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
IWR
Ishares Russell Mid Cap ETF

ETFs
-1
- -0.0%
$79.92 - $88.19 $79.9 - $88.2
55.9K $4.93M
ORCL
Oracle Corp

Technology
-971
- 5.03%
$125.9 - $170.35 $122K - $165K
18.3K $3.12M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11.7K
- 3.41%
$60.84 - $67.51 $711K - $789K
331K $22.3M
HDV
Ishares Core High Dividend ETF

ETFs
-651
- 1.18%
$107.62 - $118.76 $70.1K - $77.3K
54.3K $6.39M
V
Visa Inc.

Financial Services
-254
- 0.62%
$253.74 - $291.56 $64.4K - $74.1K
40.6K $11.2M
MPWR
Monolithic Power Systems Inc

Technology
-413
- 4.99%
$757.04 - $947.16 $313K - $391K
7.86K $7.27M
CRM
Salesforce, Inc.

Technology
-6
- 0.02%
$238.42 - $276.53 $1.43K - $1.66K
29.5K $8.08M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.78K
- 1.78%
$53.41 - $57.9 $202K - $219K
209K $12.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.69K
- 3.37%
$33.89 - $41.64 $159K - $195K
135K $5.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.06K
- 0.76%
$434.77 - $502.96 $462K - $534K
138K $67.6M
PHM
Pultegroup Inc

Consumer Cyclical
-2.28K
- 7.11%
$103.95 - $144.98 $237K - $330K
29.8K $4.27M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-10.4K
- 11.88%
$74.21 - $96.5 $769K - $1M
76.9K $7.39M
CAT
Caterpillar Inc

Industrials
-250
- 1.51%
$316.8 - $391.12 $79.2K - $97.8K
16.3K $6.38M
MSCI
Msci Inc.

Financial Services
-27
- 0.3%
$479.31 - $584.91 $12.9K - $15.8K
8.95K $5.22M
DSTL
ETF Ser Solution Distillate Us

ETFs
-9.14K
- 3.35%
$50.87 - $56.8 $465K - $519K
264K $15M
URI
United Rentals, Inc.

Industrials
-98
- 1.47%
$627.41 - $814.1 $61.5K - $79.8K
6.56K $5.31M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.32K
- 5.52%
$191.76 - $263.26 $254K - $348K
22.6K $5.92M
UNH
Unitedhealth Group Inc

Healthcare
-496
- 1.43%
$488.01 - $604.18 $242K - $300K
34.2K $20M
CAG
Conagra Brands Inc.

Consumer Defensive
-1.86K
- 0.19%
$28.13 - $32.83 $52.3K - $61K
974K $31.7M
AAPL
Apple Inc.

Technology
-8.96K
- 1.72%
$207.23 - $234.82 $1.86M - $2.1M
511K $119M
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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