Level Four Advisory Services, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment portfolios are constantly evolving, and it's important for investors to stay updated on the latest changes. In this article, we will be comparing the 13F holdings of Level Four Advisory Services, LLC between Q1 2023 and Q2 2023. These holdings reflect the investments made by Level Four Advisory Services on behalf of its clients during this period.

During Q1 2023, Level Four Advisory Services held shares in several notable companies. One of the top holdings was in Apple Inc, with 595,598 shares worth $98,214,000. However, in Q2 2023, their holdings in Apple Inc decreased to 574,887 shares valued at $111,510,000. This represents a 13.5% change in holdings.

Another significant holding for Level Four Advisory Services in Q1 2023 was in Invesco QQQ Trust, with 126,656 shares worth $40,647,000. By Q2 2023, their holdings in Invesco QQQ Trust increased to 134,043 shares valued at $49,518,000, reflecting a 21.8% change in holdings.

Microsoft Corp was also among the top holdings in Q1 2023, with 129,305 shares worth $37,278,000. However, in Q2 2023, their holdings in Microsoft Corp decreased to 118,879 shares valued at $40,483,000, resulting in an 8.6% change in holdings.

Level Four Advisory Services saw substantial changes in holdings for other companies as well. For example, their holdings in Conagra Brands Inc remained relatively stable, with 977,722 shares in Q1 2023 and 978,157 shares in Q2 2023. However, the value of their holdings decreased from $36,723,000 to $32,983,000, representing a -10.2% change.

WisdomTree Trust was another company where Level Four Advisory Services increased their holdings. In Q1 2023, they held 525,236 shares worth $26,403,000, which increased to 634,616 shares valued at $31,933,000 in Q2 2023. This represents a 20.9% change in holdings.

It's worth noting that while some holdings experienced decreases, others saw significant increases. For example, Level Four Advisory Services' holdings in Meta Platforms Inc jumped from 17,448 shares worth $3,697,000 in Q1 2023 to 34,273 shares valued at $9,835,000 in Q2 2023, reflecting a 166% change.

Overall, these changes in holdings demonstrate the dynamic nature of investment portfolios. Investors like Level Four Advisory Services are constantly evaluating and adjusting their holdings based on market conditions and investment strategies. By staying informed about these changes, investors can make more informed decisions when it comes to managing their own portfolios.

In conclusion, Level Four Advisory Services, LLC experienced both positive and negative changes in their 13F holdings between Q1 2023 and Q2 2023. While some holdings increased, others decreased, reflecting the ever-changing nature of the investment landscape. It's important for investors to monitor these changes and stay updated on the latest developments in the market.