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
ISRG
Intuitive Surgical Inc

Healthcare
-36
- 4.03%
$476.63 - $610.45 $17.2K - $22K
858 $424K
INTU
Intuit Inc

Technology
-27
- 1.62%
$555.63 - $630.23 $15K - $17K
1.64K $1.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.12K
- 13.89%
$42.5 - $46.71 $47.6K - $52.3K
6.94K $314K
CSX
Csx Corp

Industrials
-402
- 4.02%
$29.11 - $33.67 $11.7K - $13.5K
9.59K $282K
USB
Us Bancorp \De\

Financial Services
-114
- 1.81%
$40.92 - $50.9 $4.66K - $5.8K
6.17K $260K
FXR
First Trust Industrials/Produc

ETFs
-231
- 5.19%
$68.3 - $79.81 $15.8K - $18.4K
4.22K $293K
UIS
Unisys Corp

Technology
-1.61K
- 8.67%
$3.9 - $7.15 $6.28K - $11.5K
16.9K $77K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.34K
- 5.6%
$19.04 - $20.15 $25.6K - $27.1K
22.7K $431K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-932
- 9.9%
$39.96 - $43.3 $37.2K - $40.4K
8.48K $349K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-283
- 2.52%
$78.0 - $84.37 $22.1K - $23.9K
11K $875K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
-281
- 1.3%
$9.88 - $12.56 $2.78K - $3.53K
21.3K $219K
SPYG
Spdr Portfolio

ETFs
-25
- 0.68%
$80.05 - $92.39 $2K - $2.31K
3.63K $291K
EPHE
Ishares Msci Philippines ETF

ETFs
-1.32K
- 9.25%
$23.32 - $26.0 $30.7K - $34.2K
12.9K $326K
XEL
Xcel Energy Inc

Utilities
-697
- 10.41%
$63.37 - $72.1 $44.2K - $50.3K
6K $424K
SYY
Sysco Corp

Consumer Defensive
-228
- 3.66%
$70.0 - $77.13 $16K - $17.6K
6.01K $450K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-1.75K
- 12.61%
$21.34 - $23.86 $37.3K - $41.7K
12.1K $276K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-326
- 4.53%
$50.93 - $57.24 $16.6K - $18.7K
6.87K $364K
OZK
Bank Ozk

Financial Services
-80
- 0.47%
$41.71 - $53.1 $3.34K - $4.25K
16.8K $730K
APD
Air Products & Chemicals, Inc.

Basic Materials
-102
- 5.34%
$283.24 - $338.07 $28.9K - $34.5K
1.81K $532K
VOE
Vanguard Mid Cap Value Index F

ETFs
-66
- 0.72%
$156.61 - $168.02 $10.3K - $11.1K
9.05K $1.45M
IOO
Ishares Tr Global 100 ETF

ETFs
-50
- 1.5%
$96.2 - $105.12 $4.81K - $5.26K
3.29K $316K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-194
- 5.83%
$75.99 - $81.58 $14.7K - $15.8K
3.13K $240K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-467
- 4.11%
$69.87 - $75.62 $32.6K - $35.3K
10.9K $789K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-1.11K
- 5.34%
$21.73 - $23.02 $24.1K - $25.6K
19.7K $444K
WMB
Williams Companies, Inc.

Energy
-2.4K
- 10.57%
$54.02 - $61.09 $130K - $146K
20.3K $1.21M
LHX
L3 Harris Technologies, Inc.

Industrials
-59
- 3.72%
$194.65 - $222.86 $11.5K - $13.1K
1.53K $319K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-41
- 0.36%
$21.23 - $23.75 $870 - $974
11.3K $244K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-851
- 2.85%
$5.3 - $5.75 $4.51K - $4.89K
29K $156K
ITA
Ishares Tr

ETFs
-226
- 8.32%
$144.84 - $159.5 $32.7K - $36K
2.49K $381K
DNN
Denison Mines Corp.

Energy
-280
- 1.05%
$1.3 - $2.1 $364 - $588
26.3K $34K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-871
- 5.19%
$15.13 - $18.07 $13.2K - $15.7K
15.9K $262K
FTNT
Fortinet, Inc.

Technology
-167
- 6.49%
$92.49 - $114.57 $15.4K - $19.1K
2.41K $231K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-313
- 7.98%
$58.32 - $65.09 $18.3K - $20.4K
3.61K $217K
DE
Deere & CO

Industrials
-200
- 11.06%
$408.57 - $509.27 $81.7K - $102K
1.61K $755K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-991
- 9.0%
$12.18 - $12.91 $12.1K - $12.8K
10K $124K
EW
Edwards Lifesciences Corp

Healthcare
-54
- 1.41%
$67.95 - $76.19 $3.67K - $4.11K
3.77K $273K
ICF
Ishares Tr

ETFs
-270
- 4.44%
$57.98 - $63.8 $15.7K - $17.2K
5.81K $357K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-263
- 1.88%
$8.41 - $9.05 $2.21K - $2.38K
13.7K $116K
EBAY
Ebay Inc

Consumer Cyclical
-551
- 10.5%
$61.61 - $70.93 $33.9K - $39.1K
4.7K $318K
EHC
Encompass Health Corp

Healthcare
-1.02K
- 9.44%
$91.05 - $102.2 $92.8K - $104K
9.78K $990K
IXUS
Ishares Tr

ETFs
-350
- 7.23%
$65.06 - $72.31 $22.8K - $25.3K
4.49K $313K
STX
Seagate Technology Holdings PLC

Technology
-18
- 0.54%
$84.92 - $108.42 $1.53K - $1.95K
3.33K $282K
LUV
Southwest Airlines CO

Industrials
-167
- 2.12%
$28.18 - $34.84 $4.71K - $5.82K
7.69K $258K
PSEC
Prospect Capital Corp

Financial Services
-248
- 1.16%
$4.1 - $4.45 $1.02K - $1.1K
21.1K $86K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-151
- 2.94%
$48.31 - $49.23 $7.29K - $7.43K
4.98K $244K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-1.54K
- 2.09%
$7.89 - $8.07 $12.1K - $12.4K
71.9K $572K
MNST
Monster Beverage Corp

Consumer Defensive
-590
- 11.81%
$46.16 - $58.58 $27.2K - $34.6K
4.41K $257K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-620
- 3.53%
$5.87 - $6.26 $3.64K - $3.88K
16.9K $99K
JCI
Johnson Controls International PLC

Industrials
-189
- 1.88%
$76.12 - $90.6 $14.4K - $17.1K
9.87K $790K
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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