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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.2K
+ 51.47%
$76.94 - $78.28 $246K - $250K
9.41K $736K
BRO
Brown & Brown, Inc.

Financial Services
2.05K
New
$100.54 - $124.4 $206K - $255K
2.05K $254K
CEG
Constellation Energy Corp

Utilities
1.69K
+ 44.83%
$201.63 - $347.44 $341K - $587K
5.46K $1.1M
EEM
Ishares Msci Emerging Markets

ETFs
4.4K
+ 14.7%
$40.81 - $45.34 $180K - $200K
34.4K $1.5M
VST
Vistra Corp.

Utilities
3.25K
+ 49.64%
$108.49 - $191.89 $353K - $624K
9.8K $1.15M
ADBE
Adobe Inc.

Technology
977
+ 45.98%
$377.84 - $464.11 $369K - $453K
3.1K $1.19M
XLI
Industrial Sector Spdr

ETFs
2.03K
+ 5.85%
$128.78 - $141.67 $261K - $287K
36.7K $4.81M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.96K
+ 3.69%
$79.17 - $82.04 $155K - $161K
55.2K $4.51M
BMY
Bristol Myers Squibb CO

Healthcare
2.16K
+ 9.08%
$53.9 - $63.11 $117K - $137K
26K $1.59M
GOLD
Barrick Gold Corp

Basic Materials
9.49K
+ 74.82%
$15.45 - $19.56 $147K - $186K
22.2K $431K
WM
Waste Management Inc

Industrials
7
+ 0.09%
$200.54 - $233.78 $1.4K - $1.64K
7.78K $1.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.78K
+ 30.54%
$161.05 - $222.93 $608K - $842K
16.1K $2.96M
WHR
Whirlpool Corp

Consumer Cyclical
2.56K
New
$88.58 - $133.14 $226K - $340K
2.56K $230K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.01K
+ 4.79%
$31.56 - $36.78 $190K - $221K
132K $4.26M
CI
Cigna Corp

Healthcare
375
+ 19.32%
$274.49 - $329.0 $103K - $123K
2.32K $761K
KHC
Kraft Heinz CO

Consumer Defensive
7.38K
New
$28.51 - $32.22 $210K - $238K
7.38K $224K
CGDV
Capital Group Divid Value ETF

ETFs
6.21K
New
$34.95 - $37.36 $217K - $232K
6.21K $221K
APH
Amphenol Corp

Technology
3.32K
New
$61.62 - $78.55 $205K - $261K
3.32K $217K
FE
Firstenergy Corp

Utilities
5.29K
New
$37.95 - $43.5 $201K - $230K
5.29K $213K
ROK
Rockwell Automation, Inc

Industrials
828
New
$255.29 - $303.75 $211K - $252K
828 $213K
MSTR
Microstrategy Inc

Technology
734
New
$239.27 - $396.5 $176K - $291K
734 $211K
XLV
Select Sector Spdr Fund Health

ETFs
169
+ 0.77%
$137.61 - $149.68 $23.3K - $25.3K
22.2K $3.24M
VPU
Vanguard Utilities ETF

ETFs
1.23K
New
$161.24 - $173.33 $199K - $214K
1.23K $210K
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 4.33%
$1739.0 - $2260.0 $47K - $61K
651 $1.27M
IGV
Ishares Expanded Tech Software

ETFs
2.34K
New
$88.3 - $107.83 $207K - $252K
2.34K $208K
MSM
Msc Industrial Direct CO Inc

Industrials
1.68K
+ 6.65%
$74.45 - $83.08 $125K - $139K
26.9K $2.09M
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 0.86%
$890.62 - $1076.86 $41.9K - $50.6K
5.5K $5.2M
PGR
Progressive Corp

Financial Services
310
+ 11.81%
$235.61 - $291.22 $73K - $90.3K
2.93K $830K
VFH
Vanguard Financial ETF

ETFs
1.69K
New
$114.07 - $127.34 $192K - $215K
1.69K $201K
ENOV
Enovis Corp

Industrials
8.47K
+ 39.03%
$35.51 - $47.99 $301K - $407K
30.2K $1.15M
PCEF
Invesco Cef Income Composite E

ETFs
10.3K
New
$18.8 - $19.89 $193K - $204K
10.3K $193K
JBT
John Bean Technologies Corp

Industrials
1.66K
+ 13.72%
$121.81 - $131.22 $202K - $217K
13.7K $1.73M
TM
Toyota Motor Corp

Consumer Cyclical
1.64K
+ 30.09%
$176.53 - $195.35 $290K - $320K
7.09K $1.25M
ASML
Asml Holding Nv

Technology
381
+ 18.82%
$662.63 - $776.99 $252K - $296K
2.41K $1.59M
IAU
Ishares Gold Trust

ETFs
1.86K
+ 21.69%
$49.74 - $58.96 $92.7K - $110K
10.5K $616K
WELL
Welltower Inc.

Real Estate
78
+ 1.2%
$124.05 - $156.86 $9.68K - $12.2K
6.59K $1.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.13K
+ 3.71%
$126.11 - $135.06 $143K - $153K
31.6K $4.08M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.84K
+ 35.94%
$100.34 - $100.68 $184K - $185K
6.95K $699K
D
Dominion Energy, Inc

Utilities
2.27K
+ 8.75%
$52.85 - $57.43 $120K - $130K
28.2K $1.58M
TJX
Tjx Companies Inc

Consumer Cyclical
879
+ 1.14%
$112.81 - $126.16 $99.2K - $111K
77.9K $9.48M
VHT
Vanguard Health Care ETF

ETFs
644
+ 57.3%
$254.06 - $273.83 $164K - $176K
1.77K $468K
PBPB
Potbelly Corp

Consumer Cyclical
18.9K
New
$8.93 - $13.3 $169K - $251K
18.9K $179K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6.28K
+ 3.38%
$25.44 - $25.58 $160K - $161K
192K $4.9M
LMT
Lockheed Martin Corp

Industrials
2.19K
+ 10.73%
$423.19 - $506.29 $925K - $1.11M
22.6K $10.1M
MMSI
Merit Medical Systems Inc

Healthcare
293
+ 1.81%
$95.64 - $110.29 $28K - $32.3K
16.5K $1.74M
BDX
Becton Dickinson & CO

Healthcare
739
+ 54.94%
$222.79 - $249.08 $165K - $184K
2.08K $477K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
145
+ 0.44%
$87.68 - $94.52 $12.7K - $13.7K
32.8K $3.07M
BSX
Boston Scientific Corp

Healthcare
731
+ 8.67%
$89.38 - $106.18 $65.3K - $77.6K
9.16K $924K
CGCP
Capital Group Core Plus Income

ETFs
5.9K
+ 4.54%
$21.94 - $22.64 $129K - $134K
136K $3.05M
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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