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
YETI
Yeti Holdings, Inc.

Consumer Cyclical
7.96K
+ 25.07%
$31.92 - $38.83 $254K - $309K
39.7K $1.31M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
415
+ 1.35%
$73.78 - $76.59 $30.6K - $31.8K
31.2K $2.39M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.89K
+ 39.61%
$47.47 - $48.84 $89.8K - $92.4K
6.67K $318K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.4K
+ 30.57%
$92.71 - $107.38 $130K - $150K
5.97K $554K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.47K
+ 11.41%
$44.68 - $46.49 $65.5K - $68.2K
14.3K $663K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
909
+ 8.34%
$77.7 - $78.94 $70.6K - $71.8K
11.8K $931K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.44K
+ 18.44%
$33.63 - $37.64 $48.5K - $54.2K
9.25K $342K
IDEV
Ishares Core Msci Intl Develop

ETFs
667
+ 8.91%
$63.77 - $71.36 $42.5K - $47.6K
8.15K $561K
PCT
Pure Cycle Technologies, Inc.

Industrials
37.4K
+ 68.1%
$6.92 - $10.9 $259K - $408K
92.4K $639K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.56K
+ 13.73%
$17.53 - $17.87 $79.9K - $81.4K
37.7K $663K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
813
+ 18.11%
$93.32 - $95.35 $75.9K - $77.5K
5.3K $496K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 4.12%
$1187.71 - $1432.58 $11.9K - $14.3K
253 $362K
PBA
Pembina Pipeline Corp

Energy
2
+ 0.01%
$35.13 - $40.12 $70.3 - $80.2
23.8K $953K
OKE
Oneok Inc

Energy
818
+ 10.98%
$89.57 - $109.85 $73.3K - $89.9K
8.27K $820K
POOL
Pool Corp

Industrials
390
+ 16.97%
$314.92 - $364.31 $123K - $142K
2.69K $855K
EPI
Wisdomtree Tr India Earnings F

ETFs
4.33K
+ 5.63%
$40.08 - $45.85 $173K - $198K
81.2K $3.55M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
1.72K
+ 21.97%
$41.85 - $49.61 $71.8K - $85.1K
9.53K $418K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.15K
+ 3.77%
$20.64 - $20.73 $65K - $65.3K
86.8K $1.8M
ITW
Illinois Tool Works Inc

Industrials
481
+ 5.03%
$244.9 - $274.48 $118K - $132K
10K $2.49M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
3.4K
+ 76.87%
$43.29 - $69.32 $147K - $236K
7.83K $342K
TRGP
Targa Resources Corp.

Energy
165
+ 11.24%
$178.44 - $217.22 $29.4K - $35.8K
1.63K $327K
SNA
Snap On Inc

Industrials
247
+ 3.11%
$324.09 - $358.62 $80.1K - $88.6K
8.18K $2.76M
PFFA
Etfis Ser Tr I

ETFs
4.2K
+ 11.58%
$21.21 - $22.3 $89.1K - $93.7K
40.5K $858K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.83K
+ 23.87%
$165.25 - $224.62 $302K - $410K
9.47K $1.57M
NI
Nisource Inc.

Utilities
71
+ 0.39%
$35.57 - $41.23 $2.53K - $2.93K
18.3K $731K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.14K
+ 16.5%
$47.59 - $48.35 $54.4K - $55.3K
8.08K $390K
FBT
First Trust Nyse Arca Biotechn

ETFs
280
+ 9.76%
$164.86 - $182.19 $46.2K - $51K
3.15K $535K
HDB
Hdfc Bank LTD

Financial Services
603
+ 8.8%
$58.06 - $66.85 $35K - $40.3K
7.46K $495K
WBD
Warner Bros. Discovery, Inc.

Communication Services
5.09K
+ 19.19%
$9.47 - $11.46 $48.2K - $58.3K
31.6K $338K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.3K
+ 2.98%
$56.17 - $59.71 $73.1K - $77.7K
45K $2.57M
SHW
Sherwin Williams CO

Basic Materials
128
+ 12.06%
$330.16 - $365.55 $42.3K - $46.8K
1.19K $415K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
514
+ 2.55%
$91.45 - $91.75 $47K - $47.2K
20.7K $1.9M
CCI
Crown Castle International Corp

Real Estate
32
+ 0.9%
$84.33 - $106.39 $2.7K - $3.4K
3.59K $373K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
3.28K
+ 16.32%
$11.34 - $12.23 $37.2K - $40.1K
23.4K $285K
XLP
Consumer Staples Sector Spdr

ETFs
631
+ 9.07%
N/A
7.59K $576K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.86K
+ 27.56%
$40.67 - $48.92 $75.7K - $91K
8.61K $350K
XLC
Select Sector Spdr Tr Communic

ETFs
560
+ 2.17%
$94.84 - $105.31 $53.1K - $59K
26.4K $2.54M
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
4.25K
+ 35.61%
$11.83 - $13.03 $50.3K - $55.4K
16.2K $195K
ERH
Allspring Utilities & High Income Fund

Financial Services
3.38K
+ 21.28%
$10.65 - $11.42 $36K - $38.6K
19.2K $212K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
7.59K
+ 4.53%
$41.26 - $44.98 $313K - $341K
175K $7.35M
FTHI
First Trust Exchange Traded Fd

ETFs
3.6K
+ 13.16%
$21.62 - $23.74 $77.8K - $85.5K
31K $676K
MPW
Medical Properties Trust Inc

Real Estate
2.13K
+ 16.16%
$3.83 - $6.21 $8.17K - $13.2K
15.3K $92K
RVT
Royce Value Trust, Inc.

Financial Services
5.01K
+ 25.0%
$14.07 - $16.68 $70.4K - $83.5K
25K $356K
LNG
Cheniere Energy, Inc.

Energy
31
+ 1.57%
$209.32 - $253.66 $6.49K - $7.86K
2.01K $464K
NGG
National Grid PLC

Utilities
92
+ 1.73%
$56.13 - $65.61 $5.16K - $6.04K
5.4K $354K
VGT
Vanguard Information Technolog

ETFs
209
+ 22.33%
$542.38 - $646.34 $113K - $135K
1.15K $621K
STEW
Boulder Growth & Income Fund

Financial Services
964
+ 5.21%
$15.76 - $17.3 $15.2K - $16.7K
19.5K $335K
BNDX
Vanguard Total International B

ETFs
866
+ 5.46%
$48.33 - $49.5 $41.9K - $42.9K
16.7K $816K
HQY
Healthequity, Inc.

Healthcare
644
+ 23.54%
$84.32 - $114.51 $54.3K - $73.7K
3.38K $298K
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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