Level Four Advisory Services, LLC Reduced Holdings in Q3 2025

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-62.8K
- 17.55%
N/A
295K $25.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-120K
- 29.68%
$26.38 - $27.95 $3.16M - $3.35M
284K $7.75M
XLV
Select Sector Spdr Fund Health

ETFs
-21.8K
- 39.51%
$129.01 - $139.72 $2.81M - $3.05M
33.4K $4.65M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-28.1K
- 65.18%
$91.28 - $97.59 $2.56M - $2.74M
15K $1.44M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.23K
- 0.13%
$18.04 - $21.14 $22.3K - $26.1K
973K $17.8M
TWLO
Twilio Inc

Communication Services
-4.64K
- 6.88%
$92.44 - $132.7 $429K - $615K
62.7K $6.28M
NFLX
Netflix Inc

Communication Services
-614
- 7.13%
$1147.87 - $1297.18 $705K - $796K
8K $9.59M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-22.5K
- 59.91%
$82.58 - $90.36 $1.86M - $2.03M
15K $1.36M
EPI
Wisdomtree Tr India Earnings F

ETFs
-34.3K
- 41.93%
$43.79 - $47.63 $1.5M - $1.63M
47.5K $2.1M
CMCSA
Comcast Corp

Communication Services
-30.4K
- 16.23%
$31.41 - $36.33 $955K - $1.1M
157K $4.93M
ELV
Elevance Health, Inc.

Healthcare
-1.59K
- 9.37%
$274.66 - $395.76 $436K - $628K
15.4K $4.96M
ROP
Roper Technologies Inc

Industrials
-1.32K
- 9.5%
$495.03 - $573.0 $654K - $758K
12.6K $6.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7.08K
- 4.55%
$65.64 - $78.22 $465K - $554K
148K $9.95M
META
Meta Platforms, Inc.

Communication Services
-1.9K
- 4.36%
$695.21 - $791.73 $1.32M - $1.5M
41.7K $30.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.67K
- 9.15%
$167.28 - $188.45 $781K - $879K
46.3K $7.81M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-136
- 6.53%
$5364.25 - $5815.92 $730K - $791K
1.95K $10.5M
SNOW
Snowflake Inc.

Technology
-7.46K
- 9.52%
$191.73 - $241.0 $1.43M - $1.8M
70.9K $16M
FCNCA
First Citizens Bancshares Inc

Financial Services
-339
- 6.39%
$1789.16 - $2158.23 $607K - $732K
4.97K $8.89M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-7.5K
- 9.22%
$84.43 - $97.93 $633K - $735K
73.9K $6.27M
UPS
United Parcel Service Inc

Industrials
-4.44K
- 7.54%
$82.58 - $105.54 $366K - $468K
54.4K $4.55M
CHD
Church & Dwight CO Inc

Consumer Defensive
-7.55K
- 10.01%
$85.84 - $99.09 $648K - $748K
67.9K $5.95M
DXCM
Dexcom Inc

Healthcare
-2.45K
- 4.64%
$66.46 - $89.53 $163K - $220K
50.5K $3.4M
EOG
Eog Resources Inc

Energy
-6.43K
- 9.8%
$112.12 - $126.1 $721K - $811K
59.2K $6.63M
NOW
Service Now, Inc.

Technology
-354
- 4.76%
$850.86 - $1044.69 $301K - $370K
7.08K $6.52M
XLF
Financial Sector Spdr

ETFs
-22.7K
- 20.1%
$51.37 - $54.25 $1.17M - $1.23M
90.3K $4.86M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-50.9K
- 58.94%
$20.66 - $20.74 $1.05M - $1.06M
35.5K $733K
INGR
Ingredion Inc

Consumer Defensive
-3.79K
- 9.78%
$121.01 - $138.21 $458K - $523K
34.9K $4.27M
JBL
Jabil Inc

Technology
-4.5K
- 63.94%
$202.08 - $234.45 $909K - $1.06M
2.54K $551K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-30.4K
- 60.47%
$31.86 - $39.7 $969K - $1.21M
19.9K $659K
CTRA
Coterra Energy Inc.

Energy
-22.6K
- 10.24%
$23.09 - $25.45 $522K - $575K
198K $4.69M
DIS
Walt Disney CO

Communication Services
-3.29K
- 7.1%
$112.25 - $124.0 $370K - $408K
43.1K $4.94M
CF
Cf Industries Holdings, Inc.

Basic Materials
-7.48K
- 11.76%
$80.91 - $98.75 $606K - $739K
56.2K $5.04M
MCK
Mckesson Corp

Healthcare
-1.68K
- 12.2%
$659.01 - $772.54 $1.11M - $1.3M
12.1K $9.37M
AGCO
Agco Corp

Industrials
-9.9K
- 12.21%
$106.41 - $117.97 $1.05M - $1.17M
71.1K $7.61M
XLE
Energy Sector Spdr

ETFs
-9.56K
- 31.75%
$84.25 - $91.99 $806K - $880K
20.6K $1.84M
ZTS
Zoetis Inc.

Healthcare
-4.27K
- 50.51%
$141.13 - $159.19 $603K - $680K
4.19K $612K
TGT
Target Corp

Consumer Defensive
-2.73K
- 5.8%
$86.56 - $107.43 $236K - $293K
44.3K $3.98M
PM
Philip Morris International Inc.

Consumer Defensive
-1.51K
- 8.31%
$157.77 - $183.27 $239K - $277K
16.7K $2.71M
DOCU
Docusign, Inc.

Technology
-474
- 0.5%
$67.14 - $85.01 $31.8K - $40.3K
93.7K $6.75M
TDG
Trans Digm Group Inc

Industrials
-85
- 3.71%
$1271.04 - $1620.83 $108K - $138K
2.21K $2.91M
LLY
Eli Lilly & CO

Healthcare
-584
- 8.68%
$625.65 - $812.69 $365K - $475K
6.14K $4.69M
AMAT
Applied Materials Inc

Technology
-7.41K
- 15.41%
$156.25 - $204.95 $1.16M - $1.52M
40.7K $8.33M
PAYC
Paycom Software, Inc.

Technology
-520
- 3.76%
$208.14 - $238.8 $108K - $124K
13.3K $2.77M
LEA
Lear Corp

Consumer Cyclical
-8.74K
- 10.9%
$92.93 - $112.75 $812K - $986K
71.5K $7.19M
IBM
International Business Machines Corp

Technology
-265
- 0.95%
$234.77 - $292.47 $62.2K - $77.5K
27.5K $7.76M
XSW
Spdr S&P Software & Services E

ETFs
-2.14K
- 51.98%
$177.48 - $205.24 $379K - $438K
1.97K $389K
OC
Owens Corning

Industrials
-3.72K
- 10.38%
$136.56 - $157.69 $508K - $587K
32.1K $4.55M
SPOT
Spotify Technology S.A.

Communication Services
-177
- 6.92%
$620.01 - $738.53 $110K - $131K
2.38K $1.66M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.46K
- 10.24%
$98.53 - $107.1 $735K - $799K
65.4K $6.87M
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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