Portfolio Holdings & Fund Performance - LEVEL FOUR ADVISORY SERVICES LLC

List of top 200 securities held by LEVEL FOUR ADVISORY SERVICES LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-05-14 08:51:19
Total Holdings: 730
Assets Under Management (AUM) :
$2,411,610,112 ($2.41B)
Reporting Manager: Kimberly K. Miller
Address:

12400 COIT ROAD
SUITE 700
DALLAS, TX 75251

Since : total money flow = , gains and losses =
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