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Portfolio (Quarterly) Guide ↗

LEVEL FOUR ADVISORY SERVICES, LLC

· CIK 0001696715
13F Portfolio $3.0B AUM 866 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 425 Added 274 Reduced 41 Exited
Page 11 of 44  ·  866 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ENB ENBRIDGE INC Energy 69,642.0 $3.8M 0.12% +50K +246.9% $54.14 +6.7%
202 GEV GE VERNOVA INC Utilities 4,277.0 $3.7M 0.12% +84.0 +2.0% $873.00 +19.6%
203 CGCP CAPITAL GRP FIXED INCM ETF T 162,697.0 $3.6M 0.12% -2K -1.4% $22.34 -0.4%
204 SIVR ABRDN SILVER ETF TRUST Financial Services 50,422.0 $3.6M 0.12% +37K +283.0% $71.61 +1.9%
205 WEC WEC ENERGY GROUP INC Utilities 31,106.0 $3.6M 0.12% +3K +9.1% $115.77 -4.4%
206 FIX COMFORT SYS USA INC Industrials 2,599.0 $3.6M 0.12% +303.0 +13.2% $1379.42 +33.0%
207 XLC SELECT SECTOR SPDR TR 32,271.0 $3.6M 0.12% +680.0 +2.1% $110.86 +4.7%
208 WM WASTE MGMT INC DEL Industrials 15,547.0 $3.6M 0.12% $229.80 -4.4%
209 MPC MARATHON PETE CORP Energy 14,541.0 $3.6M 0.12% -116.0 -0.8% $244.19 +1.7%
210 CME CME GROUP INC Financial Services 12,004.0 $3.5M 0.12% $295.35 -2.1%
211 MSI MOTOROLA SOLUTIONS INC Technology 8,026.0 $3.5M 0.11% +196.0 +2.5% $433.97 -7.8%
212 PRU PRUDENTIAL FINL INC Financial Services 35,303.0 $3.4M 0.11% +6K +18.7% $97.69 +5.7%
213 JEPQ J P MORGAN EXCHANGE TRADED F 62,111.0 $3.4M 0.11% +5K +9.2% $55.52 +8.3%
214 HDV ISHARES TR 25,383.0 $3.4M 0.11% -29K -53.0% $135.72 -79.6%
215 ASML ASML HLDG NV Technology 2,587.0 $3.4M 0.11% -377.0 -12.7% $1320.90 +20.5%
216 ELFY ALPS ETF TR 85,828.0 $3.4M 0.11% NEW $39.34 +11.1%
217 CPRT COPART INC Industrials 101,217.0 $3.4M 0.11% $33.20 +3.6%
218 SPSM SPDR SERIES TRUST 68,758.0 $3.3M 0.11% +14K +25.0% $48.32 +9.7%
219 ITW ILLINOIS TOOL WKS INC Industrials 12,721.0 $3.3M 0.11% +661.0 +5.5% $260.30 -4.0%
220 SPYV SPDR SERIES TRUST 58,260.0 $3.3M 0.11% +6K +10.8% $56.58 +7.1%
Page 11 of 44  ·  866 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 19.3%
Industrials 10.0%
Consumer Cyclical 9.1%
Healthcare 8.9%
Communication Services 6.9%
Consumer Defensive 6.6%
Energy 6.5%
Utilities 2.8%
Real Estate 1.3%