Level Four Advisory Services, LLC Purchases in Q3 2024

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
294K
+ 262.57%
$77.02 - $85.06 $22.7M - $25M
406K $34.3M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
103K
+ 31.02%
$60.25 - $66.85 $6.19M - $6.86M
434K $28.6M
JPM
Jpmorgan Chase & CO

Financial Services
29.7K
+ 43.08%
$194.9 - $224.8 $5.78M - $6.67M
98.5K $20.8M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
291K
+ 1914.93%
$18.74 - $20.92 $5.45M - $6.09M
306K $6M
ABBV
Abb Vie Inc.

Healthcare
11.5K
+ 9.3%
$163.84 - $199.33 $1.88M - $2.28M
135K $26.6M
UPS
United Parcel Service Inc

Industrials
39.5K
+ 320.31%
$123.32 - $147.38 $4.87M - $5.82M
51.8K $7.06M
META
Meta Platforms, Inc.

Communication Services
4.15K
+ 10.72%
$453.41 - $572.44 $1.88M - $2.38M
42.9K $24.6M
AWK
American Water Works Company, Inc.

Utilities
33.5K
New
$127.76 - $149.9 $4.28M - $5.02M
33.5K $4.9M
CMCSA
Comcast Corp

Communication Services
112K
+ 215.21%
$37.33 - $41.78 $4.16M - $4.66M
163K $6.83M
WMT
Walmart Inc.

Consumer Defensive
27.1K
+ 18.03%
$66.91 - $81.4 $1.82M - $2.21M
178K $14.3M
LEA
Lear Corp

Consumer Cyclical
34.4K
+ 120.43%
$103.43 - $123.95 $3.56M - $4.27M
63K $6.88M
DINO
Hf Sinclair Corp

Energy
83.2K
+ 511.64%
$44.42 - $53.6 $3.7M - $4.46M
99.5K $4.44M
VB
Vanguard Small Cap ETF

ETFs
13K
+ 93.21%
$214.77 - $237.72 $2.79M - $3.09M
27K $6.39M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
65K
+ 70.78%
$40.6 - $45.07 $2.64M - $2.93M
157K $7.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.86K
+ 4.94%
$475.2 - $527.7 $1.36M - $1.51M
60.8K $32.1M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
39.1K
+ 11.08%
$47.29 - $52.55 $1.85M - $2.06M
392K $20.6M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.31K
+ 42.16%
$1685.92 - $2128.51 $2.22M - $2.8M
4.43K $8.15M
GS
Goldman Sachs Group Inc

Financial Services
4.88K
+ 45.75%
$459.02 - $510.25 $2.24M - $2.49M
15.6K $7.7M
GBIL
Goldman Sachs Access Treasury

ETFs
27.6K
+ 18.02%
$99.7 - $100.3 $2.75M - $2.76M
180K $18.1M
TGT
Target Corp

Consumer Defensive
16.7K
+ 88.08%
$133.47 - $159.25 $2.23M - $2.66M
35.7K $5.57M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.8K
+ 43.47%
$162.83 - $179.16 $2.09M - $2.3M
42.3K $7.58M
ROP
Roper Technologies Inc

Industrials
4.94K
+ 67.44%
$515.25 - $576.55 $2.55M - $2.85M
12.3K $6.83M
GLD
Spdr Gold Trust

ETFs
4.99K
+ 9.97%
$215.56 - $246.98 $1.08M - $1.23M
55K $13.4M
BAC
Bank Of America Corp

Financial Services
64.4K
+ 58.29%
$36.65 - $44.13 $2.36M - $2.84M
175K $6.94M
LMT
Lockheed Martin Corp

Industrials
416
+ 2.13%
$460.3 - $584.56 $191K - $243K
19.9K $11.7M
CVS
Cvs Health Corp

Healthcare
34.4K
+ 35.12%
$55.81 - $63.18 $1.92M - $2.18M
133K $8.33M
TJX
Tjx Companies Inc

Consumer Cyclical
17.9K
+ 33.6%
$107.93 - $120.23 $1.93M - $2.15M
71.1K $8.36M
CR
Crane Holdings, Co.

Industrials
15.5K
New
$140.34 - $160.42 $2.18M - $2.49M
15.5K $2.45M
PYPL
Pay Pal Holdings, Inc.

Financial Services
413
+ 0.34%
$57.22 - $80.08 $23.6K - $33.1K
121K $9.44M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
30.9K
+ 10.71%
$85.84 - $85.84 $2.66M - $2.66M
320K $27.4M
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 0.07%
$333.64 - $405.2 $9.01K - $10.9K
39.7K $16.1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
68.2K
+ 18.38%
$27.8 - $29.26 $1.9M - $2M
439K $12.8M
AGCO
Agco Corp

Industrials
24K
+ 48.98%
$84.99 - $103.52 $2.04M - $2.48M
72.9K $7.14M
CGCP
Capital Group Core Plus Income

ETFs
96.2K
+ 701.06%
$22.12 - $23.31 $2.13M - $2.24M
110K $2.54M
WSM
Williams Sonoma Inc

Consumer Cyclical
22.9K
+ 217.43%
$128.47 - $280.94 $2.95M - $6.44M
33.5K $5.18M
NEE
Nextera Energy Inc

Utilities
8.24K
+ 8.34%
$69.9 - $84.97 $576K - $700K
107K $9.05M
ICE
Intercontinental Exchange, Inc.

Financial Services
5.84K
+ 13.68%
$136.93 - $162.81 $800K - $951K
48.5K $7.8M
IJK
Ishares S&P Midcap 400 Growth

ETFs
20.4K
+ 298.04%
$84.81 - $93.54 $1.73M - $1.91M
27.2K $2.5M
NVO
Novo Nordisk A S

Healthcare
29.3K
+ 42.73%
$119.07 - $145.42 $3.49M - $4.26M
97.8K $11.6M
SBUX
Starbucks Corp

Consumer Cyclical
7.48K
+ 13.06%
$72.51 - $98.6 $542K - $737K
64.8K $6.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
+ 9.19%
$517.38 - $573.86 $1.05M - $1.17M
24.2K $13.9M
LOW
Lowes Companies Inc

Consumer Cyclical
1.1K
+ 3.62%
$213.3 - $270.78 $234K - $297K
31.4K $8.51M
AFL
Aflac Inc

Financial Services
1.63K
+ 2.34%
$88.52 - $111.8 $144K - $182K
71.4K $7.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.94K
+ 5.05%
$96.25 - $101.98 $861K - $912K
186K $18.8M
APA
Apa Corp

Energy
102K
+ 56.88%
$23.34 - $32.22 $2.37M - $3.28M
280K $6.86M
CHD
Church & Dwight CO Inc

Consumer Defensive
14.6K
+ 29.17%
$98.01 - $106.59 $1.43M - $1.56M
64.7K $6.77M
DVY
Ishares Tr

ETFs
10.6K
+ 107.2%
$119.99 - $135.74 $1.27M - $1.44M
20.4K $2.76M
VTI
Vanguard Total Stock Market Et

ETFs
3.98K
+ 14.55%
$255.18 - $283.2 $1.02M - $1.13M
31.3K $8.88M
O
Realty Income Corp

Real Estate
14.4K
+ 23.64%
$52.36 - $63.42 $752K - $911K
75.1K $4.76M
Activity Summary
Buys All Purchases 461 New Holdings 75 Increased Positions 386 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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