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LGRO

Level Four Large Cap Growth Active ETF
1W: -2.0% 1M: -4.1% 3M: -9.3% YTD: -9.3% 1Y: +11.9%
$37.01
-0.25 (-0.67%)
After Hours: $37.06 (+0.06, +0.16%)
ETF NASDAQ · AUM $113.5M
ETF-Level Metrics
AUM$113M
Holdings49
Top 10 Wt46.1%
Beta1.29
% Profitable90%
Coverage94%
Portfolio Valuation
P/E31.3
P/B11.3
P/S7.0
EV/EBITDA21.1
P/FCF42.3
PEG1.40
Profitability & Returns
Gross Margin50.9%
Net Margin22.4%
ROE40.7%
ROA18.4%
ROIC32.0%
Div Yield0.75%
Leverage & Liquidity
Debt/Equity0.46
Debt/Assets0.21
Net Debt/EBITDA0.1x
Interest Cov34.4x
Current Ratio1.28
Quick Ratio1.21
Growth (YoY)
Revenue+17.3%
Net Income+31.2%
EPS+32.6%
FCF+18.4%
EBITDA+27.9%
Rev CAGR 3Y+14.9%
Quality Scores
Piotroski F6.9
Altman Z11.20
IS Quality77.4
IS Overall67.0
IS Value42.4
Median P/E28.4

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 18 39.8% 18.0
Communication Services 6 15.8% 187.1
Consumer Cyclical 7 14.5% 23.8
Financial Services 6 14.2% 21.8
Healthcare 5 7.4% 45.2
Industrials 4 4.4% 19.9
Energy 1 2.1% 16.6
Consumer Defensive 2 1.9% 51.0

Smart Money Overlap

10 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
UNH UnitedHealth Group Incorporated 2.97% 4 Bullish 7 8 -4.1%
UBER Uber Technologies, Inc. 2.96% 4 Bullish 7 3 -3.8%
META Meta Platforms, Inc. 2.75% 4 Bullish 42 14 +0.2%
NFLX Netflix, Inc. 2.03% 4 Bullish 71 13 -5.0%
AVGO Broadcom Inc. 1.94% 4 Bullish 1 10 -0.9%
MA Mastercard Incorporated 1.86% 4 Bullish 13 3 -2.8%
NOW ServiceNow, Inc. 1.67% 4 Bullish 2 12 -4.6%
MCD McDonald's Corporation 1.09% 4 Bullish 11 1 -4.3%
DIS The Walt Disney Company 0.96% 4 Bullish 28 3 -3.5%
V Visa Inc. 0.94% 4 Bullish 7 12 -3.7%
Showing 49 of 49 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Apple Inc. AAPL 7.14% $8.0M 31,968 31.6 $3.7T Technology
2 Alphabet Inc. GOOGL 6.95% $7.8M 25,281 26.6 $3.5T Communication Services
3 Cash Equivalent USD 5.97% $6.7M 6,728,271 $1.7B Financial Services
4 Amazon.com Inc. AMZN 5.86% $6.6M 31,237 29.2 $2.3T Consumer Cyclical
5 Microsoft Corp. MSFT 4.73% $5.3M 13,512 23.1 $2.8T Technology
6 NVIDIA Corp. NVDA 4.26% $4.8M 26,436 36.2 $4.3T Technology
7 UnitedHealth Group Inc. UNH 2.97% $3.3M 11,676 20.4 $245.6B Healthcare
8 Uber Technologies Inc. UBER 2.96% $3.3M 43,266 15.1 $151.8B Technology
9 Meta Platforms Inc. META 2.75% $3.1M 5,001 24.8 $1.5T Communication Services
10 PayPal Holdings Inc. PYPL 2.54% $2.8M 63,800 8.0 $42.0B Financial Services
11 RH RH 2.44% $2.7M 20,264 23.4 $2.6B Consumer Cyclical
12 Twilio Inc. TWLO 2.44% $2.7M 21,561 564.8 $19.0B Communication Services
13 Booking Holdings Inc. BKNG 2.29% $2.6M 584 25.4 $136.6B Consumer Cyclical
14 Monolithic Power Systems Inc. MPWR 2.24% $2.5M 2,335 88.1 $54.9B Technology
15 Phillips 66 PSX 2.13% $2.4M 13,817 16.6 $72.7B Energy
16 MongoDB Inc. MDB 2.12% $2.4M 8,826 -281.6 $19.8B Technology
17 Snowflake Inc. SNOW 2.06% $2.3M 13,308 -41.3 $55.0B Technology
18 Netflix Inc. NFLX 2.03% $2.3M 24,039 35.5 $391.0B Communication Services
19 Broadcom Inc. AVGO 1.94% $2.2M 6,883 60.5 $1.5T Technology
20 Mastercard Inc. MA 1.86% $2.1M 4,268 30.1 $448.7B Financial Services
21 Blackrock Inc. BLK 1.80% $2.0M 2,081 27.4 $152.6B Financial Services
22 ServiceNow Inc. NOW 1.67% $1.9M 16,457 61.3 $107.8B Technology
23 Salesforce Inc. CRM 1.64% $1.8M 9,471 22.8 $170.5B Technology
24 Micron Technology Inc. MU 1.51% $1.7M 3,654 17.8 $430.9B Technology
25 Lockheed Martin Corp. LMT 1.50% $1.7M 2,608 28.7 $144.4B Industrials
26 Docusign Inc. DOCU 1.49% $1.7M 34,155 30.0 $9.0B Technology
27 Applied Materials Inc. AMAT 1.32% $1.5M 4,238 37.4 $293.1B Technology
28 Lam Research Corp. LRCX 1.24% $1.4M 6,185 47.3 $291.5B Technology
29 Constellation Brands Inc. STZ 1.16% $1.3M 8,540 23.8 $26.4B Consumer Defensive
30 Vertex Pharmaceuticals Inc. VRTX 1.13% $1.3M 2,804 29.2 $115.6B Healthcare
31 Intuitive Surgical Inc. ISRG 1.12% $1.3M 2,628 58.4 $166.9B Healthcare
32 AbbVie Inc. ABBV 1.11% $1.2M 5,979 87.3 $366.3B Healthcare
33 McDonald's Corp. MCD 1.09% $1.2M 3,862 26.0 $222.4B Consumer Cyclical
34 Dexcom Inc. DXCM 1.07% $1.2M 17,663 30.9 $26.1B Healthcare
35 Ralliant Corp. RAL 1.06% $1.2M 27,768 -3.8 $4.8B Industrials
36 Morgan Stanley MS 1.05% $1.2M 7,362 15.4 $263.1B Financial Services
37 PulteGroup Inc. PHM 1.02% $1.1M 9,709 10.3 $22.7B Consumer Cyclical
38 Arista Networks Inc. ANET 1.02% $1.1M 8,379 48.4 $170.0B Technology
39 TransDigm Group Inc. TDG 0.99% $1.1M 927 34.2 $65.3B Industrials
40 Walt Disney Co. DIS 0.96% $1.1M 10,779 14.0 $170.2B Communication Services
41 Visa Inc. V 0.94% $1.0M 3,503 28.1 $587.9B Financial Services
42 Home Depot Inc. HD 0.94% $1.1M 3,179 23.3 $331.2B Consumer Cyclical
43 Palo Alto Networks Inc. PANW 0.87% $971,908 5,754 83.1 $104.4B Technology
44 Fortive Corp. FTV 0.87% $974,616 17,772 29.9 $17.4B Technology
45 Etsy Inc. ETSY 0.85% $948,886 17,533 29.1 $4.8B Consumer Cyclical
46 Copart Inc. CPRT 0.81% $903,408 27,376 20.5 $32.0B Industrials
47 Celsius Holdings Inc. CELH 0.73% $819,625 19,750 78.2 $9.3B Consumer Defensive
48 Paycom Software Inc. PAYC 0.69% $767,232 6,163 14.5 $6.6B Technology
49 Zillow Group Inc. Z 0.67% $750,731 16,225 456.7 $10.6B Communication Services

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms