Level Four Advisory Services, LLC Reduced Holdings in Q1 2025

Level Four Advisory Services, LLC

  • $2.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
-776
- 9.98%
$255.39 - $325.87 $198K - $253K
7K $1.88M
CARS
Cars.Com Inc.

Consumer Cyclical
-2.68K
- 4.14%
$11.14 - $18.86 $29.9K - $50.6K
62.1K $700K
FCX
Freeport Mcmoran Inc

Basic Materials
-10.8K
- 55.52%
$34.5 - $43.01 $373K - $465K
8.66K $327K
PANW
Palo Alto Networks Inc

Technology
-609
- 2.51%
$167.82 - $208.28 $102K - $127K
23.6K $4.03M
SPSC
Sps Commerce Inc

Technology
-423
- 6.93%
$123.05 - $197.4 $52.1K - $83.5K
5.68K $753K
FISV
Fiserv Inc

Technology
-2.69K
- 27.36%
N/A
7.15K $894K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-811
- 7.16%
$168.84 - $202.89 $137K - $165K
10.5K $1.85M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-540
- 48.69%
$522.96 - $601.18 $282K - $325K
569 $303K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-2.11K
- 19.05%
$152.57 - $163.66 $322K - $345K
8.96K $1.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
-674
- 13.94%
$247.97 - $296.33 $167K - $200K
4.16K $1.05M
FTCS
First Trust Capital Strength E

ETFs
-3.47K
- 39.61%
$86.39 - $91.35 $300K - $317K
5.3K $474K
DGX
Quest Diagnostics Inc

Healthcare
-2.16K
- 5.97%
N/A
34K $4.65M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-659
- 1.47%
$68.37 - $87.97 $45.1K - $58K
44K $3.02M
HPE
Hewlett Packard Enterprise CO

Technology
-5.84K
- 18.58%
$14.77 - $24.42 $86.3K - $143K
25.6K $394K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-6.69K
- 52.27%
$38.99 - $40.37 $261K - $270K
6.11K $245K
CPRT
Copart Inc

Consumer Cyclical
-4.29K
- 23.49%
$52.3 - $59.83 $224K - $257K
14K $790K
IWR
Ishares Russell Mid Cap ETF

ETFs
-632
- 1.09%
$82.81 - $92.93 $52.3K - $58.7K
57.3K $4.88M
CW
Curtiss Wright Corp

Industrials
-53
- 0.86%
$304.82 - $384.07 $16.2K - $20.4K
6.08K $1.93M
LEN
Lennar Corp

Consumer Cyclical
-1.24K
- 28.77%
$113.93 - $141.54 $141K - $175K
3.06K $350K
PEP
Pepsico Inc

Consumer Defensive
-1.11K
- 3.55%
$142.64 - $156.42 $158K - $174K
30.2K $4.52M
MSI
Motorola Solutions, Inc.

Technology
-108
- 1.44%
$411.73 - $482.1 $44.5K - $52.1K
7.4K $3.24M
OSIS
Osi Systems Inc

Technology
-2.57K
- 25.7%
$153.35 - $219.6 $395K - $565K
7.44K $1.45M
SXI
Standex International Corp

Industrials
-280
- 3.97%
$160.36 - $196.08 $44.9K - $54.9K
6.77K $1.09M
PAVE
Global X Fds Us Infrastructure

ETFs
-3.92K
- 13.71%
$37.31 - $43.82 $146K - $172K
24.7K $931K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.47K
- 14.27%
$71.17 - $73.66 $247K - $256K
20.9K $1.53M
CYBR
Cyber Ark Software Ltd.

Technology
-726
- 12.27%
$312.8 - $414.31 $227K - $301K
5.19K $1.75M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-429
- 1.37%
$117.4 - $131.02 $50.4K - $56.2K
31K $3.71M
SOFI
So Fi Technologies, Inc.

Financial Services
-5.38K
- 13.7%
$11.18 - $18.03 $60.1K - $96.9K
33.9K $393K
HPI
John Hancock Preferred Income Fund

Financial Services
-12.4K
- 27.25%
$16.4 - $17.73 $204K - $221K
33.2K $551K
VBR
Vanguard Small Cap Value ETF

ETFs
-689
- 10.42%
$183.02 - $207.75 $126K - $143K
5.93K $1.1M
FDL
First Tr Morningstar Dividend

ETFs
-5.91K
- 33.0%
$39.69 - $43.83 $234K - $259K
12K $520K
IRM
Iron Mountain Inc

Real Estate
-21
- 0.2%
$82.79 - $111.31 $1.74K - $2.34K
10.3K $887K
TT
Trane Technologies PLC

Industrials
-308
- 10.69%
$332.0 - $400.86 $102K - $123K
2.57K $867K
FVD
First Tr Value Line Divid Inde

ETFs
-5.11K
- 14.07%
$42.61 - $45.51 $218K - $232K
31.2K $1.39M
DXCM
Dexcom Inc

Healthcare
-809
- 6.13%
$67.74 - $90.75 $54.8K - $73.4K
12.4K $845K
XLE
Energy Sector Spdr

ETFs
-4.03K
- 15.8%
$85.7 - $93.96 $345K - $378K
21.5K $2M
DOW
Dow Inc.

Basic Materials
-2.92K
- 20.06%
$34.36 - $41.92 $100K - $122K
11.6K $405K
HAL
Halliburton CO

Energy
-5.81K
- 34.95%
$24.15 - $29.9 $140K - $174K
10.8K $274K
ALL
Allstate Corp

Financial Services
-1.32K
- 19.53%
$180.99 - $210.18 $239K - $277K
5.44K $1.13M
FLR
Fluor Corp

Industrials
-1.86K
- 22.94%
$34.29 - $55.28 $63.7K - $103K
6.25K $223K
EMR
Emerson Electric CO

Industrials
-23
- 0.2%
$108.64 - $131.17 $2.5K - $3.02K
11.7K $1.29M
ACN
Accenture PLC

Technology
-166
- 5.59%
$300.91 - $398.25 $50K - $66.1K
2.8K $874K
MET
Metlife Inc

Financial Services
-1.85K
- 14.34%
$77.7 - $87.0 $144K - $161K
11K $887K
VOT
Vanguard Mid Cap Growth Index

ETFs
-470
- 11.67%
$237.72 - $276.98 $112K - $130K
3.56K $869K
FV
First Trust Dorsey Wright Focu

ETFs
-1.47K
- 8.78%
$53.91 - $63.03 $79.1K - $92.5K
15.2K $836K
QDPL
Pacer Fds Tr Metaurus Us Large
-654
- 1.02%
$36.5 - $40.04 $23.9K - $26.2K
63.4K $2.31M
AXON
Axon Enterprise, Inc.

Industrials
-146
- 15.08%
$496.65 - $710.01 $72.5K - $104K
822 $432K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-9.29K
- 34.07%
$43.79 - $57.46 $407K - $534K
18K $1.03M
BA
Boeing CO

Industrials
-592
- 10.5%
$148.15 - $186.25 $87.7K - $110K
5.04K $860K
Activity Summary
Buys All Purchases 457 New Holdings 44 Increased Positions 413 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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