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LEVEL FOUR ADVISORY SERVICES, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Apple Inc. AAPLCommon574,88768,026111,510,890,000111,440,842,0006.70  Hist 06/30/2023
MICROSOFT CORP MSFTCommon118,87920,71240,483,017,00040,460,154,0002.430.00 Hist 06/30/2023
SPDR SERIES TRUST ONEKCommon680,53438,55435,462,627,00035,435,670,0002.13  Hist 06/30/2023
CONAGRA BRANDS INC. CAGCommon978,15791432,983,470,00032,951,583,0001.980.21 Hist 06/30/2023
AMAZON COM INC AMZNCommon239,69269,37631,246,249,00031,227,003,0001.88  Hist 06/30/2023
AbbVie Inc. ABBVCOM176,10080,22923,725,931,00023,713,064,0001.43  Hist 06/30/2023
GLOBAL MOAT FUND, LP MOATETF274,47046,74821,899,928,00021,886,267,0001.32  Hist 06/30/2023
Goldman Sachs ETF Trust GBILCommon164,41817,71016,453,309,00016,438,660,0000.99  Hist 06/30/2023
Pacer Funds Trust PTLCCommon394,9731,76616,312,385,00016,297,577,0000.98  Hist 06/30/2023
Alphabet Inc. GOOGLCOM128,34130,35615,362,418,00015,353,046,0000.92  Hist 06/30/2023
UNITEDHEALTH GROUP INC UNHCommon29,5965,29514,225,002,00014,212,729,0000.850.00 Hist 06/30/2023
ABBOTT LABORATORIES ABTCommon130,310102,33314,206,369,00014,203,662,0000.85  Hist 06/30/2023
iSHARES TRUST IVVCommon30,0694,47413,401,958,00013,392,778,0000.81  Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon88,91924,61112,932,423,00012,925,703,0000.78  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon34,1911,47911,659,131,00011,650,396,0000.70  Hist 06/30/2023
JOHNSON & JOHNSON JNJCommon64,98817,48410,756,825,00010,749,065,0000.65  Hist 06/30/2023
Merck & Co., Inc. MRKCOM89,28129,06010,302,155,00010,296,969,0000.62  Hist 06/30/2023
HOME DEPOT, INC. HDCommon31,11010,2179,663,935,0009,658,170,0000.580.00 Hist 06/30/2023
SPDR GOLD TRUST GLDGOLD SHS53,1033,2219,466,672,0009,458,957,0000.57  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon20,7499,5669,197,482,0009,193,488,0000.55  Hist 06/30/2023
Walmart Inc. WMTCommon57,72011,0569,072,397,0009,066,345,0000.550.00 Hist 06/30/2023
iSHARES TRUST IVWS&P500 GRW125,8797,6208,871,986,0008,865,145,0000.53  Hist 06/30/2023
VISA INC. VCL A36,25415,8358,609,515,0008,605,888,0000.52  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK20,6859,7948,424,730,0008,421,154,0000.51  Hist 06/30/2023
VERIZON COMMUNICATIONS INC VZCommon225,45276,0808,384,566,0008,378,894,0000.50  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon37,3354,2888,224,262,0008,218,331,0000.49  Hist 06/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon49,83717,2038,095,038,0008,090,627,0000.49  Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDcommon110,63012,1048,033,983,0008,027,438,0000.48  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon47,24513,2077,168,898,0007,164,601,0000.430.00 Hist 06/30/2023
Broadcom Ltd AVGOCOM7,9561,9936,901,350,0006,898,702,0000.41  Hist 06/30/2023
CISCO SYSTEMS, INC. CSCOCommon128,87525,8726,668,015,0006,663,895,0000.400.00 Hist 06/30/2023
CHEVRON CORP CVXCommon41,77014,6926,572,554,0006,568,664,0000.390.00 Hist 06/30/2023
LAM RESEARCH CORP LRCXCommon10,1662,2646,535,308,0006,532,416,0000.390.01 Hist 06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP IBMCommon48,31610,5286,465,205,0006,460,715,0000.39  Hist 06/30/2023
CVS HEALTH Corp CVSCommon92,98335,9846,427,946,0006,422,510,0000.39  Hist 06/30/2023
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