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
HYLB
Xtrackers Usd High Yield Corp

ETFs
14.9K
New
$36.55 - $37.16 $546K - $555K
14.9K $554K
VONG
Vanguard Russell 1000 Growth E

ETFs
4.03K
+ 69.82%
$108.08 - $121.73 $435K - $490K
9.79K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
727
+ 2.67%
$291.67 - $316.99 $212K - $230K
28K $8.51M
ITRI
Itron, Inc.

Technology
4.87K
+ 48.39%
$117.47 - $138.42 $572K - $674K
14.9K $1.86M
AFL
Aflac Inc

Financial Services
1.18K
+ 1.84%
$98.09 - $111.7 $115K - $131K
65.1K $7.28M
T
At&T Inc.

Communication Services
22.3K
+ 15.17%
$26.94 - $29.62 $601K - $661K
169K $4.79M
IWM
Ishares Russell 2000 ETF

ETFs
39
+ 0.2%
$214.92 - $244.84 $8.38K - $9.55K
19.2K $4.63M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.36K
+ 58.12%
$78.11 - $79.07 $497K - $503K
17.3K $1.37M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.1K
+ 8.54%
$81.75 - $84.54 $417K - $431K
64.8K $5.45M
IAU
Ishares Gold Trust

ETFs
1.21K
+ 3.11%
$61.62 - $72.77 $74.7K - $88.3K
40.2K $2.92M
BBY
Best Buy CO Inc

Consumer Cyclical
1.63K
+ 3.77%
$64.12 - $78.46 $104K - $128K
44.8K $3.39M
SHV
Ishares Tr

ETFs
4.41K
+ 103.21%
$110.06 - $110.49 $485K - $487K
8.68K $958K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.65K
+ 108.27%
$102.4 - $103.88 $476K - $483K
8.94K $923K
RF
Regions Financial Corp

Financial Services
18.1K
New
$24.03 - $27.41 $435K - $496K
18.1K $476K
SXI
Standex International Corp

Industrials
341
+ 4.71%
$154.17 - $214.67 $52.6K - $73.2K
7.58K $1.61M
FCX
Freeport Mcmoran Inc

Basic Materials
13K
+ 140.19%
$35.34 - $47.21 $459K - $613K
22.3K $873K
MDT
Medtronic PLC

Healthcare
1.34K
+ 3.14%
$87.67 - $95.74 $117K - $128K
43.9K $4.18M
FISV
Fiserv Inc

Technology
3.55K
+ 47.96%
N/A
11K $1.37M
ITA
Ishares Tr

ETFs
1.83K
+ 65.81%
$184.73 - $209.26 $338K - $382K
4.6K $963K
XOM
Exxon Mobil Corp

Energy
881
+ 1.3%
$105.83 - $117.22 $93.2K - $103K
68.7K $7.74M
DGRO
Ishares Core Dividend Growth E

ETFs
1.67K
+ 2.16%
$64.12 - $68.08 $107K - $113K
78.6K $5.35M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.56K
New
$73.94 - $78.51 $411K - $436K
5.56K $431K
VEA
Vanguard Ftse Developed Market

ETFs
3.22K
+ 3.94%
$56.02 - $60.3 $180K - $194K
84.9K $5.09M
BNDX
Vanguard Total International B

ETFs
8.56K
+ 44.01%
$49.0 - $49.51 $419K - $424K
28K $1.38M
EME
Emcor Group, Inc.

Industrials
181
+ 6.87%
$530.88 - $655.83 $96.1K - $119K
2.82K $1.83M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.72K
+ 5.38%
$122.57 - $132.57 $211K - $228K
33.7K $4.37M
EQIX
Equinix Inc

Real Estate
549
+ 49.41%
$756.7 - $811.13 $415K - $445K
1.66K $1.3M
O
Realty Income Corp

Real Estate
2.66K
+ 3.35%
$56.13 - $60.79 $149K - $162K
82.1K $4.99M
PIPR
Piper Sandler Companies

Financial Services
166
+ 3.28%
$284.8 - $369.4 $47.3K - $61.3K
5.23K $1.81M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
7.98K
+ 2.07%
$17.13 - $17.98 $137K - $143K
394K $7M
NVS
Novartis Ag

Healthcare
2.15K
+ 13.54%
$113.5 - $129.73 $244K - $279K
18K $2.31M
VALE
Vale S.A.

Basic Materials
19.4K
+ 12.97%
$9.53 - $10.95 $185K - $213K
169K $1.84M
PEP
Pepsico Inc

Consumer Defensive
845
+ 2.73%
$133.81 - $152.16 $113K - $129K
31.8K $4.47M
INTA
Intapp, Inc.

Technology
15.7K
+ 60.86%
$35.64 - $48.82 $559K - $765K
41.4K $1.69M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.67K
New
$60.99 - $64.39 $346K - $365K
5.67K $364K
CPRT
Copart Inc

Consumer Cyclical
9.25K
+ 67.37%
$44.6 - $49.97 $413K - $462K
23K $1.03M
WEC
Wec Energy Group, Inc.

Utilities
694
+ 2.64%
$103.66 - $114.59 $71.9K - $79.5K
26.9K $3.09M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.75K
+ 51.19%
$82.22 - $96.68 $226K - $266K
8.13K $785K
EEM
Ishares Msci Emerging Markets

ETFs
3.43K
+ 10.99%
$48.07 - $53.4 $165K - $183K
34.7K $1.85M
SNA
Snap On Inc

Industrials
182
+ 2.3%
$313.01 - $346.53 $57K - $63.1K
8.11K $2.81M
HPQ
Hp Inc

Technology
1.84K
+ 1.76%
$24.45 - $29.35 $45.1K - $54.1K
106K $2.9M
FDX
Fedex Corp

Industrials
1.26K
+ 30.22%
$217.1 - $243.2 $274K - $307K
5.44K $1.28M
VZ
Verizon Communications Inc

Communication Services
5.16K
+ 3.51%
$40.84 - $45.06 $211K - $233K
152K $6.69M
MSI
Motorola Solutions, Inc.

Technology
111
+ 1.51%
$408.73 - $490.3 $45.4K - $54.4K
7.46K $3.41M
DUSA
Davis Fundamental ETF Tr

ETFs
2.71K
+ 1.84%
$45.16 - $48.81 $123K - $132K
150K $7.13M
AZN
Astrazeneca PLC

Healthcare
1.8K
+ 6.98%
$68.72 - $82.11 $123K - $147K
27.5K $2.11M
GBIL
Goldman Sachs Access Treasury

ETFs
2.95K
+ 1.52%
$99.82 - $100.23 $294K - $296K
197K $19.7M
BUG
Global X Fds Cybersecurity ETF

ETFs
16.1K
+ 12.04%
$32.23 - $37.41 $518K - $602K
150K $5.27M
AYI
Acuity Brands Inc

Industrials
189
+ 3.56%
$287.07 - $344.52 $54.3K - $65.1K
5.49K $1.89M
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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