Level Four Advisory Services, LLC New Holdings in Q3 2025

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
17.4K
New
$138.08 - $151.2 $2.4M - $2.63M
17.4K $2.63M
WDAY
Workday, Inc.

Technology
5.75K
New
$213.69 - $247.69 $1.23M - $1.42M
5.75K $1.38M
WDC
Western Digital Corp

Technology
9.86K
New
$63.84 - $120.06 $630K - $1.18M
9.86K $1.18M
BMI
Badger Meter Inc

Technology
6.17K
New
$172.32 - $245.81 $1.06M - $1.52M
6.17K $1.1M
CUBE
Cube Smart

Real Estate
17K
New
$38.71 - $43.34 $659K - $738K
17K $692K
CCL
Carnival Corp

Consumer Cyclical
22.3K
New
$28.37 - $32.49 $633K - $725K
22.3K $644K
VMC
Vulcan Materials CO

Basic Materials
2.09K
New
$260.62 - $307.62 $545K - $643K
2.09K $642K
TXG
10x Genomics, Inc.

Healthcare
54.8K
New
$11.34 - $14.64 $621K - $802K
54.8K $640K
CWK
Cushman & Wakefield PLC

Real Estate
38.8K
New
$11.09 - $16.87 $430K - $654K
38.8K $617K
LEU
Centrus Energy Corp

Energy
1.98K
New
$166.58 - $315.62 $329K - $623K
1.98K $612K
RF
Regions Financial Corp

Financial Services
18.1K
New
$24.03 - $27.41 $435K - $496K
18.1K $476K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.56K
New
$73.94 - $78.51 $411K - $436K
5.56K $431K
AOR
Ishares Tr Core Growth Allocat

ETFs
5.67K
New
$60.99 - $64.39 $346K - $365K
5.67K $364K
OSK
Oshkosh Corp

Industrials
2.37K
New
$118.16 - $143.44 $280K - $340K
2.37K $307K
VFH
Vanguard Financial ETF

ETFs
2.09K
New
$125.23 - $132.78 $262K - $278K
2.09K $274K
UNFI
United Natural Foods Inc

Consumer Defensive
7.13K
New
$22.62 - $37.62 $161K - $268K
7.13K $268K
IGM
Ishares Expanded Tech Sector E

ETFs
2.06K
New
$110.96 - $127.67 $229K - $263K
2.06K $259K
PRIM
Primoris Services Corp

Industrials
1.82K
New
$79.61 - $137.33 $145K - $250K
1.82K $249K
GREK
Global X Msci Greece ETF

ETFs
3.75K
New
$58.63 - $66.89 $220K - $251K
3.75K $241K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.8K
New
$79.76 - $85.78 $224K - $241K
2.8K $237K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.3K
New
$66.38 - $71.68 $219K - $236K
3.3K $235K
DINO
Hf Sinclair Corp

Energy
4.41K
New
$42.11 - $54.01 $186K - $238K
4.41K $230K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
14.2K
New
$16.11 - $16.79 $228K - $238K
14.2K $228K
GPC
Genuine Parts CO

Consumer Cyclical
1.64K
New
$122.23 - $142.77 $200K - $234K
1.64K $227K
SGRY
Surgery Partners, Inc.

Healthcare
10.4K
New
$21.01 - $23.84 $219K - $249K
10.4K $225K
KBE
Spdr S&P Bank ETF

ETFs
3.72K
New
$55.26 - $61.99 $206K - $231K
3.72K $221K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
847
New
$259.44 - $278.65 $220K - $236K
847 $219K
BYD
Boyd Gaming Corp

Consumer Cyclical
2.47K
New
$79.66 - $87.38 $197K - $216K
2.47K $213K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.55K
New
$113.78 - $148.0 $176K - $229K
1.55K $213K
DHI
Horton D R Inc

Consumer Cyclical
1.25K
New
$129.82 - $184.04 $163K - $231K
1.25K $212K
CET
Central Securities Corp

Financial Services
4.13K
New
$47.84 - $51.7 $198K - $213K
4.13K $212K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.91K
New
$47.38 - $57.71 $185K - $225K
3.91K $210K
KHC
Kraft Heinz CO

Consumer Defensive
8.05K
New
$25.63 - $28.94 $206K - $233K
8.05K $209K
CIEN
Ciena Corp

Technology
1.44K
New
$77.75 - $145.67 $112K - $209K
1.44K $209K
PTC
Ptc Inc.

Technology
1.03K
New
$173.07 - $216.53 $178K - $223K
1.03K $208K
UAL
United Airlines Holdings, Inc.

Industrials
2.15K
New
$80.05 - $109.36 $172K - $235K
2.15K $206K
HUBS
Hubspot Inc

Technology
432
New
$420.79 - $560.9 $182K - $242K
432 $202K
SQ
Block, Inc.

Technology
3.53K
New
N/A
3.53K $201K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4K
New
$48.5 - $50.19 $194K - $201K
4K $200K
FYT
First Trust Small Cap

ETFs
3.59K
New
$50.45 - $57.45 $181K - $206K
3.59K $200K
EOSE
Eos Energy Enterprises, Inc.

Industrials
18K
New
$4.63 - $11.17 $83.3K - $201K
18K $198K
SEMR
Se Mrush Holdings, Inc.

Technology
20.5K
New
$7.08 - $10.0 $145K - $205K
20.5K $144K
RILY
B. Riley Financial, Inc.

Financial Services
22K
New
$3.21 - $7.53 $70.6K - $166K
22K $131K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
10K
New
$1.4 - $1.86 $14K - $18.6K
10K $16K
Blackrock ETF Trust Ii
4.96K
New
N/A
4.96K $0
Brookfield Corp
2.97K
New
N/A
2.97K $0
Coherent Corp
2.15K
New
N/A
2.15K $0
Sharkninja Inc
4.31K
New
N/A
4.31K $0
Fidelity Covington Trust
110K
New
N/A
110K $0
Activity Summary
Buys All Purchases 500 New Holdings 54 Increased Positions 446 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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