Top 50 Level Four Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.04% | 485.5K | $123.2M | -2.52%(-12.54K) | $103.12(+189.18%) | 2026-03-31 | |
| LGRO | ALPS ETF TR | 2.73% | 2.25M | $83.1M | -15.36%(-408.70K) | $28.16(+50.24%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.69% | 142.0K | $81.9M | +17.40%(+21.04K) | $256.98(+180.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.97% | 162.3K | $60.1M | +3.63%(+5.68K) | $270.35(+51.45%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.71% | 250.7K | $52.2M | +2.78%(+6.78K) | $116.02(+130.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.69% | 295.1K | $51.5M | +4.91%(+13.81K) | $48.87(+382.34%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.43% | 151.5K | $43.6M | -5.80%(-9.33K) | $97.49(+311.38%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 1.4% | 1.19M | $42.5M | +2.97%(+34.50K) | $33.03(+22.39%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.35% | 69.0K | $41.2M | +4.78%(+3.15K) | $482.54(+42.52%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.33% | 529.0K | $40.5M | +46.01%(+166.69K) | $60.92(+44.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.17% | +52.75% |
| Top 20 Holdings Unweighted | +16.72% | +59.01% |
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