Level Four Advisory Services, LLC New Holdings in Q1 2025

Level Four Advisory Services, LLC

  • $2.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
47.5K
New
$49.56 - $49.78 $2.35M - $2.37M
47.5K $2.36M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.39K
New
$114.57 - $118.14 $962K - $992K
8.39K $991K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
13K
New
$73.27 - $96.21 $950K - $1.25M
13K $950K
MWA
Mueller Water Products, Inc.

Industrials
35.5K
New
$21.65 - $28.24 $768K - $1M
35.5K $901K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
12.3K
New
$65.49 - $74.67 $804K - $917K
12.3K $879K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14.6K
New
$49.69 - $50.76 $724K - $740K
14.6K $728K
ITRI
Itron, Inc.

Technology
6.45K
New
$92.6 - $110.29 $597K - $711K
6.45K $675K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.91K
New
$58.01 - $64.46 $575K - $639K
9.91K $615K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.71K
New
$91.76 - $103.26 $524K - $590K
5.71K $528K
AEM
Agnico Eagle Mines LTD

Basic Materials
4.55K
New
$79.66 - $108.41 $363K - $494K
4.55K $493K
EXC
Exelon Corp

Utilities
7.68K
New
$37.3 - $46.08 $286K - $354K
7.68K $353K
PI
Impinj Inc

Technology
3.73K
New
$87.73 - $152.24 $327K - $567K
3.73K $338K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
1.35K
New
$238.2 - $273.85 $323K - $371K
1.35K $326K
FSLR
First Solar, Inc.

Technology
2.49K
New
$126.34 - $197.73 $314K - $491K
2.49K $314K
CINF
Cincinnati Financial Corp

Financial Services
2.07K
New
$133.67 - $147.81 $276K - $306K
2.07K $305K
CNP
Centerpoint Energy Inc

Utilities
8.08K
New
$30.87 - $36.25 $249K - $293K
8.08K $292K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.52K
New
$80.08 - $92.93 $282K - $327K
3.52K $284K
NTR
Nutrien Ltd.

Basic Materials
5.29K
New
$45.28 - $53.84 $240K - $285K
5.29K $262K
WCC
Wesco International Inc

Industrials
1.69K
New
$155.3 - $199.95 $262K - $337K
1.69K $261K
SE
Sea LTD

Consumer Cyclical
1.99K
New
$104.87 - $146.31 $208K - $291K
1.99K $259K
WRBY
Warby Parker Inc.

Healthcare
14.2K
New
$17.82 - $28.42 $252K - $402K
14.2K $258K
BRO
Brown & Brown, Inc.

Financial Services
2.05K
New
$100.54 - $124.4 $206K - $255K
2.05K $254K
WHR
Whirlpool Corp

Consumer Cyclical
2.56K
New
$88.58 - $133.14 $226K - $340K
2.56K $230K
KHC
Kraft Heinz CO

Consumer Defensive
7.38K
New
$28.51 - $32.22 $210K - $238K
7.38K $224K
CGDV
Capital Group Divid Value ETF

ETFs
6.21K
New
$34.95 - $37.36 $217K - $232K
6.21K $221K
APH
Amphenol Corp

Technology
3.32K
New
$61.62 - $78.55 $205K - $261K
3.32K $217K
FE
Firstenergy Corp

Utilities
5.29K
New
$37.95 - $43.5 $201K - $230K
5.29K $213K
ROK
Rockwell Automation, Inc

Industrials
828
New
$255.29 - $303.75 $211K - $252K
828 $213K
MSTR
Microstrategy Inc

Technology
734
New
$239.27 - $396.5 $176K - $291K
734 $211K
VPU
Vanguard Utilities ETF

ETFs
1.23K
New
$161.24 - $173.33 $199K - $214K
1.23K $210K
IGV
Ishares Expanded Tech Software

ETFs
2.34K
New
$88.3 - $107.83 $207K - $252K
2.34K $208K
VFH
Vanguard Financial ETF

ETFs
1.69K
New
$114.07 - $127.34 $192K - $215K
1.69K $201K
PCEF
Invesco Cef Income Composite E

ETFs
10.3K
New
$18.8 - $19.89 $193K - $204K
10.3K $193K
PBPB
Potbelly Corp

Consumer Cyclical
18.9K
New
$8.93 - $13.3 $169K - $251K
18.9K $179K
RYLD
Global X Fds Russell 2000 Cove

ETFs
10.7K
New
$14.93 - $16.85 $160K - $181K
10.7K $161K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
12.7K
New
$12.0 - $12.5 $152K - $159K
12.7K $152K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
14.8K
New
$8.69 - $9.43 $129K - $140K
14.8K $138K
SVM
Silvercorp Metals Inc

Basic Materials
11K
New
$2.94 - $4.19 $32.3K - $46.1K
11K $42K
OCGN
Ocugen, Inc.

Healthcare
19.5K
New
$0.52 - $0.9 $10.1K - $17.6K
19.5K $13K
Tempus Ai Inc
20.4K
New
N/A
20.4K $0
Celestica Inc
8.34K
New
N/A
8.34K $0
Smithfield Foods Inc
28.1K
New
N/A
28.1K $0
Flyexclusive Inc
11.2K
New
N/A
11.2K $0
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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