Level Four Advisory Services, LLC Purchases in Q4 2024

Level Four Advisory Services, LLC

  • $2.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
244
+ 3.24%
$267.35 - $305.57 $65.2K - $74.6K
7.78K $2.31M
LUV
Southwest Airlines CO

Industrials
7.86K
New
$28.99 - $34.84 $228K - $274K
7.86K $264K
CPNG
Coupang, Inc.

Consumer Cyclical
12K
New
$21.98 - $26.89 $264K - $323K
12K $264K
TRGP
Targa Resources Corp.

Energy
1.47K
New
$150.58 - $207.69 $221K - $305K
1.47K $262K
AXON
Axon Enterprise, Inc.

Industrials
183
+ 23.31%
$399.22 - $689.78 $73.1K - $126K
968 $575K
TY
Tri Continental Corp

Financial Services
8.18K
New
$31.01 - $34.67 $254K - $283K
8.18K $259K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.81K
+ 0.61%
$50.23 - $50.46 $191K - $192K
631K $31.7M
MORN
Morningstar, Inc.

Financial Services
588
+ 18.86%
$312.56 - $358.78 $184K - $211K
3.71K $1.25M
SPOT
Spotify Technology S.A.

Communication Services
137
+ 5.69%
$362.95 - $502.38 $49.7K - $68.8K
2.55K $1.14M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
10.7K
+ 6.81%
$43.6 - $47.2 $465K - $504K
167K $7.31M
PFF
Ishares Trust Ishares Pfd And

ETFs
12.7K
+ 14.45%
$31.23 - $33.51 $396K - $425K
101K $3.16M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.64K
+ 15.07%
$91.29 - $91.8 $241K - $243K
20.2K $1.85M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3K
+ 28.89%
$81.68 - $82.93 $245K - $249K
13.4K $1.1M
COF
Capital One Financial Corp

Financial Services
1.3K
New
$145.19 - $192.01 $188K - $249K
1.3K $231K
EMR
Emerson Electric CO

Industrials
533
+ 4.75%
$108.13 - $134.33 $57.6K - $71.6K
11.8K $1.46M
GEO
Geo Group Inc

Real Estate
8.15K
New
$12.83 - $29.2 $105K - $238K
8.15K $228K
UFPT
Ufp Technologies Inc

Healthcare
921
New
$238.73 - $346.29 $220K - $319K
921 $225K
UAL
United Airlines Holdings, Inc.

Industrials
2.31K
New
$55.62 - $102.44 $128K - $237K
2.31K $224K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.3K
New
$153.8 - $176.52 $200K - $230K
1.3K $216K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.7K
New
$123.8 - $167.8 $210K - $285K
1.7K $213K
MMSI
Merit Medical Systems Inc

Healthcare
2.46K
+ 17.89%
$93.76 - $105.52 $230K - $259K
16.2K $1.57M
ATO
Atmos Energy Corp

Utilities
1.51K
New
$136.41 - $151.43 $205K - $228K
1.51K $209K
GPC
Genuine Parts CO

Consumer Cyclical
1.8K
New
$113.11 - $143.63 $203K - $258K
1.8K $209K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.57K
+ 6.72%
$98.47 - $109.35 $549K - $610K
88.6K $8.72M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
142
+ 1.89%
$172.07 - $207.36 $24.4K - $29.4K
7.65K $1.51M
AIG
American International Group, Inc.

Financial Services
2.82K
New
$70.0 - $79.22 $198K - $224K
2.82K $205K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.25K
New
$21.71 - $25.45 $179K - $210K
8.25K $203K
FYT
First Trust Small Cap

ETFs
3.69K
New
$53.73 - $60.73 $198K - $224K
3.69K $203K
LII
Lennox International Inc

Industrials
331
New
$589.36 - $678.43 $195K - $225K
331 $201K
PJT
Pjt Partners Inc.

Financial Services
1.28K
New
$132.4 - $167.36 $169K - $214K
1.28K $201K
T
At&T Inc.

Communication Services
4.2K
+ 3.1%
$21.22 - $23.88 $89.2K - $100K
140K $3.19M
SCCO
Southern Copper Corp

Basic Materials
2.22K
New
$91.13 - $117.95 $202K - $261K
2.22K $201K
VV
Vanguard Large Cap ETF

ETFs
744
New
$260.27 - $280.65 $194K - $209K
744 $200K
CBU
Community Bank System, Inc.

Financial Services
2.72K
+ 32.38%
$56.38 - $71.45 $153K - $194K
11.1K $686K
ADSK
Autodesk, Inc.

Technology
812
New
N/A
812 $199K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.07K
+ 3.71%
$87.25 - $95.52 $181K - $198K
58K $5.12M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
694
+ 10.56%
$101.51 - $140.63 $70.4K - $97.6K
7.27K $912K
GOLD
Barrick Gold Corp

Basic Materials
12.7K
New
$15.23 - $21.19 $193K - $269K
12.7K $196K
FICO
Fair Isaac Corp

Technology
90
+ 62.94%
$1911.01 - $2382.4 $172K - $214K
233 $463K
SXI
Standex International Corp

Industrials
830
+ 13.35%
$172.48 - $211.52 $143K - $176K
7.05K $1.32M
CTSH
Cognizant Technology Solutions Corp

Technology
2.5K
+ 7.94%
$74.37 - $82.32 $186K - $206K
34K $2.62M
BUG
Global X Fds Cybersecurity ETF

ETFs
716
+ 0.57%
$30.13 - $34.51 $21.6K - $24.7K
126K $4.03M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.05K
+ 7.46%
$40.26 - $42.88 $203K - $217K
72.8K $2.95M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
269
+ 32.02%
$563.99 - $620.12 $152K - $167K
1.11K $631K
DXCM
Dexcom Inc

Healthcare
150
+ 1.15%
$65.68 - $81.01 $9.85K - $12.2K
13.2K $1.03M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.08K
+ 41.81%
$51.58 - $52.91 $159K - $163K
10.5K $541K
BROS
Dutch Bros Inc.

Consumer Cyclical
392
+ 6.12%
$30.72 - $55.82 $12K - $21.9K
6.79K $355K
FLR
Fluor Corp

Industrials
2.79K
+ 52.35%
$46.92 - $58.93 $131K - $164K
8.11K $399K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
10.4K
New
$13.42 - $14.34 $140K - $149K
10.4K $142K
Activity Summary
Buys All Purchases 410 New Holdings 49 Increased Positions 361 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
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