Level Four Advisory Services, LLC Sells in Q1 2025

Level Four Advisory Services, LLC

  • $2.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-84.6K
- 67.52%
$182.82 - $196.21 $15.5M - $16.6M
40.7K $7.66M
AAPL
Apple Inc.

Technology
-2.02K
- 0.4%
$209.68 - $247.1 $423K - $499K
506K $112M
AVGO
Broadcom Inc.

Technology
-9.18K
- 7.26%
$167.43 - $244.7 $1.54M - $2.25M
117K $19.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.23K
- 3.82%
$468.34 - $539.52 $2.45M - $2.82M
132K $61.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-114K
- 56.53%
$74.85 - $84.89 $8.51M - $9.65M
87.4K $7.15M
NVDA
Nvidia Corp

Technology
-8.97K
- 3.31%
$106.98 - $149.43 $959K - $1.34M
261K $28.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.58K
- 1.55%
$190.26 - $242.06 $680K - $866K
227K $43.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.7K
- 12.07%
$507.05 - $563.67 $3.4M - $3.77M
48.8K $25.1M
IWM
Ishares Russell 2000 ETF

ETFs
-17.6K
- 34.91%
$198.1 - $229.79 $3.48M - $4.04M
32.8K $6.53M
IEF
Ishares Barclays

ETFs
-42.7K
- 82.38%
$91.17 - $95.39 $3.89M - $4.07M
9.13K $870K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.25K
- 16.64%
$551.42 - $612.93 $2.34M - $2.6M
21.3K $11.9M
NOW
Service Now, Inc.

Technology
-125
- 1.69%
$783.83 - $1170.39 $98K - $146K
7.29K $5.81M
MS
Morgan Stanley

Financial Services
-6.98K
- 6.16%
$111.68 - $141.08 $779K - $985K
106K $12.4M
TWLO
Twilio Inc

Communication Services
-9.79K
- 12.34%
$94.9 - $148.35 $929K - $1.45M
69.6K $6.81M
SNOW
Snowflake Inc.

Technology
-6.52K
- 9.23%
$146.16 - $192.78 $953K - $1.26M
64.1K $9.37M
ETN
Eaton Corp PLC

Industrials
-600
- 2.72%
$271.83 - $371.23 $163K - $223K
21.5K $5.84M
GOOG
Alphabet Inc.

Communication Services
-1.01K
- 2.73%
$156.06 - $207.71 $157K - $209K
35.9K $5.61M
DOCU
Docusign, Inc.

Technology
-5.69K
- 5.33%
$74.7 - $97.7 $425K - $556K
101K $8.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.81K
- 3.41%
$92.45 - $106.69 $352K - $406K
108K $10M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2.21K
- 8.13%
$211.47 - $267.17 $466K - $589K
24.9K $5.27M
AMP
Ameriprise Financial Inc

Financial Services
-1.36K
- 10.58%
$472.29 - $575.13 $642K - $782K
11.5K $5.56M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.84K
- 5.19%
$158.1 - $217.71 $290K - $400K
33.5K $5.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.74K
- 18.13%
$554.06 - $615.85 $964K - $1.07M
7.86K $4.41M
NDAQ
Nasdaq, Inc.

Financial Services
-15.1K
- 76.23%
$72.17 - $83.76 $1.09M - $1.26M
4.7K $356K
XLK
Technology Sector Spdr

ETFs
-556
- 1.42%
$206.38 - $242.18 $115K - $135K
38.6K $7.96M
VUG
Vanguard Growth ETF

ETFs
-1.38K
- 9.37%
$369.1 - $427.61 $509K - $589K
13.3K $4.94M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-940
- 1.17%
$93.57 - $120.35 $88K - $113K
79.6K $7.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-44
- 1.88%
$4295.4 - $5141.88 $189K - $226K
2.3K $10.6M
MRK
Merck & Co., Inc.

Healthcare
-2.65K
- 3.34%
$83.01 - $101.02 $220K - $268K
76.8K $6.89M
APP
App Lovin Corp

Technology
-2.61K
- 59.77%
$238.08 - $510.13 $620K - $1.33M
1.75K $464K
FN
Fabrinet

Technology
-3.82K
- 46.57%
$183.66 - $267.24 $702K - $1.02M
4.39K $866K
MPC
Marathon Petroleum Corp

Energy
-7.28K
- 35.75%
$134.72 - $159.03 $981K - $1.16M
13.1K $1.91M
XLF
Financial Sector Spdr

ETFs
-22.1K
- 15.45%
$47.32 - $52.19 $1.05M - $1.16M
121K $6.03M
SHOP
Shopify Inc.

Technology
-4.03K
- 12.0%
$90.59 - $129.31 $365K - $521K
29.5K $2.82M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-13.7K
- 50.16%
$56.12 - $68.15 $768K - $932K
13.6K $922K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-957
- 1.08%
$89.18 - $104.04 $85.3K - $99.6K
87.6K $8.02M
GS
Goldman Sachs Group Inc

Financial Services
-442
- 2.65%
$524.81 - $672.19 $232K - $297K
16.3K $8.88M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-23.4K
- 30.52%
$33.84 - $37.77 $792K - $884K
53.3K $1.94M
VTI
Vanguard Total Stock Market Et

ETFs
-700
- 2.2%
$271.18 - $303.12 $190K - $212K
31.1K $8.53M
META
Meta Platforms, Inc.

Communication Services
-73
- 0.16%
$576.36 - $736.67 $42.1K - $53.8K
45.4K $26.2M
URI
United Rentals, Inc.

Industrials
-210
- 3.39%
$594.17 - $789.56 $125K - $166K
5.98K $3.75M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-1.15K
- 29.87%
$375.96 - $484.08 $433K - $558K
2.71K $1.03M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-23.5K
- 43.63%
$23.9 - $24.43 $562K - $574K
30.4K $730K
XSW
Spdr S&P Software & Services E

ETFs
-2.1K
- 32.86%
$159.76 - $197.42 $335K - $414K
4.28K $684K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-8.39K
- 54.28%
$59.78 - $60.03 $502K - $504K
7.07K $422K
KKR
Kkr & Co. Inc.

Financial Services
-223
- 1.53%
$108.17 - $167.07 $24.1K - $37.3K
14.3K $1.66M
HON
Honeywell International Inc

Industrials
-1.8K
- 23.61%
$202.75 - $226.52 $364K - $407K
5.81K $1.23M
WMT
Walmart Inc.

Consumer Defensive
-524
- 0.31%
$84.5 - $105.05 $44.3K - $55K
169K $14.9M
GTES
Gates Industrial Corp PLC

Industrials
-15.2K
- 18.38%
$18.41 - $23.51 $280K - $358K
67.5K $1.24M
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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