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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 $3,056,199,053
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 498,031 $135,395,350 4.43%
2.
Alps Etf Trust
 2,661,407 $109,058,353 3.57%
3.
Microsoft Corp
 MSFT 156,642 $75,756,620 2.48%
4.
Invesco Qqq Tr
 120,926 $74,286,979 2.43%
5.
Amazon Com Inc
 AMZN 243,957 $56,310,649 1.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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