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Home > Institutional Investor > Level Four Advisory Services, Llc > Profile

Instuitional Investor - Level Four Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Level Four Advisory Services, Llc
Portfolio Value $2,713,385,924
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 516,635 $105,998,052 3.91%
2.
Alps Etf Trust
 2,154,964 $79,607,827 2.93%
3.
Microsoft Corp
 MSFT 153,636 $76,420,743 2.82%
4.
Invesco Qqq Tr
 125,145 $69,035,440 2.54%
5.
Amazon Com Inc
 AMZN 226,582 $49,709,970 1.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)