Level Four Advisory Services, LLC Incresed Positions in Q3 2024

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CF
Cf Industries Holdings, Inc.

Basic Materials
11.5K
+ 25.17%
$69.38 - $85.8 $799K - $988K
57.3K $4.91M
MCD
Mcdonalds Corp

Consumer Cyclical
690
+ 2.67%
$245.82 - $304.51 $170K - $210K
26.6K $8.09M
XLK
Technology Sector Spdr

ETFs
6.7K
+ 19.75%
$197.34 - $237.68 $1.32M - $1.59M
40.6K $9.17M
VUG
Vanguard Growth ETF

ETFs
3.52K
+ 25.47%
$341.08 - $391.94 $1.2M - $1.38M
17.3K $6.65M
MOH
Molina Healthcare, Inc.

Healthcare
3.96K
+ 154.15%
$283.98 - $360.73 $1.12M - $1.43M
6.53K $2.25M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
26.1K
+ 176.88%
$47.72 - $53.81 $1.25M - $1.41M
40.9K $2.18M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
26K
+ 14.3%
$36.82 - $39.74 $958K - $1.03M
208K $8.27M
VO
Vanguard Mid Cap ETF

ETFs
4.62K
+ 53.74%
$237.84 - $263.83 $1.1M - $1.22M
13.2K $3.49M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.45K
+ 12.85%
$94.31 - $103.26 $891K - $976K
83K $8.51M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.4K
+ 27.21%
$75.32 - $84.37 $1.01M - $1.13M
62.4K $5.22M
MKC
Mccormick & CO Inc

Consumer Defensive
6.74K
+ 10.58%
$69.44 - $84.76 $468K - $572K
70.5K $5.8M
XLF
Financial Sector Spdr

ETFs
15.7K
+ 12.22%
$40.84 - $45.74 $639K - $716K
144K $6.52M
T
At&T Inc.

Communication Services
44.7K
+ 49.09%
$18.21 - $22.28 $814K - $996K
136K $2.99M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
8.08K
+ 39.12%
$111.9 - $124.28 $904K - $1M
28.7K $3.55M
MCK
Mckesson Corp

Healthcare
4.22K
+ 43.2%
$479.06 - $630.38 $2.02M - $2.66M
14K $6.9M
PLD
Prologis, Inc.

Real Estate
4.54K
+ 10.52%
$111.95 - $132.43 $509K - $602K
47.8K $6.03M
AVGO
Broadcom Inc.

Technology
108K
+ 886.39%
$136.27 - $1745.86 $14.7M - $188M
120K $20.7M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
14.1K
+ 13.53%
$68.53 - $74.13 $967K - $1.05M
118K $8.68M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.88K
+ 10.39%
$178.94 - $207.0 $873K - $1.01M
51.9K $10.4M
IWM
Ishares Russell 2000 ETF

ETFs
4.6K
+ 61.72%
$200.87 - $224.6 $924K - $1.03M
12.1K $2.66M
MS
Morgan Stanley

Financial Services
3.82K
+ 3.62%
$92.07 - $106.96 $352K - $409K
109K $11.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.49K
+ 17.9%
$520.18 - $576.82 $777K - $861K
9.83K $5.67M
USFR
Wisdomtree Floating Rate Treas

ETFs
22.7K
+ 3.76%
$50.2 - $50.48 $1.14M - $1.15M
627K $31.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.06K
+ 9.43%
$127.29 - $141.5 $516K - $574K
47K $6.56M
INGR
Ingredion Inc

Consumer Defensive
2.41K
+ 7.83%
$111.98 - $137.59 $270K - $332K
33.2K $4.56M
EOG
Eog Resources Inc

Energy
9.33K
+ 19.24%
$117.9 - $132.65 $1.1M - $1.24M
57.8K $7.11M
C
Citigroup Inc

Financial Services
17.5K
+ 12.41%
$56.11 - $67.61 $981K - $1.18M
158K $9.91M
VALE
Vale S.A.

Basic Materials
81.7K
+ 273.59%
$9.9 - $11.8 $809K - $964K
112K $1.3M
XLI
Industrial Sector Spdr

ETFs
3.92K
+ 12.62%
$120.56 - $135.44 $473K - $531K
35K $4.74M
AOS
Smith A O Corp

Industrials
5.51K
+ 9.74%
$76.95 - $91.98 $424K - $507K
62.1K $5.57M
FAST
Fastenal CO

Industrials
4.53K
+ 6.3%
$62.09 - $71.83 $281K - $325K
76.4K $5.45M
EEM
Ishares Msci Emerging Markets

ETFs
19.5K
+ 214.13%
$40.42 - $46.7 $790K - $912K
28.7K $1.31M
OXY
Occidental Petroleum Corp

Energy
39.8K
+ 40.2%
$49.91 - $63.73 $1.99M - $2.54M
139K $7.16M
DOCU
Docusign, Inc.

Technology
139
+ 0.13%
$49.73 - $62.53 $6.91K - $8.69K
104K $6.49M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.58K
+ 67.14%
$149.02 - $167.67 $682K - $768K
11.4K $1.91M
BBY
Best Buy CO Inc

Consumer Cyclical
2.13K
+ 6.15%
$80.23 - $103.29 $171K - $220K
36.7K $3.79M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.2K
+ 202.65%
$75.47 - $83.18 $772K - $851K
15.3K $1.27M
VBR
Vanguard Small Cap Value ETF

ETFs
4.12K
+ 165.79%
$179.99 - $201.6 $741K - $830K
6.6K $1.32M
TWLO
Twilio Inc

Communication Services
3.23K
+ 4.33%
$56.03 - $65.23 $181K - $211K
77.8K $5.07M
NOW
Service Now, Inc.

Technology
5
+ 0.06%
$730.87 - $937.36 $3.65K - $4.69K
7.7K $6.89M
CEG
Constellation Energy Corp

Utilities
2.48K
+ 81.45%
$167.08 - $262.86 $414K - $651K
5.52K $1.43M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.96K
+ 148.64%
$240.48 - $267.94 $711K - $793K
4.95K $1.32M
MA
Mastercard Inc

Financial Services
23
+ 0.15%
$429.6 - $500.99 $9.88K - $11.5K
15.2K $7.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.15K
+ 5.47%
$57.32 - $62.65 $352K - $385K
119K $7.39M
AXP
American Express CO

Financial Services
2.18K
+ 40.63%
$225.92 - $271.17 $492K - $590K
7.53K $2.04M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.49K
+ 57.7%
$106.11 - $113.72 $689K - $738K
17.7K $2M
KO
Coca Cola CO

Consumer Defensive
503
+ 0.55%
$62.69 - $73.01 $31.5K - $36.7K
91.2K $6.55M
AMP
Ameriprise Financial Inc

Financial Services
546
+ 4.45%
$391.53 - $469.81 $214K - $257K
12.8K $6.03M
BR
Broadridge Financial Solutions, Inc.

Technology
1.69K
+ 7.47%
$196.56 - $218.55 $331K - $368K
24.2K $5.21M
Activity Summary
Buys All Purchases 461 New Holdings 75 Increased Positions 386 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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