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
CFA
Victory Portfolios Ii Shs Us 5

ETFs
487
+ 1.43%
$81.8 - $88.86 $39.8K - $43.3K
34.6K $2.92M
FICO
Fair Isaac Corp

Technology
32
+ 13.73%
$1695.35 - $2030.47 $54.3K - $65K
265 $488K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
2.11K
+ 20.31%
$9.62 - $10.03 $20.3K - $21.2K
12.5K $123K
VIG
Vanguard Dividend Appreciation

ETFs
136
+ 0.36%
N/A
37.4K $6.82M
PFE
Pfizer Inc

Healthcare
8.19K
+ 5.29%
$25.01 - $27.13 $205K - $222K
163K $4.13M
COF
Capital One Financial Corp

Financial Services
117
+ 9.03%
$163.87 - $209.82 $19.2K - $24.5K
1.41K $253K
JBL
Jabil Inc

Technology
281
+ 12.95%
$130.51 - $173.33 $36.7K - $48.7K
2.45K $333K
APO
Apollo Global Management, Inc.

Financial Services
797
+ 25.46%
$126.01 - $172.06 $100K - $137K
3.93K $537K
NSC
Norfolk Southern Corp

Industrials
55
+ 2.19%
$227.69 - $259.76 $12.5K - $14.3K
2.57K $609K
DELL
Dell Technologies Inc.

Technology
954
+ 33.42%
$90.34 - $124.66 $86.2K - $119K
3.81K $347K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
327
+ 2.99%
$47.6 - $51.91 $15.6K - $17K
11.2K $543K
HSY
Hershey CO

Consumer Defensive
74
+ 4.02%
$144.74 - $186.36 $10.7K - $13.8K
1.91K $327K
AGNC
Agnc Investment Corp.

Real Estate
1.22K
+ 10.04%
$9.12 - $10.54 $11.1K - $12.8K
13.4K $127K
RACE
Ferrari N.V.

Consumer Cyclical
19
+ 0.92%
$413.73 - $508.15 $7.86K - $9.65K
2.08K $889K
RVNU
Xtrackers Municipal Infrastruc

ETFs
811
+ 7.92%
$24.5 - $25.39 $19.9K - $20.6K
11.1K $272K
ORCL
Oracle Corp

Technology
3.26K
+ 19.81%
$139.81 - $186.47 $456K - $608K
19.7K $2.76M
CL
Colgate Palmolive CO

Consumer Defensive
13
+ 0.27%
$85.68 - $97.5 $1.11K - $1.27K
4.78K $447K
OCGN
Ocugen, Inc.

Healthcare
19.5K
New
$0.52 - $0.9 $10.1K - $17.6K
19.5K $13K
PH
Parker Hannifin Corp

Industrials
68
+ 6.26%
$591.65 - $707.05 $40.2K - $48.1K
1.15K $701K
SNPS
Synopsys Inc

Technology
128
+ 16.56%
$428.58 - $551.54 $54.9K - $70.6K
901 $386K
NKE
Nike, Inc.

Consumer Cyclical
3.19K
+ 20.28%
$63.29 - $81.72 $202K - $261K
18.9K $1.2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
51
+ 0.59%
$42.18 - $45.16 $2.15K - $2.3K
8.68K $384K
GDV
Gabelli Dividend & Income Trust

Financial Services
409
+ 3.08%
$23.47 - $25.3 $9.6K - $10.3K
13.7K $330K
VO
Vanguard Mid Cap ETF

ETFs
320
+ 2.33%
$251.87 - $277.95 $80.6K - $88.9K
14.1K $3.64M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
2.33K
+ 13.18%
$21.85 - $25.19 $50.9K - $58.6K
20K $442K
CBU
Community Bank System, Inc.

Financial Services
1.07K
+ 9.61%
$56.08 - $67.99 $59.9K - $72.7K
12.2K $693K
WETF
Wisdom Tree Investments, Inc.

Financial Services
1.28K
+ 1.29%
N/A
100K $546K
FUND
Sprott Focus Trust Inc.

Financial Services
524
+ 2.23%
$7.19 - $7.74 $3.77K - $4.06K
24.1K $178K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
21
+ 0.2%
$13.65 - $14.45 $287 - $303
10.4K $148K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
144
+ 1.38%
$51.26 - $52.53 $7.38K - $7.56K
10.6K $546K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
86
+ 3.27%
$196.12 - $229.48 $16.9K - $19.7K
2.71K $548K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
75
+ 0.56%
$8.29 - $8.97 $622 - $673
13.5K $115K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.27K
+ 5.94%
$11.85 - $13.1 $15.1K - $16.7K
22.7K $275K
PPT
Putnam Premier Income Trust

Financial Services
237
+ 0.33%
$3.54 - $3.65 $839 - $865
71.6K $258K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
64
+ 1.61%
$408.78 - $448.82 $26.2K - $28.7K
4.04K $1.7M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
436
+ 2.27%
$8.38 - $8.86 $3.65K - $3.86K
19.7K $165K
VLUE
Ishares Msci Usa Value Factor

ETFs
4
+ 0.14%
$104.89 - $113.56 $420 - $454
2.9K $309K
NEE
Nextera Energy Inc

Utilities
1.29K
+ 1.17%
$66.96 - $76.16 $86.2K - $98K
112K $7.92M
MCO
Moodys Corp

Financial Services
11
+ 2.23%
$437.8 - $527.48 $4.82K - $5.8K
505 $235K
HYG
Ishares Tr

ETFs
10
+ 0.12%
$78.51 - $80.11 $785 - $801
8.4K $662K
FHN
First Horizon Corp

Financial Services
813
+ 3.99%
$17.7 - $22.43 $14.4K - $18.2K
21.2K $411K
RWT
Redwood Trust Inc

Real Estate
1.17K
+ 9.19%
$6.01 - $6.72 $7.03K - $7.86K
13.9K $84K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
24
+ 0.24%
$24.41 - $24.65 $586 - $592
9.98K $244K
Canadian Pacific Kansas City
5.91K
+ 109.06%
N/A
11.3K $0
Smithfield Foods Inc
28.1K
New
N/A
28.1K $0
Lam Research Corp
17.2K
+ 16.13%
N/A
124K $0
Super Micro Computer Inc
3.77K
+ 57.03%
N/A
10.4K $0
T Rowe Price ETF Inc
138K
+ 18.32%
N/A
893K $0
Flyexclusive Inc
11.2K
New
N/A
11.2K $0
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
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