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
CB
Chubb LTD

Financial Services
562
+ 4.41%
$265.99 - $289.59 $149K - $163K
13.3K $3.75M
PCEF
Invesco Cef Income Composite E

ETFs
2.99K
+ 27.74%
$19.5 - $20.24 $58.3K - $60.5K
13.8K $274K
EMLP
First Tr Exchange Traded Iv

ETFs
1.42K
+ 11.94%
$36.99 - $38.38 $52.5K - $54.5K
13.3K $509K
HGER
Harbor ETF Tr All Weather Infl
1.55K
+ 10.62%
$24.26 - $25.91 $37.6K - $40.1K
16.1K $416K
CPNG
Coupang, Inc.

Consumer Cyclical
441
+ 2.15%
$27.67 - $33.53 $12.2K - $14.8K
20.9K $673K
CHRD
Oasis Petroleum Inc.

Energy
375
+ 4.19%
$99.37 - $114.13 $37.3K - $42.8K
9.32K $926K
ABT
Abbott Laboratories

Healthcare
765
+ 3.66%
$120.51 - $136.62 $92.2K - $105K
21.7K $2.9M
RACE
Ferrari N.V.

Consumer Cyclical
147
+ 6.56%
$436.24 - $517.65 $64.1K - $76.1K
2.39K $1.16M
PH
Parker Hannifin Corp

Industrials
6
+ 0.67%
$697.13 - $769.67 $4.18K - $4.62K
904 $685K
CME
Cme Group Inc.

Financial Services
441
+ 3.76%
$258.83 - $287.1 $114K - $127K
12.2K $3.28M
ROST
Ross Stores, Inc.

Consumer Cyclical
1
+ 0.05%
$127.59 - $152.81 $128 - $153
2.16K $329K
CBU
Community Bank System, Inc.

Financial Services
480
+ 3.61%
$51.46 - $62.05 $24.7K - $29.8K
13.8K $807K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.16%
$393.18 - $439.39 $786 - $879
1.27K $553K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
268
+ 3.76%
$49.43 - $54.52 $13.2K - $14.6K
7.39K $400K
TRV
Travelers Companies, Inc.

Financial Services
48
+ 1.6%
$250.62 - $279.43 $12K - $13.4K
3.04K $849K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
21
+ 4.79%
$473.44 - $553.71 $9.94K - $11.6K
459 $250K
XLP
Consumer Staples Sector Spdr

ETFs
611
+ 8.18%
N/A
8.08K $614K
STEW
Boulder Growth & Income Fund

Financial Services
1.93K
+ 9.67%
$17.4 - $18.57 $33.6K - $35.8K
21.9K $397K
FDL
First Tr Morningstar Dividend

ETFs
661
+ 6.2%
$41.96 - $44.59 $27.7K - $29.5K
11.3K $491K
ADSK
Autodesk, Inc.

Technology
179
+ 25.14%
N/A
891 $219K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.96K
+ 7.7%
$11.84 - $13.45 $35K - $39.8K
41.4K $523K
PFFA
Etfis Ser Tr I

ETFs
640
+ 1.9%
$20.94 - $22.43 $13.4K - $14.4K
34.3K $743K
AVA
Avista Corp

Utilities
1.28K
+ 2.73%
$35.55 - $38.37 $45.6K - $49.2K
48.2K $1.82M
HAS
Hasbro, Inc.

Consumer Cyclical
393
+ 6.42%
$73.92 - $81.85 $29.1K - $32.2K
6.51K $493K
HBAN
Huntington Bancshares Inc

Financial Services
864
+ 1.61%
$15.87 - $17.88 $13.7K - $15.4K
54.5K $941K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
832
+ 18.6%
$48.72 - $50.73 $40.5K - $42.2K
5.3K $261K
ATO
Atmos Energy Corp

Utilities
15
+ 0.64%
$151.51 - $170.75 $2.27K - $2.56K
2.35K $401K
FE
Firstenergy Corp

Utilities
150
+ 2.58%
$39.76 - $45.82 $5.96K - $6.87K
5.96K $273K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.7K
+ 8.26%
$46.51 - $50.07 $78.9K - $84.9K
22.2K $1.04M
FXL
First Tr Exchange Traded Fd Fi

ETFs
6
+ 0.18%
$155.79 - $172.55 $935 - $1.04K
3.42K $574K
XLG
Invesco Exchange Traded Fd Tr

ETFs
192
+ 3.95%
$51.78 - $57.89 $9.94K - $11.1K
5.05K $290K
FXH
First Tr Exchange Trd Fd Healt

ETFs
4
+ 0.07%
$98.56 - $110.68 $394 - $443
6.14K $673K
MNKD
Mannkind Corp

Healthcare
1.93K
+ 12.49%
$3.42 - $5.74 $6.58K - $11K
17.3K $93K
IWS
Ishares Russell Midcap Value E

ETFs
165
+ 9.48%
$132.83 - $140.61 $21.9K - $23.2K
1.91K $266K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6
+ 0.09%
$105.03 - $112.54 $630 - $675
6.38K $704K
BP
Bp PLC

Energy
101
+ 1.48%
$30.25 - $35.69 $3.06K - $3.6K
6.93K $238K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
373
+ 1.06%
$82.38 - $83.0 $30.7K - $31K
35.4K $2.94M
DASH
Door Dash, Inc.

Communication Services
44
+ 5.3%
$234.5 - $272.5 $10.3K - $12K
874 $237K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
50
+ 3.12%
$301.44 - $365.84 $15.1K - $18.3K
1.65K $534K
SYK
Stryker Corp

Healthcare
264
+ 10.41%
$368.57 - $403.53 $97.3K - $107K
2.8K $1.03M
SHW
Sherwin Williams CO

Basic Materials
83
+ 7.01%
$330.88 - $375.23 $27.5K - $31.1K
1.27K $438K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
1.07K
+ 11.3%
$35.84 - $37.19 $38.2K - $39.7K
10.5K $376K
FHN
First Horizon Corp

Financial Services
1
+ 0.0%
$21.16 - $23.23 $21.2 - $23.2
21.4K $483K
CRWD
Crowd Strike Holdings, Inc.

Technology
136
+ 7.0%
$412.46 - $514.1 $56.1K - $69.9K
2.08K $1.02M
FXD
First Tr Exchange Traded Fd

ETFs
36
+ 0.61%
$63.72 - $70.29 $2.29K - $2.53K
5.98K $407K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.94K
+ 2.69%
$7.98 - $8.29 $15.4K - $16K
74K $606K
FUND
Sprott Focus Trust Inc.

Financial Services
824
+ 3.34%
$7.46 - $8.38 $6.15K - $6.91K
25.5K $212K
DFAT
Dimensional ETF Tr U S Target

ETFs
15
+ 0.25%
$53.36 - $59.69 $800 - $895
6.08K $353K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
9
+ 0.19%
$94.73 - $102.36 $853 - $921
4.63K $466K
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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