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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 4.12%
$1187.71 - $1432.58 $11.9K - $14.3K
253 $362K
PBA
Pembina Pipeline Corp

Energy
2
+ 0.01%
$35.13 - $40.12 $70.3 - $80.2
23.8K $953K
OKE
Oneok Inc

Energy
818
+ 10.98%
$89.57 - $109.85 $73.3K - $89.9K
8.27K $820K
POOL
Pool Corp

Industrials
390
+ 16.97%
$314.92 - $364.31 $123K - $142K
2.69K $855K
EPI
Wisdomtree Tr India Earnings F

ETFs
4.33K
+ 5.63%
$40.08 - $45.85 $173K - $198K
81.2K $3.55M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
1.72K
+ 21.97%
$41.85 - $49.61 $71.8K - $85.1K
9.53K $418K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.15K
+ 3.77%
$20.64 - $20.73 $65K - $65.3K
86.8K $1.8M
ITW
Illinois Tool Works Inc

Industrials
481
+ 5.03%
$244.9 - $274.48 $118K - $132K
10K $2.49M
TRGP
Targa Resources Corp.

Energy
165
+ 11.24%
$178.44 - $217.22 $29.4K - $35.8K
1.63K $327K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
3.4K
+ 76.87%
$43.29 - $69.32 $147K - $236K
7.83K $342K
PFFA
Etfis Ser Tr I

ETFs
4.2K
+ 11.58%
$21.21 - $22.3 $89.1K - $93.7K
40.5K $858K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.83K
+ 23.87%
$165.25 - $224.62 $302K - $410K
9.47K $1.57M
NI
Nisource Inc.

Utilities
71
+ 0.39%
$35.57 - $41.23 $2.53K - $2.93K
18.3K $731K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.14K
+ 16.5%
$47.59 - $48.35 $54.4K - $55.3K
8.08K $390K
FBT
First Trust Nyse Arca Biotechn

ETFs
280
+ 9.76%
$164.86 - $182.19 $46.2K - $51K
3.15K $535K
HDB
Hdfc Bank LTD

Financial Services
603
+ 8.8%
$58.06 - $66.85 $35K - $40.3K
7.46K $495K
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.09K
+ 19.19%
$9.47 - $11.46 $48.2K - $58.3K
31.6K $338K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.3K
+ 2.98%
$56.17 - $59.71 $73.1K - $77.7K
45K $2.57M
SHW
Sherwin Williams CO

Basic Materials
128
+ 12.06%
$330.16 - $365.55 $42.3K - $46.8K
1.19K $415K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
514
+ 2.55%
$91.45 - $91.75 $47K - $47.2K
20.7K $1.9M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
3.28K
+ 16.32%
$11.34 - $12.23 $37.2K - $40.1K
23.4K $285K
CCI
Crown Castle International Corp

Real Estate
32
+ 0.9%
$84.33 - $106.39 $2.7K - $3.4K
3.59K $373K
XLP
Consumer Staples Sector Spdr

ETFs
631
+ 9.07%
N/A
7.59K $576K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.86K
+ 27.56%
$40.67 - $48.92 $75.7K - $91K
8.61K $350K
XLC
Select Sector Spdr Tr Communic

ETFs
560
+ 2.17%
$94.84 - $105.31 $53.1K - $59K
26.4K $2.54M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
4.25K
+ 35.61%
$11.83 - $13.03 $50.3K - $55.4K
16.2K $195K
SVM
Silvercorp Metals Inc

Basic Materials
11K
New
$2.94 - $4.19 $32.3K - $46.1K
11K $42K
ERH
Allspring Utilities & High Income Fund

Financial Services
3.38K
+ 21.28%
$10.65 - $11.42 $36K - $38.6K
19.2K $212K
LNG
Cheniere Energy, Inc.

Energy
31
+ 1.57%
$209.32 - $253.66 $6.49K - $7.86K
2.01K $464K
FTHI
First Trust Exchange Traded Fd

ETFs
3.6K
+ 13.16%
$21.62 - $23.74 $77.8K - $85.5K
31K $676K
RVT
Royce Value Trust, Inc.

Financial Services
5.01K
+ 25.0%
$14.07 - $16.68 $70.4K - $83.5K
25K $356K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
7.59K
+ 4.53%
$41.26 - $44.98 $313K - $341K
175K $7.35M
MPW
Medical Properties Trust Inc

Real Estate
2.13K
+ 16.16%
$3.83 - $6.21 $8.17K - $13.2K
15.3K $92K
VGT
Vanguard Information Technolog

ETFs
209
+ 22.33%
$542.38 - $646.34 $113K - $135K
1.15K $621K
NGG
National Grid PLC

Utilities
92
+ 1.73%
$56.13 - $65.61 $5.16K - $6.04K
5.4K $354K
STEW
Boulder Growth & Income Fund

Financial Services
964
+ 5.21%
$15.76 - $17.3 $15.2K - $16.7K
19.5K $335K
BNDX
Vanguard Total International B

ETFs
866
+ 5.46%
$48.33 - $49.5 $41.9K - $42.9K
16.7K $816K
HQY
Healthequity, Inc.

Healthcare
644
+ 23.54%
$84.32 - $114.51 $54.3K - $73.7K
3.38K $298K
AVAV
Aero Vironment Inc

Industrials
1.12K
+ 40.2%
$119.19 - $186.12 $133K - $208K
3.89K $463K
FDVV
Fidelity High Dividend ETF

ETFs
957
+ 2.44%
$48.86 - $52.28 $46.8K - $50K
40.1K $1.99M
STWD
Starwood Property Trust, Inc.

Real Estate
517
+ 1.79%
$18.41 - $20.53 $9.52K - $10.6K
29.4K $581K
VDE
Vanguard Energy ETF

ETFs
129
+ 6.17%
$119.14 - $132.76 $15.4K - $17.1K
2.22K $287K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
922
+ 24.53%
$67.24 - $84.27 $62K - $77.7K
4.68K $319K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
1.27K
+ 7.63%
$23.87 - $24.35 $30.3K - $30.9K
17.9K $429K
SCHW
Schwab Charles Corp

Financial Services
144
+ 3.58%
$71.24 - $83.64 $10.3K - $12K
4.17K $326K
SHV
Ishares Tr

ETFs
253
+ 8.5%
$110.11 - $110.51 $27.9K - $28K
3.23K $356K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
199
+ 6.7%
$100.59 - $103.47 $20K - $20.6K
3.17K $327K
ATO
Atmos Energy Corp

Utilities
29
+ 1.93%
$136.51 - $154.58 $3.96K - $4.48K
1.53K $237K
SLB
Schlumberger Limited

Energy
90
+ 1.4%
$38.4 - $43.74 $3.46K - $3.94K
6.51K $271K
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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