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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 $1,782,509,586
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 559,839 $107,785,716 6.04%
2.
Alps Etf Trust
 2,219,353 $62,580,870 3.51%
3.
Invesco Qqq Tr
 124,458 $50,967,992 2.85%
4.
Microsoft Corp
 MSFT 118,337 $44,499,582 2.49%
5.
Amazon Com Inc
 AMZN 246,468 $37,448,348 2.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)