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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 $3,459,592,733
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 466,651 $155,403,215 4.49%
2.
Invesco Qqq Tr
 136,904 $101,277,705 2.93%
3.
Microsoft Corp
 MSFT 174,861 $89,685,625 2.59%
4.
Alps Etf Trust
 AMLP 1,729,947 $81,038,038 2.34%
5.
Nvidia Corp
 NVDA 313,350 $71,562,791 2.07%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.