| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q2 2024 | 6.8% |
| MICROSOFT CORP | 31 | Q2 2024 | 3.8% |
| AMAZON COM INC | 31 | Q2 2024 | 3.0% |
| ISHARES TR | 31 | Q2 2024 | 5.0% |
| ISHARES TR | 31 | Q2 2024 | 4.5% |
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 2.4% |
| ISHARES TR | 31 | Q2 2024 | 3.1% |
| ENTERPRISE PRODS PARTNERS L | 31 | Q2 2024 | 3.4% |
| ABBVIE INC | 31 | Q2 2024 | 2.3% |
| ALPHABET INC | 31 | Q2 2024 | 1.3% |
View LEVEL FOUR ADVISORY SERVICES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-06-05 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-10 |
View LEVEL FOUR ADVISORY SERVICES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.