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
ABT
Abbott Laboratories

Healthcare
10
+ 0.05%
$111.1 - $140.22 $1.11K - $1.4K
19.8K $2.62M
AZN
Astrazeneca PLC

Healthcare
3.23K
+ 17.3%
$65.37 - $77.96 $211K - $252K
21.9K $1.61M
MPWR
Monolithic Power Systems Inc

Technology
823
+ 9.67%
$565.7 - $720.25 $466K - $593K
9.33K $5.41M
TDG
Trans Digm Group Inc

Industrials
59
+ 2.41%
$1251.32 - $1394.11 $73.8K - $82.3K
2.51K $3.47M
CSCO
Cisco Systems, Inc.

Technology
2.09K
+ 2.21%
$58.74 - $64.87 $123K - $135K
96.5K $5.96M
ET
Energy Transfer LP

Energy
26.3K
+ 20.37%
$17.26 - $21.08 $455K - $555K
156K $2.89M
EPD
Enterprise Products Partners L.P.

Energy
1.17K
+ 1.03%
$31.75 - $34.14 $37K - $39.8K
114K $3.9M
DSTL
ETF Ser Solution Distillate Us

ETFs
9.79K
+ 3.74%
$53.28 - $57.28 $522K - $561K
272K $14.7M
BLDR
Builders First Source, Inc.

Industrials
3.18K
+ 98.76%
$122.8 - $173.51 $391K - $552K
6.4K $800K
VNQ
Vanguard Specialized Funds Van

ETFs
3.62K
+ 49.87%
$85.55 - $94.34 $310K - $342K
10.9K $985K
DKNG
Draft Kings Inc.

Consumer Cyclical
11.1K
+ 129.61%
$33.21 - $53.49 $368K - $593K
19.7K $652K
KMB
Kimberly Clark Corp

Consumer Defensive
597
+ 2.69%
$124.46 - $147.4 $74.3K - $88K
22.8K $3.24M
FTV
Fortive Corp

Technology
5.3K
+ 16.55%
$71.82 - $82.98 $380K - $440K
37.3K $2.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.78K
+ 0.72%
$27.01 - $28.54 $75K - $79.3K
389K $10.9M
INGR
Ingredion Inc

Consumer Defensive
2.98K
+ 8.41%
$125.6 - $137.36 $374K - $409K
38.4K $5.19M
TMUS
T Mobile Us, Inc.

Communication Services
354
+ 7.27%
$211.3 - $272.83 $74.8K - $96.6K
5.23K $1.39M
AEP
American Electric Power CO Inc

Utilities
1.08K
+ 9.39%
$90.32 - $109.27 $97.9K - $118K
12.6K $1.38M
NVS
Novartis Ag

Healthcare
1.37K
+ 13.74%
$97.14 - $115.57 $133K - $158K
11.3K $1.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.79K
+ 93.48%
$168.16 - $186.21 $302K - $334K
3.71K $634K
WSO
Watsco Inc

Industrials
209
+ 4.04%
$463.86 - $530.75 $96.9K - $111K
5.39K $2.74M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.01K
+ 32.02%
$80.53 - $147.57 $81.7K - $150K
4.18K $552K
BKR
Baker Hughes CO

Energy
5.24K
+ 30.43%
$41.16 - $48.85 $216K - $256K
22.5K $987K
CTSH
Cognizant Technology Solutions Corp

Technology
3.78K
+ 11.11%
$75.32 - $90.7 $285K - $343K
37.8K $2.89M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.31K
+ 3.66%
$169.43 - $182.84 $391K - $422K
65.3K $11.3M
CR
Crane Holdings, Co.

Industrials
1.51K
+ 6.0%
$150.33 - $175.81 $227K - $266K
26.7K $4.09M
UNP
Union Pacific Corp

Industrials
413
+ 2.05%
$225.21 - $254.42 $93K - $105K
20.5K $4.85M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.38K
+ 87.86%
$51.39 - $57.43 $225K - $252K
9.37K $519K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.2K
+ 51.47%
$76.94 - $78.28 $246K - $250K
9.41K $736K
CEG
Constellation Energy Corp

Utilities
1.69K
+ 44.83%
$201.63 - $347.44 $341K - $587K
5.46K $1.1M
EEM
Ishares Msci Emerging Markets

ETFs
4.4K
+ 14.7%
$40.81 - $45.34 $180K - $200K
34.4K $1.5M
VST
Vistra Corp.

Utilities
3.25K
+ 49.64%
$108.49 - $191.89 $353K - $624K
9.8K $1.15M
ADBE
Adobe Inc.

Technology
977
+ 45.98%
$377.84 - $464.11 $369K - $453K
3.1K $1.19M
XLI
Industrial Sector Spdr

ETFs
2.03K
+ 5.85%
$128.78 - $141.67 $261K - $287K
36.7K $4.81M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.96K
+ 3.69%
$79.17 - $82.04 $155K - $161K
55.2K $4.51M
BMY
Bristol Myers Squibb CO

Healthcare
2.16K
+ 9.08%
$53.9 - $63.11 $117K - $137K
26K $1.59M
GOLD
Barrick Gold Corp

Basic Materials
9.49K
+ 74.82%
$15.45 - $19.56 $147K - $186K
22.2K $431K
SLV
I Shares Silver Trust

ETFs
3.16K
+ 10.79%
$26.93 - $31.32 $85.2K - $99K
32.5K $1.01M
WM
Waste Management Inc

Industrials
7
+ 0.09%
$200.54 - $233.78 $1.4K - $1.64K
7.78K $1.8M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.78K
+ 30.54%
$161.05 - $222.93 $608K - $842K
16.1K $2.96M
CI
Cigna Corp

Healthcare
375
+ 19.32%
$274.49 - $329.0 $103K - $123K
2.32K $761K
BUG
Global X Fds Cybersecurity ETF

ETFs
6.01K
+ 4.79%
$31.56 - $36.78 $190K - $221K
132K $4.26M
XLV
Select Sector Spdr Fund Health

ETFs
169
+ 0.77%
$137.61 - $149.68 $23.3K - $25.3K
22.2K $3.24M
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 4.33%
$1739.0 - $2260.0 $47K - $61K
651 $1.27M
MSM
Msc Industrial Direct CO Inc

Industrials
1.68K
+ 6.65%
$74.45 - $83.08 $125K - $139K
26.9K $2.09M
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 0.86%
$890.62 - $1076.86 $41.9K - $50.6K
5.5K $5.2M
PGR
Progressive Corp

Financial Services
310
+ 11.81%
$235.61 - $291.22 $73K - $90.3K
2.93K $830K
ENOV
Enovis Corp

Industrials
8.47K
+ 39.03%
$35.51 - $47.99 $301K - $407K
30.2K $1.15M
JBT
John Bean Technologies Corp

Industrials
1.66K
+ 13.72%
$121.81 - $131.22 $202K - $217K
13.7K $1.73M
TM
Toyota Motor Corp

Consumer Cyclical
1.64K
+ 30.09%
$176.53 - $195.35 $290K - $320K
7.09K $1.25M
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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