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
ANET
Arista Networks, Inc.

Technology
954
+ 120.3%
$311.42 - $388.21 $297K - $370K
1.75K $670K
COST
Costco Wholesale Corp

Consumer Defensive
160
+ 2.36%
$801.83 - $917.05 $128K - $147K
6.94K $6.15M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.68K
+ 61.66%
$64.57 - $71.76 $302K - $336K
12.3K $880K
MSM
Msc Industrial Direct CO Inc

Industrials
2.81K
+ 13.14%
$75.8 - $89.13 $213K - $251K
24.2K $2.08M
FDVV
Fidelity High Dividend ETF

ETFs
5.27K
+ 17.22%
$46.26 - $50.65 $244K - $267K
35.8K $1.82M
POR
Portland General Electric CO

Utilities
4.96K
+ 16.96%
$42.44 - $49.09 $211K - $243K
34.2K $1.64M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.26K
+ 9.02%
$64.35 - $75.71 $145K - $171K
27.3K $2.01M
USPH
U S Physical Therapy Inc

Healthcare
5.04K
+ 71.4%
$81.64 - $98.68 $411K - $497K
12.1K $1.02M
PM
Philip Morris International Inc.

Consumer Defensive
490
+ 3.18%
$101.25 - $127.45 $49.6K - $62.5K
15.9K $1.93M
BLDR
Builders First Source, Inc.

Industrials
631
+ 14.33%
$132.6 - $201.83 $83.7K - $127K
5.03K $975K
PEP
Pepsico Inc

Consumer Defensive
1.15K
+ 3.68%
$161.9 - $179.3 $186K - $205K
32.3K $5.49M
GE
General Electric CO

Industrials
896
+ 14.39%
$156.66 - $189.66 $140K - $170K
7.12K $1.34M
BMY
Bristol Myers Squibb CO

Healthcare
2.4K
+ 10.75%
$39.66 - $51.75 $95.2K - $124K
24.7K $1.28M
PEG
Public Service Enterprise Group Inc

Utilities
2.24K
+ 23.12%
$73.58 - $89.21 $165K - $200K
11.9K $1.06M
BX
Blackstone Inc.

Financial Services
638
+ 7.46%
$120.77 - $159.66 $77.1K - $102K
9.19K $1.41M
ABT
Abbott Laboratories

Healthcare
955
+ 4.07%
$100.07 - $118.13 $95.6K - $113K
24.4K $2.78M
SNA
Snap On Inc

Industrials
390
+ 5.29%
$255.35 - $289.77 $99.6K - $113K
7.76K $2.25M
CTSH
Cognizant Technology Solutions Corp

Technology
421
+ 1.35%
$66.89 - $77.87 $28.2K - $32.8K
31.5K $2.43M
IEFA
Ishares Tr

ETFs
32
+ 0.06%
$70.09 - $78.74 $2.24K - $2.52K
57.7K $4.51M
FTHI
First Trust Exchange Traded Fd

ETFs
13.2K
+ 97.35%
$21.47 - $23.16 $283K - $306K
26.8K $616K
IPAR
Inter Parfums Inc

Consumer Defensive
1.75K
+ 28.32%
$113.85 - $140.68 $200K - $247K
7.95K $1.03M
MGC
Vanguard Mega Cap ETF

ETFs
1.03K
+ 10.0%
$185.93 - $206.64 $191K - $212K
11.3K $2.34M
NDAQ
Nasdaq, Inc.

Financial Services
799
+ 4.19%
$59.48 - $74.31 $47.5K - $59.4K
19.9K $1.45M
ENOV
Enovis Corp

Industrials
8.4K
+ 29.88%
$40.57 - $48.1 $341K - $404K
36.5K $1.57M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.34K
+ 4.88%
$41.02 - $46.01 $95.8K - $107K
50.2K $2.28M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.81K
+ 10.24%
$36.06 - $37.66 $209K - $219K
62.5K $2.35M
POOL
Pool Corp

Industrials
369
+ 16.9%
$296.17 - $376.8 $109K - $139K
2.55K $961K
ALL
Allstate Corp

Financial Services
560
+ 9.53%
$158.43 - $192.86 $88.7K - $108K
6.44K $1.22M
AMGN
Amgen Inc

Healthcare
461
+ 3.63%
$309.38 - $337.38 $143K - $156K
13.2K $4.24M
QDPL
Pacer Fds Tr Metaurus Us Large
5.17K
+ 8.71%
$34.97 - $38.41 $181K - $199K
64.6K $2.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.53K
+ 25.57%
$147.95 - $191.05 $226K - $292K
7.5K $1.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.39K
+ 78.42%
$63.46 - $71.43 $215K - $242K
7.71K $546K
OSIS
Osi Systems Inc

Technology
1.16K
+ 20.59%
$134.78 - $154.28 $156K - $179K
6.78K $1.03M
VT
Vanguard Total World Stk Index

ETFs
1.89K
+ 47.25%
$107.72 - $119.96 $203K - $226K
5.88K $703K
FVD
First Tr Value Line Divid Inde

ETFs
970
+ 2.18%
$40.45 - $45.49 $39.2K - $44.1K
45.4K $2.07M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.88K
+ 2.04%
$31.05 - $34.29 $58.4K - $64.5K
93.8K $3.22M
CBOE
Cboe Global Markets, Inc.

Financial Services
398
+ 7.89%
$168.57 - $213.65 $67.1K - $85K
5.44K $1.11M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
19K
+ 94.69%
$11.52 - $12.52 $219K - $238K
39.1K $483K
WRB
Berkley W R Corp

Financial Services
5.37K
+ 210.64%
$51.54 - $79.62 $277K - $427K
7.91K $448K
WETF
Wisdom Tree Investments, Inc.

Financial Services
45K
+ 146.71%
N/A
75.7K $413K
KMB
Kimberly Clark Corp

Consumer Defensive
1.12K
+ 5.44%
$135.05 - $148.35 $151K - $166K
21.7K $3.09M
MORN
Morningstar, Inc.

Financial Services
567
+ 22.24%
$295.85 - $326.31 $168K - $185K
3.12K $994K
WSO
Watsco Inc

Industrials
195
+ 3.95%
$448.73 - $519.89 $87.5K - $101K
5.13K $2.52M
PGR
Progressive Corp

Financial Services
594
+ 31.61%
$209.46 - $259.24 $124K - $154K
2.47K $627K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.82K
+ 6.66%
$74.26 - $78.84 $135K - $143K
29.1K $2.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.56K
+ 6.24%
$56.04 - $62.99 $143K - $161K
43.5K $2.66M
BCPC
Balchem Corp

Basic Materials
534
+ 8.75%
$154.1 - $181.56 $82.3K - $97K
6.64K $1.17M
PCT
Pure Cycle Technologies, Inc.

Industrials
1.71K
+ 2.91%
$4.69 - $10.17 $8.02K - $17.4K
60.5K $574K
EME
Emcor Group, Inc.

Industrials
90
+ 3.14%
$340.22 - $435.6 $30.6K - $39.2K
2.95K $1.27M
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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