Level Four Advisory Services, LLC New Holdings in Q2 2025

Level Four Advisory Services, LLC

  • $2.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OC
Owens Corning

Industrials
35.9K
New
$126.32 - $147.75 $4.53M - $5.3M
35.9K $4.93M
COIN
Coinbase Global, Inc.

Technology
6.1K
New
$151.47 - $375.07 $924K - $2.29M
6.1K $2.14M
INTA
Intapp, Inc.

Technology
25.8K
New
$48.49 - $59.55 $1.25M - $1.53M
25.8K $1.33M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
67.1K
New
$19.49 - $19.66 $1.31M - $1.32M
67.1K $1.32M
IDV
Ishares Tr

ETFs
30.9K
New
$27.79 - $34.84 $859K - $1.08M
30.9K $1.07M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$725400.0 - $809350.0 $725K - $809K
1 $728K
VITL
Vital Farms, Inc.

Consumer Defensive
18.7K
New
$30.52 - $38.52 $570K - $720K
18.7K $719K
IDA
Idacorp Inc

Utilities
5.97K
New
$111.01 - $119.72 $663K - $714K
5.97K $689K
PZZA
Papa Johns International Inc

Consumer Cyclical
13.8K
New
$30.45 - $51.79 $420K - $715K
13.8K $675K
ARGX
Argenx Se

Healthcare
1.13K
New
$532.27 - $656.65 $604K - $745K
1.13K $625K
CASY
Caseys General Stores Inc

Consumer Cyclical
1.03K
New
$415.82 - $510.91 $427K - $524K
1.03K $523K
DG
Dollar General Corp

Consumer Defensive
4.18K
New
$86.02 - $114.95 $360K - $481K
4.18K $478K
EQT
Eqt Corp

Energy
7.6K
New
$46.11 - $60.44 $350K - $459K
7.6K $443K
GFL
Gfl Environmental Inc.

Industrials
8.32K
New
$42.93 - $51.58 $357K - $429K
8.32K $419K
SNY
Sanofi

Healthcare
8.37K
New
$47.62 - $55.44 $398K - $464K
8.37K $404K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
5.7K
New
$58.52 - $71.7 $334K - $409K
5.7K $391K
TQQQ
Proshares Ultrapro Qqq

ETFs
4.54K
New
$38.9 - $83.0 $176K - $376K
4.54K $376K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
3.46K
New
$97.78 - $126.44 $338K - $437K
3.46K $367K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
11K
New
$29.44 - $33.91 $323K - $372K
11K $358K
HGER
Harbor ETF Tr All Weather Infl
14.6K
New
$22.13 - $25.39 $323K - $370K
14.6K $354K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
9.44K
New
$35.98 - $37.53 $340K - $354K
9.44K $345K
CGGR
Capital Group Growth ETF Shs C

ETFs
8.5K
New
$30.53 - $40.65 $260K - $346K
8.5K $345K
GFF
Griffon Corp

Industrials
4.74K
New
$64.73 - $74.97 $307K - $355K
4.74K $342K
DTE
Dte Energy CO

Utilities
2.49K
New
$127.39 - $139.49 $317K - $347K
2.49K $329K
AZO
Autozone Inc

Consumer Cyclical
84
New
$3478.38 - $3880.15 $292K - $326K
84 $311K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.26K
New
$53.23 - $70.65 $280K - $372K
5.26K $304K
ACWI
Ishares Msci Acwi ETF

ETFs
2.36K
New
$103.59 - $128.6 $245K - $304K
2.36K $303K
HOOD
Robinhood Markets, Inc.

Technology
3.12K
New
$34.17 - $93.63 $107K - $292K
3.12K $292K
DDOG
Datadog, Inc.

Technology
1.93K
New
$87.0 - $134.33 $168K - $259K
1.93K $259K
DAL
Delta Air Lines, Inc.

Industrials
5.26K
New
$35.88 - $52.99 $189K - $279K
5.26K $258K
GNRC
Generac Holdings Inc.

Industrials
1.78K
New
$101.92 - $143.21 $181K - $254K
1.78K $254K
MTZ
Mastec Inc

Industrials
1.43K
New
$106.07 - $171.99 $152K - $246K
1.43K $243K
BK
Bank Of New York Mellon Corp

Financial Services
2.63K
New
$73.31 - $91.62 $193K - $241K
2.63K $239K
DEO
Diageo PLC

Consumer Defensive
2.37K
New
$99.86 - $115.75 $237K - $274K
2.37K $238K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.85K
New
$97.32 - $136.25 $180K - $252K
1.85K $235K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
11.2K
New
$15.84 - $20.94 $177K - $234K
11.2K $233K
SIVR
Abrdn Silver ETF Trust

ETFs
6.67K
New
$28.36 - $35.37 $189K - $236K
6.67K $229K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.47K
New
$45.3 - $50.64 $203K - $226K
4.47K $219K
SCCO
Southern Copper Corp

Basic Materials
2.16K
New
$75.63 - $104.64 $163K - $226K
2.16K $218K
CTAS
Cintas Corp

Industrials
961
New
$190.11 - $227.66 $183K - $219K
961 $214K
TPB
Turning Point Brands, Inc.

Consumer Defensive
2.82K
New
$54.53 - $81.0 $154K - $229K
2.82K $213K
CNM
Core & Main, Inc.

Industrials
3.52K
New
$44.53 - $60.36 $157K - $213K
3.52K $212K
VV
Vanguard Large Cap ETF

ETFs
745
New
$228.25 - $285.3 $170K - $213K
745 $212K
PJT
Pjt Partners Inc.

Financial Services
1.26K
New
$125.44 - $166.41 $159K - $210K
1.26K $208K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
438
New
$328.01 - $475.68 $144K - $208K
438 $204K
DASH
Door Dash, Inc.

Communication Services
830
New
$163.16 - $246.51 $135K - $205K
830 $204K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
1.47K
New
$104.4 - $138.37 $154K - $204K
1.47K $203K
ADSK
Autodesk, Inc.

Technology
712
New
N/A
712 $175K
AVK
Advent Convertible & Income Fund

Financial Services
13.4K
New
$10.01 - $12.11 $135K - $163K
13.4K $162K
Activity Summary
Buys All Purchases 451 New Holdings 69 Increased Positions 382 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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