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
FIDU
Fidelity Covington Tr Msci Ind

ETFs
31
+ 0.22%
$67.43 - $75.54 $2.09K - $2.34K
14.2K $973K
PRU
Prudential Financial Inc

Financial Services
1.24K
+ 5.18%
$105.04 - $122.33 $130K - $152K
25.2K $2.82M
RJF
Raymond James Financial Inc

Financial Services
137
+ 5.12%
$137.62 - $172.64 $18.9K - $23.7K
2.81K $390K
XLY
Select Sector Spdr Consumer Di

ETFs
398
+ 10.33%
$192.6 - $233.2 $76.7K - $92.8K
4.25K $839K
DFAT
Dimensional ETF Tr U S Target

ETFs
10
+ 0.16%
$50.44 - $58.1 $504 - $581
6.07K $312K
ABNB
Airbnb, Inc.

Consumer Cyclical
53
+ 1.89%
$119.38 - $161.42 $6.33K - $8.56K
2.85K $340K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
15
+ 1.24%
$186.55 - $250.04 $2.8K - $3.75K
1.22K $246K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.26K
+ 1.25%
$30.73 - $32.26 $38.6K - $40.5K
102K $3.13M
SRE
Sempra Energy

Utilities
185
+ 6.42%
$67.85 - $87.67 $12.6K - $16.2K
3.07K $218K
CAT
Caterpillar Inc

Industrials
1.5K
+ 9.33%
$326.75 - $407.63 $489K - $611K
17.6K $5.79M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.16%
$333.37 - $384.99 $667 - $770
1.26K $422K
LOB
Live Oak Bancshares, Inc.

Financial Services
7.97K
+ 40.98%
$26.57 - $41.33 $212K - $329K
27.4K $730K
DLR
Digital Realty Trust, Inc.

Real Estate
31
+ 2.22%
$142.1 - $183.56 $4.41K - $5.69K
1.43K $204K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
10
+ 0.16%
$96.85 - $111.39 $969 - $1.11K
6.45K $636K
SCHA
Schwab Strategic Tr Us Small C

ETFs
293
+ 1.35%
$23.16 - $27.04 $6.79K - $7.92K
21.9K $513K
MGC
Vanguard Mega Cap ETF

ETFs
92
+ 1.53%
$199.2 - $222.69 $18.3K - $20.5K
6.12K $1.23M
VNT
Vontier Corp

Technology
869
+ 3.35%
$32.1 - $40.32 $27.9K - $35K
26.8K $881K
IWY
Ishares Tr Russell 200 Growth

ETFs
4
+ 0.14%
$210.19 - $243.33 $841 - $973
2.78K $585K
ADI
Analog Devices Inc

Technology
47
+ 0.65%
$201.56 - $243.82 $9.47K - $11.5K
7.27K $1.47M
GEF
Greif, Inc

Consumer Cyclical
562
+ 3.27%
$54.57 - $62.45 $30.7K - $35.1K
17.8K $977K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.15K
+ 6.3%
$40.03 - $46.81 $126K - $147K
53.1K $2.17M
BAC
Bank Of America Corp

Financial Services
6.65K
+ 3.97%
$39.61 - $47.74 $263K - $317K
174K $7.26M
RY
Royal Bank Of Canada

Financial Services
36
+ 0.28%
$108.81 - $123.4 $3.92K - $4.44K
12.7K $1.44M
VKTX
Viking Therapeutics, Inc.

Healthcare
925
+ 12.5%
$24.15 - $42.89 $22.3K - $39.7K
8.33K $201K
FIX
Comfort Systems Usa Inc

Industrials
1.13K
+ 24.97%
$313.26 - $550.27 $353K - $620K
5.64K $1.82M
FDIS
Fidelity Covington Tr Msci Con

ETFs
21
+ 0.27%
$82.77 - $101.84 $1.74K - $2.14K
7.9K $667K
FIS
Fidelity National Information Services, Inc.

Technology
1.88K
+ 4.62%
$68.12 - $83.42 $128K - $156K
42.5K $3.18M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
505
+ 6.22%
$161.27 - $192.3 $81.4K - $97.1K
8.62K $1.39M
MORN
Morningstar, Inc.

Financial Services
76
+ 2.05%
$282.49 - $334.73 $21.5K - $25.4K
3.78K $1.13M
IPAR
Inter Parfums Inc

Consumer Defensive
227
+ 2.8%
$113.87 - $144.54 $25.8K - $32.8K
8.33K $948K
USPH
U S Physical Therapy Inc

Healthcare
1.19K
+ 9.51%
$71.93 - $90.88 $85.6K - $108K
13.7K $991K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
4.87K
+ 2.35%
$38.36 - $41.43 $187K - $202K
212K $8.22M
AYI
Acuity Brands Inc

Industrials
53
+ 0.97%
$257.8 - $337.07 $13.7K - $17.9K
5.52K $1.45M
FDX
Fedex Corp

Industrials
10
+ 0.24%
$230.33 - $281.53 $2.3K - $2.82K
4.1K $999K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
2.86K
+ 2.42%
$70.83 - $76.62 $203K - $219K
121K $8.6M
AMAT
Applied Materials Inc

Technology
3.46K
+ 9.1%
$145.06 - $195.51 $501K - $676K
41.5K $6.02M
EME
Emcor Group, Inc.

Industrials
300
+ 8.76%
$361.16 - $535.99 $108K - $161K
3.73K $1.38M
AI
C3.Ai, Inc.

Technology
6.05K
+ 24.02%
$20.92 - $36.93 $127K - $223K
31.2K $657K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
6.11K
+ 3.27%
$34.5 - $38.9 $211K - $238K
193K $6.67M
MRVL
Marvell Technology, Inc.

Technology
1.23K
+ 17.14%
$61.57 - $126.06 $75.7K - $155K
8.4K $517K
DIS
Walt Disney CO

Communication Services
2.46K
+ 5.93%
$96.87 - $114.0 $238K - $280K
44K $4.34M
HPQ
Hp Inc

Technology
3.37K
+ 4.39%
$27.69 - $34.72 $93.3K - $117K
80.1K $2.22M
BX
Blackstone Inc.

Financial Services
82
+ 0.89%
$136.53 - $186.74 $11.2K - $15.3K
9.27K $1.3M
AVUV
American Centy ETF Tr Avantis

ETFs
1.85K
+ 3.49%
$84.95 - $100.62 $157K - $186K
54.7K $4.77M
BBY
Best Buy CO Inc

Consumer Cyclical
1.16K
+ 3.29%
$70.3 - $91.1 $81.8K - $106K
36.6K $2.69M
CF
Cf Industries Holdings, Inc.

Basic Materials
272
+ 0.45%
$75.03 - $97.25 $20.4K - $26.5K
61.3K $4.79M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
166
+ 0.39%
$121.0 - $142.28 $20.1K - $23.6K
42.6K $5.3M
TTD
Trade Desk, Inc.

Technology
1.44K
+ 17.41%
$53.59 - $126.58 $77.3K - $183K
9.73K $532K
CMI
Cummins Inc

Industrials
734
+ 3.55%
$312.92 - $386.07 $230K - $283K
21.4K $6.72M
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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