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
CW
Curtiss Wright Corp

Industrials
520
+ 11.17%
$265.18 - $332.22 $138K - $173K
5.18K $1.7M
D
Dominion Energy, Inc

Utilities
4.2K
+ 19.03%
$48.01 - $58.53 $202K - $246K
26.3K $1.52M
CCS
Century Communities, Inc.

Consumer Cyclical
2.14K
+ 21.18%
$77.77 - $106.75 $166K - $228K
12.2K $1.26M
FIX
Comfort Systems Usa Inc

Industrials
339
+ 9.94%
$292.14 - $396.82 $99K - $135K
3.75K $1.46M
EPI
Wisdomtree Tr India Earnings F

ETFs
5.36K
+ 7.81%
$47.41 - $50.82 $254K - $272K
73.9K $3.73M
ADBE
Adobe Inc.

Technology
910
+ 63.37%
$508.13 - $586.55 $462K - $534K
2.35K $1.21M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
2.19K
+ 6.69%
$78.37 - $86.15 $172K - $189K
35K $3.01M
ETN
Eaton Corp PLC

Industrials
26
+ 0.11%
$272.52 - $333.02 $7.09K - $8.66K
22.7K $7.52M
DGRO
Ishares Core Dividend Growth E

ETFs
501
+ 0.67%
$57.47 - $62.76 $28.8K - $31.4K
74.8K $4.69M
MMSI
Merit Medical Systems Inc

Healthcare
2.7K
+ 24.45%
$84.12 - $100.23 $227K - $271K
13.7K $1.36M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
19.4K
New
$19.48 - $20.97 $377K - $406K
19.4K $402K
SHW
Sherwin Williams CO

Basic Materials
1.06K
New
$294.65 - $384.0 $311K - $405K
1.06K $402K
AVA
Avista Corp

Utilities
6.04K
+ 14.99%
$33.57 - $39.64 $203K - $239K
46.3K $1.8M
ITW
Illinois Tool Works Inc

Industrials
694
+ 8.03%
$233.14 - $263.97 $162K - $183K
9.34K $2.45M
ANET
Arista Networks, Inc.

Technology
954
+ 120.3%
$311.42 - $388.21 $297K - $370K
1.75K $670K
COST
Costco Wholesale Corp

Consumer Defensive
160
+ 2.36%
$801.83 - $917.05 $128K - $147K
6.94K $6.15M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.68K
+ 61.66%
$64.57 - $71.76 $302K - $336K
12.3K $880K
MSM
Msc Industrial Direct CO Inc

Industrials
2.81K
+ 13.14%
$75.8 - $89.13 $213K - $251K
24.2K $2.08M
FDVV
Fidelity High Dividend ETF

ETFs
5.27K
+ 17.22%
$46.26 - $50.65 $244K - $267K
35.8K $1.82M
POR
Portland General Electric CO

Utilities
4.96K
+ 16.96%
$42.44 - $49.09 $211K - $243K
34.2K $1.64M
USPH
U S Physical Therapy Inc

Healthcare
5.04K
+ 71.4%
$81.64 - $98.68 $411K - $497K
12.1K $1.02M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.26K
+ 9.02%
$64.35 - $75.71 $145K - $171K
27.3K $2.01M
PM
Philip Morris International Inc.

Consumer Defensive
490
+ 3.18%
$101.25 - $127.45 $49.6K - $62.5K
15.9K $1.93M
BLDR
Builders First Source, Inc.

Industrials
631
+ 14.33%
$132.6 - $201.83 $83.7K - $127K
5.03K $975K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
5.53K
New
$58.21 - $69.9 $322K - $387K
5.53K $364K
GEF
Greif, Inc

Consumer Cyclical
4.78K
+ 42.73%
$56.02 - $66.68 $268K - $319K
16K $1M
PEP
Pepsico Inc

Consumer Defensive
1.15K
+ 3.68%
$161.9 - $179.3 $186K - $205K
32.3K $5.49M
GE
General Electric CO

Industrials
896
+ 14.39%
$156.66 - $189.66 $140K - $170K
7.12K $1.34M
BMY
Bristol Myers Squibb CO

Healthcare
2.4K
+ 10.75%
$39.66 - $51.75 $95.2K - $124K
24.7K $1.28M
PEG
Public Service Enterprise Group Inc

Utilities
2.24K
+ 23.12%
$73.58 - $89.21 $165K - $200K
11.9K $1.06M
BX
Blackstone Inc.

Financial Services
638
+ 7.46%
$120.77 - $159.66 $77.1K - $102K
9.19K $1.41M
SHV
Ishares Tr

ETFs
3.14K
New
$110.05 - $110.63 $346K - $348K
3.14K $347K
ABT
Abbott Laboratories

Healthcare
955
+ 4.07%
$100.07 - $118.13 $95.6K - $113K
24.4K $2.78M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
15.4K
New
$19.94 - $22.45 $308K - $346K
15.4K $332K
SNA
Snap On Inc

Industrials
390
+ 5.29%
$255.35 - $289.77 $99.6K - $113K
7.76K $2.25M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5K
New
$58.03 - $65.37 $290K - $327K
5K $323K
CTSH
Cognizant Technology Solutions Corp

Technology
421
+ 1.35%
$66.89 - $77.87 $28.2K - $32.8K
31.5K $2.43M
CLH
Clean Harbors Inc

Industrials
1.31K
New
$219.55 - $249.19 $287K - $326K
1.31K $316K
IEFA
Ishares Tr

ETFs
32
+ 0.06%
$70.09 - $78.74 $2.24K - $2.52K
57.7K $4.51M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.09K
New
$98.99 - $101.51 $306K - $314K
3.09K $313K
FTHI
First Trust Exchange Traded Fd

ETFs
13.2K
+ 97.35%
$21.47 - $23.16 $283K - $306K
26.8K $616K
IPAR
Inter Parfums Inc

Consumer Defensive
1.75K
+ 28.32%
$113.85 - $140.68 $200K - $247K
7.95K $1.03M
MGC
Vanguard Mega Cap ETF

ETFs
1.03K
+ 10.0%
$185.93 - $206.64 $191K - $212K
11.3K $2.34M
CSL
Carlisle Companies Inc

Industrials
683
New
$376.5 - $449.34 $257K - $307K
683 $306K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.46K
New
$97.96 - $124.99 $241K - $308K
2.46K $306K
NDAQ
Nasdaq, Inc.

Financial Services
799
+ 4.19%
$59.48 - $74.31 $47.5K - $59.4K
19.9K $1.45M
ENOV
Enovis Corp

Industrials
8.4K
+ 29.88%
$40.57 - $48.1 $341K - $404K
36.5K $1.57M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.34K
+ 4.88%
$41.02 - $46.01 $95.8K - $107K
50.2K $2.28M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.81K
+ 10.24%
$36.06 - $37.66 $209K - $219K
62.5K $2.35M
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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