Level Four Advisory Services, LLC Incresed Positions in Q3 2025

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
46.5K
+ 1739.15%
$97.39 - $125.4 $4.53M - $5.83M
49.2K $6.09M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
69.4K
+ 496.78%
$70.77 - $73.59 $4.91M - $5.11M
83.4K $6.11M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
50.3K
+ 11.18%
$69.02 - $73.57 $3.47M - $3.7M
500K $36.8M
MU
Micron Technology Inc

Technology
4.57K
+ 4.89%
$104.88 - $168.89 $479K - $771K
98K $16.4M
RDVY
First Trust Rising Dividend Ac

ETFs
50.4K
+ 47.13%
$62.38 - $67.29 $3.15M - $3.39M
157K $10.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.15K
+ 3.81%
$567.77 - $614.76 $1.22M - $1.32M
58.6K $35.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
25.9K
+ 676.49%
$137.51 - $145.26 $3.56M - $3.76M
29.7K $4.23M
TSLA
Tesla, Inc.

Consumer Cyclical
249
+ 0.9%
$293.94 - $444.72 $73.2K - $111K
27.8K $12.4M
GOOG
Alphabet Inc.

Communication Services
3.49K
+ 9.28%
$175.16 - $255.24 $610K - $890K
41.1K $10M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.95K
+ 23.02%
$275.84 - $326.36 $1.64M - $1.94M
31.8K $10.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
21.3K
+ 43.75%
$110.74 - $122.12 $2.36M - $2.61M
70.1K $8.49M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.22K
+ 1.17%
$50.79 - $76.4 $61.8K - $93K
105K $8.02M
JNJ
Johnson & Johnson

Healthcare
1.99K
+ 2.9%
$155.17 - $185.42 $309K - $369K
70.5K $13.1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
126K
+ 187.19%
$19.61 - $19.79 $2.46M - $2.49M
193K $3.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.26K
+ 1.53%
$72.65 - $78.68 $382K - $413K
349K $27.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
46.5K
+ 7.5%
$50.23 - $50.48 $2.34M - $2.35M
667K $33.5M
UNH
Unitedhealth Group Inc

Healthcare
3.39K
+ 10.62%
$237.77 - $353.61 $806K - $1.2M
35.3K $12.2M
CMI
Cummins Inc

Industrials
351
+ 1.63%
$327.85 - $426.39 $115K - $150K
21.9K $9.27M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.36K
+ 1.81%
$225.11 - $247.9 $307K - $338K
76.8K $19M
PLTR
Palantir Technologies Inc.

Technology
3.34K
+ 13.84%
$130.68 - $186.97 $436K - $624K
27.4K $5.01M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.01K
+ 0.51%
$50.7 - $54.86 $102K - $110K
395K $21.6M
CAT
Caterpillar Inc

Industrials
166
+ 0.92%
$390.92 - $477.15 $64.9K - $79.2K
18.2K $8.66M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
11K
+ 69.04%
$64.22 - $99.03 $706K - $1.09M
26.9K $2.67M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
22.9K
+ 33.19%
$57.15 - $62.12 $1.31M - $1.42M
92K $5.71M
KLAC
Kla Corp

Technology
52
+ 0.63%
$843.9 - $1078.6 $43.9K - $56.1K
8.29K $8.94M
AMD
Advanced Micro Devices Inc

Technology
5.96K
+ 20.25%
$134.8 - $184.42 $804K - $1.1M
35.4K $5.73M
NEM
Newmont Corp

Basic Materials
11K
+ 48.14%
$57.35 - $85.25 $633K - $941K
34K $2.86M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.3K
+ 6.55%
$97.75 - $100.75 $1.2M - $1.24M
200K $20M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
8
+ 0.0%
$48.04 - $60.86 $384 - $487
203K $11.8M
DSTL
ETF Ser Solution Distillate Us

ETFs
9.04K
+ 3.27%
$54.44 - $58.24 $492K - $527K
285K $16.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
409
+ 2.04%
$617.65 - $666.84 $253K - $273K
20.5K $13.7M
CVX
Chevron Corp

Energy
4.39K
+ 9.91%
$145.57 - $161.83 $640K - $711K
48.7K $7.56M
IVW
Ishares S&P 500 Growth ETF

ETFs
616
+ 0.58%
$108.97 - $121.65 $67.1K - $74.9K
108K $13M
LOW
Lowes Companies Inc

Consumer Cyclical
863
+ 2.56%
$215.01 - $273.02 $186K - $236K
34.5K $8.68M
FAST
Fastenal CO

Industrials
1.81K
+ 1.18%
$42.47 - $50.39 $76.7K - $91K
155K $7.61M
VTI
Vanguard Total Stock Market Et

ETFs
1.1K
+ 3.5%
$303.93 - $329.86 $335K - $363K
32.5K $10.7M
VO
Vanguard Mid Cap ETF

ETFs
3.23K
+ 26.71%
$279.83 - $293.74 $903K - $948K
15.3K $4.5M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
19.7K
+ 14.03%
$42.79 - $45.73 $844K - $902K
160K $7.18M
LMT
Lockheed Martin Corp

Industrials
463
+ 2.0%
$410.74 - $499.21 $190K - $231K
23.6K $11.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.3K
+ 30.01%
$55.61 - $57.37 $1.02M - $1.05M
79.3K $4.53M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.9K
+ 115.13%
$52.12 - $55.33 $935K - $993K
33.5K $1.86M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.8K
+ 41.93%
$53.81 - $57.52 $849K - $908K
53.4K $3.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
725
+ 4.74%
$420.11 - $472.68 $305K - $343K
16K $7.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.09K
+ 3.61%
$55.15 - $58.11 $446K - $470K
232K $13.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
772
+ 2.17%
$459.11 - $506.91 $354K - $391K
36.3K $18.3M
MRVL
Marvell Technology, Inc.

Technology
10.8K
+ 107.8%
$62.31 - $84.07 $671K - $905K
20.7K $1.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
676
+ 4.56%
$224.68 - $282.71 $152K - $191K
15.5K $4.33M
SPTL
Spdr Portfolio Long Term Treas

ETFs
28.4K
+ 5.75%
$25.67 - $27.21 $730K - $774K
523K $14.1M
AXP
American Express CO

Financial Services
2.43K
+ 32.64%
$294.27 - $342.31 $715K - $832K
9.88K $3.28M
Activity Summary
Buys All Purchases 500 New Holdings 54 Increased Positions 446 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