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
WELL
Welltower Inc.

Real Estate
-17
- 0.26%
$136.49 - $155.22 $2.32K - $2.64K
6.57K $1.01M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-20
- 0.28%
$49.79 - $50.59 $996 - $1.01K
7.11K $359K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-595
- 5.65%
$149.76 - $186.42 $89.1K - $111K
9.93K $1.85M
VBR
Vanguard Small Cap Value ETF

ETFs
-259
- 4.37%
$162.76 - $195.77 $42.2K - $50.7K
5.67K $1.11M
OCGN
Ocugen, Inc.

Healthcare
-500
- 2.56%
$0.58 - $1.2 $290 - $600
19K $18K
EEM
Ishares Msci Emerging Markets

ETFs
-3.11K
- 9.06%
$38.52 - $48.28 $120K - $150K
31.2K $1.51M
MCK
Mckesson Corp

Healthcare
-1.22K
- 8.11%
$652.83 - $732.78 $796K - $893K
13.8K $10.1M
DNN
Denison Mines Corp.

Energy
-4.1K
- 15.57%
$1.15 - $1.86 $4.71K - $7.62K
22.2K $40K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-7.73K
- 1.96%
$15.52 - $17.13 $120K - $132K
386K $6.61M
SPMD
Spdr Portfolio

ETFs
-269
- 3.63%
$44.89 - $54.38 $12.1K - $14.6K
7.13K $387K
AOS
Smith A O Corp

Industrials
-113
- 0.13%
$59.63 - $70.52 $6.74K - $7.97K
84.7K $5.56M
MNST
Monster Beverage Corp

Consumer Defensive
-133
- 3.02%
$55.01 - $64.24 $7.32K - $8.54K
4.27K $267K
TDG
Trans Digm Group Inc

Industrials
-219
- 8.73%
$1231.75 - $1520.64 $270K - $333K
2.29K $3.48M
MKL
Markel Corp

Financial Services
-6
- 3.39%
$1678.5 - $1997.36 $10.1K - $12K
171 $341K
FXD
First Tr Exchange Traded Fd

ETFs
-349
- 5.55%
$50.42 - $63.44 $17.6K - $22.1K
5.94K $377K
EPHE
Ishares Msci Philippines ETF

ETFs
-297
- 2.3%
$23.83 - $28.12 $7.08K - $8.35K
12.6K $341K
KKR
Kkr & Co. Inc.

Financial Services
-1.76K
- 12.3%
$92.79 - $134.29 $164K - $237K
12.6K $1.67M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-320
- 6.18%
$40.94 - $52.1 $13.1K - $16.7K
4.86K $253K
DFAT
Dimensional ETF Tr U S Target

ETFs
-7
- 0.12%
$44.8 - $53.97 $314 - $378
6.06K $327K
APO
Apollo Global Management, Inc.

Financial Services
-21
- 0.53%
$108.68 - $145.07 $2.28K - $3.05K
3.91K $554K
CSL
Carlisle Companies Inc

Industrials
-10
- 1.42%
$317.1 - $408.5 $3.17K - $4.09K
692 $258K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-445
- 2.43%
$22.92 - $28.05 $10.2K - $12.5K
17.9K $500K
TFC
Truist Financial Corp

Financial Services
-1.16K
- 2.91%
$34.79 - $42.99 $40.5K - $50K
38.9K $1.67M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-9.73K
- 5.15%
$26.18 - $30.91 $255K - $301K
179K $5.39M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-3
- 0.17%
$106.81 - $136.49 $320 - $409
1.73K $236K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
-28
- 2.07%
$212.85 - $266.59 $5.96K - $7.46K
1.33K $353K
WHR
Whirlpool Corp

Consumer Cyclical
-17
- 0.67%
$75.71 - $101.42 $1.29K - $1.72K
2.54K $257K
CRWD
Crowd Strike Holdings, Inc.

Technology
-786
- 28.81%
$321.63 - $509.31 $253K - $400K
1.94K $989K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-175
- 0.88%
$19.51 - $23.9 $3.41K - $4.18K
19.8K $473K
EME
Emcor Group, Inc.

Industrials
-1.09K
- 29.29%
$342.02 - $534.89 $373K - $584K
2.63K $1.41M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-74
- 1.15%
$86.58 - $104.98 $6.41K - $7.77K
6.38K $669K
CDW
Cdw Corp

Technology
-98
- 3.4%
$144.49 - $190.68 $14.2K - $18.7K
2.79K $497K
CARR
Carrier Global Corp

Industrials
-130
- 2.67%
$55.55 - $75.83 $7.22K - $9.86K
4.74K $346K
EWJ
Ishares Msci Japan ETF

ETFs
-11
- 0.18%
$61.32 - $75.28 $675 - $828
6.16K $461K
PAYC
Paycom Software, Inc.

Technology
-636
- 4.4%
$193.07 - $265.71 $123K - $169K
13.8K $3.2M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-333
- 8.89%
$115.28 - $157.36 $38.4K - $52.4K
3.41K $536K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-97
- 1.08%
$140.84 - $163.09 $13.7K - $15.8K
8.86K $1.45M
DLR
Digital Realty Trust, Inc.

Real Estate
-16
- 1.12%
$136.11 - $177.69 $2.18K - $2.84K
1.41K $246K
HPE
Hewlett Packard Enterprise CO

Technology
-4.22K
- 16.48%
$12.51 - $20.45 $52.8K - $86.3K
21.4K $437K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-69
- 0.66%
$89.02 - $104.29 $6.14K - $7.2K
10.4K $1.08M
ROK
Rockwell Automation, Inc

Industrials
-45
- 5.43%
$218.97 - $332.17 $9.85K - $14.9K
783 $260K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-390
- 4.53%
$35.38 - $48.3 $13.8K - $18.8K
8.22K $397K
APH
Amphenol Corp

Technology
-647
- 19.48%
$59.09 - $98.75 $38.2K - $63.9K
2.67K $264K
DRI
Darden Restaurants Inc

Consumer Cyclical
-82
- 1.27%
$186.58 - $225.78 $15.3K - $18.5K
6.36K $1.39M
NDAQ
Nasdaq, Inc.

Financial Services
-172
- 3.66%
$66.4 - $89.42 $11.4K - $15.4K
4.52K $404K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-2.04K
- 11.34%
$50.5 - $71.23 $103K - $145K
15.9K $1.08M
SYF
Synchrony Financial

Financial Services
-60
- 1.57%
$43.81 - $66.74 $2.63K - $4K
3.75K $250K
OZK
Bank Ozk

Financial Services
-219
- 1.3%
$37.58 - $47.34 $8.23K - $10.4K
16.6K $780K
SCHW
Schwab Charles Corp

Financial Services
-29
- 0.7%
$69.06 - $91.24 $2K - $2.65K
4.14K $377K
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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