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
AVAV
Aero Vironment Inc

Industrials
1.12K
+ 40.2%
$119.19 - $186.12 $133K - $208K
3.89K $463K
FDVV
Fidelity High Dividend ETF

ETFs
957
+ 2.44%
$48.86 - $52.28 $46.8K - $50K
40.1K $1.99M
VDE
Vanguard Energy ETF

ETFs
129
+ 6.17%
$119.14 - $132.76 $15.4K - $17.1K
2.22K $287K
STWD
Starwood Property Trust, Inc.

Real Estate
517
+ 1.79%
$18.41 - $20.53 $9.52K - $10.6K
29.4K $581K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
1.27K
+ 7.63%
$23.87 - $24.35 $30.3K - $30.9K
17.9K $429K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
922
+ 24.53%
$67.24 - $84.27 $62K - $77.7K
4.68K $319K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
199
+ 6.7%
$100.59 - $103.47 $20K - $20.6K
3.17K $327K
SHV
Ishares Tr

ETFs
253
+ 8.5%
$110.11 - $110.51 $27.9K - $28K
3.23K $356K
SCHW
Schwab Charles Corp

Financial Services
144
+ 3.58%
$71.24 - $83.64 $10.3K - $12K
4.17K $326K
ATO
Atmos Energy Corp

Utilities
29
+ 1.93%
$136.51 - $154.58 $3.96K - $4.48K
1.53K $237K
FICO
Fair Isaac Corp

Technology
32
+ 13.73%
$1695.35 - $2030.47 $54.3K - $65K
265 $488K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
487
+ 1.43%
$81.8 - $88.86 $39.8K - $43.3K
34.6K $2.92M
VIG
Vanguard Dividend Appreciation

ETFs
136
+ 0.36%
N/A
37.4K $6.82M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
2.11K
+ 20.31%
$9.62 - $10.03 $20.3K - $21.2K
12.5K $123K
PFE
Pfizer Inc

Healthcare
8.19K
+ 5.29%
$25.01 - $27.13 $205K - $222K
163K $4.13M
COF
Capital One Financial Corp

Financial Services
117
+ 9.03%
$163.87 - $209.82 $19.2K - $24.5K
1.41K $253K
JBL
Jabil Inc

Technology
281
+ 12.95%
$130.51 - $173.33 $36.7K - $48.7K
2.45K $333K
APO
Apollo Global Management, Inc.

Financial Services
797
+ 25.46%
$126.01 - $172.06 $100K - $137K
3.93K $537K
NSC
Norfolk Southern Corp

Industrials
55
+ 2.19%
$227.69 - $259.76 $12.5K - $14.3K
2.57K $609K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
275
+ 17.97%
$203.38 - $274.79 $55.9K - $75.6K
1.81K $370K
DELL
Dell Technologies Inc.

Technology
954
+ 33.42%
$90.34 - $124.66 $86.2K - $119K
3.81K $347K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
327
+ 2.99%
$47.6 - $51.91 $15.6K - $17K
11.2K $543K
HSY
Hershey CO

Consumer Defensive
74
+ 4.02%
$144.74 - $186.36 $10.7K - $13.8K
1.91K $327K
AGNC
Agnc Investment Corp.

Real Estate
1.22K
+ 10.04%
$9.12 - $10.54 $11.1K - $12.8K
13.4K $127K
RVNU
Xtrackers Municipal Infrastruc

ETFs
811
+ 7.92%
$24.5 - $25.39 $19.9K - $20.6K
11.1K $272K
ORCL
Oracle Corp

Technology
3.26K
+ 19.81%
$139.81 - $186.47 $456K - $608K
19.7K $2.76M
RACE
Ferrari N.V.

Consumer Cyclical
19
+ 0.92%
$413.73 - $508.15 $7.86K - $9.65K
2.08K $889K
CL
Colgate Palmolive CO

Consumer Defensive
13
+ 0.27%
$85.68 - $97.5 $1.11K - $1.27K
4.78K $447K
SNPS
Synopsys Inc

Technology
128
+ 16.56%
$428.58 - $551.54 $54.9K - $70.6K
901 $386K
PH
Parker Hannifin Corp

Industrials
68
+ 6.26%
$591.65 - $707.05 $40.2K - $48.1K
1.15K $701K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
51
+ 0.59%
$42.18 - $45.16 $2.15K - $2.3K
8.68K $384K
NKE
Nike, Inc.

Consumer Cyclical
3.19K
+ 20.28%
$63.29 - $81.72 $202K - $261K
18.9K $1.2M
GDV
Gabelli Dividend & Income Trust

Financial Services
409
+ 3.08%
$23.47 - $25.3 $9.6K - $10.3K
13.7K $330K
VO
Vanguard Mid Cap ETF

ETFs
320
+ 2.33%
$251.87 - $277.95 $80.6K - $88.9K
14.1K $3.64M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
2.33K
+ 13.18%
$21.85 - $25.19 $50.9K - $58.6K
20K $442K
WETF
Wisdom Tree Investments, Inc.

Financial Services
1.28K
+ 1.29%
N/A
100K $546K
CBU
Community Bank System, Inc.

Financial Services
1.07K
+ 9.61%
$56.08 - $67.99 $59.9K - $72.7K
12.2K $693K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
21
+ 0.2%
$13.65 - $14.45 $287 - $303
10.4K $148K
FUND
Sprott Focus Trust Inc.

Financial Services
524
+ 2.23%
$7.19 - $7.74 $3.77K - $4.06K
24.1K $178K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
86
+ 3.27%
$196.12 - $229.48 $16.9K - $19.7K
2.71K $548K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
75
+ 0.56%
$8.29 - $8.97 $622 - $673
13.5K $115K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.27K
+ 5.94%
$11.85 - $13.1 $15.1K - $16.7K
22.7K $275K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
144
+ 1.38%
$51.26 - $52.53 $7.38K - $7.56K
10.6K $546K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
64
+ 1.61%
$408.78 - $448.82 $26.2K - $28.7K
4.04K $1.7M
PPT
Putnam Premier Income Trust

Financial Services
237
+ 0.33%
$3.54 - $3.65 $839 - $865
71.6K $258K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
436
+ 2.27%
$8.38 - $8.86 $3.65K - $3.86K
19.7K $165K
NEE
Nextera Energy Inc

Utilities
1.29K
+ 1.17%
$66.96 - $76.16 $86.2K - $98K
112K $7.92M
VLUE
Ishares Msci Usa Value Factor

ETFs
4
+ 0.14%
$104.89 - $113.56 $420 - $454
2.9K $309K
HYG
Ishares Tr

ETFs
10
+ 0.12%
$78.51 - $80.11 $785 - $801
8.4K $662K
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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