Level Four Advisory Services, LLC Incresed Positions in Q2 2025

Level Four Advisory Services, LLC

  • $2.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
4.68K
+ 3.14%
$354.56 - $497.45 $1.66M - $2.33M
154K $76.4M
NVDA
Nvidia Corp

Technology
27.6K
+ 10.57%
$94.31 - $157.99 $2.61M - $4.37M
289K $45.7M
AVGO
Broadcom Inc.

Technology
2.78K
+ 2.37%
$146.29 - $275.65 $407K - $767K
120K $33.1M
SNOW
Snowflake Inc.

Technology
14.2K
+ 22.22%
$130.53 - $223.77 $1.86M - $3.19M
78.3K $17.5M
GOOGL
Alphabet Inc.

Communication Services
22K
+ 13.83%
$144.7 - $178.6 $3.18M - $3.92M
181K $31.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.64K
+ 15.67%
$456.74 - $568.03 $3.49M - $4.34M
56.4K $32M
RH
Rh

Consumer Cyclical
35.3K
+ 167.03%
$145.66 - $249.35 $5.14M - $8.81M
56.5K $10.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
13.4K
+ 21.68%
$171.4 - $227.1 $2.3M - $3.05M
75.4K $17.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
112K
+ 1235.32%
$44.68 - $45.96 $5M - $5.14M
121K $5.53M
MU
Micron Technology Inc

Technology
18.6K
+ 24.76%
$64.72 - $127.91 $1.2M - $2.37M
93.5K $11.5M
NEE
Nextera Energy Inc

Utilities
70.1K
+ 62.78%
$64.11 - $75.0 $4.49M - $5.26M
182K $12.6M
XLV
Select Sector Spdr Fund Health

ETFs
33K
+ 148.83%
$128.77 - $144.3 $4.25M - $4.76M
55.2K $7.44M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
13.2K
+ 3.01%
$56.88 - $70.77 $749K - $932K
450K $31.9M
DXCM
Dexcom Inc

Healthcare
40.6K
+ 327.38%
$59.83 - $87.57 $2.43M - $3.55M
52.9K $4.62M
CELH
Celsius Holdings, Inc.

Consumer Defensive
75.5K
+ 381.13%
$33.89 - $46.39 $2.56M - $3.5M
95.2K $4.42M
XLK
Technology Sector Spdr

ETFs
6.07K
+ 15.74%
$179.73 - $253.23 $1.09M - $1.54M
44.6K $11.3M
C
Citigroup Inc

Financial Services
5.87K
+ 3.53%
$58.13 - $85.12 $341K - $499K
172K $14.7M
TSLA
Tesla, Inc.

Consumer Cyclical
4.78K
+ 21.03%
$221.86 - $362.89 $1.06M - $1.74M
27.5K $8.75M
PYPL
Pay Pal Holdings, Inc.

Financial Services
21.8K
+ 16.34%
$57.41 - $74.81 $1.25M - $1.63M
155K $11.6M
WMT
Walmart Inc.

Consumer Defensive
11.4K
+ 6.72%
$81.79 - $99.98 $932K - $1.14M
181K $17.7M
AMAT
Applied Materials Inc

Technology
6.64K
+ 16.01%
$126.95 - $183.52 $842K - $1.22M
48.1K $8.8M
MCHP
Microchip Technology Inc

Technology
3.33K
+ 2.88%
$35.34 - $71.6 $118K - $239K
119K $8.39M
MS
Morgan Stanley

Financial Services
1.12K
+ 1.06%
$99.83 - $140.86 $112K - $158K
108K $15.1M
GS
Goldman Sachs Group Inc

Financial Services
152
+ 0.94%
$462.22 - $707.75 $70.3K - $108K
16.4K $11.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.88K
+ 46.83%
$320.42 - $424.58 $1.56M - $2.07M
15.3K $6.49M
XLU
Utilities Sector Spdr

ETFs
29.6K
+ 87.97%
$73.09 - $82.77 $2.17M - $2.45M
63.3K $5.17M
VEA
Vanguard Ftse Developed Market

ETFs
39.5K
+ 93.57%
$45.65 - $57.01 $1.8M - $2.25M
81.7K $4.66M
ETN
Eaton Corp PLC

Industrials
1.81K
+ 8.43%
$246.52 - $356.99 $446K - $646K
23.3K $8.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
469
+ 0.14%
$58.41 - $72.69 $27.4K - $34.1K
344K $25M
MPWR
Monolithic Power Systems Inc

Technology
1.28K
+ 13.75%
$455.19 - $737.73 $584K - $947K
10.6K $7.76M
VUG
Vanguard Growth ETF

ETFs
3.02K
+ 22.68%
$329.49 - $438.4 $996K - $1.32M
16.3K $7.17M
VTV
Vanguard Value ETF

ETFs
11.9K
+ 83.48%
$153.67 - $176.74 $1.83M - $2.11M
26.2K $4.63M
GLD
Spdr Gold Trust

ETFs
3.34K
+ 5.7%
$273.71 - $316.29 $914K - $1.06M
61.9K $18.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
944
+ 3.79%
$179.95 - $278.88 $170K - $263K
25.9K $7.21M
TROW
Price T Rowe Group Inc

Financial Services
15.1K
+ 14.8%
$80.27 - $98.06 $1.21M - $1.48M
117K $11.3M
COP
Conocophillips

Energy
34.8K
+ 42.29%
$82.66 - $106.1 $2.88M - $3.7M
117K $10.5M
NOW
Service Now, Inc.

Technology
141
+ 1.93%
$721.65 - $1040.18 $102K - $147K
7.43K $7.64M
CR
Crane Holdings, Co.

Industrials
4.47K
+ 16.72%
$132.79 - $189.89 $593K - $848K
31.2K $5.92M
IAU
Ishares Gold Trust

ETFs
28.5K
+ 272.54%
$56.1 - $64.74 $1.6M - $1.85M
39K $2.43M
KLAC
Kla Corp

Technology
18
+ 0.22%
$576.53 - $902.94 $10.4K - $16.3K
8.23K $7.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.35K
+ 56.53%
$141.37 - $228.57 $757K - $1.22M
14.8K $3.36M
TIP
Ishares Tr Tips Bd ETF

ETFs
15.5K
+ 106.89%
$107.93 - $110.97 $1.68M - $1.72M
30.1K $3.31M
WM
Waste Management Inc

Industrials
7.29K
+ 93.7%
$216.47 - $242.1 $1.58M - $1.76M
15.1K $3.45M
NVO
Novo Nordisk A S

Healthcare
24.5K
+ 18.15%
$58.08 - $81.05 $1.42M - $1.98M
159K $11M
DIS
Walt Disney CO

Communication Services
2.46K
+ 5.59%
$81.72 - $124.01 $201K - $305K
46.4K $5.76M
PLTR
Palantir Technologies Inc.

Technology
1.86K
+ 8.36%
$74.01 - $144.25 $138K - $268K
24.1K $3.29M
BAC
Bank Of America Corp

Financial Services
8.63K
+ 4.96%
$34.39 - $47.46 $297K - $409K
183K $8.64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
23.3K
+ 161.56%
$45.88 - $54.4 $1.07M - $1.27M
37.6K $2.05M
JBL
Jabil Inc

Technology
4.59K
+ 187.15%
$116.88 - $218.1 $536K - $1M
7.04K $1.53M
Activity Summary
Buys All Purchases 451 New Holdings 69 Increased Positions 382 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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