Level Four Advisory Services, LLC New Holdings in Q3 2024

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
33.5K
New
$127.76 - $149.9 $4.28M - $5.02M
33.5K $4.9M
CR
Crane Holdings, Co.

Industrials
15.5K
New
$140.34 - $160.42 $2.18M - $2.49M
15.5K $2.45M
VST
Vistra Corp.

Utilities
7.83K
New
$69.0 - $119.06 $540K - $932K
7.83K $927K
DXCM
Dexcom Inc

Healthcare
13K
New
$64.0 - $116.06 $835K - $1.51M
13K $874K
PFFA
Etfis Ser Tr I

ETFs
37K
New
$20.94 - $22.98 $775K - $850K
37K $844K
AVAV
Aero Vironment Inc

Industrials
4.2K
New
$164.14 - $204.5 $690K - $860K
4.2K $842K
DFAU
Dimensional ETF Tr

ETFs
17.8K
New
$35.8 - $39.69 $638K - $707K
17.8K $707K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
21.9K
New
$28.45 - $30.18 $624K - $661K
21.9K $658K
MBB
Ishares Tr

ETFs
6.41K
New
$90.85 - $96.66 $582K - $620K
6.41K $614K
HPE
Hewlett Packard Enterprise CO

Technology
27.8K
New
$16.1 - $21.44 $447K - $595K
27.8K $568K
FXI
Ishares Tr

ETFs
15.7K
New
$24.78 - $32.17 $389K - $505K
15.7K $498K
EWJ
Ishares Msci Japan ETF

ETFs
6.44K
New
$63.12 - $72.99 $407K - $470K
6.44K $460K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
19.4K
New
$19.48 - $20.97 $377K - $406K
19.4K $402K
SHW
Sherwin Williams CO

Basic Materials
1.06K
New
$294.65 - $384.0 $311K - $405K
1.06K $402K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
5.53K
New
$58.21 - $69.9 $322K - $387K
5.53K $364K
SHV
Ishares Tr

ETFs
3.14K
New
$110.05 - $110.63 $346K - $348K
3.14K $347K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
15.4K
New
$19.94 - $22.45 $308K - $346K
15.4K $332K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5K
New
$58.03 - $65.37 $290K - $327K
5K $323K
CLH
Clean Harbors Inc

Industrials
1.31K
New
$219.55 - $249.19 $287K - $326K
1.31K $316K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.09K
New
$98.99 - $101.51 $306K - $314K
3.09K $313K
CSL
Carlisle Companies Inc

Industrials
683
New
$376.5 - $449.34 $257K - $307K
683 $306K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.46K
New
$97.96 - $124.99 $241K - $308K
2.46K $306K
DKNG
Draft Kings Inc.

Consumer Cyclical
7.42K
New
$29.85 - $41.1 $221K - $305K
7.42K $290K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.67K
New
$72.18 - $107.33 $193K - $286K
2.67K $283K
EMLP
First Tr Exchange Traded Iv

ETFs
8.39K
New
$30.38 - $34.0 $255K - $285K
8.39K $281K
FICO
Fair Isaac Corp

Technology
143
New
$1496.51 - $1947.38 $214K - $278K
143 $278K
BKR
Baker Hughes CO

Energy
7.66K
New
$32.92 - $38.72 $252K - $297K
7.66K $276K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
658
New
$320.55 - $412.94 $211K - $272K
658 $256K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.45K
New
$49.83 - $62.75 $222K - $279K
4.45K $256K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.52K
New
$47.94 - $59.23 $217K - $268K
4.52K $255K
MNST
Monster Beverage Corp

Consumer Defensive
4.78K
New
$45.01 - $52.47 $215K - $251K
4.78K $249K
KIE
Spdr S&P Insurance ETF

ETFs
4.39K
New
$49.44 - $56.87 $217K - $250K
4.39K $249K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
9.95K
New
$24.29 - $24.63 $242K - $245K
9.95K $243K
EFG
Msci Eafe Growth ETF

ETFs
2.15K
New
$96.84 - $108.77 $208K - $234K
2.15K $231K
MAS
Masco Corp

Industrials
2.76K
New
$64.7 - $83.94 $179K - $232K
2.76K $231K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.18K
New
$38.04 - $45.36 $197K - $235K
5.18K $231K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.24K
New
$100.3 - $100.74 $224K - $225K
2.24K $225K
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
8.48K
New
$23.36 - $25.92 $198K - $220K
8.48K $216K
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.41K
New
$33.68 - $39.31 $182K - $213K
5.41K $212K
HQY
Healthequity, Inc.

Healthcare
2.6K
New
$67.98 - $86.62 $177K - $225K
2.6K $212K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
3.87K
New
$49.13 - $54.55 $190K - $211K
3.87K $208K
K
Kellogg CO

Consumer Defensive
2.58K
New
$56.19 - $80.81 $145K - $208K
2.58K $207K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.06K
New
$28.11 - $29.42 $198K - $208K
7.06K $207K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.92K
New
$31.15 - $35.67 $185K - $211K
5.92K $207K
CCL
Carnival Corp

Consumer Cyclical
11.2K
New
$14.01 - $19.18 $156K - $214K
11.2K $206K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1.65K
New
$124.33 - $156.75 $206K - $259K
1.65K $206K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.76K
New
$20.69 - $21.17 $202K - $207K
9.76K $205K
PCG
Pg&E Corp

Utilities
10.3K
New
$17.08 - $20.6 $176K - $212K
10.3K $203K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
3.43K
New
$52.25 - $58.97 $179K - $202K
3.43K $202K
Activity Summary
Buys All Purchases 461 New Holdings 75 Increased Positions 386 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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