Level Four Advisory Services, LLC Sells in Q2 2025

Level Four Advisory Services, LLC

  • $2.48 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
-137K
- 93.74%
$60.04 - $70.18 $8.25M - $9.64M
9.17K $632K
UNH
Unitedhealth Group Inc

Healthcare
-1.72K
- 5.11%
$274.35 - $599.47 $472K - $1.03M
31.9K $9.96M
IWD
Ishares Russell 1000 Val ETF

ETFs
-33K
- 80.97%
$166.82 - $194.23 $5.5M - $6.4M
7.74K $1.5M
CAG
Conagra Brands Inc.

Consumer Defensive
-918
- 0.09%
$20.4 - $26.78 $18.7K - $24.6K
974K $19.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-41K
- 17.96%
$96.84 - $99.46 $3.97M - $4.08M
187K $18.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-22.8K
- 34.87%
$152.93 - $181.74 $3.48M - $4.14M
42.5K $7.73M
FIS
Fidelity National Information Services, Inc.

Technology
-40K
- 94.07%
$68.14 - $82.13 $2.73M - $3.28M
2.52K $205K
IWM
Ishares Russell 2000 ETF

ETFs
-13.6K
- 41.65%
$174.82 - $215.79 $2.38M - $2.94M
19.1K $4.12M
PFE
Pfizer Inc

Healthcare
-92.1K
- 56.46%
$21.59 - $24.84 $1.99M - $2.29M
71K $1.72M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-23.6K
- 27.01%
$72.96 - $90.39 $1.72M - $2.13M
63.8K $5.71M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-34.3K
- 19.62%
$37.73 - $43.54 $1.3M - $1.49M
141K $6.08M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-11.6K
- 38.54%
$105.23 - $109.61 $1.22M - $1.27M
18.5K $2.02M
CVX
Chevron Corp

Energy
-659
- 1.47%
$133.73 - $168.51 $88.1K - $111K
44.3K $6.35M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-17K
- 24.58%
$101.93 - $128.63 $1.73M - $2.18M
52K $6.69M
MRK
Merck & Co., Inc.

Healthcare
-3.76K
- 4.9%
$73.47 - $87.12 $276K - $327K
73K $5.78M
XLI
Industrial Sector Spdr

ETFs
-11.2K
- 30.46%
$116.42 - $147.52 $1.3M - $1.65M
25.5K $3.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.29K
- 4.51%
$285.55 - $321.23 $368K - $414K
27.3K $7.97M
GILD
Gilead Sciences, Inc.

Healthcare
-7.95K
- 23.18%
$96.91 - $113.0 $770K - $898K
26.3K $2.92M
DOCU
Docusign, Inc.

Technology
-6.96K
- 6.88%
$70.35 - $93.84 $490K - $653K
94.2K $7.34M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-14.7K
- 16.79%
$82.17 - $99.96 $1.21M - $1.47M
72.9K $7.16M
MUB
Ishares National Muni Bond ETF

ETFs
-7.44K
- 21.35%
$102.31 - $105.8 $761K - $787K
27.4K $2.86M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-985
- 11.68%
$421.16 - $509.5 $415K - $502K
7.45K $3.32M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-14.6K
- 2.87%
$25.48 - $27.78 $372K - $406K
494K $13.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
-13.3K
- 2.09%
$50.28 - $50.47 $667K - $670K
621K $31.2M
WEC
Wec Energy Group, Inc.

Utilities
-4.34K
- 14.2%
$102.24 - $109.76 $444K - $477K
26.2K $2.73M
SBUX
Starbucks Corp

Consumer Cyclical
-1.08K
- 1.56%
$79.69 - $99.41 $85.8K - $107K
68.1K $6.24M
VZ
Verizon Communications Inc

Communication Services
-5.13K
- 3.37%
$41.67 - $45.62 $214K - $234K
147K $6.36M
ROP
Roper Technologies Inc

Industrials
-376
- 2.63%
$519.19 - $590.78 $195K - $222K
13.9K $7.89M
PLD
Prologis, Inc.

Real Estate
-994
- 1.77%
$89.76 - $112.34 $89.2K - $112K
55.1K $5.79M
BMY
Bristol Myers Squibb CO

Healthcare
-1.92K
- 7.38%
$44.12 - $59.6 $84.7K - $114K
24.1K $1.11M
KMB
Kimberly Clark Corp

Consumer Defensive
-976
- 4.28%
$126.84 - $145.22 $124K - $142K
21.8K $2.81M
WSO
Watsco Inc

Industrials
-100
- 1.86%
$421.84 - $520.66 $42.2K - $52.1K
5.29K $2.33M
ADBE
Adobe Inc.

Technology
-1.01K
- 32.66%
$340.0 - $420.68 $344K - $426K
2.09K $808K
FIX
Comfort Systems Usa Inc

Industrials
-2.89K
- 51.17%
$296.51 - $536.21 $856K - $1.55M
2.75K $1.48M
IEF
Ishares Barclays

ETFs
-3.25K
- 35.61%
$93.15 - $96.56 $303K - $314K
5.88K $563K
SNA
Snap On Inc

Industrials
-257
- 3.14%
$292.36 - $342.2 $75.1K - $87.9K
7.92K $2.47M
FTHI
First Trust Exchange Traded Fd

ETFs
-13.9K
- 44.74%
$19.66 - $22.85 $272K - $316K
17.1K $390K
MOH
Molina Healthcare, Inc.

Healthcare
-60
- 0.73%
$290.25 - $353.24 $17.4K - $21.2K
8.2K $2.44M
CRM
Salesforce, Inc.

Technology
-1.51K
- 4.56%
$236.26 - $291.15 $356K - $439K
31.6K $8.61M
APP
App Lovin Corp

Technology
-1.16K
- 66.25%
$219.37 - $417.89 $255K - $486K
592 $207K
VO
Vanguard Mid Cap ETF

ETFs
-1.98K
- 14.08%
$228.54 - $279.83 $453K - $554K
12.1K $3.38M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.28K
- 33.55%
$90.85 - $102.31 $207K - $233K
4.51K $453K
AVA
Avista Corp

Utilities
-1.15K
- 2.38%
$36.94 - $42.43 $42.3K - $48.6K
46.9K $1.78M
FICO
Fair Isaac Corp

Technology
-122
- 46.04%
$1503.62 - $2206.01 $183K - $269K
143 $261K
MMM
3 M CO

Industrials
-1.67K
- 29.21%
$126.09 - $154.15 $210K - $257K
4.04K $615K
BDX
Becton Dickinson & CO

Healthcare
-570
- 27.35%
$165.15 - $226.42 $94.1K - $129K
1.51K $260K
IEFA
Ishares Tr

ETFs
-8.76K
- 13.34%
$67.83 - $84.09 $594K - $737K
56.9K $4.75M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.32K
- 11.2%
$91.43 - $91.74 $212K - $213K
18.4K $1.69M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.13K
- 26.91%
$99.37 - $134.05 $112K - $151K
3.06K $346K
Activity Summary
Buys All Purchases 451 New Holdings 69 Increased Positions 382 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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