Level Four Advisory Services, LLC Purchases in Q1 2025

Level Four Advisory Services, LLC

  • $2.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
6.83K
+ 13.88%
$103.59 - $124.04 $708K - $848K
56.1K $6.27M
DUK
Duke Energy Corp

Utilities
4.72K
+ 14.47%
$105.87 - $121.97 $500K - $576K
37.3K $4.55M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
13.5K
+ 24.34%
$110.9 - $132.93 $1.5M - $1.79M
69K $7.85M
VALE
Vale S.A.

Basic Materials
94.4K
+ 213.45%
$8.5 - $10.19 $802K - $962K
139K $1.38M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.39K
New
$114.57 - $118.14 $962K - $992K
8.39K $991K
MCD
Mcdonalds Corp

Consumer Cyclical
1.18K
+ 4.3%
$279.74 - $321.29 $329K - $378K
28.6K $8.92M
T
At&T Inc.

Communication Services
7.35K
+ 5.25%
$21.56 - $28.28 $158K - $208K
147K $4.16M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15.5K
+ 130.45%
$62.72 - $71.92 $974K - $1.12M
27.4K $1.73M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
22.8K
+ 5.08%
$27.64 - $28.58 $631K - $652K
472K $13.5M
MOH
Molina Healthcare, Inc.

Healthcare
2.21K
+ 36.57%
$266.57 - $333.27 $590K - $737K
8.26K $2.72M
ETSY
Etsy Inc

Consumer Cyclical
22.7K
+ 93.55%
$44.4 - $57.29 $1.01M - $1.3M
46.9K $2.21M
IBM
International Business Machines Corp

Technology
267
+ 0.92%
$217.4 - $264.74 $58K - $70.7K
29.3K $7.28M
MWA
Mueller Water Products, Inc.

Industrials
35.5K
New
$21.65 - $28.24 $768K - $1M
35.5K $901K
GBIL
Goldman Sachs Access Treasury

ETFs
8.44K
+ 4.58%
$99.85 - $100.19 $843K - $846K
193K $19.3M
CHD
Church & Dwight CO Inc

Consumer Defensive
4.64K
+ 6.7%
$101.42 - $113.2 $471K - $525K
73.9K $8.14M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
12.3K
New
$65.49 - $74.67 $804K - $917K
12.3K $879K
UPS
United Parcel Service Inc

Industrials
14K
+ 32.52%
$109.66 - $136.26 $1.53M - $1.9M
56.9K $6.26M
PIPR
Piper Sandler Companies

Financial Services
3.53K
+ 344.2%
$244.29 - $323.68 $862K - $1.14M
4.55K $1.13M
SBUX
Starbucks Corp

Consumer Cyclical
3.2K
+ 4.85%
$91.75 - $115.81 $294K - $370K
69.1K $6.78M
IJK
Ishares S&P Midcap 400 Growth

ETFs
11.9K
+ 39.03%
$81.62 - $96.63 $973K - $1.15M
42.4K $3.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.21K
+ 46.71%
$102.49 - $119.96 $944K - $1.1M
28.9K $3.02M
IEFA
Ishares Tr

ETFs
5.48K
+ 9.1%
$69.57 - $78.65 $381K - $431K
65.7K $4.97M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.6K
New
$49.69 - $50.76 $724K - $740K
14.6K $728K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.57K
+ 16.05%
$192.82 - $222.1 $1.65M - $1.9M
62K $12M
GILD
Gilead Sciences, Inc.

Healthcare
400
+ 1.18%
$89.14 - $117.41 $35.7K - $47K
34.3K $3.84M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.75K
+ 35.83%
$360.07 - $417.26 $989K - $1.15M
10.4K $3.76M
ITRI
Itron, Inc.

Technology
6.45K
New
$92.6 - $110.29 $597K - $711K
6.45K $675K
GMAB
Genmab A/S

Healthcare
35.4K
+ 213.1%
$18.69 - $24.14 $662K - $855K
52K $1.02M
EOG
Eog Resources Inc

Energy
2.49K
+ 4.08%
$120.54 - $138.05 $301K - $344K
63.6K $8.15M
TXN
Texas Instruments Inc

Technology
3.3K
+ 7.31%
N/A
48.4K $9.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.52K
+ 56.16%
$81.83 - $82.73 $615K - $622K
20.9K $1.73M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.91K
New
$58.01 - $64.46 $575K - $639K
9.91K $615K
LBRT
Liberty Energy Inc.

Energy
52.8K
+ 95.52%
$14.13 - $23.12 $746K - $1.22M
108K $1.71M
QCOM
Qualcomm Inc

Technology
3.88K
+ 7.34%
$151.94 - $175.86 $589K - $682K
56.7K $8.71M
IEMG
Ishares Inc

ETFs
11K
+ 57.97%
N/A
30K $1.61M
MA
Mastercard Inc

Financial Services
453
+ 2.87%
$504.67 - $576.31 $229K - $261K
16.2K $8.9M
PM
Philip Morris International Inc.

Consumer Defensive
39
+ 0.26%
$117.15 - $158.79 $4.57K - $6.19K
15.1K $2.39M
GE
General Electric CO

Industrials
1.74K
+ 24.76%
$168.59 - $212.13 $294K - $370K
8.78K $1.76M
IBP
Installed Building Products, Inc.

Consumer Cyclical
3.45K
+ 82.16%
$162.22 - $206.22 $559K - $711K
7.65K $1.31M
WEC
Wec Energy Group, Inc.

Utilities
1.2K
+ 4.07%
$92.12 - $108.98 $110K - $130K
30.6K $3.33M
VRT
Vertiv Holdings CO

Industrials
6.57K
+ 260.74%
N/A
9.09K $787K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
4.35K
+ 13.57%
$85.24 - $94.86 $370K - $412K
36.4K $3.31M
NXPI
Nxp Semiconductors N.V.

Technology
3.39K
+ 59.63%
$189.99 - $245.86 $644K - $833K
9.07K $1.72M
PAYC
Paycom Software, Inc.

Technology
1.63K
+ 12.71%
$199.42 - $225.82 $325K - $368K
14.5K $3.16M
SHEL
Shell PLC

Energy
3.95K
+ 17.5%
$62.84 - $73.29 $248K - $290K
26.5K $1.95M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.71K
New
$91.76 - $103.26 $524K - $590K
5.71K $528K
PLTR
Palantir Technologies Inc.

Technology
4.09K
+ 22.51%
$64.98 - $124.62 $266K - $509K
22.2K $1.88M
CELH
Celsius Holdings, Inc.

Consumer Defensive
12K
+ 153.39%
$21.28 - $35.62 $255K - $427K
19.8K $705K
EQIX
Equinix Inc

Real Estate
695
+ 132.63%
$803.0 - $959.97 $558K - $667K
1.22K $993K
Activity Summary
Buys All Purchases 457 New Holdings 44 Increased Positions 413 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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