Level Four Advisory Services, LLC Incresed Positions in Q4 2024

Level Four Advisory Services, LLC

  • $2.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
119K
+ 1910.72%
$183.23 - $199.79 $21.8M - $23.8M
125K $23.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
139K
+ 222.26%
$75.1 - $82.99 $10.4M - $11.5M
201K $15.2M
AVGO
Broadcom Inc.

Technology
6.44K
+ 5.37%
$159.67 - $250.0 $1.03M - $1.61M
126K $29.3M
IWM
Ishares Russell 2000 ETF

ETFs
38.3K
+ 317.62%
$216.13 - $242.4 $8.27M - $9.28M
50.3K $11.1M
AMZN
Amazon Com Inc

Consumer Cyclical
3.58K
+ 1.58%
$180.88 - $232.93 $647K - $833K
230K $50.5M
SNOW
Snowflake Inc.

Technology
33.7K
+ 91.09%
$109.65 - $186.51 $3.69M - $6.28M
70.6K $10.9M
GOOGL
Alphabet Inc.

Communication Services
6.48K
+ 4.36%
$161.86 - $196.66 $1.05M - $1.27M
155K $29.3M
NVDA
Nvidia Corp

Technology
806
+ 0.3%
$117.0 - $148.88 $94.3K - $120K
270K $36.3M
TWLO
Twilio Inc

Communication Services
1.56K
+ 2.0%
$63.73 - $114.96 $99.1K - $179K
79.3K $8.58M
RSP
Invesco S&P 500 Equal Weight E

ETFs
20.7K
+ 48.87%
$174.22 - $187.62 $3.6M - $3.88M
63K $11M
DOCU
Docusign, Inc.

Technology
2.37K
+ 2.27%
$61.42 - $106.99 $146K - $254K
107K $9.61M
JPM
Jpmorgan Chase & CO

Financial Services
533
+ 0.54%
$205.18 - $250.29 $109K - $133K
99K $23.7M
MS
Morgan Stanley

Financial Services
4.01K
+ 3.66%
$104.42 - $134.99 $418K - $541K
113K $14.3M
NFLX
Netflix Inc

Communication Services
592
+ 5.99%
$687.65 - $936.56 $407K - $554K
10.5K $9.34M
META
Meta Platforms, Inc.

Communication Services
2.55K
+ 5.95%
$554.08 - $632.68 $1.41M - $1.62M
45.5K $26.8M
CRM
Salesforce, Inc.

Technology
1.23K
+ 4.17%
$270.87 - $367.87 $333K - $453K
30.8K $10.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
24.7K
+ 471.2%
$87.1 - $98.49 $2.15M - $2.43M
29.9K $2.61M
FCNCA
First Citizens Bancshares Inc

Financial Services
407
+ 9.19%
$1818.92 - $2353.08 $740K - $958K
4.84K $10.2M
C
Citigroup Inc

Financial Services
10.8K
+ 6.83%
$61.31 - $72.5 $663K - $784K
169K $11.9M
V
Visa Inc.

Financial Services
898
+ 2.21%
$273.87 - $320.91 $246K - $288K
41.5K $13.1M
ET
Energy Transfer LP

Energy
92.2K
+ 248.86%
$16.05 - $19.86 $1.48M - $1.83M
129K $2.53M
BKNG
Booking Holdings Inc.

Consumer Cyclical
39
+ 1.69%
$4100.99 - $5300.34 $160K - $207K
2.35K $11.7M
GS
Goldman Sachs Group Inc

Financial Services
1.14K
+ 7.35%
$486.1 - $608.57 $556K - $696K
16.7K $9.56M
EPD
Enterprise Products Partners L.P.

Energy
47K
+ 71.3%
$28.66 - $34.43 $1.35M - $1.62M
113K $3.54M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.04K
+ 4.99%
$77.25 - $91.3 $467K - $551K
127K $10.8M
CR
Crane Holdings, Co.

Industrials
9.7K
+ 62.55%
$148.97 - $184.96 $1.45M - $1.79M
25.2K $3.83M
RH
Rh

Consumer Cyclical
921
+ 5.38%
$311.9 - $446.04 $287K - $411K
18K $7.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.9K
+ 5.68%
$129.13 - $198.21 $245K - $377K
35.4K $6.55M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.61K
+ 4.69%
$97.09 - $120.01 $350K - $433K
80.5K $8.7M
MCK
Mckesson Corp

Healthcare
189
+ 1.35%
$482.27 - $628.5 $91.1K - $119K
14.2K $8.07M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
13K
+ 4.07%
N/A
333K $28.6M
GOOG
Alphabet Inc.

Communication Services
1.47K
+ 4.15%
$163.08 - $198.16 $240K - $291K
36.9K $7.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.35K
+ 5.58%
$567.81 - $607.81 $766K - $820K
25.5K $15M
TROW
Price T Rowe Group Inc

Financial Services
5.23K
+ 5.65%
$106.48 - $124.69 $557K - $653K
97.9K $11.1M
APP
App Lovin Corp

Technology
825
+ 23.34%
$130.67 - $401.5 $108K - $331K
4.36K $1.41M
TJX
Tjx Companies Inc

Consumer Cyclical
5.83K
+ 8.19%
$112.15 - $127.2 $654K - $742K
77K $9.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.53K
+ 2.96%
$198.04 - $221.51 $304K - $340K
53.4K $11.2M
AMP
Ameriprise Financial Inc

Financial Services
15
+ 0.12%
$473.15 - $574.01 $7.1K - $8.61K
12.8K $6.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.72K
+ 1.43%
$66.77 - $71.52 $315K - $338K
335K $23.1M
MA
Mastercard Inc

Financial Services
552
+ 3.63%
$491.3 - $536.15 $271K - $296K
15.8K $8.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.29K
+ 20.14%
$370.24 - $418.94 $476K - $538K
7.67K $3.08M
OSIS
Osi Systems Inc

Technology
3.24K
+ 47.79%
$131.41 - $187.75 $426K - $608K
10K $1.68M
CSCO
Cisco Systems, Inc.

Technology
1.56K
+ 1.68%
$52.45 - $60.02 $81.9K - $93.8K
94.4K $5.59M
CMI
Cummins Inc

Industrials
364
+ 1.79%
$324.93 - $383.42 $118K - $140K
20.7K $7.22M
PAYC
Paycom Software, Inc.

Technology
792
+ 6.58%
$159.94 - $240.25 $127K - $190K
12.8K $2.63M
JBT
John Bean Technologies Corp

Industrials
2.19K
+ 22.2%
$94.76 - $131.66 $208K - $289K
12.1K $1.53M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.45K
+ 3.36%
$58.32 - $85.45 $84.7K - $124K
44.7K $3.31M
MUB
Ishares National Muni Bond ETF

ETFs
5.42K
+ 30.01%
$105.78 - $108.7 $574K - $590K
23.5K $2.5M
MSCI
Msci Inc.

Financial Services
633
+ 7.07%
$569.09 - $635.99 $360K - $403K
9.59K $5.75M
Activity Summary
Buys All Purchases 410 New Holdings 49 Increased Positions 361 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
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