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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.4K
+ 4.47%
$45.26 - $46.63 $245K - $252K
126K $5.84M
CW
Curtiss Wright Corp

Industrials
130
+ 3.0%
$472.43 - $542.94 $61.4K - $70.6K
4.47K $2.43M
OSK
Oshkosh Corp

Industrials
2.37K
New
$118.16 - $143.44 $280K - $340K
2.37K $307K
CYBR
Cyber Ark Software Ltd.

Technology
25
+ 0.65%
$374.8 - $491.1 $9.37K - $12.3K
3.88K $1.88M
SIVR
Abrdn Silver ETF Trust

ETFs
5.13K
+ 76.93%
$34.34 - $44.62 $176K - $229K
11.8K $524K
MGC
Vanguard Mega Cap ETF

ETFs
707
+ 11.25%
$224.2 - $245.55 $159K - $174K
6.99K $1.71M
OSIS
Osi Systems Inc

Technology
472
+ 6.81%
$208.12 - $249.24 $98.2K - $118K
7.4K $1.84M
GFL
Gfl Environmental Inc.

Industrials
6.53K
+ 78.48%
$45.97 - $51.03 $300K - $333K
14.8K $703K
MSM
Msc Industrial Direct CO Inc

Industrials
465
+ 1.38%
$84.9 - $92.9 $39.5K - $43.2K
34.1K $3.14M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
16.1K
+ 98.58%
$16.46 - $17.1 $265K - $276K
32.5K $552K
VFH
Vanguard Financial ETF

ETFs
2.09K
New
$125.23 - $132.78 $262K - $278K
2.09K $274K
IEMG
Ishares Inc

ETFs
5.11K
+ 17.18%
N/A
34.8K $1.87M
COF
Capital One Financial Corp

Financial Services
1.27K
+ 63.76%
$207.29 - $229.74 $264K - $293K
3.27K $695K
CSX
Csx Corp

Industrials
6.74K
+ 63.55%
$32.05 - $36.52 $216K - $246K
17.4K $616K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.07K
+ 81.05%
$201.83 - $230.93 $216K - $247K
2.39K $530K
UNFI
United Natural Foods Inc

Consumer Defensive
7.13K
New
$22.62 - $37.62 $161K - $268K
7.13K $268K
ITW
Illinois Tool Works Inc

Industrials
400
+ 3.42%
$252.31 - $269.41 $101K - $108K
12.1K $3.15M
IGM
Ishares Expanded Tech Sector E

ETFs
2.06K
New
$110.96 - $127.67 $229K - $263K
2.06K $259K
GTES
Gates Industrial Corp PLC

Industrials
5.88K
+ 9.98%
$23.38 - $26.14 $137K - $154K
64.8K $1.61M
PRIM
Primoris Services Corp

Industrials
1.82K
New
$79.61 - $137.33 $145K - $250K
1.82K $249K
AEM
Agnico Eagle Mines LTD

Basic Materials
83
+ 1.77%
$116.14 - $168.56 $9.64K - $14K
4.78K $805K
TM
Toyota Motor Corp

Consumer Cyclical
472
+ 5.69%
$167.86 - $202.79 $79.2K - $95.7K
8.76K $1.67M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.57K
+ 21.85%
$68.24 - $73.73 $176K - $190K
14.4K $1.05M
GREK
Global X Msci Greece ETF

ETFs
3.75K
New
$58.63 - $66.89 $220K - $251K
3.75K $241K
RVT
Royce Value Trust, Inc.

Financial Services
13.4K
+ 60.07%
$14.94 - $16.5 $200K - $221K
35.8K $576K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
6.18K
+ 1.3%
$28.38 - $29.05 $175K - $179K
480K $13.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.8K
New
$79.76 - $85.78 $224K - $241K
2.8K $237K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.3K
New
$66.38 - $71.68 $219K - $236K
3.3K $235K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.53K
+ 13.75%
$91.44 - $91.77 $231K - $232K
20.9K $1.92M
DINO
Hf Sinclair Corp

Energy
4.41K
New
$42.11 - $54.01 $186K - $238K
4.41K $230K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
14.2K
New
$16.11 - $16.79 $228K - $238K
14.2K $228K
GPC
Genuine Parts CO

Consumer Cyclical
1.64K
New
$122.23 - $142.77 $200K - $234K
1.64K $227K
SGRY
Surgery Partners, Inc.

Healthcare
10.4K
New
$21.01 - $23.84 $219K - $249K
10.4K $225K
KBE
Spdr S&P Bank ETF

ETFs
3.72K
New
$55.26 - $61.99 $206K - $231K
3.72K $221K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
847
New
$259.44 - $278.65 $220K - $236K
847 $219K
RY
Royal Bank Of Canada

Financial Services
101
+ 0.79%
$128.46 - $148.6 $13K - $15K
12.8K $1.89M
BYD
Boyd Gaming Corp

Consumer Cyclical
2.47K
New
$79.66 - $87.38 $197K - $216K
2.47K $213K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.55K
New
$113.78 - $148.0 $176K - $229K
1.55K $213K
CET
Central Securities Corp

Financial Services
4.13K
New
$47.84 - $51.7 $198K - $213K
4.13K $212K
DHI
Horton D R Inc

Consumer Cyclical
1.25K
New
$129.82 - $184.04 $163K - $231K
1.25K $212K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.91K
New
$47.38 - $57.71 $185K - $225K
3.91K $210K
CIEN
Ciena Corp

Technology
1.44K
New
$77.75 - $145.67 $112K - $209K
1.44K $209K
KHC
Kraft Heinz CO

Consumer Defensive
8.05K
New
$25.63 - $28.94 $206K - $233K
8.05K $209K
PTC
Ptc Inc.

Technology
1.03K
New
$173.07 - $216.53 $178K - $223K
1.03K $208K
UAL
United Airlines Holdings, Inc.

Industrials
2.15K
New
$80.05 - $109.36 $172K - $235K
2.15K $206K
HUBS
Hubspot Inc

Technology
432
New
$420.79 - $560.9 $182K - $242K
432 $202K
SQ
Block, Inc.

Technology
3.53K
New
N/A
3.53K $201K
QDPL
Pacer Fds Tr Metaurus Us Large
1.4K
+ 2.4%
$39.4 - $42.1 $55.1K - $58.9K
59.6K $2.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4K
New
$48.5 - $50.19 $194K - $201K
4K $200K
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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