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
ASML
Asml Holding Nv

Technology
381
+ 18.82%
$662.63 - $776.99 $252K - $296K
2.41K $1.59M
IAU
Ishares Gold Trust

ETFs
1.86K
+ 21.69%
$49.74 - $58.96 $92.7K - $110K
10.5K $616K
WELL
Welltower Inc.

Real Estate
78
+ 1.2%
$124.05 - $156.86 $9.68K - $12.2K
6.59K $1.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.13K
+ 3.71%
$126.11 - $135.06 $143K - $153K
31.6K $4.08M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.84K
+ 35.94%
$100.34 - $100.68 $184K - $185K
6.95K $699K
D
Dominion Energy, Inc

Utilities
2.27K
+ 8.75%
$52.85 - $57.43 $120K - $130K
28.2K $1.58M
VHT
Vanguard Health Care ETF

ETFs
644
+ 57.3%
$254.06 - $273.83 $164K - $176K
1.77K $468K
TJX
Tjx Companies Inc

Consumer Cyclical
879
+ 1.14%
$112.81 - $126.16 $99.2K - $111K
77.9K $9.48M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
6.28K
+ 3.38%
$25.44 - $25.58 $160K - $161K
192K $4.9M
MMSI
Merit Medical Systems Inc

Healthcare
293
+ 1.81%
$95.64 - $110.29 $28K - $32.3K
16.5K $1.74M
BDX
Becton Dickinson & CO

Healthcare
739
+ 54.94%
$222.79 - $249.08 $165K - $184K
2.08K $477K
BSX
Boston Scientific Corp

Healthcare
731
+ 8.67%
$89.38 - $106.18 $65.3K - $77.6K
9.16K $924K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
145
+ 0.44%
$87.68 - $94.52 $12.7K - $13.7K
32.8K $3.07M
CGCP
Capital Group Core Plus Income

ETFs
5.9K
+ 4.54%
$21.94 - $22.64 $129K - $134K
136K $3.05M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
9.06K
+ 37.72%
$12.61 - $14.92 $114K - $135K
33.1K $474K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.58K
+ 22.35%
$65.27 - $71.18 $169K - $184K
14.1K $938K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.23K
+ 2.94%
$50.48 - $51.04 $163K - $165K
113K $5.74M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.85K
+ 31.15%
$47.08 - $50.67 $134K - $144K
12K $601K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.03K
+ 0.48%
$50.29 - $50.5 $152K - $153K
634K $31.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.29K
+ 7.43%
$36.63 - $37.45 $157K - $161K
61.9K $2.28M
MGV
Vanguard Mega Cap Value

ETFs
994
+ 13.68%
$123.61 - $133.01 $123K - $132K
8.26K $1.06M
DUSA
Davis Fundamental ETF Tr

ETFs
2.76K
+ 1.91%
$41.58 - $46.14 $115K - $127K
147K $6.23M
HCA
Hca Healthcare, Inc.

Healthcare
113
+ 4.74%
$296.7 - $345.55 $33.5K - $39K
2.5K $863K
ED
Consolidated Edison Inc

Utilities
357
+ 7.07%
$88.0 - $110.59 $31.4K - $39.5K
5.41K $597K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.46K
+ 16.79%
$42.38 - $43.28 $147K - $150K
24.1K $1.02M
NEM
Newmont Corp

Basic Materials
651
+ 6.53%
$37.79 - $48.39 $24.6K - $31.5K
10.6K $513K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
4.49K
+ 20.0%
$28.27 - $29.28 $127K - $131K
26.9K $781K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.75K
+ 3.78%
$39.61 - $42.65 $109K - $117K
75.5K $3.08M
MSCI
Msci Inc.

Financial Services
816
+ 8.51%
$541.46 - $628.34 $442K - $513K
10.4K $5.88M
NOC
Northrop Grumman Corp

Industrials
104
+ 6.12%
$433.45 - $513.82 $45.1K - $53.4K
1.8K $923K
HYLS
First Tr Tactical High Yield L

ETFs
3.14K
+ 23.23%
$40.95 - $41.77 $129K - $131K
16.7K $684K
RGTI
Rigetti Computing, Inc.

Technology
39.7K
+ 153.19%
$6.05 - $19.51 $240K - $774K
65.5K $519K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
622
+ 7.47%
$128.74 - $138.67 $80.1K - $86.3K
8.95K $1.21M
CPNG
Coupang, Inc.

Consumer Cyclical
5.15K
+ 42.82%
$21.34 - $25.52 $110K - $131K
17.2K $376K
UL
Unilever PLC

Consumer Defensive
1.33K
+ 11.75%
$54.72 - $60.29 $72.8K - $80.2K
12.6K $753K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.06%
$208.48 - $244.03 $417 - $488
3.5K $853K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
17.5K
+ 4.64%
$16.76 - $17.69 $293K - $309K
394K $6.6M
BROS
Dutch Bros Inc.

Consumer Cyclical
691
+ 10.17%
$55.77 - $85.37 $38.5K - $59K
7.48K $462K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.64K
+ 41.35%
$28.55 - $29.09 $104K - $106K
12.4K $358K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
2.5K
+ 6.93%
$25.21 - $26.38 $63K - $66K
38.6K $1.02M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
520
+ 2.63%
$48.65 - $53.06 $25.3K - $27.6K
20.3K $1.06M
HWM
Howmet Aerospace Inc.

Industrials
301
+ 9.68%
$110.79 - $139.39 $33.3K - $42K
3.41K $442K
NUE
Nucor Corp

Basic Materials
735
+ 19.78%
$114.48 - $142.52 $84.1K - $105K
4.45K $535K
ECL
Ecolab Inc.

Basic Materials
48
+ 1.06%
$229.72 - $269.82 $11K - $13K
4.58K $1.16M
HAS
Hasbro, Inc.

Consumer Cyclical
1.21K
+ 27.49%
$56.16 - $69.06 $67.7K - $83.3K
5.59K $343K
CTVA
Corteva, Inc.

Basic Materials
767
+ 9.31%
$55.94 - $66.15 $42.9K - $50.7K
9.01K $566K
KR
Kroger CO

Consumer Defensive
128
+ 0.95%
$58.36 - $67.72 $7.47K - $8.67K
13.7K $924K
SYK
Stryker Corp

Healthcare
190
+ 9.42%
$355.18 - $399.9 $67.5K - $76K
2.21K $821K
EMLP
First Tr Exchange Traded Iv

ETFs
2.02K
+ 21.28%
$35.79 - $38.28 $72.4K - $77.4K
11.5K $432K
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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