Level Four Advisory Services, LLC Incresed Positions in Q1 2025

Level Four Advisory Services, LLC

  • $2.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
49.3K
+ 50.68%
$44.22 - $68.64 $2.18M - $3.38M
147K $9.93M
ABBV
Abb Vie Inc.

Healthcare
2.22K
+ 1.74%
$169.2 - $216.66 $375K - $480K
129K $27.1M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
36.7K
+ 9.17%
$58.04 - $65.84 $2.13M - $2.42M
437K $27.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
35.7K
+ 18.53%
$95.85 - $99.25 $3.42M - $3.54M
228K $22.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.62K
+ 4.98%
$442.66 - $534.52 $717K - $865K
34.1K $18.2M
GLD
Spdr Gold Trust

ETFs
2.86K
+ 5.13%
$243.19 - $288.14 $695K - $824K
58.6K $16.9M
RDVY
First Trust Rising Dividend Ac

ETFs
56.8K
+ 133.66%
$57.22 - $63.39 $3.25M - $3.6M
99.3K $5.82M
UBER
Uber Technologies, Inc

Technology
14K
+ 7.89%
$63.17 - $81.49 $887K - $1.14M
192K $14M
ROP
Roper Technologies Inc

Industrials
4.3K
+ 43.0%
$502.71 - $593.81 $2.16M - $2.55M
14.3K $8.43M
ELV
Elevance Health, Inc.

Healthcare
5.19K
+ 47.98%
$365.9 - $436.25 $1.9M - $2.26M
16K $6.96M
APA
Apa Corp

Energy
156K
+ 69.62%
$18.54 - $25.45 $2.89M - $3.97M
380K $7.99M
NVO
Novo Nordisk A S

Healthcare
53.7K
+ 66.22%
$69.3 - $90.95 $3.72M - $4.89M
135K $9.37M
AGCO
Agco Corp

Industrials
25.2K
+ 47.05%
$88.82 - $106.69 $2.23M - $2.68M
78.6K $7.28M
XLU
Utilities Sector Spdr

ETFs
27.2K
+ 421.09%
$74.7 - $80.27 $2.03M - $2.19M
33.7K $2.66M
MCK
Mckesson Corp

Healthcare
867
+ 6.12%
$566.21 - $672.99 $491K - $583K
15K $10.1M
JNJ
Johnson & Johnson

Healthcare
3.85K
+ 6.12%
$142.06 - $167.7 $546K - $645K
66.7K $11.1M
LEA
Lear Corp

Consumer Cyclical
25.8K
+ 52.99%
$87.96 - $99.36 $2.27M - $2.56M
74.4K $6.56M
MCHP
Microchip Technology Inc

Technology
48.4K
+ 71.54%
$48.41 - $64.3 $2.34M - $3.11M
116K $5.61M
OXY
Occidental Petroleum Corp

Energy
35K
+ 29.26%
$45.45 - $52.7 $1.59M - $1.85M
155K $7.63M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.82K
+ 5.58%
$142.8 - $176.36 $403K - $498K
53.4K $9.22M
COP
Conocophillips

Energy
11.8K
+ 16.76%
$88.6 - $105.85 $1.05M - $1.25M
82.4K $8.65M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
19.1K
+ 5.73%
N/A
352K $30.2M
JPM
Jpmorgan Chase & CO

Financial Services
4.26K
+ 4.3%
$225.19 - $279.95 $959K - $1.19M
103K $25.3M
DGRO
Ishares Core Dividend Growth E

ETFs
25.1K
+ 53.07%
$60.46 - $64.42 $1.52M - $1.62M
72.4K $4.47M
DINO
Hf Sinclair Corp

Energy
52.2K
+ 71.4%
$30.66 - $38.48 $1.6M - $2.01M
125K $4.12M
KO
Coca Cola CO

Consumer Defensive
9.61K
+ 10.52%
$60.81 - $72.32 $584K - $695K
101K $7.23M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
42.3K
+ 255.1%
$22.39 - $33.23 $948K - $1.41M
59K $1.78M
GATX
Gatx Corp

Industrials
8.93K
+ 34.64%
$149.94 - $167.38 $1.34M - $1.49M
34.7K $5.39M
LQD
Ishares Iboxx $ Investment Gra

ETFs
12.3K
+ 69.18%
$105.1 - $109.61 $1.29M - $1.35M
30K $3.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.4K
+ 25.92%
$57.21 - $65.8 $1.74M - $2M
148K $8.61M
CMCSA
Comcast Corp

Communication Services
36.8K
+ 25.81%
$33.19 - $38.23 $1.22M - $1.41M
180K $6.63M
VEA
Vanguard Ftse Developed Market

ETFs
23.3K
+ 122.85%
$47.4 - $52.99 $1.1M - $1.23M
42.2K $2.14M
IVE
Ishares S&P 500 Value ETF

ETFs
6.51K
+ 29.49%
$185.78 - $198.58 $1.21M - $1.29M
28.6K $5.45M
AWK
American Water Works Company, Inc.

Utilities
2.84K
+ 8.11%
$121.01 - $149.31 $344K - $425K
37.9K $5.59M
UFPT
Ufp Technologies Inc

Healthcare
6.19K
+ 672.1%
$198.85 - $285.04 $1.23M - $1.76M
7.11K $1.43M
CTRA
Coterra Energy Inc.

Energy
19.2K
+ 10.05%
$25.51 - $29.83 $491K - $574K
211K $6.09M
MUB
Ishares National Muni Bond ETF

ETFs
11.3K
+ 48.29%
$104.71 - $107.69 $1.19M - $1.22M
34.8K $3.67M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
19.8K
+ 6.17%
$17.67 - $20.85 $349K - $412K
340K $7.08M
MO
Altria Group, Inc.

Consumer Defensive
7.94K
+ 9.0%
$50.81 - $60.02 $403K - $477K
96.2K $5.77M
MU
Micron Technology Inc

Technology
11.3K
+ 17.84%
$86.89 - $109.38 $986K - $1.24M
74.9K $6.51M
VTV
Vanguard Value ETF

ETFs
6.51K
+ 83.62%
$167.73 - $179.21 $1.09M - $1.17M
14.3K $2.47M
EL
Estee Lauder Companies Inc

Consumer Defensive
19.4K
+ 133.11%
$64.26 - $85.48 $1.24M - $1.65M
33.9K $2.24M
AOS
Smith A O Corp

Industrials
19.8K
+ 30.36%
$65.16 - $72.69 $1.29M - $1.44M
84.8K $5.55M
TIP
Ishares Tr Tips Bd ETF

ETFs
9.62K
+ 195.69%
$106.22 - $111.09 $1.02M - $1.07M
14.5K $1.62M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
969
+ 12.98%
$402.49 - $513.76 $390K - $498K
8.44K $4.09M
PSX
Phillips 66

Energy
5.85K
+ 15.61%
$113.93 - $131.55 $666K - $769K
43.3K $5.35M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
15.2K
+ 38.28%
$47.66 - $57.45 $724K - $872K
54.9K $2.99M
BIIB
Biogen Inc.

Healthcare
8.69K
+ 116.28%
$133.43 - $153.27 $1.16M - $1.33M
16.2K $2.21M
PLD
Prologis, Inc.

Real Estate
6.83K
+ 13.88%
$103.59 - $124.04 $708K - $848K
56.1K $6.27M
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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