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
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-174
- 1.23%
$59.24 - $71.39 $10.3K - $12.4K
14K $995K
CAH
Cardinal Health Inc

Healthcare
-479
- 10.5%
$125.0 - $168.0 $59.9K - $80.5K
4.08K $685K
FDN
First Tr Fd Dow Jones

ETFs
-91
- 4.91%
$200.29 - $269.33 $18.2K - $24.5K
1.76K $474K
SNPS
Synopsys Inc

Technology
-5
- 0.55%
$380.9 - $517.66 $1.9K - $2.59K
896 $459K
MSTR
Microstrategy Inc

Technology
-25
- 3.41%
$237.95 - $421.61 $5.95K - $10.5K
709 $286K
DFAI
Dimensional ETF Tr

ETFs
-58
- 0.25%
$28.02 - $34.71 $1.63K - $2.01K
23.3K $804K
VONG
Vanguard Russell 1000 Growth E

ETFs
-206
- 3.45%
$82.51 - $109.2 $17K - $22.5K
5.77K $629K
BX
Blackstone Inc.

Financial Services
-99
- 1.07%
$120.07 - $151.11 $11.9K - $15K
9.17K $1.37M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-291
- 2.67%
$65.04 - $82.18 $18.9K - $23.9K
10.6K $871K
AI
C3.Ai, Inc.

Technology
-1.15K
- 3.67%
$18.24 - $27.8 $20.9K - $31.9K
30.1K $739K
T
At&T Inc.

Communication Services
-144
- 0.1%
$26.33 - $28.94 $3.79K - $4.17K
147K $4.26M
XSW
Spdr S&P Software & Services E

ETFs
-174
- 4.06%
$141.65 - $189.82 $24.6K - $33K
4.11K $779K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-560
- 7.15%
$38.28 - $61.65 $21.4K - $34.5K
7.27K $448K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-153
- 0.44%
$75.06 - $87.96 $11.5K - $13.5K
34.4K $3.03M
OSIS
Osi Systems Inc

Technology
-513
- 6.89%
$174.22 - $239.05 $89.4K - $123K
6.93K $1.56M
GTES
Gates Industrial Corp PLC

Industrials
-8.62K
- 12.77%
$15.56 - $23.13 $134K - $199K
58.9K $1.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-229
- 2.04%
$108.12 - $135.04 $24.8K - $30.9K
11K $1.48M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-71
- 2.62%
$372.3 - $448.86 $26.4K - $31.9K
2.64K $1.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-76
- 0.24%
$114.78 - $133.31 $8.72K - $10.1K
31.5K $4.2M
AYI
Acuity Brands Inc

Industrials
-216
- 3.91%
$223.31 - $304.18 $48.2K - $65.7K
5.3K $1.58M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-5
- 0.04%
$60.99 - $77.53 $305 - $388
14.2K $1.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-203
- 11.25%
$177.93 - $313.14 $36.1K - $63.6K
1.6K $501K
WFC
Wells Fargo & Company

Financial Services
-542
- 2.59%
$60.98 - $80.12 $33.1K - $43.4K
20.4K $1.63M
SIL
Global X Silver Miners ETF

ETFs
-157
- 0.95%
$33.97 - $49.02 $5.33K - $7.7K
16.4K $791K
ICE
Intercontinental Exchange, Inc.

Financial Services
-2.43K
- 4.55%
$151.62 - $183.47 $369K - $446K
51K $9.36M
CEG
Constellation Energy Corp

Utilities
-1.6K
- 29.25%
$170.96 - $322.76 $273K - $515K
3.86K $1.25M
STX
Seagate Technology Holdings PLC

Technology
-256
- 7.7%
$66.54 - $144.33 $17K - $36.9K
3.07K $442K
ADI
Analog Devices Inc

Technology
-400
- 5.5%
$164.6 - $238.02 $65.8K - $95.2K
6.87K $1.64M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-125
- 0.41%
$73.0 - $85.5 $9.13K - $10.7K
30.3K $2.54M
CW
Curtiss Wright Corp

Industrials
-1.74K
- 28.63%
$283.18 - $488.55 $493K - $850K
4.34K $2.12M
SOFI
So Fi Technologies, Inc.

Financial Services
-805
- 2.38%
$9.5 - $18.21 $7.65K - $14.7K
33.1K $601K
TT
Trane Technologies PLC

Industrials
-113
- 4.39%
$315.21 - $437.41 $35.6K - $49.4K
2.46K $1.08M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-355
- 0.4%
$29.12 - $35.84 $10.3K - $12.7K
89K $3.19M
AMD
Advanced Micro Devices Inc

Technology
-8.68K
- 22.76%
$78.21 - $143.81 $679K - $1.25M
29.4K $4.18M
VB
Vanguard Small Cap ETF

ETFs
-700
- 2.43%
$193.73 - $237.37 $136K - $166K
28.1K $6.66M
SHOP
Shopify Inc.

Technology
-2.55K
- 8.62%
$76.89 - $115.35 $196K - $294K
27K $3.11M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-36
- 0.42%
$139.8 - $197.22 $5.03K - $7.1K
8.59K $1.69M
VST
Vistra Corp.

Utilities
-2.28K
- 23.28%
$98.07 - $195.04 $224K - $445K
7.52K $1.46M
XLC
Select Sector Spdr Tr Communic

ETFs
-63
- 0.24%
$86.13 - $108.53 $5.43K - $6.84K
26.3K $2.86M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-41
- 0.15%
$57.46 - $75.58 $2.36K - $3.1K
27.4K $2.07M
GE
General Electric CO

Industrials
-422
- 4.81%
$166.81 - $257.39 $70.4K - $109K
8.36K $2.15M
CSCO
Cisco Systems, Inc.

Technology
-4.53K
- 4.69%
$53.19 - $69.38 $241K - $314K
92K $6.38M
PCT
Pure Cycle Technologies, Inc.

Industrials
-14.5K
- 15.7%
$5.57 - $14.12 $80.8K - $205K
77.9K $1.07M
AVAV
Aero Vironment Inc

Industrials
-690
- 17.73%
$111.65 - $284.95 $77K - $197K
3.2K $912K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.2K
- 5.65%
$496.48 - $617.85 $597K - $743K
20.1K $12.4M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.54K
- 2.39%
$41.45 - $54.46 $105K - $138K
104K $5.4M
PANW
Palo Alto Networks Inc

Technology
-1.4K
- 5.93%
$152.44 - $204.64 $214K - $287K
22.2K $4.55M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-1.14K
- 0.54%
$36.36 - $41.4 $41.3K - $47.1K
211K $8.74M
URI
United Rentals, Inc.

Industrials
-1
- 0.02%
$551.94 - $753.4 $552 - $753
5.98K $4.51M
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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