Level Four Advisory Services, LLC Reduced Holdings in Q4 2024

Level Four Advisory Services, LLC

  • $2.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-20.2K
- 4.97%
$26.93 - $84.95 $544K - $1.72M
386K $10.5M
OMFL
Invesco Exchange Traded Self I

ETFs
-130K
- 93.86%
$52.49 - $56.58 $6.83M - $7.37M
8.52K $461K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-33.4K
- 7.7%
$58.46 - $65.6 $1.95M - $2.19M
400K $23.4M
NVO
Novo Nordisk A S

Healthcare
-16.6K
- 16.99%
$85.0 - $120.04 $1.41M - $1.99M
81.2K $6.98M
CAG
Conagra Brands Inc.

Consumer Defensive
-68
- 0.01%
$26.48 - $32.72 $1.8K - $2.22K
974K $27M
ABBV
Abb Vie Inc.

Healthcare
-7.57K
- 5.62%
$164.99 - $203.87 $1.25M - $1.54M
127K $22.6M
CVS
Cvs Health Corp

Healthcare
-35.2K
- 26.58%
$43.78 - $67.46 $1.54M - $2.38M
97.3K $4.37M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-89.1K
- 17.55%
$26.05 - $29.17 $2.32M - $2.6M
419K $11M
VIG
Vanguard Dividend Appreciation

ETFs
-16.1K
- 30.17%
N/A
37.3K $6.79M
UNH
Unitedhealth Group Inc

Healthcare
-391
- 1.14%
$485.52 - $625.25 $190K - $244K
33.8K $17.1M
VTV
Vanguard Value ETF

ETFs
-14.9K
- 65.63%
$168.32 - $181.87 $2.5M - $2.7M
7.78K $1.32M
LLY
Eli Lilly & CO

Healthcare
-2.05K
- 23.09%
$727.2 - $932.06 $1.49M - $1.91M
6.84K $5.28M
LEA
Lear Corp

Consumer Cyclical
-14.4K
- 22.84%
$92.95 - $108.96 $1.34M - $1.57M
48.6K $4.61M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.3K
- 8.72%
$521.84 - $558.82 $2.77M - $2.96M
55.5K $29.9M
AGCO
Agco Corp

Industrials
-19.4K
- 26.64%
$89.46 - $101.89 $1.74M - $1.98M
53.5K $5M
TGT
Target Corp

Consumer Defensive
-8.6K
- 24.08%
$121.59 - $160.69 $1.05M - $1.38M
27.1K $3.67M
DINO
Hf Sinclair Corp

Energy
-26.4K
- 26.56%
$33.69 - $47.67 $891K - $1.26M
73.1K $2.56M
DGRO
Ishares Core Dividend Growth E

ETFs
-27.5K
- 36.77%
$60.73 - $64.94 $1.67M - $1.79M
47.3K $2.9M
APA
Apa Corp

Energy
-56.4K
- 20.09%
$20.47 - $27.07 $1.15M - $1.53M
224K $5.19M
AMD
Advanced Micro Devices Inc

Technology
-290
- 0.78%
$118.88 - $172.8 $34.5K - $50.1K
37K $4.47M
UPS
United Parcel Service Inc

Industrials
-8.86K
- 17.1%
$122.65 - $138.35 $1.09M - $1.23M
43K $5.42M
ROP
Roper Technologies Inc

Industrials
-2.27K
- 18.52%
$519.85 - $575.95 $1.18M - $1.31M
10K $5.2M
IEF
Ishares Barclays

ETFs
-12.7K
- 19.72%
$92.08 - $98.18 $1.17M - $1.25M
51.8K $4.79M
CMCSA
Comcast Corp

Communication Services
-20.7K
- 12.64%
$37.39 - $45.14 $772K - $932K
143K $5.36M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-19.7K
- 14.66%
$33.77 - $44.09 $667K - $870K
115K $3.9M
JNJ
Johnson & Johnson

Healthcare
-1.77K
- 2.74%
$143.34 - $165.86 $254K - $294K
62.8K $9.08M
OXY
Occidental Petroleum Corp

Energy
-19.3K
- 13.88%
$45.36 - $55.91 $875K - $1.08M
120K $5.91M
COST
Costco Wholesale Corp

Consumer Defensive
-1.48K
- 21.38%
$873.59 - $994.69 $1.3M - $1.48M
5.45K $5M
MRK
Merck & Co., Inc.

Healthcare
-214
- 0.27%
$96.31 - $114.76 $20.6K - $24.6K
79.4K $7.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-8.14K
- 21.07%
$126.68 - $134.74 $1.03M - $1.1M
30.5K $3.89M
MGC
Vanguard Mega Cap ETF

ETFs
-5.27K
- 46.63%
$204.21 - $220.18 $1.08M - $1.16M
6.03K $1.28M
EL
Estee Lauder Companies Inc

Consumer Defensive
-6.58K
- 31.15%
$62.74 - $97.24 $413K - $640K
14.5K $1.09M
HD
Home Depot, Inc.

Consumer Cyclical
-816
- 2.05%
$385.02 - $431.37 $314K - $352K
38.9K $15.1M
URI
United Rentals, Inc.

Industrials
-364
- 5.55%
$704.44 - $880.32 $256K - $320K
6.19K $4.36M
NXPI
Nxp Semiconductors N.V.

Technology
-3.09K
- 35.23%
$207.27 - $255.58 $641K - $790K
5.68K $1.18M
VALE
Vale S.A.

Basic Materials
-67.3K
- 60.36%
$8.74 - $11.78 $589K - $793K
44.2K $392K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-2.45K
- 36.81%
$174.32 - $254.42 $426K - $622K
4.2K $735K
XOM
Exxon Mobil Corp

Energy
-2.01K
- 2.91%
$105.51 - $125.37 $212K - $252K
66.9K $7.19M
AFL
Aflac Inc

Financial Services
-2.6K
- 3.64%
$100.37 - $115.27 $261K - $300K
68.8K $7.12M
BIIB
Biogen Inc.

Healthcare
-2.83K
- 27.46%
$146.47 - $191.55 $414K - $542K
7.47K $1.14M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.65K
- 9.89%
$134.53 - $150.65 $626K - $701K
42.4K $5.74M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.31K
- 3.57%
$85.2 - $101.35 $112K - $133K
35.4K $3.04M
PEP
Pepsico Inc

Consumer Defensive
-991
- 3.07%
$151.29 - $176.1 $150K - $175K
31.3K $4.76M
MPC
Marathon Petroleum Corp

Energy
-1.5K
- 6.88%
$131.65 - $174.84 $198K - $263K
20.4K $2.84M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.11K
- 7.0%
$18.41 - $40.87 $38.8K - $86.1K
28K $517K
LEN
Lennar Corp

Consumer Cyclical
-2.53K
- 37.05%
$136.2 - $188.96 $344K - $477K
4.29K $585K
VDE
Vanguard Energy ETF

ETFs
-5.57K
- 72.7%
$116.67 - $136.78 $649K - $761K
2.09K $253K
GMAB
Genmab A/S

Healthcare
-25.7K
- 60.7%
$20.02 - $24.15 $514K - $620K
16.6K $346K
LBRT
Liberty Energy Inc.

Energy
-36.9K
- 40.03%
$16.68 - $20.84 $616K - $769K
55.3K $1.1M
Activity Summary
Buys All Purchases 410 New Holdings 49 Increased Positions 361 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Level Four Advisory Services, LLC Portfolio

Follow Level Four Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Four Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Four Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email