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
INTC
Intel Corp

Technology
-2.47K
- 13.85%
$18.13 - $22.69 $44.7K - $56K
15.3K $343K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-582
- 6.93%
$116.93 - $119.39 $68.1K - $69.5K
7.81K $930K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-2.91K
- 12.84%
$18.11 - $18.97 $52.7K - $55.2K
19.8K $371K
AVY
Avery Dennison Corp

Industrials
-317
- 17.08%
$159.58 - $183.97 $50.6K - $58.3K
1.54K $270K
LEN
Lennar Corp

Consumer Cyclical
-414
- 13.54%
$102.76 - $115.66 $42.5K - $47.9K
2.64K $292K
WY
Weyerhaeuser CO

Real Estate
-563
- 4.8%
$24.69 - $29.48 $13.9K - $16.6K
11.2K $286K
HAL
Halliburton CO

Energy
-71
- 0.66%
$19.26 - $25.7 $1.37K - $1.82K
10.7K $218K
COST
Costco Wholesale Corp

Consumer Defensive
-298
- 5.42%
$908.13 - $1056.85 $271K - $315K
5.2K $5.15M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.49K
- 1.46%
$29.0 - $30.68 $43.1K - $45.6K
100K $3.08M
VLUE
Ishares Msci Usa Value Factor

ETFs
-583
- 20.08%
$93.5 - $113.21 $54.5K - $66K
2.32K $262K
DD
Du Pont De Nemours, Inc.

Basic Materials
-207
- 4.39%
$55.13 - $75.25 $11.4K - $15.6K
4.51K $309K
FBT
First Trust Nyse Arca Biotechn

ETFs
-88
- 2.79%
$145.67 - $165.99 $12.8K - $14.6K
3.06K $493K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-230
- 12.6%
$101.91 - $134.83 $23.4K - $31K
1.6K $200K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-8.07K
- 35.9%
$4.33 - $5.29 $34.9K - $42.7K
14.4K $76K
PAYX
Paychex Inc

Industrials
-48
- 1.34%
$137.01 - $159.78 $6.58K - $7.67K
3.54K $514K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-1.11K
- 6.99%
$12.88 - $16.75 $14.3K - $18.6K
14.8K $224K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-353
- 5.44%
$93.63 - $103.68 $33.1K - $36.6K
6.14K $636K
GTO
Invesco Actively Managed ETF T

ETFs
-760
- 14.51%
$45.73 - $47.2 $34.8K - $35.9K
4.48K $209K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-156
- 1.38%
$68.13 - $74.77 $10.6K - $11.7K
11.1K $810K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-575
- 3.67%
$43.63 - $45.4 $25.1K - $26.1K
15.1K $673K
VHT
Vanguard Health Care ETF

ETFs
-10
- 0.57%
$236.71 - $261.92 $2.37K - $2.62K
1.76K $436K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-730
- 11.96%
$39.34 - $40.41 $28.7K - $29.5K
5.38K $215K
PBP
Invesco Exchange Traded Fd Tr

ETFs
-1.09K
- 8.3%
$20.08 - $22.36 $21.9K - $24.4K
12.1K $263K
LHX
L3 Harris Technologies, Inc.

Industrials
-364
- 23.84%
$200.21 - $256.99 $72.9K - $93.5K
1.16K $291K
FVD
First Tr Value Line Divid Inde

ETFs
-701
- 2.25%
$40.62 - $45.12 $28.5K - $31.6K
30.5K $1.36M
EW
Edwards Lifesciences Corp

Healthcare
-589
- 15.62%
$67.07 - $78.22 $39.5K - $46.1K
3.18K $248K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-77
- 13.53%
$468.22 - $566.51 $36.1K - $43.6K
492 $278K
VGT
Vanguard Information Technolog

ETFs
-244
- 21.31%
$470.37 - $663.28 $115K - $162K
901 $597K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-450
- 1.17%
$25.57 - $26.34 $11.5K - $11.9K
38.1K $992K
BIGZ
Black Rock Innovation & Growth Trust
-3.3K
- 20.37%
N/A
12.9K $85K
JHMD
John Hancock ETF Tr Multifacto

ETFs
-1.84K
- 12.77%
$31.34 - $38.59 $57.5K - $70.9K
12.5K $480K
LUV
Southwest Airlines CO

Industrials
-362
- 4.7%
$24.04 - $34.36 $8.7K - $12.4K
7.33K $237K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-426
- 8.55%
$48.5 - $49.35 $20.7K - $21K
4.55K $224K
RVT
Royce Value Trust, Inc.

Financial Services
-2.7K
- 10.77%
$12.5 - $15.21 $33.7K - $41K
22.3K $336K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
-92
- 0.76%
$18.94 - $22.97 $1.74K - $2.11K
12K $256K
QDPL
Pacer Fds Tr Metaurus Us Large
-5.2K
- 8.2%
$32.46 - $39.77 $169K - $207K
58.2K $2.3M
EBAY
Ebay Inc

Consumer Cyclical
-673
- 14.33%
$59.52 - $79.36 $40.1K - $53.4K
4.03K $299K
FTCS
First Trust Capital Strength E

ETFs
-287
- 5.42%
$81.6 - $92.39 $23.4K - $26.5K
5.01K $455K
VIG
Vanguard Dividend Appreciation

ETFs
-104
- 0.28%
N/A
37.3K $6.8M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-140
- 1.27%
$32.56 - $35.71 $4.56K - $5K
10.9K $360K
TTAC
Fcf Us Quality ETF

ETFs
-588
- 12.18%
$68.45 - $70.76 $40.2K - $41.6K
4.24K $300K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-12
- 0.14%
$38.81 - $44.28 $466 - $531
8.67K $367K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
-700
- 5.52%
$11.29 - $12.08 $7.9K - $8.46K
12K $136K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-686
- 3.48%
$21.37 - $22.67 $14.7K - $15.6K
19K $428K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-374
- 3.64%
$51.68 - $52.76 $19.3K - $19.7K
9.89K $521K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
-2.79K
- 13.12%
$8.88 - $11.16 $24.8K - $31.1K
18.5K $203K
IEMG
Ishares Inc

ETFs
-250
- 0.83%
N/A
29.7K $1.59M
CDNS
Cadence Design Systems Inc

Technology
-269
- 21.0%
$231.64 - $323.08 $62.3K - $86.9K
1.01K $311K
AIG
American International Group, Inc.

Financial Services
-51
- 0.82%
$77.56 - $87.72 $3.96K - $4.47K
6.17K $527K
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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