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
TDIV
First Trust Nasdaq Technology

ETFs
321
+ 7.35%
$78.03 - $82.13 $25K - $26.4K
4.69K $367K
SRE
Sempra Energy

Utilities
67
+ 2.38%
$80.81 - $94.77 $5.41K - $6.35K
2.88K $252K
WRB
Berkley W R Corp

Financial Services
11
+ 0.14%
$56.48 - $64.94 $621 - $714
7.92K $463K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
1.8K
+ 9.16%
$12.16 - $13.26 $21.9K - $23.8K
21.4K $270K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
622
+ 16.09%
$49.25 - $53.57 $30.6K - $33.3K
4.49K $221K
MNST
Monster Beverage Corp

Consumer Defensive
220
+ 4.61%
$49.24 - $56.38 $10.8K - $12.4K
5K $262K
DELL
Dell Technologies Inc.

Technology
173
+ 6.45%
$111.96 - $144.21 $19.4K - $24.9K
2.86K $329K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.08%
$417.69 - $450.94 $1.25K - $1.35K
3.98K $1.69M
VMC
Vulcan Materials CO

Basic Materials
17
+ 1.95%
$237.95 - $292.31 $4.05K - $4.97K
890 $228K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.45K
+ 9.42%
$20.04 - $22.53 $29.1K - $32.8K
16.9K $341K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
534
+ 6.21%
$47.77 - $51.75 $25.5K - $27.6K
9.14K $441K
CLX
Clorox CO

Consumer Defensive
44
+ 2.64%
$156.51 - $169.74 $6.89K - $7.47K
1.71K $277K
FUND
Sprott Focus Trust Inc.

Financial Services
1.95K
+ 9.03%
$7.25 - $8.2 $14.1K - $16K
23.5K $172K
WM
Waste Management Inc

Industrials
245
+ 3.25%
$201.79 - $228.46 $49.4K - $56K
7.77K $1.57M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
443
+ 2.61%
$48.33 - $49.08 $21.4K - $21.7K
17.4K $841K
ROST
Ross Stores, Inc.

Consumer Cyclical
15
+ 0.66%
$138.59 - $156.61 $2.08K - $2.35K
2.29K $346K
FXN
First Tr Exchange Traded Fd Fi

ETFs
176
+ 1.06%
$15.42 - $18.08 $2.71K - $3.18K
16.8K $274K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
417
+ 3.03%
$70.31 - $77.39 $29.3K - $32.3K
14.2K $997K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
117
+ 1.2%
$20.98 - $21.19 $2.45K - $2.48K
9.88K $208K
FIS
Fidelity National Information Services, Inc.

Technology
1.49K
+ 3.8%
$80.14 - $90.95 $119K - $135K
40.6K $3.28M
DPZ
Dominos Pizza Inc

Consumer Cyclical
31
+ 3.27%
$408.59 - $476.19 $12.7K - $14.8K
979 $410K
FPE
First Tr Pfd Secs & Income ETF

ETFs
799
+ 2.47%
$17.65 - $18.18 $14.1K - $14.5K
33.2K $587K
IWS
Ishares Russell Midcap Value E

ETFs
49
+ 2.91%
$128.08 - $140.32 $6.28K - $6.88K
1.73K $224K
DFAT
Dimensional ETF Tr U S Target

ETFs
12
+ 0.2%
$54.54 - $61.04 $654 - $732
6.06K $337K
PGR
Progressive Corp

Financial Services
151
+ 6.11%
$239.6 - $268.88 $36.2K - $40.6K
2.62K $628K
FBT
First Trust Nyse Arca Biotechn

ETFs
101
+ 3.65%
$161.65 - $178.69 $16.3K - $18K
2.87K $476K
APD
Air Products & Chemicals, Inc.

Basic Materials
52
+ 2.8%
$285.5 - $335.62 $14.8K - $17.5K
1.91K $553K
TMC
Tmc The Metals CO Inc.

Basic Materials
500
+ 4.52%
$0.72 - $1.2 $360 - $600
11.6K $12K
Super Micro Computer Inc
6.6K
New
N/A
6.6K $0
Blackrock Inc
10.7K
New
N/A
10.7K $0
CGMS
Capital Grp Core Plus Income E
16.1K
+ 17.02%
N/A
111K $0
Reddit Inc
1.42K
New
N/A
1.42K $0
T Rowe Price ETF Inc
52.8K
+ 7.52%
N/A
754K $0
Amplify ETF Tr
100
+ 3.1%
N/A
3.32K $0
Alps ETF Tr
67.3K
+ 3.16%
N/A
2.2M $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.9K
+ 20.9%
N/A
11K $0
Ferguson Enterprises Inc
207
+ 3.9%
N/A
5.51K $0
Neos ETF Trust
7.93K
New
N/A
7.93K $0
Lam Research Corp
106K
New
N/A
106K $0
Labcorp Holdings Inc
2
+ 0.18%
N/A
1.14K $0
Flutter Entmt PLC
860
New
N/A
860 $0
J P Morgan Exchange Traded F
7.29K
+ 4.7%
N/A
162K $0
Ge Vernova Inc
928
+ 17.83%
N/A
6.13K $0
Linde PLC
6
+ 0.48%
N/A
1.25K $0
Peakstone Realty Trust
5.89K
+ 32.32%
N/A
24.1K $0
WEC
Wec Energy Group, Inc.

Utilities
653
+ 2.27%
$92.94 - $101.82 $60.7K - $66.5K
29.4K $2.76M
Arista Networks Inc
5.14K
New
N/A
5.14K $0
Gsk PLC
511
+ 5.91%
N/A
9.15K $0
QTUM
ETF Ser Solutions Defiance Qua
10.2K
New
N/A
10.2K $0
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
Track This Portfolio

Track Level Four Advisory Services, LLC Portfolio

Follow Level Four Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Four Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Level Four Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email