Level Four Advisory Services, LLC Reduced Holdings in Q3 2024

Level Four Advisory Services, LLC

  • $2.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
-1.3K
- 35.03%
$290.16 - $384.01 $377K - $499K
2.41K $887K
AZN
Astrazeneca PLC

Healthcare
-3.51K
- 13.87%
$76.67 - $87.62 $269K - $307K
21.8K $1.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-5.03K
- 4.34%
$50.52 - $50.95 $254K - $256K
111K $5.64M
SHEL
Shell PLC

Energy
-1.26K
- 5.55%
$65.65 - $73.28 $82.9K - $92.6K
21.5K $1.42M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-8.47K
- 4.34%
$25.19 - $25.5 $213K - $216K
187K $4.75M
DE
Deere & CO

Industrials
-815
- 29.81%
$344.84 - $418.0 $281K - $341K
1.92K $800K
ENV
Envestnet, Inc.

Technology
-3.36K
- 17.58%
$61.13 - $63.25 $205K - $212K
15.7K $985K
DIS
Walt Disney CO

Communication Services
-694
- 1.58%
$85.6 - $98.61 $59.4K - $68.4K
43.2K $4.15M
VKTX
Viking Therapeutics, Inc.

Healthcare
-5.21K
- 41.87%
$49.84 - $70.47 $259K - $367K
7.23K $457K
AMN
Amn Healthcare Services Inc

Healthcare
-2.27K
- 19.07%
$41.07 - $68.05 $93.3K - $155K
9.64K $408K
FDX
Fedex Corp

Industrials
-183
- 4.02%
$254.64 - $313.52 $46.6K - $57.4K
4.37K $1.2M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-2.21K
- 22.29%
$90.36 - $98.07 $199K - $216K
7.69K $754K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.28K
- 38.69%
$47.95 - $49.61 $157K - $163K
5.19K $256K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.26K
- 28.27%
$47.18 - $48.74 $154K - $159K
8.26K $402K
VIG
Vanguard Dividend Appreciation

ETFs
-657
- 1.22%
$182.15 - $182.15 $120K - $120K
53.4K $9.73M
SNPS
Synopsys Inc

Technology
-142
- 21.16%
$463.97 - $621.3 $65.9K - $88.2K
529 $267K
SIL
Global X Silver Miners ETF

ETFs
-6.53K
- 25.83%
$29.58 - $37.45 $193K - $245K
18.8K $658K
FTNT
Fortinet, Inc.

Technology
-2.79K
- 49.64%
$55.39 - $77.55 $154K - $216K
2.83K $219K
FTCS
First Trust Capital Strength E

ETFs
-2.3K
- 16.71%
$83.58 - $90.94 $192K - $209K
11.4K $1.04M
EPD
Enterprise Products Partners L.P.

Energy
-4.13K
- 5.89%
$27.88 - $30.0 $115K - $124K
66K $1.92M
VRT
Vertiv Holdings CO

Industrials
-1.08K
- 21.6%
$86.66 - $86.66 $93.9K - $93.9K
3.93K $340K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-958
- 23.7%
$96.3 - $106.49 $92.3K - $102K
3.08K $322K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-142
- 1.98%
$460.0 - $505.78 $65.3K - $71.8K
7.03K $3.27M
FV
First Trust Dorsey Wright Focu

ETFs
-1.87K
- 9.67%
$51.35 - $59.82 $95.9K - $112K
17.4K $1.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.56K
- 26.97%
$50.25 - $50.74 $78.2K - $79K
4.21K $213K
BOTZ
Global X Fds

ETFs
-3.03K
- 18.69%
$27.68 - $32.27 $83.9K - $97.8K
13.2K $423K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.24K
- 26.42%
$71.19 - $76.59 $88.1K - $94.8K
3.45K $264K
ROAD
Construction Partners, Inc.

Industrials
-5.14K
- 26.19%
$53.22 - $76.29 $274K - $392K
14.5K $1.01M
PANW
Palo Alto Networks Inc

Technology
-306
- 2.48%
$294.18 - $368.01 $90K - $113K
12K $4.11M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.05K
- 9.14%
$81.31 - $83.29 $85K - $87K
10.4K $863K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-7.04K
- 40.99%
$10.32 - $11.27 $72.6K - $79.3K
10.1K $114K
PCAR
Paccar Inc

Industrials
-194
- 1.74%
$91.64 - $109.98 $17.8K - $21.3K
11K $1.08M
AZO
Autozone Inc

Consumer Cyclical
-27
- 28.13%
$2815.0 - $3212.87 $76K - $86.7K
69 $217K
CHWY
Chewy, Inc.

Consumer Cyclical
-3.18K
- 22.73%
$22.22 - $32.67 $70.7K - $104K
10.8K $316K
NUE
Nucor Corp

Basic Materials
-221
- 5.6%
$137.77 - $166.14 $30.4K - $36.7K
3.72K $559K
FXR
First Trust Industrials/Produc

ETFs
-1.43K
- 24.29%
$66.85 - $75.76 $95.5K - $108K
4.45K $337K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.39K
- 11.9%
$75.88 - $83.21 $105K - $116K
10.3K $856K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.19K
- 17.78%
$76.07 - $83.33 $90.8K - $99.4K
5.52K $459K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.05K
- 16.45%
$85.03 - $94.56 $88.9K - $98.9K
5.31K $494K
IWY
Ishares Tr Russell 200 Growth

ETFs
-307
- 9.58%
$194.66 - $225.97 $59.8K - $69.4K
2.9K $637K
MRO
Marathon Oil Corp

Energy
-811
- 6.22%
$25.87 - $29.26 $21K - $23.7K
12.2K $325K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.64K
- 8.47%
$52.1 - $59.66 $85.5K - $98K
17.7K $1.05M
USCI
United States Commodity Index Funds Trust

ETFs
-672
- 16.33%
$58.6 - $63.51 $39.4K - $42.7K
3.44K $214K
SOXX
Ishares Semiconductor ETF

ETFs
-66
- 4.05%
$199.29 - $265.49 $13.2K - $17.5K
1.56K $360K
WMB
Williams Companies, Inc.

Energy
-2.84K
- 10.04%
$41.24 - $46.22 $117K - $131K
25.5K $1.16M
TSCO
Tractor Supply CO

Consumer Cyclical
-294
- 13.55%
$251.95 - $290.93 $74.1K - $85.5K
1.88K $545K
CNM
Core & Main, Inc.

Industrials
-262
- 4.23%
$38.0 - $54.22 $9.96K - $14.2K
5.93K $263K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.07K
- 7.57%
$113.41 - $125.62 $121K - $134K
13K $1.64M
XLU
Utilities Sector Spdr

ETFs
-2.7K
- 18.98%
$67.67 - $80.78 $183K - $218K
11.5K $932K
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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