Level Four Advisory Services, LLC Reduced Holdings in Q2 2025

Level Four Advisory Services, LLC

  • $2.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
-1.75K
- 6.6%
$59.75 - $73.05 $105K - $128K
24.8K $1.75M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.2K
- 19.17%
$32.66 - $40.75 $334K - $416K
43.1K $1.74M
TMUS
T Mobile Us, Inc.

Communication Services
-190
- 3.64%
$220.99 - $268.54 $42K - $51K
5.04K $1.2M
RGTI
Rigetti Computing, Inc.

Technology
-37.5K
- 57.2%
$7.5 - $14.29 $281K - $536K
28.1K $332K
CYBR
Cyber Ark Software Ltd.

Technology
-1.33K
- 25.65%
$305.98 - $406.88 $407K - $542K
3.86K $1.57M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
-6.5K
- 37.49%
$28.32 - $31.03 $184K - $202K
10.8K $335K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-6.25K
- 3.26%
$24.96 - $25.5 $156K - $159K
186K $4.73M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-10.2K
- 38.36%
$14.97 - $16.79 $152K - $171K
16.4K $273K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.81K
- 5.53%
$85.42 - $94.39 $155K - $171K
30.9K $2.9M
PFFA
Etfis Ser Tr I

ETFs
-6.86K
- 16.94%
$19.49 - $21.31 $134K - $146K
33.6K $700K
MET
Metlife Inc

Financial Services
-1.94K
- 17.58%
$68.42 - $82.49 $133K - $160K
9.11K $732K
MSI
Motorola Solutions, Inc.

Technology
-59
- 0.8%
$394.72 - $440.39 $23.3K - $26K
7.35K $3.09M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.04K
- 11.65%
$121.58 - $136.74 $127K - $142K
7.9K $1.07M
IQV
Iqvia Holdings Inc.

Healthcare
-615
- 30.77%
$137.0 - $174.37 $84.3K - $107K
1.38K $218K
DOW
Dow Inc.

Basic Materials
-1.25K
- 10.78%
$25.81 - $34.89 $32.3K - $43.7K
10.4K $274K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-273
- 34.91%
$430.72 - $497.52 $118K - $136K
509 $229K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.71K
- 42.49%
$32.0 - $39.87 $119K - $148K
5.02K $200K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.23K
- 43.22%
$105.69 - $140.64 $130K - $173K
1.62K $214K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
-2.53K
- 26.58%
$35.86 - $43.98 $90.8K - $111K
6.99K $296K
XLF
Financial Sector Spdr

ETFs
-8.15K
- 6.73%
$43.92 - $52.37 $358K - $427K
113K $5.92M
CPRT
Copart Inc

Consumer Cyclical
-235
- 1.68%
$47.72 - $63.84 $11.2K - $15K
13.7K $673K
GIS
General Mills Inc

Consumer Defensive
-658
- 6.86%
$50.37 - $60.97 $33.1K - $40.1K
8.93K $462K
EQIX
Equinix Inc

Real Estate
-108
- 8.86%
$740.07 - $914.43 $79.9K - $98.8K
1.11K $883K
VLO
Valero Energy Corp

Energy
-1.04K
- 7.79%
$104.69 - $141.77 $109K - $147K
12.3K $1.65M
FDUS
Fidus Investment Corp

Financial Services
-4.95K
- 13.98%
$17.32 - $20.65 $85.8K - $102K
30.5K $615K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.44K
- 12.17%
$77.94 - $79.5 $112K - $114K
10.4K $824K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.56K
- 17.21%
$47.86 - $55.77 $74.9K - $87.2K
7.52K $396K
IHF
Ishares Tr

ETFs
-620
- 3.71%
$46.2 - $54.6 $28.6K - $33.9K
16.1K $782K
ALL
Allstate Corp

Financial Services
-326
- 6.0%
$180.53 - $212.64 $58.9K - $69.3K
5.11K $1.03M
STE
Steris PLC

Healthcare
-527
- 23.12%
$208.55 - $252.55 $110K - $133K
1.75K $420K
AEP
American Electric Power CO Inc

Utilities
-253
- 2.0%
$98.59 - $109.11 $24.9K - $27.6K
12.4K $1.28M
GM
General Motors CO

Consumer Cyclical
-2.2K
- 30.71%
$42.48 - $50.46 $93.5K - $111K
4.97K $244K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-17
- 0.49%
$212.1 - $244.27 $3.61K - $4.15K
3.48K $761K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.61K
- 14.87%
$16.93 - $17.81 $95K - $99.9K
32.1K $571K
F
Ford Motor CO

Consumer Cyclical
-13.2K
- 20.45%
$8.69 - $10.85 $115K - $143K
51.3K $556K
STWD
Starwood Property Trust, Inc.

Real Estate
-4.8K
- 16.33%
$17.28 - $20.41 $83K - $98K
24.6K $493K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7.16K
- 17.96%
$10.78 - $11.28 $77.1K - $80.7K
32.7K $363K
CL
Colgate Palmolive CO

Consumer Defensive
-766
- 16.03%
$87.57 - $96.0 $67.1K - $73.5K
4.01K $364K
PPT
Putnam Premier Income Trust

Financial Services
-23.5K
- 32.86%
$3.45 - $3.71 $81.2K - $87.3K
48.1K $176K
SPGI
S&P Global Inc.

Financial Services
-202
- 15.96%
$438.31 - $527.29 $88.5K - $107K
1.06K $561K
HSY
Hershey CO

Consumer Defensive
-410
- 21.42%
$151.29 - $173.13 $62K - $71K
1.5K $249K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-3.34K
- 14.76%
$29.52 - $35.31 $98.5K - $118K
19.3K $680K
VDE
Vanguard Energy ETF

ETFs
-431
- 19.42%
$105.87 - $130.56 $45.6K - $56.3K
1.79K $212K
FDL
First Tr Morningstar Dividend

ETFs
-1.34K
- 11.15%
$38.19 - $43.19 $51.1K - $57.7K
10.7K $446K
PH
Parker Hannifin Corp

Industrials
-256
- 22.18%
$517.23 - $700.54 $132K - $179K
898 $627K
DJD
Invesco Exchange Traded Fd Tr

ETFs
-1.54K
- 5.32%
$47.46 - $53.19 $72.9K - $81.7K
27.3K $1.45M
DVY
Ishares Tr

ETFs
-320
- 1.75%
$118.37 - $134.86 $37.9K - $43.2K
18K $2.39M
ED
Consolidated Edison Inc

Utilities
-90
- 1.66%
$98.05 - $113.3 $8.82K - $10.2K
5.32K $533K
MA
Mastercard Inc

Financial Services
-509
- 3.14%
$479.92 - $590.74 $244K - $301K
15.7K $8.83M
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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