LEVEL FOUR ADVISORY SERVICES, LLC

Q4 2024 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    752

  • Value ($000)

    $2,446,818

  • Date Filed
    02/12/2025
  • Form type
    13F-HR
  • CIK
    0001696715
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$127.11M
5 %

507,601

LGRO
LGRO

ALPS ETF TR

LEVEL FOUR LARGE
00162Q353
$76.49M
3 %

2,198,022

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$70.03M
3 %

136,990

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$59.84M
2 %

141,959

AMZN
AMZN

AMAZON COM INC

COM
023135106
$50.54M
2 %

230,371

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$36.32M
2 %

270,449

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$31.74M
1 %

630,856

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$30.85M
1 %

332,704

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$29.89M
1 %

55,469

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$29.35M
1 %

155,035

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