Level Four Advisory Services, LLC Purchases in Q3 2025

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WY
Weyerhaeuser CO

Real Estate
16
+ 0.14%
$24.1 - $26.83 $386 - $429
11.2K $277K
HQY
Healthequity, Inc.

Healthcare
307
+ 7.73%
$87.42 - $103.12 $26.8K - $31.7K
4.28K $405K
SPGI
S&P Global Inc.

Financial Services
65
+ 6.11%
$484.94 - $564.15 $31.5K - $36.7K
1.13K $549K
PCT
Pure Cycle Technologies, Inc.

Industrials
2.25K
+ 2.89%
$12.21 - $16.92 $27.5K - $38.1K
80.2K $1.05M
AIG
American International Group, Inc.

Financial Services
388
+ 6.29%
$76.34 - $85.87 $29.6K - $33.3K
6.55K $514K
BSX
Boston Scientific Corp

Healthcare
781
+ 8.44%
$97.03 - $108.14 $75.8K - $84.5K
10K $979K
CCI
Crown Castle International Corp

Real Estate
78
+ 2.17%
$92.96 - $113.91 $7.25K - $8.88K
3.67K $354K
BR
Broadridge Financial Solutions, Inc.

Technology
417
+ 1.76%
$233.75 - $266.89 $97.5K - $111K
24.1K $5.75M
GEF
Greif, Inc

Consumer Cyclical
1.45K
+ 7.27%
$58.87 - $69.85 $85.4K - $101K
21.4K $1.28M
AVY
Avery Dennison Corp

Industrials
11
+ 0.71%
$158.71 - $184.63 $1.75K - $2.03K
1.55K $251K
AXON
Axon Enterprise, Inc.

Industrials
102
+ 11.96%
$698.02 - $870.97 $71.2K - $88.8K
955 $685K
HRB
H&R Block Inc

Consumer Cyclical
3
+ 0.06%
$49.28 - $56.76 $148 - $170
4.96K $250K
KMB
Kimberly Clark Corp

Consumer Defensive
626
+ 2.87%
$121.72 - $136.77 $76.2K - $85.6K
22.4K $2.79M
CAH
Cardinal Health Inc

Healthcare
104
+ 2.55%
$146.04 - $167.63 $15.2K - $17.4K
4.19K $657K
CSL
Carlisle Companies Inc

Industrials
2
+ 0.29%
$327.52 - $435.11 $655 - $870
694 $228K
V
Visa Inc.

Financial Services
1.52K
+ 3.74%
$332.09 - $358.86 $504K - $545K
42.1K $14.4M
BRO
Brown & Brown, Inc.

Financial Services
10
+ 0.42%
$90.88 - $108.93 $909 - $1.09K
2.39K $223K
MSTR
Microstrategy Inc

Technology
40
+ 5.64%
$300.7 - $455.9 $12K - $18.2K
749 $241K
PRU
Prudential Financial Inc

Financial Services
591
+ 2.05%
$100.68 - $109.89 $59.5K - $64.9K
29.5K $3.06M
HDB
Hdfc Bank LTD

Financial Services
8.04K
+ 104.73%
$34.14 - $78.94 $275K - $635K
15.7K $537K
PAYX
Paychex Inc

Industrials
78
+ 2.21%
$126.69 - $147.99 $9.88K - $11.5K
3.61K $458K
KMI
Kinder Morgan, Inc.

Energy
416
+ 0.63%
$26.23 - $28.5 $10.9K - $11.9K
66.8K $1.89M
OKE
Oneok Inc

Energy
301
+ 2.97%
$71.36 - $83.47 $21.5K - $25.1K
10.4K $760K
TTD
Trade Desk, Inc.

Technology
3.46K
+ 31.52%
$43.93 - $89.76 $152K - $310K
14.4K $707K
BROS
Dutch Bros Inc.

Consumer Cyclical
595
+ 7.45%
$52.34 - $74.24 $31.1K - $44.2K
8.59K $449K
WM
Waste Management Inc

Industrials
98
+ 0.65%
$213.88 - $237.1 $21K - $23.2K
15.2K $3.35M
WSO
Watsco Inc

Industrials
171
+ 3.24%
$381.94 - $489.97 $65.3K - $83.8K
5.46K $2.21M
SPSC
Sps Commerce Inc

Technology
620
+ 9.87%
$103.88 - $142.5 $64.4K - $88.4K
6.9K $718K
ACN
Accenture PLC

Technology
109
+ 3.37%
$232.56 - $304.78 $25.3K - $33.2K
3.34K $824K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
2.17K
+ 2.91%
$25.83 - $30.45 $56.2K - $66.2K
76.9K $2.12M
DRI
Darden Restaurants Inc

Consumer Cyclical
129
+ 2.03%
$184.73 - $220.27 $23.8K - $28.4K
6.49K $1.24M
PG
Procter & Gamble CO

Consumer Defensive
661
+ 1.4%
$150.47 - $161.22 $99.5K - $107K
47.9K $7.36M
ET
Energy Transfer LP

Energy
1.01K
+ 0.53%
$17.11 - $18.16 $17.2K - $18.3K
192K $3.29M
RSG
Republic Services, Inc.

Industrials
1.13K
+ 4.21%
$225.33 - $246.01 $255K - $278K
28K $6.42M
MBLY
Mobileye Global Inc.
6.22K
+ 7.14%
$13.5 - $19.08 $84K - $119K
93.3K $1.32M
IPAR
Inter Parfums Inc

Consumer Defensive
351
+ 3.71%
$98.38 - $138.55 $34.5K - $48.6K
9.8K $964K
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 0.96%
$915.95 - $994.57 $45.8K - $49.7K
5.25K $4.86M
SBUX
Starbucks Corp

Consumer Cyclical
2.1K
+ 3.08%
$81.9 - $96.86 $172K - $203K
70.1K $5.93M
UFPT
Ufp Technologies Inc

Healthcare
173
+ 2.22%
$190.04 - $252.55 $32.9K - $43.7K
7.97K $1.59M
KO
Coca Cola CO

Consumer Defensive
1.76K
+ 1.71%
$65.67 - $71.67 $115K - $126K
104K $6.91M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
135
+ 1.81%
$366.54 - $479.53 $49.5K - $64.7K
7.59K $2.97M
AMP
Ameriprise Financial Inc

Financial Services
185
+ 1.6%
$486.13 - $544.55 $89.9K - $101K
11.7K $5.77M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
11.1K
+ 3.18%
$15.39 - $17.94 $171K - $200K
361K $5.74M
STZ
Constellation Brands, Inc.

Consumer Defensive
301
+ 1.61%
$131.78 - $176.09 $39.7K - $53K
19K $2.55M
MCHP
Microchip Technology Inc

Technology
2.11K
+ 1.77%
$60.95 - $75.26 $129K - $159K
121K $7.8M
AMT
American Tower Corp

Real Estate
47
+ 0.16%
$192.32 - $232.35 $9.04K - $10.9K
29.6K $5.7M
MOH
Molina Healthcare, Inc.

Healthcare
172
+ 2.1%
$152.31 - $306.29 $26.2K - $52.7K
8.37K $1.6M
CRM
Salesforce, Inc.

Technology
231
+ 0.73%
$231.66 - $273.65 $53.5K - $63.2K
31.8K $7.54M
NVO
Novo Nordisk A S

Healthcare
423
+ 0.27%
$45.38 - $71.7 $19.2K - $30.3K
160K $8.87M
Activity Summary
Buys All Purchases 500 New Holdings 54 Increased Positions 446 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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