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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

LEVEL FOUR ADVISORY SERVICES, LLC INSTITUTION : LEVEL FOUR ADVISORY SERVICES, LLC
LEVEL FOUR ADVISORY SERVICES, LLC Portfolio (reported on 2020-05-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (MSCI MIN VOL ETF) USMV 36,066,000 667,629 4.32%
APPLE INC    (COM) AAPL 32,881,000 129,176 3.94%
SPDR SER TR    (MSCI USA STRTGIC) 26,969,000 352,945 3.23%
INVESCO QQQ TR    (UNIT SER 1) 21,642,000 113,634 2.59%
AMAZON COM INC    (COM) AMZN 20,370,000 10,430 2.44%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 17,056,000 334,822 2.04%
MICROSOFT CORP    (COM) MSFT 16,163,000 102,402 1.93%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 15,438,000 322,198 1.85%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 10,817,000 659,269 1.29%
ISHARES TR    (CORE S&P500 ETF) IVV 10,697,000 41,417 1.28%
SPDR SER TR    (PORTFOLIO SH TSR) SST 10,110,000 329,501 1.21%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 9,734,000 156,748 1.16%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 9,069,000 74,688 1.08%
FIRST TR EXCHANGE TRADED ALP    (DEV MRK EX US) FDT 7,801,000 195,556 0.93%
GOLDMAN SACHS ETF TR    (ACTIVEBETA EME) 7,264,000 277,811 0.87%
UNITEDHEALTH GROUP INC    (COM) UNH 7,163,000 28,918 0.85%
DAVIS FUNDAMENTAL ETF TR    (SELECT US EQTY) 6,954,000 357,262 0.83%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 6,737,000 26,123 0.80%
ISHARES TR    (CORE S&P US GWT) IWZ 6,664,000 116,671 0.79%
ALPHABET INC    (CAP STK CL A) GOOGL 6,173,000 5,326 0.74%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 6,143,000 33,542 0.73%
ISHARES TR    (CORE S&P US VLU) IWW 6,030,000 130,542 0.72%
DOMINION ENERGY INC    (COM) D 6,027,000 83,533 0.72%
SPDR SER TR    (PORTFLI INTRMDIT) ITE 5,991,000 181,177 0.71%
AT&T INC    (COM) T 5,539,000 189,913 0.66%
ISHARES TR    (CORE US AGGBD ET) AGG 5,514,000 47,786 0.66%
JPMORGAN CHASE & CO    (COM) JPM 5,495,000 61,024 0.65%
JOHNSON & JOHNSON    (COM) JNJ 5,349,000 40,756 0.64%
FACEBOOK INC    (CL A) FB 5,323,000 31,834 0.63%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 5,267,000 40,850 0.63%
ABBVIE INC    (COM) ABBV 5,242,000 68,761 0.62%
ISHARES TR    (CORE HIGH DV ETF) HDV 4,895,000 68,395 0.58%
GLOBAL PMTS INC    (COM) GPN 4,775,000 33,104 0.57%
ISHARES TR    (MSCI EAFE ETF) EFA 4,738,000 88,656 0.56%
ISHARES TR    (CORE S&P MCP ETF) IJH 4,533,000 31,524 0.54%
ISHARES TR    (S&P 500 GRWT ETF) IVW 4,496,000 27,236 0.53%
VISA INC    (COM CL A) V 4,395,000 27,289 0.52%
HOME DEPOT INC    (COM) HD 4,374,000 23,439 0.52%
INTEL CORP    (COM) INTC 4,318,000 79,763 0.51%
PROCTER & GAMBLE CO    (COM) PG 4,182,000 37,926 0.50%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 4,081,000 39,432 0.48%
VANECK VECTORS ETF TR    (MORNINGSTAR WIDE) 4,062,000 92,992 0.48%
WALMART INC    (COM) WMT 3,895,000 34,359 0.46%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 3,844,000 38,132 0.46%
DISNEY WALT CO    (COM DISNEY) DIS 3,796,000 39,179 0.45%
CISCO SYS INC    (COM) CSCO 3,729,000 94,839 0.44%
ISHARES TR    (CORE S&P SCP ETF) IJR 3,605,000 64,199 0.43%
MASTERCARD INC    (CL A) MA 3,556,000 14,719 0.42%
QUALCOMM INC    (COM) QCOM 3,531,000 52,106 0.42%
ISHARES TR    (1 3 YR TREAS BD) SHY 3,511,000 40,532 0.42%
ALLERGAN PLC    (SHS) AGN 3,495,000 19,741 0.41%
ISHARES TR    (CORE S&P TTL STK) ISI 3,397,000 59,542 0.40%
PACER FDS TR    (TRENDP US LAR CP) 3,360,000 124,462 0.40%
PFIZER INC    (COM) PFE 3,316,000 101,808 0.39%
ISHARES TR    (RUS MID CAP ETF) IWR 3,235,000 74,973 0.38%
ISHARES TR    (S&P SML 600 GWT) IJT 3,225,000 23,387 0.38%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 3,212,000 28,964 0.38%
BLACKROCK INC    (COM) BLK 3,195,000 7,242 0.38%
ISHARES TR    (MRNGSTR LG-CP GR) JKE 3,170,000 17,063 0.38%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 3,132,000 44,287 0.37%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 3,087,000 15,864 0.37%
SPDR GOLD TRUST    (GOLD SHS) GLD 3,068,000 20,810 0.36%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 3,019,000 68,175 0.36%
MERCK & CO. INC    (COM) MRK 3,012,000 39,128 0.36%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 2,822,000 56,770 0.33%
LOCKHEED MARTIN CORP    (COM) LMT 2,813,000 8,337 0.33%
SPDR SER TR    (NUVEEN BRC MUNIC) 2,808,000 55,940 0.33%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 2,727,000 33,949 0.32%
NETFLIX INC    (COM) NFLX 2,692,000 7,151 0.32%
ISHARES TR    (S&P 500 VAL ETF) IVE 2,676,000 27,828 0.32%
SOUTHERN CO    (COM) SO 2,646,000 48,933 0.31%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,627,000 49,021 0.31%
INVESCO ACTIVELY MANAGED ETF    (TOTAL RETURN) 2,593,000 48,812 0.31%
MSCI INC    (COM) MXB 2,565,000 8,892 0.30%
MCDONALDS CORP    (COM) MCD 2,553,000 15,497 0.30%
SPDR SER TR    (SSGA US LRG ETF) LGLV 2,549,000 27,928 0.30%
EXXON MOBIL CORP    (COM) XOM 2,542,000 66,924 0.30%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 2,532,000 29,677 0.30%
ISHARES TR    (CORE DIV GRWTH) DGRO 2,502,000 76,739 0.30%
MICRON TECHNOLOGY INC    (COM) MU 2,494,000 59,395 0.29%
ISHARES TR    (SP SMCP600VL ETF) IJS 2,460,000 24,609 0.29%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 2,446,000 21,200 0.29%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 2,402,000 51,295 0.28%
LAM RESEARCH CORP    (COM) LRCX 2,402,000 10,021 0.28%
ISHARES TR    (USA QUALITY FCTR) QUAL 2,369,000 29,244 0.28%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2023 CB) 2,362,000 114,051 0.28%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 2,346,000 9,900 0.28%
LAUDER ESTEE COS INC    (CL A) EL 2,324,000 14,592 0.27%
MONOLITHIC PWR SYS INC    (COM) MPWR 2,300,000 13,695 0.27%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,294,000 14,634 0.27%
PATTERSON COS INC    (COM) PDCO 2,294,000 150,000 0.27%
BOOKING HLDGS INC    (COM) 2,263,000 1,689 0.27%
ISHARES TR    (RUSSELL 2000 ETF) IWM 2,209,000 19,414 0.26%
TRUIST FINL CORP    (COM) 2,189,000 71,071 0.26%
UBER TECHNOLOGIES INC    (COM) 2,162,000 77,532 0.25%
SALESFORCE COM INC    (COM) CRM 2,161,000 15,055 0.25%
COCA COLA CO    (COM) KO 2,160,000 48,971 0.25%
PAYPAL HLDGS INC    (COM) PYPL 2,153,000 22,418 0.25%
SPDR SER TR    (NUVEEN BLMBRG SR) 2,142,000 43,643 0.25%
ISHARES INC    (CORE MSCI EMKT) IEMG 2,141,000 52,985 0.25%
DUKE ENERGY CORP NEW    (COM NEW) DUK 2,136,000 26,413 0.25%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 2,119,000 76,525 0.25%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 2,107,000 12,701 0.25%
ABBOTT LABS    (COM) ABT 2,103,000 26,690 0.25%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 2,101,000 25,590 0.25%
ISHARES TR    (SELECT DIVID ETF) DVY 2,055,000 27,938 0.24%
ISHARES INC    (MIN VOL GBL ETF) ACWV 2,031,000 25,247 0.24%
NEXTERA ENERGY INC    (COM) NEE 2,010,000 8,360 0.24%
BIOGEN INC    (COM) BIIB 1,988,000 6,316 0.23%
FIDELITY NATL INFORMATION SV    (COM) FIS 1,965,000 16,243 0.23%
SPDR SER TR    (COMP SOFTWARE) XSW 1,939,000 23,661 0.23%
SPDR SER TR    (S&P BIOTECH) XBI 1,922,000 24,771 0.23%
PEPSICO INC    (COM) PEP 1,907,000 15,884 0.22%
GRAINGER W W INC    (COM) GWW 1,894,000 7,647 0.22%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 1,848,000 47,329 0.22%
NOVO-NORDISK A S    (ADR) NVO 1,828,000 30,432 0.21%
MEDTRONIC PLC    (SHS) MDT 1,814,000 20,126 0.21%
UNION PAC CORP    (COM) UNP 1,809,000 12,824 0.21%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 1,744,000 31,222 0.20%
GOLDMAN SACHS GROUP INC    (COM) GS 1,744,000 11,294 0.20%
PNC FINL SVCS GROUP INC    (COM) PNC 1,731,000 18,099 0.20%
LANDSTAR SYS INC    (COM) LSTR 1,727,000 18,036 0.20%
MORGAN STANLEY    (COM NEW) MS 1,680,000 49,431 0.20%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 1,669,000 19,109 0.20%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 1,657,000 25,009 0.19%
FIRST TR EXCHANGE-TRADED FD    (CAP STRENGTH ETF) FDV 1,657,000 33,367 0.19%
ISHARES TR    (PFD AND INCM SEC) PFF 1,651,000 51,736 0.19%
ALPHABET INC    (CAP STK CL C) GOOG 1,615,000 1,395 0.19%
CARDINAL HEALTH INC    (COM) CAH 1,609,000 33,550 0.19%
ISHARES TR    (MRGSTR SM CP GR) JKK 1,604,000 9,645 0.19%
NEW ORIENTAL ED & TECH GRP I    (SPON ADR) EDU 1,570,000 14,532 0.18%
WELLS FARGO CO NEW    (COM) WFC 1,563,000 54,638 0.18%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,555,000 12,583 0.18%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 1,548,000 28,448 0.18%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,541,000 10,265 0.18%
MOODYS CORP    (COM) MCO 1,513,000 7,179 0.18%
SEAGATE TECHNOLOGY PLC    (SHS) STX 1,512,000 30,925 0.18%
SSGA ACTIVE ETF TR    (BLKSTN GSOSRLN) SRLN 1,494,000 37,284 0.17%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 1,487,000 57,753 0.17%
BOEING CO    (COM) BA 1,478,000 9,957 0.17%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 1,478,000 16,969 0.17%
NVIDIA CORP    (COM) NVDA 1,465,000 5,503 0.17%
FIRST TR EXCHNG TRADED FD VI    (TCW OPPORTUNIS) 1,464,000 27,770 0.17%
ISHARES TR    (20 YR TR BD ETF) TLT 1,461,000 8,875 0.17%
FIRST TR EXCHANGE TRADED FD    (HLTH CARE ALPH) FXH 1,456,000 19,726 0.17%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,429,000 28,686 0.17%
GOLDMAN SACHS ETF TR    (HEDGE IND ETF) 1,428,000 28,153 0.17%
RH    (COM) 1,416,000 13,962 0.16%
WEC ENERGY GROUP INC    (COM) 1,389,000 15,788 0.16%
KRAFT HEINZ CO    (COM) KHC 1,384,000 56,004 0.16%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 1,370,000 48,118 0.16%
CHURCH & DWIGHT INC    (COM) CHD 1,368,000 21,404 0.16%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 1,347,000 29,467 0.16%
ISHARES TR    (US TREAS BD ETF) GOVT 1,342,000 47,770 0.16%
TAL EDUCATION GROUP    (SPONSORED ADS) XRS 1,337,000 25,069 0.16%
CATERPILLAR INC DEL    (COM) CAT 1,336,000 11,504 0.16%
AKAMAI TECHNOLOGIES INC    (COM) AKAM 1,321,000 14,414 0.15%
ISHARES TR    (EAFE GRWTH ETF) EFG 1,301,000 18,289 0.15%
SPDR SER TR    (S&P DIVID ETF) SDY 1,300,000 16,234 0.15%
ISHARES TR    (RUS 1000 VAL ETF) IWD 1,296,000 13,083 0.15%
PACER FDS TR    (TRENDP US MID CP) 1,293,000 45,654 0.15%
BROADCOM INC    (COM) 1,293,000 5,445 0.15%
PACER FDS TR    (TRENDP 100 ETF) 1,291,000 37,082 0.15%
CENTURYLINK INC    (COM) CTL 1,291,000 136,633 0.15%
DISCOVERY INC    (COM SER C) DISCK 1,288,000 73,363 0.15%
AMERICAN TOWER CORP NEW    (COM) AMT 1,280,000 5,883 0.15%
ISHARES TR    (TIPS BD ETF) TIP 1,271,000 10,782 0.15%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 1,268,000 21,338 0.15%
CONOCOPHILLIPS    (COM) COP 1,262,000 41,037 0.15%
PACER FDS TR    (TRENDPILOT EUR) 1,254,000 52,840 0.15%
LOWES COS INC    (COM) LOW 1,247,000 14,498 0.14%
TOYOTA MOTOR CORP    (SP ADR REP2COM) TM 1,245,000 10,374 0.14%
SYNCHRONY FINL    (COM) SYF 1,243,000 77,144 0.14%
APPLIED MATLS INC    (COM) AMAT 1,231,000 26,883 0.14%
CHEVRON CORP NEW    (COM) CVX 1,219,000 16,818 0.14%
COSTCO WHSL CORP NEW    (COM) COST 1,214,000 4,245 0.14%
DEXCOM INC    (COM) DXCM 1,190,000 4,407 0.14%
KEURIG DR PEPPER INC    (COM) 1,175,000 48,303 0.14%
ISHARES TR    (MSCI EMG MKT ETF) EEM 1,163,000 34,111 0.13%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 1,161,000 48,467 0.13%
STARBUCKS CORP    (COM) SBUX 1,156,000 17,501 0.13%
CONSTELLATION BRANDS INC    (CL A) STZ 1,142,000 7,961 0.13%
PROSHARES TR    (LARGE CAP CRE) CSM 1,138,000 19,222 0.13%
ISHARES TR    (EDGE MSCI MINM) 1,129,000 43,926 0.13%
FORD MTR CO DEL    (COM) F 1,126,000 233,925 0.13%
BP PLC    (SPONSORED ADR) BP 1,120,000 45,939 0.13%
ETF SER SOLUTIONS    (US GLB JETS) 1,118,000 76,090 0.13%
BK OF AMERICA CORP    (COM) BAC 1,101,000 51,972 0.13%
ISHARES TR    (NATIONAL MUN ETF) MUB 1,092,000 9,656 0.13%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,092,000 32,544 0.13%
SPDR SER TR    (BLOOMBERG SRT TR) SJNK 1,086,000 46,204 0.13%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,075,000 53,093 0.12%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 1,075,000 15,515 0.12%
PHILLIPS 66    (COM) PSX 1,050,000 19,526 0.12%
AMEREN CORP    (COM) AEE 1,045,000 14,351 0.12%
DEERE & CO    (COM) DE 1,032,000 7,477 0.12%
PRUDENTIAL FINL INC    (COM) PRU 1,023,000 19,581 0.12%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,020,000 10,782 0.12%
PELOTON INTERACTIVE INC    (CL A COM) 986,000 37,127 0.11%
FIRST TR EXCHANGE-TRADED FD    (DJ INTERNT IDX) FDN 981,000 7,940 0.11%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 833,697,000 SEC FILING
* Portfolios do not reflect changes after reporting
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