• 13F History

LEVEL FOUR ADVISORY SERVICES, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$2.45B
Signature - Title
Kimberly K. Miller - Chief Compliance Officer, Brokerage
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by LEVEL FOUR ADVISORY SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEVEL FOUR ADVISORY SERVICES, LLC reported 752 stock holdings with total value $2.45B as of Q4 2024. Top holdings included AAPL, LGRO, QQQ, MSFT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 752 $2.45B +$154M -$113M +$41.2M AAPL, LGRO, QQQ, MSFT, AMZN 13F-HR 2/12/2025, 09:35 AM
Q3 2024 765 $2.36B +$243M -$162M +$80.8M AAPL, LGRO, QQQ, MSFT, AMZN 13F-HR 11/14/2024, 11:33 AM
Q2 2024 741 $2.22B +$522M -$280M +$242M AAPL, LGRO, QQQ, MSFT, AMZN 13F-HR 8/9/2024, 09:22 AM
Q1 2024 674 $1.67B +$34M -$23.6K +$34M AAPL, LGRO, QQQ, MSFT, AMZN 13F-HR 5/13/2024, 09:36 AM
Q4 2023 771 $1.78B +$176M -$103M +$72.7M AAPL, LGRO, QQQ, MSFT, AMZN 13F-HR 2/8/2024, 03:11 PM
Q3 2023 874 $1.55B +$162M -$212M -$49.4M AAPL, LGRO, MSFT, USFR, AMZN 13F-HR 11/13/2023, 04:01 PM
Q2 2023 796 $1.66B +$196M -$99.6M +$96.8M AAPL, QQQ, MSFT, SPLG, CAG 13F-HR 7/10/2023, 02:55 PM
Q1 2023 756 $1.52B +$213M -$74.7M +$138M AAPL, QQQ, MSFT, CAG, ABBV 13F-HR 6/5/2023, 09:24 AM
Q4 2022 671 $1.35B +$348M -$73.9M +$274M AAPL, CAG, MSFT, QQQ, USFR 13F-HR 2/13/2023, 09:21 AM
Q3 2022 543 $1.02B +$93.9M -$35.1M +$58.8M AAPL, CAG, SPLG, MSFT, AMZN 13F-HR 11/7/2022, 10:13 AM
Q2 2022 553 $1.05B +$113M -$50M +$62.7M AAPL, CAG, SPLG, MSFT, AMZN 13F-HR 8/8/2022, 03:22 PM
Q1 2022 639 $1.27B +$124M -$67.3M +$56.3M AAPL, QQQ, CAG, SPLG, MSFT 13F-HR 5/10/2022, 09:28 AM
Q4 2021 641 $1.3B +$330M -$29.8M +$300M AAPL, QQQ, SPLG, CAG, MSFT 13F-HR 2/11/2022, 02:19 PM
Q3 2021 458 $962M +$96.6M -$557M -$460M QQQ, AAPL, CAG, SPLG, MSFT 13F-HR 10/12/2021, 11:38 AM
Q2 2021 635 $1.44B +$192M -$99M +$92.7M QQQ, AAPL, QUS, CAG, TOTL 13F-HR 8/9/2021, 11:31 AM
Q1 2021 626 $1.28B +$143M -$153M -$9.56M QQQ, AAPL, QUS, TOTL, QQEW 13F-HR 5/10/2021, 12:02 PM
Q4 2020 589 $1.25B +$80.3M -$189M -$109M QQQ, AAPL, QUS, TOTL, QQEW 13F-HR 2/10/2021, 11:46 AM
Q3 2020 538 $1.3B +$132M -$134M -$2.06M AAPL, QQQ, AMZN, SNV, GPN 13F-HR 11/2/2020, 01:48 PM
Q2 2020 563 $1.29B +$423M -$91M +$332M AAPL, MSFT, QQQ, AMZN, GPN Restatement 8/17/2020, 03:11 PM
Q1 2020 484 $833M USMV, AAPL, QUS, QQQ, AMZN 13F-HR 5/13/2020, 03:47 PM
Q4 2019 374 $693M GPN, IVV, USMV, EPD, QQQ 13F-HR 2/13/2020, 03:39 PM
Q3 2019 504 $966M +$110M -$31M +$79.3M GPN, IVV, USMV, EPD, AAPL 13F-HR 11/12/2019, 09:17 AM
Q2 2019 523 $991M +$78.4M -$22.9M +$55.5M TSS, IVV, USMV, EPD, AAPL 13F-HR 8/14/2019, 04:07 PM
Q1 2019 509 $908M +$83.6M -$55.6M +$28M TSS, EPD, USMV, IVV, AAPL 13F-HR 5/14/2019, 07:37 PM
Q4 2018 526 $800M +$99.6M -$67.2M +$32.5M TSS, EPD, IVV, USMV, AAPL 13F-HR 2/7/2019, 05:02 PM
Q3 2018 583 $925M +$58.6M -$427M -$368M TSS, EPD, AAPL, FDT, QQQ 13F-HR 11/14/2018, 09:57 AM
Q2 2018 610 $1.37B +$194M -$45.9M +$148M SPY, IWF, TSS, IWP, FDT 13F-HR 8/14/2018, 12:12 PM
Q1 2018 530 $1.29B +$150M -$99.5M +$50.5M SPY, IWF, TSS, IWP, FDT 13F-HR 5/14/2018, 03:22 PM
Q4 2017 538 $1.29B +$148M -$33.4M +$115M SPY, IWF, IWP, IWS, EFAV 13F-HR 2/13/2018, 03:13 PM
Q3 2017 504 $1.13B +$501M -$43.3M +$458M SPY, IWF, IWP, IWS, EFAV Restatement 4/3/2018, 10:35 AM
Q2 2017 456 $643M +$17K -$295M -$295M QQQXXXX, EFAV, IVV, AAPL, USMV Restatement 9/20/2017, 10:28 AM
Q1 2017 499 $981M +$201M -$23.2M +$178M IWF, IWD, IWS, IWP, EFAV Restatement 9/20/2017, 10:27 AM
Q4 2016 460 $783M IWF, IWD, IWS, IWP, RSPXXXX 13F-HR 2/14/2017, 02:15 PM