LFAS
Level Four Advisory Services Portfolio holdings
AUM
$2.92B
1-Year Est. Return
19.62%
1 Year Est. Return
+19.62%
AUM
$2.92B
AUM Growth
+$207M
(+7.6%)
Holding
838
Top Buys
| 1 | +$7.42M | |
| 2 | +$5.76M | |
| 3 | +$5.09M | |
| 4 |
Fidelity Enhanced Mid Cap ETF
FMDE
|
+$3.97M |
| 5 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$3.7M |
Top Sells
| 1 | +$6.23M | |
| 2 | +$5.27M | |
| 3 | +$4.06M | |
| 4 |
JPMorgan Equity Focus ETF
JPEF
|
+$3.85M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.27M |
Sector Composition
| 1 | Technology | 19.3% |
| 2 | Financials | 8.2% |
| 3 | Consumer Discretionary | 6.65% |
| 4 | Industrials | 5.72% |
| 5 | Healthcare | 5.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
QuantumScape
QS
$7.55B
| – | – |
-15,314
|
|
||
827
Southern Copper
SCCO
$115B
| – | – |
-2,200
|
|
||
828
Sezzle
SEZL
$2.34B
| – | – |
-2,849
|
|
||
829
Super Micro Computer
SMCI
$20.7B
| – | – |
-7,374
|
|
||
830
Sanofi
SNY
$120B
| – | – |
-8,367
|
|
||
831
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
| – | – |
-5,375
|
|
||
832
Unisys
UIS
$201M
| – | – |
-16,456
|
|
||
833
Whirlpool
WHR
$4.27B
| – | – |
-2,539
|
|
||
834
State Street SPDR S&P Biotech ETF
XBI
$8.18B
| – | – |
-6,813
|
|
||
835
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.82B
| – | – |
-1,595
|
|
||
|
OKLO
836
Oklo
OKLO
$16.4B
| – | – |
-4,262
|
|
||
|
PRMB
837
Primo Brands
PRMB
$5.8B
| – | – |
-7,905
|
|
||
|
CHYM
838
Chime Financial
CHYM
$9.03B
| – | – |
-6,800
|
|