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
MCO
Moodys Corp

Financial Services
11
+ 2.23%
$437.8 - $527.48 $4.82K - $5.8K
505 $235K
RWT
Redwood Trust Inc

Real Estate
1.17K
+ 9.19%
$6.01 - $6.72 $7.03K - $7.86K
13.9K $84K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
24
+ 0.24%
$24.41 - $24.65 $586 - $592
9.98K $244K
FHN
First Horizon Corp

Financial Services
813
+ 3.99%
$17.7 - $22.43 $14.4K - $18.2K
21.2K $411K
Arista Networks Inc
3.18K
+ 61.73%
N/A
8.32K $0
Ftai Aviation LTD
5.8K
+ 76.55%
N/A
13.4K $0
Canadian Pacific Kansas City
5.91K
+ 109.06%
N/A
11.3K $0
J P Morgan Exchange Traded F
9.65K
+ 5.94%
N/A
172K $0
Alps ETF Tr
114K
+ 5.19%
N/A
2.31M $0
Ge Vernova Inc
968
+ 15.79%
N/A
7.1K $0
EXR
Extra Space Storage Inc.

Real Estate
18
+ 0.74%
$143.8 - $161.28 $2.59K - $2.9K
2.45K $364K
Reddit Inc
581
+ 41.03%
N/A
2K $0
XAR
Spdr S&P Aerospace & Defense E

ETFs
42
+ 3.22%
$157.71 - $180.77 $6.62K - $7.59K
1.35K $216K
Peakstone Realty Trust
2.44K
+ 10.12%
N/A
26.5K $0
T Rowe Price ETF Inc
138K
+ 18.32%
N/A
893K $0
Blackrock Inc
215
+ 2.01%
N/A
10.9K $0
Noble Corp PLC
26.2K
+ 126.49%
N/A
46.9K $0
Lam Research Corp
17.2K
+ 16.13%
N/A
124K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.79K
+ 16.3%
N/A
12.8K $0
CGMS
Capital Grp Core Plus Income E
7.4K
+ 6.69%
N/A
118K $0
Labcorp Holdings Inc
1
+ 0.09%
N/A
1.14K $0
Flutter Entmt PLC
1.22K
+ 141.74%
N/A
2.08K $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
163
+ 1.65%
$20.7 - $21.15 $3.37K - $3.45K
10K $207K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1
+ 0.01%
$71.9 - $77.57 $71.9 - $77.6
12.4K $917K
DNL
Wiswisdomtree Tr

ETFs
20
+ 0.29%
$35.56 - $38.21 $711 - $764
7.01K $249K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
639
+ 10.43%
$81.1 - $94.7 $51.8K - $60.5K
6.76K $548K
DD
Du Pont De Nemours, Inc.

Basic Materials
40
+ 0.85%
$72.7 - $84.32 $2.91K - $3.37K
4.72K $352K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
693
+ 1.77%
$11.22 - $11.8 $7.78K - $8.18K
39.8K $447K
CCL
Carnival Corp

Consumer Cyclical
2.46K
+ 25.11%
$19.08 - $28.49 $47K - $70.2K
12.3K $239K
TY
Tri Continental Corp

Financial Services
88
+ 1.08%
$30.4 - $32.91 $2.68K - $2.9K
8.27K $253K
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.17%
$122.59 - $135.24 $368 - $406
1.74K $218K
TDIV
First Trust Nasdaq Technology

ETFs
215
+ 4.59%
$73.39 - $83.95 $15.8K - $18K
4.9K $360K
HBAN
Huntington Bancshares Inc

Financial Services
3K
+ 6.95%
$14.28 - $17.39 $42.8K - $52.1K
46.1K $692K
IWP
Ishares Russell Mid Cap Growth

ETFs
190
+ 5.39%
$114.9 - $139.6 $21.8K - $26.5K
3.72K $436K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
984
+ 16.58%
$47.79 - $59.89 $47K - $58.9K
6.92K $347K
CSL
Carlisle Companies Inc

Industrials
19
+ 2.78%
$326.43 - $408.24 $6.2K - $7.76K
702 $239K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
53
+ 1.16%
$89.89 - $100.28 $4.76K - $5.31K
4.62K $424K
AVY
Avery Dennison Corp

Industrials
24
+ 1.31%
$174.58 - $195.91 $4.19K - $4.7K
1.86K $330K
PEG
Public Service Enterprise Group Inc

Utilities
148
+ 1.24%
$78.2 - $90.39 $11.6K - $13.4K
12.1K $995K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
325
+ 1.92%
$18.61 - $21.28 $6.05K - $6.92K
17.2K $326K
BST
Black Rock Science & Technology Trust

Financial Services
276
+ 4.09%
$32.99 - $38.94 $9.11K - $10.7K
7.02K $231K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.3K
+ 2.99%
$53.6 - $58.97 $338K - $372K
217K $11.9M
PHM
Pultegroup Inc

Consumer Cyclical
1.65K
+ 5.36%
$101.09 - $118.51 $167K - $196K
32.5K $3.34M
FDUS
Fidus Investment Corp

Financial Services
127
+ 0.36%
$20.39 - $23.37 $2.59K - $2.97K
35.4K $722K
JXN
Jackson Financial Inc.

Financial Services
28
+ 0.41%
$79.36 - $97.88 $2.22K - $2.74K
6.93K $580K
CLX
Clorox CO

Consumer Defensive
33
+ 1.93%
$141.76 - $162.89 $4.68K - $5.38K
1.74K $256K
LOW
Lowes Companies Inc

Consumer Cyclical
1.74K
+ 5.53%
$222.66 - $268.42 $388K - $468K
33.3K $7.76M
CARR
Carrier Global Corp

Industrials
15
+ 0.31%
$62.07 - $70.55 $931 - $1.06K
4.87K $308K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
134
+ 0.74%
$25.58 - $29.24 $3.43K - $3.92K
18.3K $479K
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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