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
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
694
+ 10.56%
$101.51 - $140.63 $70.4K - $97.6K
7.27K $912K
FICO
Fair Isaac Corp

Technology
90
+ 62.94%
$1911.01 - $2382.4 $172K - $214K
233 $463K
SXI
Standex International Corp

Industrials
830
+ 13.35%
$172.48 - $211.52 $143K - $176K
7.05K $1.32M
CTSH
Cognizant Technology Solutions Corp

Technology
2.5K
+ 7.94%
$74.37 - $82.32 $186K - $206K
34K $2.62M
BUG
Global X Fds Cybersecurity ETF

ETFs
716
+ 0.57%
$30.13 - $34.51 $21.6K - $24.7K
126K $4.03M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.05K
+ 7.46%
$40.26 - $42.88 $203K - $217K
72.8K $2.95M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
269
+ 32.02%
$563.99 - $620.12 $152K - $167K
1.11K $631K
DXCM
Dexcom Inc

Healthcare
150
+ 1.15%
$65.68 - $81.01 $9.85K - $12.2K
13.2K $1.03M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.08K
+ 41.81%
$51.58 - $52.91 $159K - $163K
10.5K $541K
BROS
Dutch Bros Inc.

Consumer Cyclical
392
+ 6.12%
$30.72 - $55.82 $12K - $21.9K
6.79K $355K
VO
Vanguard Mid Cap ETF

ETFs
522
+ 3.95%
$261.5 - $284.63 $137K - $149K
13.7K $3.63M
FDVV
Fidelity High Dividend ETF

ETFs
3.3K
+ 9.21%
$49.66 - $52.63 $164K - $174K
39.1K $1.96M
EHC
Encompass Health Corp

Healthcare
1.81K
+ 20.08%
$92.35 - $103.77 $167K - $187K
10.8K $997K
WETF
Wisdom Tree Investments, Inc.

Financial Services
23.1K
+ 30.5%
N/A
98.8K $539K
ADP
Automatic Data Processing Inc

Industrials
211
+ 5.86%
$280.08 - $307.97 $59.1K - $65K
3.81K $1.12M
GLD
Spdr Gold Trust

ETFs
708
+ 1.29%
$236.59 - $257.5 $168K - $182K
55.7K $13.5M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.22K
+ 32.88%
$106.33 - $110.69 $129K - $135K
4.92K $524K
BSX
Boston Scientific Corp

Healthcare
761
+ 9.92%
$83.62 - $91.5 $63.6K - $69.6K
8.43K $752K
XLE
Energy Sector Spdr

ETFs
1.87K
+ 7.9%
$83.32 - $97.27 $155K - $181K
25.5K $2.18M
SNPS
Synopsys Inc

Technology
244
+ 46.12%
$485.36 - $588.0 $118K - $143K
773 $375K
RJF
Raymond James Financial Inc

Financial Services
157
+ 6.23%
$123.0 - $170.1 $19.3K - $26.7K
2.68K $415K
CPRT
Copart Inc

Consumer Cyclical
292
+ 1.63%
$51.36 - $63.8 $15K - $18.6K
18.3K $1.05M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.59K
+ 24.37%
$17.93 - $18.8 $100K - $105K
28.5K $519K
AVA
Avista Corp

Utilities
5.55K
+ 11.98%
$35.46 - $39.23 $197K - $218K
51.9K $1.9M
FAST
Fastenal CO

Industrials
906
+ 1.19%
$69.99 - $84.35 $63.4K - $76.4K
77.3K $5.56M
HPE
Hewlett Packard Enterprise CO

Technology
3.67K
+ 13.22%
$19.31 - $23.95 $70.9K - $87.9K
31.4K $671K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.16K
+ 15.6%
$35.45 - $40.33 $112K - $128K
23.4K $839K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.49K
+ 33.42%
$55.73 - $66.16 $82.9K - $98.4K
5.94K $357K
FHN
First Horizon Corp

Financial Services
427
+ 2.14%
$14.91 - $21.42 $6.37K - $9.15K
20.4K $410K
ACN
Accenture PLC

Technology
291
+ 10.87%
$343.9 - $376.86 $100K - $110K
2.97K $1.04M
ISRG
Intuitive Surgical Inc

Healthcare
138
+ 18.25%
$471.27 - $550.62 $65K - $76K
894 $466K
DGX
Quest Diagnostics Inc

Healthcare
670
+ 1.89%
N/A
36.1K $4.95M
FTV
Fortive Corp

Technology
2.76K
+ 9.42%
$71.16 - $79.68 $196K - $220K
32K $2.4M
ARGX
Argenx Se

Healthcare
6
+ 0.53%
$520.52 - $638.33 $3.12K - $3.83K
1.15K $704K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.91K
+ 7.13%
$57.53 - $60.83 $167K - $177K
43.7K $2.51M
SPSC
Sps Commerce Inc

Technology
758
+ 14.19%
$165.0 - $198.81 $125K - $151K
6.1K $1.12M
USPH
U S Physical Therapy Inc

Healthcare
413
+ 3.41%
$77.48 - $99.91 $32K - $41.3K
12.5K $1.11M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
7.17K
+ 55.44%
$11.15 - $12.48 $79.9K - $89.4K
20.1K $234K
ALL
Allstate Corp

Financial Services
318
+ 4.94%
$181.25 - $208.2 $57.6K - $66.2K
6.75K $1.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.87K
+ 7.57%
$7.33 - $12.37 $13.7K - $23.1K
26.5K $281K
PPT
Putnam Premier Income Trust

Financial Services
23.5K
+ 49.21%
$3.49 - $3.73 $82.2K - $87.8K
71.4K $254K
MPLX
Mplx LP

Energy
1.15K
+ 21.07%
$43.77 - $51.66 $50.3K - $59.4K
6.61K $316K
IJS
Ishares S&P Smallcap 600 Value

ETFs
273
+ 0.6%
$104.59 - $118.05 $28.6K - $32.2K
45.4K $4.93M
TRV
Travelers Companies, Inc.

Financial Services
209
+ 7.19%
$225.97 - $266.66 $47.2K - $55.7K
3.12K $750K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
736
+ 19.23%
$94.54 - $104.98 $69.6K - $77.3K
4.56K $436K
POR
Portland General Electric CO

Utilities
4.95K
+ 14.47%
$43.52 - $48.99 $215K - $242K
39.2K $1.71M
GM
General Motors CO

Consumer Cyclical
152
+ 2.13%
$44.82 - $60.2 $6.81K - $9.15K
7.3K $389K
INTU
Intuit Inc

Technology
89
+ 5.64%
$602.01 - $706.25 $53.6K - $62.9K
1.67K $1.05M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.65K
+ 10.3%
$22.75 - $25.31 $37.5K - $41.7K
17.7K $435K
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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