Level Four Advisory Services, LLC Incresed Positions in Q4 2024

Level Four Advisory Services, LLC

  • $2.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
653
+ 2.27%
$92.94 - $101.82 $60.7K - $66.5K
29.4K $2.76M
BIGZ
Black Rock Innovation & Growth Trust
73
+ 0.36%
$7.43 - $8.08 $542 - $590
20.5K $152K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
288
+ 0.97%
$5.64 - $5.93 $1.62K - $1.71K
29.9K $170K
SYY
Sysco Corp

Consumer Defensive
111
+ 1.81%
$73.63 - $81.77 $8.17K - $9.08K
6.24K $476K
SHEL
Shell PLC

Energy
1.09K
+ 5.05%
$60.63 - $70.23 $65.9K - $76.3K
22.6K $1.42M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
44
+ 0.99%
$93.52 - $95.37 $4.11K - $4.2K
4.49K $420K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
72
+ 0.54%
$8.1 - $9.04 $583 - $651
13.4K $110K
PAVE
Global X Fds Us Infrastructure

ETFs
397
+ 1.41%
$40.41 - $45.95 $16K - $18.2K
28.6K $1.16M
WELL
Welltower Inc.

Real Estate
52
+ 0.8%
$123.11 - $139.3 $6.4K - $7.24K
6.51K $820K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
22
+ 0.23%
$40.38 - $44.35 $888 - $976
9.41K $385K
EBAY
Ebay Inc

Consumer Cyclical
114
+ 2.22%
$57.51 - $67.17 $6.56K - $7.66K
5.25K $325K
RWT
Redwood Trust Inc

Real Estate
447
+ 3.64%
$6.44 - $7.7 $2.88K - $3.44K
12.7K $83K
RACE
Ferrari N.V.

Consumer Cyclical
170
+ 8.99%
$422.83 - $490.34 $71.9K - $83.4K
2.06K $875K
MSFT
Microsoft Corp

Technology
2.85K
+ 2.05%
$406.35 - $454.46 $1.16M - $1.3M
142K $59.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
109
+ 3.22%
$209.89 - $233.24 $22.9K - $25.4K
3.5K $742K
NOC
Northrop Grumman Corp

Industrials
162
+ 10.53%
$466.52 - $543.88 $75.6K - $88.1K
1.7K $797K
VBR
Vanguard Small Cap Value ETF

ETFs
18
+ 0.27%
$197.36 - $217.3 $3.55K - $3.91K
6.62K $1.31M
CARR
Carrier Global Corp

Industrials
561
+ 13.07%
$66.69 - $82.65 $37.4K - $46.4K
4.85K $331K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
500
+ 18.75%
$82.28 - $117.52 $41.1K - $58.8K
3.17K $268K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
516
+ 2.35%
$28.56 - $30.02 $14.7K - $15.5K
22.4K $642K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
46
+ 0.28%
$45.38 - $46.88 $2.09K - $2.16K
16.5K $751K
HLN
Haleon PLC

Healthcare
274
+ 1.42%
$9.23 - $10.71 $2.53K - $2.93K
19.6K $187K
RGLD
Royal Gold Inc

Basic Materials
65
+ 2.15%
$131.05 - $154.26 $8.52K - $10K
3.09K $407K
UL
Unilever PLC

Consumer Defensive
1.17K
+ 11.57%
$56.7 - $64.64 $66.6K - $75.9K
11.3K $641K
ITW
Illinois Tool Works Inc

Industrials
226
+ 2.42%
$253.56 - $278.5 $57.3K - $62.9K
9.56K $2.42M
VNQ
Vanguard Specialized Funds Van

ETFs
370
+ 5.37%
$87.85 - $98.6 $32.5K - $36.5K
7.27K $647K
TMO
Thermo Fisher Scientific Inc.

Healthcare
139
+ 14.2%
$501.29 - $612.85 $69.7K - $85.2K
1.12K $581K
JXN
Jackson Financial Inc.

Financial Services
28
+ 0.41%
$84.91 - $113.74 $2.38K - $3.18K
6.9K $601K
FNDC
Schwab Fundamental Intl Small

ETFs
3
+ 0.04%
$33.92 - $38.03 $102 - $114
7.51K $256K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2
+ 0.01%
$11.42 - $12.5 $22.8 - $25
39.1K $451K
CBOE
Cboe Global Markets, Inc.

Financial Services
73
+ 1.34%
$191.61 - $217.84 $14K - $15.9K
5.51K $1.08M
LHX
L3 Harris Technologies, Inc.

Industrials
24
+ 1.54%
$208.94 - $264.22 $5.01K - $6.34K
1.59K $333K
AVY
Avery Dennison Corp

Industrials
101
+ 5.83%
$186.26 - $220.48 $18.8K - $22.3K
1.83K $342K
SHW
Sherwin Williams CO

Basic Materials
6
+ 0.57%
$338.75 - $399.71 $2.03K - $2.4K
1.06K $360K
EXR
Extra Space Storage Inc.

Real Estate
173
+ 7.64%
$142.35 - $178.32 $24.6K - $30.8K
2.44K $364K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
398
+ 1.24%
$442.29 - $483.08 $176K - $192K
32.5K $14.7M
FLJP
Franklin Templeton ETF Tr

ETFs
4.35K
+ 4.64%
$28.25 - $30.5 $123K - $133K
98.2K $2.81M
TSCO
Tractor Supply CO

Consumer Cyclical
7.53K
+ 401.6%
$52.59 - $303.74 $396K - $2.29M
9.41K $499K
TT
Trane Technologies PLC

Industrials
18
+ 0.63%
$369.35 - $419.14 $6.65K - $7.54K
2.88K $1.06M
DD
Du Pont De Nemours, Inc.

Basic Materials
129
+ 2.84%
$75.95 - $88.05 $9.8K - $11.4K
4.68K $356K
HAS
Hasbro, Inc.

Consumer Cyclical
293
+ 7.16%
$55.71 - $72.94 $16.3K - $21.4K
4.39K $245K
HRB
H&R Block Inc

Consumer Cyclical
9
+ 0.18%
$52.14 - $63.36 $469 - $570
4.96K $262K
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 0.14%
$81.87 - $94.51 $1.39K - $1.61K
11.9K $1.01M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
98
+ 0.88%
$31.24 - $37.15 $3.06K - $3.64K
11.2K $361K
EEM
Ishares Msci Emerging Markets

ETFs
1.29K
+ 4.48%
$41.82 - $47.36 $53.7K - $60.9K
29.9K $1.25M
JHMD
John Hancock ETF Tr Multifacto

ETFs
33
+ 0.17%
$32.06 - $35.14 $1.06K - $1.16K
19.1K $612K
STX
Seagate Technology Holdings PLC

Technology
131
+ 4.08%
$86.31 - $112.64 $11.3K - $14.8K
3.34K $288K
CCI
Crown Castle International Corp

Real Estate
297
+ 9.12%
$89.78 - $119.11 $26.7K - $35.4K
3.56K $322K
CI
Cigna Corp

Healthcare
210
+ 12.13%
$265.59 - $358.58 $55.8K - $75.3K
1.94K $535K
Activity Summary
Buys All Purchases 410 New Holdings 49 Increased Positions 361 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
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