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
POOL
Pool Corp

Industrials
369
+ 16.9%
$296.17 - $376.8 $109K - $139K
2.55K $961K
DKNG
Draft Kings Inc.

Consumer Cyclical
7.42K
New
$29.85 - $41.1 $221K - $305K
7.42K $290K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.67K
New
$72.18 - $107.33 $193K - $286K
2.67K $283K
ALL
Allstate Corp

Financial Services
560
+ 9.53%
$158.43 - $192.86 $88.7K - $108K
6.44K $1.22M
EMLP
First Tr Exchange Traded Iv

ETFs
8.39K
New
$30.38 - $34.0 $255K - $285K
8.39K $281K
FICO
Fair Isaac Corp

Technology
143
New
$1496.51 - $1947.38 $214K - $278K
143 $278K
BKR
Baker Hughes CO

Energy
7.66K
New
$32.92 - $38.72 $252K - $297K
7.66K $276K
AMGN
Amgen Inc

Healthcare
461
+ 3.63%
$309.38 - $337.38 $143K - $156K
13.2K $4.24M
QDPL
Pacer Fds Tr Metaurus Us Large
5.17K
+ 8.71%
$34.97 - $38.41 $181K - $199K
64.6K $2.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.53K
+ 25.57%
$147.95 - $191.05 $226K - $292K
7.5K $1.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.45K
New
$49.83 - $62.75 $222K - $279K
4.45K $256K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
658
New
$320.55 - $412.94 $211K - $272K
658 $256K
OSIS
Osi Systems Inc

Technology
1.16K
+ 20.59%
$134.78 - $154.28 $156K - $179K
6.78K $1.03M
KRE
Spdr S&P Regional Banking ETF

ETFs
4.52K
New
$47.94 - $59.23 $217K - $268K
4.52K $255K
FVD
First Tr Value Line Divid Inde

ETFs
970
+ 2.18%
$40.45 - $45.49 $39.2K - $44.1K
45.4K $2.07M
VT
Vanguard Total World Stk Index

ETFs
1.89K
+ 47.25%
$107.72 - $119.96 $203K - $226K
5.88K $703K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.88K
+ 2.04%
$31.05 - $34.29 $58.4K - $64.5K
93.8K $3.22M
CBOE
Cboe Global Markets, Inc.

Financial Services
398
+ 7.89%
$168.57 - $213.65 $67.1K - $85K
5.44K $1.11M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
19K
+ 94.69%
$11.52 - $12.52 $219K - $238K
39.1K $483K
MNST
Monster Beverage Corp

Consumer Defensive
4.78K
New
$45.01 - $52.47 $215K - $251K
4.78K $249K
KIE
Spdr S&P Insurance ETF

ETFs
4.39K
New
$49.44 - $56.87 $217K - $250K
4.39K $249K
WRB
Berkley W R Corp

Financial Services
5.37K
+ 210.64%
$51.54 - $79.62 $277K - $427K
7.91K $448K
WETF
Wisdom Tree Investments, Inc.

Financial Services
45K
+ 146.71%
N/A
75.7K $413K
KMB
Kimberly Clark Corp

Consumer Defensive
1.12K
+ 5.44%
$135.05 - $148.35 $151K - $166K
21.7K $3.09M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
9.95K
New
$24.29 - $24.63 $242K - $245K
9.95K $243K
MORN
Morningstar, Inc.

Financial Services
567
+ 22.24%
$295.85 - $326.31 $168K - $185K
3.12K $994K
PGR
Progressive Corp

Financial Services
594
+ 31.61%
$209.46 - $259.24 $124K - $154K
2.47K $627K
WSO
Watsco Inc

Industrials
195
+ 3.95%
$448.73 - $519.89 $87.5K - $101K
5.13K $2.52M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.82K
+ 6.66%
$74.26 - $78.84 $135K - $143K
29.1K $2.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.56K
+ 6.24%
$56.04 - $62.99 $143K - $161K
43.5K $2.66M
MAS
Masco Corp

Industrials
2.76K
New
$64.7 - $83.94 $179K - $232K
2.76K $231K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.18K
New
$38.04 - $45.36 $197K - $235K
5.18K $231K
EFG
Msci Eafe Growth ETF

ETFs
2.15K
New
$96.84 - $108.77 $208K - $234K
2.15K $231K
BCPC
Balchem Corp

Basic Materials
534
+ 8.75%
$154.1 - $181.56 $82.3K - $97K
6.64K $1.17M
PCT
Pure Cycle Technologies, Inc.

Industrials
1.71K
+ 2.91%
$4.69 - $10.17 $8.02K - $17.4K
60.5K $574K
EME
Emcor Group, Inc.

Industrials
90
+ 3.14%
$340.22 - $435.6 $30.6K - $39.2K
2.95K $1.27M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.24K
New
$100.3 - $100.74 $224K - $225K
2.24K $225K
SLV
I Shares Silver Trust

ETFs
5.95K
+ 19.85%
$24.33 - $29.38 $145K - $175K
35.9K $1.02M
NEM
Newmont Corp

Basic Materials
2.29K
+ 26.29%
$41.65 - $55.85 $95.3K - $128K
11K $587K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.22K
+ 179.54%
$109.03 - $210.9 $460K - $890K
6.57K $716K
SXI
Standex International Corp

Industrials
521
+ 9.15%
$155.0 - $188.75 $80.8K - $98.3K
6.22K $1.13M
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
8.48K
New
$23.36 - $25.92 $198K - $220K
8.48K $216K
NOC
Northrop Grumman Corp

Industrials
166
+ 12.1%
$423.73 - $533.14 $70.3K - $88.5K
1.54K $811K
ZTS
Zoetis Inc.

Healthcare
316
+ 4.6%
$172.58 - $196.48 $54.5K - $62.1K
7.18K $1.4M
SPSC
Sps Commerce Inc

Technology
963
+ 21.99%
$185.76 - $215.42 $179K - $207K
5.34K $1.04M
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.41K
New
$33.68 - $39.31 $182K - $213K
5.41K $212K
HQY
Healthequity, Inc.

Healthcare
2.6K
New
$67.98 - $86.62 $177K - $225K
2.6K $212K
AYI
Acuity Brands Inc

Industrials
320
+ 8.97%
$222.88 - $275.47 $71.3K - $88.2K
3.89K $1.07M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
3.87K
New
$49.13 - $54.55 $190K - $211K
3.87K $208K
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
Track This Portfolio

Track Level Four Advisory Services, LLC Portfolio

Follow Level Four Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Four Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Four Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email