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
INTC
Intel Corp

Technology
-2.53K
- 12.44%
$19.1 - $27.39 $48.3K - $69.3K
17.8K $404K
EWJ
Ishares Msci Japan ETF

ETFs
-183
- 2.88%
$65.24 - $71.7 $11.9K - $13.1K
6.17K $423K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-791
- 6.55%
$68.32 - $75.06 $54K - $59.4K
11.3K $843K
WY
Weyerhaeuser CO

Real Estate
-479
- 3.92%
$27.29 - $31.39 $13.1K - $15K
11.7K $343K
Flagstar Financial Inc
-30.9K
- 42.4%
N/A
42K $0
Linde PLC
-38
- 3.05%
N/A
1.21K $0
ILCG
Ishares Morningstar Growth ETF
-1.01K
- 1.41%
N/A
71K $0
Ferguson Enterprises Inc
-407
- 7.39%
N/A
5.1K $0
Gsk PLC
-279
- 3.05%
N/A
8.87K $0
Amplify ETF Tr
-299
- 9.0%
N/A
3.02K $0
Atmus Filtration Technologie
-4.25K
- 18.91%
N/A
18.2K $0
BGR
Black Rock Energy & Resources Trust

Financial Services
-989
- 6.63%
$12.77 - $13.89 $12.6K - $13.7K
13.9K $189K
TSCO
Tractor Supply CO

Consumer Cyclical
-323
- 3.43%
$51.66 - $57.94 $16.7K - $18.7K
9.09K $500K
DVY
Ishares Tr

ETFs
-408
- 2.18%
$128.58 - $138.1 $52.5K - $56.3K
18.3K $2.46M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-33
- 0.79%
$54.94 - $69.15 $1.81K - $2.28K
4.16K $239K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-49
- 0.48%
$21.23 - $22.14 $1.04K - $1.08K
10.1K $222K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-103
- 0.98%
$96.9 - $104.39 $9.98K - $10.8K
10.4K $1.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
-64
- 2.29%
$308.86 - $455.36 $19.8K - $29.1K
2.73K $961K
TMC
Tmc The Metals CO Inc.

Basic Materials
-705
- 6.1%
$1.05 - $2.37 $740 - $1.67K
10.8K $18K
STAG
Stag Industrial, Inc.

Real Estate
-211
- 3.09%
$32.39 - $37.07 $6.83K - $7.82K
6.62K $239K
HLN
Haleon PLC

Healthcare
-294
- 1.5%
$9.02 - $10.67 $2.65K - $3.14K
19.3K $198K
STE
Steris PLC

Healthcare
-175
- 7.13%
$202.46 - $232.74 $35.4K - $40.7K
2.28K $516K
MKL
Markel Corp

Financial Services
-7
- 3.8%
$1660.14 - $2059.83 $11.6K - $14.4K
177 $330K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-189
- 1.68%
$30.38 - $34.94 $5.74K - $6.6K
11.1K $378K
YUM
Yum Brands Inc

Consumer Cyclical
-76
- 4.33%
$123.25 - $162.53 $9.37K - $12.4K
1.68K $264K
KMI
Kinder Morgan, Inc.

Energy
-953
- 1.83%
$26.1 - $31.22 $24.9K - $29.8K
51.2K $1.46M
ADP
Automatic Data Processing Inc

Industrials
-38
- 1.0%
$286.85 - $318.64 $10.9K - $12.1K
3.77K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
-534
- 1.14%
$158.56 - $176.26 $84.7K - $94.1K
46.2K $7.87M
DVN
Devon Energy Corp

Energy
-79
- 0.87%
$33.15 - $38.55 $2.62K - $3.05K
8.97K $335K
LLY
Eli Lilly & CO

Healthcare
-397
- 5.8%
$725.72 - $929.72 $288K - $369K
6.44K $5.32M
PPL
Ppl Corp

Utilities
-67
- 0.53%
$31.68 - $36.11 $2.12K - $2.42K
12.5K $450K
DJD
Invesco Exchange Traded Fd Tr

ETFs
-318
- 1.09%
$50.21 - $54.3 $16K - $17.3K
28.9K $1.52M
PAYX
Paychex Inc

Industrials
-11
- 0.31%
$136.06 - $154.52 $1.5K - $1.7K
3.58K $552K
TRV
Travelers Companies, Inc.

Financial Services
-47
- 1.51%
$232.43 - $265.13 $10.9K - $12.5K
3.07K $811K
WRB
Berkley W R Corp

Financial Services
-540
- 6.82%
$56.7 - $71.27 $30.6K - $38.5K
7.38K $525K
IHF
Ishares Tr

ETFs
-160
- 0.95%
$47.84 - $53.21 $7.65K - $8.51K
16.7K $882K
MMM
3 M CO

Industrials
-204
- 3.45%
$129.7 - $155.12 $26.5K - $31.6K
5.71K $839K
VLO
Valero Energy Corp

Energy
-341
- 2.5%
$121.76 - $142.99 $41.5K - $48.8K
13.3K $1.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-286
- 0.96%
$85.29 - $92.57 $24.4K - $26.5K
29.6K $2.7M
CAH
Cardinal Health Inc

Healthcare
-23
- 0.5%
$118.02 - $137.77 $2.71K - $3.17K
4.56K $628K
AVA
Avista Corp

Utilities
-3.8K
- 7.32%
$35.2 - $41.87 $134K - $159K
48.1K $2.01M
SPOT
Spotify Technology S.A.

Communication Services
-268
- 10.53%
$457.79 - $648.32 $123K - $174K
2.28K $1.25M
SIL
Global X Silver Miners ETF

ETFs
-120
- 0.72%
$31.91 - $40.68 $3.83K - $4.88K
16.6K $654K
RSG
Republic Services, Inc.

Industrials
-4.82K
- 15.24%
$200.09 - $242.16 $964K - $1.17M
26.8K $6.49M
DRI
Darden Restaurants Inc

Consumer Cyclical
-10
- 0.16%
$180.02 - $208.56 $1.8K - $2.09K
6.44K $1.34M
CB
Chubb LTD

Financial Services
-591
- 4.5%
$257.71 - $301.99 $152K - $178K
12.5K $3.79M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-642
- 2.07%
$69.81 - $78.9 $44.8K - $50.7K
30.4K $2.37M
BR
Broadridge Financial Solutions, Inc.

Technology
-885
- 3.62%
$221.46 - $244.83 $196K - $217K
23.6K $5.72M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.74K
- 3.84%
$71.24 - $84.73 $195K - $232K
68.5K $5.64M
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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