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
O
Realty Income Corp

Real Estate
2.57K
+ 3.4%
$51.67 - $58.49 $133K - $151K
78.2K $4.54M
RTX
Raytheon Technologies Corp

Industrials
274
+ 1.0%
$114.1 - $135.66 $31.3K - $37.2K
27.7K $3.66M
AEM
Agnico Eagle Mines LTD

Basic Materials
4.55K
New
$79.66 - $108.41 $363K - $494K
4.55K $493K
TGT
Target Corp

Consumer Defensive
12.6K
+ 46.56%
$103.65 - $142.5 $1.31M - $1.8M
39.8K $4.15M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.97K
+ 21.12%
$54.25 - $57.64 $487K - $517K
51.4K $2.83M
MDT
Medtronic PLC

Healthcare
470
+ 1.15%
$79.84 - $94.5 $37.5K - $44.4K
41.5K $3.72M
MBLY
Mobileye Global Inc.
40.7K
+ 166.06%
$14.24 - $21.85 $579K - $889K
65.2K $938K
CHRD
Oasis Petroleum Inc.

Energy
4.02K
+ 96.82%
$101.34 - $127.78 $407K - $513K
8.17K $920K
CME
Cme Group Inc.

Financial Services
216
+ 1.9%
$225.82 - $266.54 $48.8K - $57.6K
11.6K $3.07M
CCS
Century Communities, Inc.

Consumer Cyclical
7.17K
+ 82.52%
$66.87 - $78.83 $479K - $565K
15.9K $1.06M
ABT
Abbott Laboratories

Healthcare
10
+ 0.05%
$111.1 - $140.22 $1.11K - $1.4K
19.8K $2.62M
AZN
Astrazeneca PLC

Healthcare
3.23K
+ 17.3%
$65.37 - $77.96 $211K - $252K
21.9K $1.61M
MPWR
Monolithic Power Systems Inc

Technology
823
+ 9.67%
$565.7 - $720.25 $466K - $593K
9.33K $5.41M
CSCO
Cisco Systems, Inc.

Technology
2.09K
+ 2.21%
$58.74 - $64.87 $123K - $135K
96.5K $5.96M
TDG
Trans Digm Group Inc

Industrials
59
+ 2.41%
$1251.32 - $1394.11 $73.8K - $82.3K
2.51K $3.47M
ET
Energy Transfer LP

Energy
26.3K
+ 20.37%
$17.26 - $21.08 $455K - $555K
156K $2.89M
EPD
Enterprise Products Partners L.P.

Energy
1.17K
+ 1.03%
$31.75 - $34.14 $37K - $39.8K
114K $3.9M
DSTL
ETF Ser Solution Distillate Us

ETFs
9.79K
+ 3.74%
$53.28 - $57.28 $522K - $561K
272K $14.7M
EXC
Exelon Corp

Utilities
7.68K
New
$37.3 - $46.08 $286K - $354K
7.68K $353K
BLDR
Builders First Source, Inc.

Industrials
3.18K
+ 98.76%
$122.8 - $173.51 $391K - $552K
6.4K $800K
PI
Impinj Inc

Technology
3.73K
New
$87.73 - $152.24 $327K - $567K
3.73K $338K
VNQ
Vanguard Specialized Funds Van

ETFs
3.62K
+ 49.87%
$85.55 - $94.34 $310K - $342K
10.9K $985K
AIG
American International Group, Inc.

Financial Services
3.39K
+ 120.15%
$70.5 - $86.94 $239K - $295K
6.22K $540K
DKNG
Draft Kings Inc.

Consumer Cyclical
11.1K
+ 129.61%
$33.21 - $53.49 $368K - $593K
19.7K $652K
KMB
Kimberly Clark Corp

Consumer Defensive
597
+ 2.69%
$124.46 - $147.4 $74.3K - $88K
22.8K $3.24M
FTV
Fortive Corp

Technology
5.3K
+ 16.55%
$71.82 - $82.98 $380K - $440K
37.3K $2.73M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
1.35K
New
$238.2 - $273.85 $323K - $371K
1.35K $326K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.78K
+ 0.72%
$27.01 - $28.54 $75K - $79.3K
389K $10.9M
INGR
Ingredion Inc

Consumer Defensive
2.98K
+ 8.41%
$125.6 - $137.36 $374K - $409K
38.4K $5.19M
TMUS
T Mobile Us, Inc.

Communication Services
354
+ 7.27%
$211.3 - $272.83 $74.8K - $96.6K
5.23K $1.39M
AEP
American Electric Power CO Inc

Utilities
1.08K
+ 9.39%
$90.32 - $109.27 $97.9K - $118K
12.6K $1.38M
FSLR
First Solar, Inc.

Technology
2.49K
New
$126.34 - $197.73 $314K - $491K
2.49K $314K
CINF
Cincinnati Financial Corp

Financial Services
2.07K
New
$133.67 - $147.81 $276K - $306K
2.07K $305K
NVS
Novartis Ag

Healthcare
1.37K
+ 13.74%
$97.14 - $115.57 $133K - $158K
11.3K $1.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.79K
+ 93.48%
$168.16 - $186.21 $302K - $334K
3.71K $634K
CNP
Centerpoint Energy Inc

Utilities
8.08K
New
$30.87 - $36.25 $249K - $293K
8.08K $292K
WSO
Watsco Inc

Industrials
209
+ 4.04%
$463.86 - $530.75 $96.9K - $111K
5.39K $2.74M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.52K
New
$80.08 - $92.93 $282K - $327K
3.52K $284K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.01K
+ 32.02%
$80.53 - $147.57 $81.7K - $150K
4.18K $552K
BKR
Baker Hughes CO

Energy
5.24K
+ 30.43%
$41.16 - $48.85 $216K - $256K
22.5K $987K
CTSH
Cognizant Technology Solutions Corp

Technology
3.78K
+ 11.11%
$75.32 - $90.7 $285K - $343K
37.8K $2.89M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.31K
+ 3.66%
$169.43 - $182.84 $391K - $422K
65.3K $11.3M
CR
Crane Holdings, Co.

Industrials
1.51K
+ 6.0%
$150.33 - $175.81 $227K - $266K
26.7K $4.09M
UNP
Union Pacific Corp

Industrials
413
+ 2.05%
$225.21 - $254.42 $93K - $105K
20.5K $4.85M
NTR
Nutrien Ltd.

Basic Materials
5.29K
New
$45.28 - $53.84 $240K - $285K
5.29K $262K
WCC
Wesco International Inc

Industrials
1.69K
New
$155.3 - $199.95 $262K - $337K
1.69K $261K
SE
Sea LTD

Consumer Cyclical
1.99K
New
$104.87 - $146.31 $208K - $291K
1.99K $259K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.38K
+ 87.86%
$51.39 - $57.43 $225K - $252K
9.37K $519K
WRBY
Warby Parker Inc.

Healthcare
14.2K
New
$17.82 - $28.42 $252K - $402K
14.2K $258K
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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