175K | $1M+ | SH |
| OXY | OCCIDENTAL PETE CORP | 117K | $1M+ | SH |
| BUG | GLOBAL X FDS | 158K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 94K | $1M+ | SH |
| O | REALTY INCOME CORP | 84K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 31K | $1M+ | SH |
| PHM | PULTE GROUP INC | 40K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 47K | $1M+ | SH |
| IJJ | ISHARES TR | 35K | $1M+ | SH |
| AMGN | AMGEN INC | 14K | $1M+ | SH |
| EMXC | ISHARES INC | 62K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 25K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 12K | $1M+ | SH |
| PEP | PEPSICO INC | 31K | $1M+ | SH |
| COWG | PACER FDS TR | 124K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 135K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 10K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 44K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 116K | $1M+ | SH |
| SO | SOUTHERN CO | 48K | $1M+ | SH |
| CB | CHUBB LIMITED | 13K | $1M+ | SH |
| T | AT&T INC | 169K | $1M+ | SH |
| RAL | RALLIANT CORP | 82K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 32K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 22K | $1M+ | SH |
| ORCL | ORACLE CORP | 21K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 49K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 111K | $1M+ | SH |
| ISCG | ISHARES TR | 72K | $1M+ | SH |