LEVEL FOUR ADVISORY SERVICES, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Dallas, TX
CIK
0001696715
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 741 2,218,427 AAPL, ALPS ETF TR, QQQ, MSFT 13F-HR 8/9/2024 000108514624003605
Q1 2024 775 1,820,159 AAPL, ALPS ETF TR, QQQ, MSFT 13F-HR 5/13/2024 000108514624002402
Q4 2023 776 1,782,509 AAPL, ALPS ETF TR, QQQ, MSFT 13F-HR 2/8/2024 000108514624000861
Q3 2023 759 1,551,095 AAPL, ALPS ETF TR, MSFT, USFR 13F-HR 11/13/2023 000108514623004312
Q2 2023 800 1,664,444 AAPL, QQQ, MSFT, SPLG 13F-HR 7/10/2023 000108514623002586
Q1 2023 758 1,524,558 AAPL, QQQ, MSFT, CAG 13F-HR 6/5/2023 000108514623002520
Q4 2022 678 1,347,144 AAPL, CAG, MSFT, QQQ 13F-HR 2/13/2023 000108514623001060
Q3 2022 549 1,028,890 AAPL, CAG, SPLG, MSFT 13F-HR 11/7/2022 000108514622003807
Q2 2022 558 1,060,205 AAPL, CAG, SPLG, MSFT 13F-HR 8/8/2022 000108514622002871
Q1 2022 646 1,276,550 AAPL, QQQ, CAG, SPLG 13F-HR 5/10/2022 000108514622001917
Q4 2021 646 1,311,536 AAPL, QQQ, SPLG, CAG 13F-HR 2/11/2022 000108514622000854
Q3 2021 458 961,585 QQQ, AAPL, CAG, SPLG 13F-HR 10/12/2021 000108514621002715
Q2 2021 636 1,446,166 QQQ, AAPL, QUS, CAG 13F-HR 8/9/2021 000108514621002280
Q1 2021 627 1,287,680 QQQ, AAPL, QUS, TOTL 13F-HR 5/10/2021 000108514621001523
Q4 2020 589 1,245,929 QQQ, AAPL, QUS, TOTL 13F-HR 2/10/2021 000108514621000594
Q3 2020 541 1,298,099 AAPL, QQQ, AMZN, SNV 13F-HR 11/2/2020 000169671520000005
Q2 2020 566 1,292,692 AAPL, MSFT, QQQ, AMZN RESTATEMENT 8/17/2020 000108514620002352
Q1 2020 486 833,697 USMV, AAPL, QUS, QQQ 13F-HR 5/13/2020 000108514620001467
Q4 2019 562 2,525,680 AAPL, MSFT, D, GPN 13F-HR 2/13/2020 000169671520000002
Q3 2019 504 966,457 GPN, IVV, USMV, EPD 13F-HR 11/12/2019 000117266119002150
Q2 2019 523 990,625 TSS, IVV, USMV, EPD 13F-HR 8/14/2019 000117266119001859
Q1 2019 509 907,914 TSS, EPD, USMV, IVV 13F-HR 5/15/2019 000117266119001224
Q4 2018 528 801,967 TSS, EPD, IVV, USMV 13F-HR 2/8/2019 000117266119000349
Q3 2018 583 925,276 TSS, EPD, AAPL, FDT 13F-HR 11/14/2018 000117266118002104
Q2 2018 611 1,372,777 SPY puts, IWF, TSS, IWP 13F-HR 8/14/2018 000117266118001621
Q1 2018 530 1,289,735 SPY puts, IWF, TSS, IWP 13F-HR 5/14/2018 000117266118001076
Q4 2017 538 1,285,540 SPY puts, IWF, IWP, IWS 13F-HR 2/13/2018 000117266118000487
Q3 2017 504 1,128,087 SPY puts, IWF, IWP, IWS RESTATEMENT 4/3/2018 000117266118000832
Q2 2017 472 649,539 QQQ, EFAV, IVV, AAPL RESTATEMENT 9/20/2017 000121465917005681
Q1 2017 500 981,744 IWF, IWD, IWS, IWP RESTATEMENT 9/20/2017 000121465917005680
Q4 2016 460 783,409 IWF, IWD, IWS, IWP 13F-HR 2/14/2017 000121465917001099
Additional filings from Level Four Advisory Services, LLC that have since been restated