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
TFC
Truist Financial Corp

Financial Services
-1.07K
- 2.61%
$39.48 - $48.15 $42.4K - $51.7K
40K $1.65M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.55K
- 18.57%
$97.38 - $104.52 $151K - $162K
6.78K $692K
AFL
Aflac Inc

Financial Services
-6.01K
- 8.74%
$100.99 - $111.19 $607K - $669K
62.8K $6.98M
ZTS
Zoetis Inc.

Healthcare
-862
- 12.34%
$156.48 - $175.67 $135K - $151K
6.12K $1.01M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-977
- 34.87%
$120.5 - $145.97 $118K - $143K
1.83K $240K
FANG
Diamondback Energy, Inc.

Energy
-697
- 22.07%
$139.9 - $180.18 $97.5K - $126K
2.46K $393K
EMN
Eastman Chemical CO

Basic Materials
-1.24K
- 29.72%
$87.05 - $103.47 $108K - $128K
2.93K $257K
GTO
Invesco Actively Managed ETF T

ETFs
-2.5K
- 32.35%
$45.9 - $47.37 $115K - $119K
5.24K $245K
TOWN
Towne Bank (Va)

Financial Services
-3.34K
- 12.97%
$32.13 - $37.51 $107K - $125K
22.4K $765K
JHMD
John Hancock ETF Tr Multifacto

ETFs
-4.72K
- 24.72%
$31.74 - $36.18 $150K - $171K
14.4K $502K
WFC
Wells Fargo & Company

Financial Services
-2.02K
- 8.8%
$66.78 - $81.42 $135K - $164K
20.9K $1.5M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-256
- 6.4%
$131.2 - $160.72 $33.6K - $41.1K
3.74K $495K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-825
- 26.77%
$96.88 - $111.25 $79.9K - $91.8K
2.26K $225K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-158
- 1.39%
$120.29 - $134.6 $19K - $21.3K
11.2K $1.37M
C
Citigroup Inc

Financial Services
-2.76K
- 1.63%
$67.23 - $84.63 $185K - $233K
166K $11.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-418
- 2.82%
$51.45 - $58.51 $21.5K - $24.5K
14.4K $745K
ENB
Enbridge Inc

Energy
-2.95K
- 13.55%
$41.54 - $45.45 $122K - $134K
18.8K $832K
ROST
Ross Stores, Inc.

Consumer Cyclical
-245
- 10.71%
$123.3 - $154.95 $30.2K - $38K
2.04K $261K
BP
Bp PLC

Energy
-3.79K
- 36.11%
$29.93 - $35.31 $113K - $134K
6.7K $226K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-815
- 3.48%
$32.49 - $37.99 $26.5K - $31K
22.6K $757K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-513
- 9.66%
$80.73 - $94.96 $41.4K - $48.7K
4.8K $398K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-4.12K
- 14.96%
$32.66 - $36.43 $135K - $150K
23.4K $821K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.98K
- 6.96%
$16.57 - $18.85 $32.9K - $37.4K
26.5K $441K
CHWY
Chewy, Inc.

Consumer Cyclical
-2.03K
- 19.11%
$31.83 - $39.8 $64.5K - $80.6K
8.58K $278K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-440
- 4.8%
$36.64 - $45.76 $16.1K - $20.1K
8.74K $327K
NFLX
Netflix Inc

Communication Services
-544
- 5.19%
$828.4 - $1058.6 $451K - $576K
9.94K $9.27M
POR
Portland General Electric CO

Utilities
-2.47K
- 6.3%
$40.56 - $45.24 $100K - $112K
36.7K $1.64M
GLW
Corning Inc

Technology
-1.08K
- 9.6%
$44.91 - $54.25 $48.5K - $58.6K
10.2K $465K
FXD
First Tr Exchange Traded Fd

ETFs
-372
- 5.58%
$56.39 - $68.12 $21K - $25.3K
6.29K $364K
GIS
General Mills Inc

Consumer Defensive
-440
- 4.39%
$57.56 - $65.3 $25.3K - $28.7K
9.59K $573K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.75K
- 27.52%
$35.35 - $42.74 $97.4K - $118K
7.25K $300K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-76
- 6.8%
$497.6 - $606.74 $37.8K - $46.1K
1.04K $518K
DHR
Danaher Corp

Healthcare
-105
- 6.24%
$201.62 - $250.59 $21.2K - $26.3K
1.58K $323K
FDN
First Tr Fd Dow Jones

ETFs
-95
- 4.88%
$221.38 - $266.86 $21K - $25.4K
1.85K $411K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-798
- 13.35%
$45.72 - $51.73 $36.5K - $41.3K
5.18K $238K
AME
Ametek Inc

Industrials
-210
- 8.0%
$170.39 - $190.43 $35.8K - $40K
2.41K $415K
SPMD
Spdr Portfolio

ETFs
-574
- 7.2%
$50.21 - $57.73 $28.8K - $33.1K
7.4K $378K
IYW
Ishares Dj Us Tech ETF

ETFs
-123
- 5.75%
$140.44 - $166.79 $17.3K - $20.5K
2.02K $283K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.41K
- 13.47%
$44.41 - $45.98 $62.6K - $64.8K
9.05K $413K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.02K
- 6.31%
$49.78 - $53.19 $51K - $54.5K
15.2K $776K
IQV
Iqvia Holdings Inc.

Healthcare
-64
- 3.1%
$176.3 - $209.96 $11.3K - $13.4K
2K $352K
GM
General Motors CO

Consumer Cyclical
-136
- 1.86%
$45.22 - $54.92 $6.15K - $7.47K
7.17K $337K
SPGI
S&P Global Inc.

Financial Services
-129
- 9.25%
$478.26 - $543.77 $61.7K - $70.1K
1.27K $643K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-197
- 20.12%
$402.33 - $489.71 $79.3K - $96.5K
782 $359K
CDW
Cdw Corp

Technology
-59
- 2.0%
$160.26 - $206.13 $9.46K - $12.2K
2.89K $462K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-453
- 6.53%
$102.5 - $112.02 $46.4K - $50.7K
6.49K $672K
SYF
Synchrony Financial

Financial Services
-21
- 0.55%
$51.9 - $70.63 $1.09K - $1.48K
3.81K $201K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-814
- 4.94%
$44.81 - $46.22 $36.5K - $37.6K
15.7K $705K
BIGZ
Black Rock Innovation & Growth Trust
-4.26K
- 20.82%
$6.4 - $8.25 $27.3K - $35.1K
16.2K $107K
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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