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
DOW
Dow Inc.

Basic Materials
2.6K
+ 21.79%
$39.1 - $55.34 $102K - $144K
14.5K $583K
WSO
Watsco Inc

Industrials
48
+ 0.94%
$466.57 - $568.78 $22.4K - $27.3K
5.18K $2.45M
ED
Consolidated Edison Inc

Utilities
45
+ 0.9%
$88.87 - $107.38 $4K - $4.83K
5.05K $450K
HPI
John Hancock Preferred Income Fund

Financial Services
1.22K
+ 2.74%
$16.37 - $19.3 $19.9K - $23.5K
45.7K $759K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
13.9K
+ 4.54%
$18.47 - $19.96 $257K - $278K
320K $5.92M
AEP
American Electric Power CO Inc

Utilities
277
+ 2.46%
$90.91 - $102.21 $25.2K - $28.3K
11.5K $1.06M
GIS
General Mills Inc

Consumer Defensive
67
+ 0.67%
$62.78 - $74.62 $4.21K - $5K
10K $639K
XYL
Xylem Inc.

Industrials
301
+ 4.1%
$116.02 - $137.45 $34.9K - $41.4K
7.65K $886K
LQD
Ishares Iboxx $ Investment Gra

ETFs
14
+ 0.08%
$106.56 - $113.11 $1.49K - $1.58K
17.7K $1.9M
LOB
Live Oak Bancshares, Inc.

Financial Services
870
+ 4.68%
$38.65 - $50.22 $33.6K - $43.7K
19.4K $769K
MELI
Mercadolibre Inc

Consumer Cyclical
39
+ 6.67%
$1666.0 - $2117.3 $65K - $82.6K
624 $1.06M
CB
Chubb LTD

Financial Services
49
+ 0.37%
$271.57 - $301.89 $13.3K - $14.8K
13.1K $3.63M
HDV
Ishares Core High Dividend ETF

ETFs
1.3K
+ 2.4%
$110.82 - $121.28 $144K - $158K
55.6K $6.25M
MCD
Mcdonalds Corp

Consumer Cyclical
813
+ 3.06%
$288.47 - $316.54 $235K - $257K
27.4K $7.94M
GD
General Dynamics Corp

Industrials
256
+ 4.34%
$260.28 - $314.03 $66.6K - $80.4K
6.15K $1.62M
VKTX
Viking Therapeutics, Inc.

Healthcare
174
+ 2.41%
$38.28 - $78.03 $6.66K - $13.6K
7.4K $297K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.66K
+ 3.58%
$96.64 - $101.23 $643K - $674K
193K $18.7M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
1.16K
+ 3.75%
$86.03 - $94.92 $99.5K - $110K
32K $2.76M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.97K
+ 0.94%
$56.06 - $61.35 $110K - $121K
211K $11.9M
DUK
Duke Energy Corp

Utilities
628
+ 1.96%
$105.76 - $120.76 $66.4K - $75.8K
32.6K $3.51M
KMB
Kimberly Clark Corp

Consumer Defensive
465
+ 2.14%
$130.37 - $146.09 $60.6K - $67.9K
22.2K $2.91M
MSM
Msc Industrial Direct CO Inc

Industrials
989
+ 4.08%
$73.09 - $90.18 $72.3K - $89.2K
25.2K $1.88M
TDG
Trans Digm Group Inc

Industrials
119
+ 5.1%
$1239.0 - $1442.53 $147K - $172K
2.45K $3.11M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.89K
+ 2.25%
$27.8 - $29.05 $275K - $287K
449K $12.5M
EPI
Wisdomtree Tr India Earnings F

ETFs
2.92K
+ 3.95%
$45.09 - $50.08 $132K - $146K
76.8K $3.48M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.08K
+ 4.29%
$148.29 - $166.93 $309K - $348K
50.6K $7.54M
STZ
Constellation Brands, Inc.

Consumer Defensive
753
+ 6.48%
$219.66 - $257.62 $165K - $194K
12.4K $2.73M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
434
+ 6.17%
$396.64 - $516.74 $172K - $224K
7.47K $3.01M
IEFA
Ishares Tr

ETFs
2.48K
+ 4.29%
$70.06 - $77.43 $173K - $192K
60.2K $4.23M
QCOM
Qualcomm Inc

Technology
3.48K
+ 7.05%
$150.4 - $178.04 $523K - $619K
52.8K $8.11M
UNP
Union Pacific Corp

Industrials
296
+ 1.49%
$223.15 - $249.32 $66.1K - $73.8K
20.1K $4.59M
SBUX
Starbucks Corp

Consumer Cyclical
1.18K
+ 1.82%
$87.44 - $102.5 $103K - $121K
65.9K $6.01M
SO
Southern CO

Utilities
598
+ 1.32%
$81.5 - $94.15 $48.7K - $56.3K
45.8K $3.77M
DHI
Horton D R Inc

Consumer Cyclical
63
+ 0.96%
$137.24 - $194.56 $8.65K - $12.3K
6.64K $928K
FLMX
Franklin Templeton ETF Tr

ETFs
964
+ 0.92%
$23.0 - $27.58 $22.2K - $26.6K
106K $2.43M
MKC
Mccormick & CO Inc

Consumer Defensive
767
+ 1.09%
$73.97 - $84.09 $56.7K - $64.5K
71.2K $5.43M
MDLZ
Mondelez International, Inc.

Consumer Defensive
16
+ 0.06%
$59.25 - $72.99 $948 - $1.17K
27.3K $1.63M
MDT
Medtronic PLC

Healthcare
325
+ 0.8%
$79.61 - $92.24 $25.9K - $30K
41K $3.27M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.02%
$22.01 - $66.82 $44 - $134
11.4K $258K
AWK
American Water Works Company, Inc.

Utilities
1.58K
+ 4.72%
$123.83 - $146.07 $196K - $231K
35.1K $4.37M
PSX
Phillips 66

Energy
827
+ 2.26%
$110.35 - $138.93 $91.3K - $115K
37.5K $4.27M
MU
Micron Technology Inc

Technology
5.35K
+ 9.19%
$84.16 - $113.41 $450K - $607K
63.6K $5.35M
VZ
Verizon Communications Inc

Communication Services
1.92K
+ 1.18%
$39.6 - $45.21 $76K - $86.7K
165K $6.59M
O
Realty Income Corp

Real Estate
502
+ 0.67%
$51.76 - $64.71 $26K - $32.5K
75.6K $4.04M
AMGN
Amgen Inc

Healthcare
318
+ 2.42%
$258.78 - $328.31 $82.3K - $104K
13.5K $3.51M
LOW
Lowes Companies Inc

Consumer Cyclical
102
+ 0.32%
$244.52 - $284.07 $24.9K - $29K
31.5K $7.78M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.88K
+ 18.83%
$27.54 - $83.04 $79.3K - $239K
18.2K $503K
PLD
Prologis, Inc.

Real Estate
1.5K
+ 3.14%
$101.4 - $126.96 $152K - $190K
49.2K $5.21M
KO
Coca Cola CO

Consumer Defensive
171
+ 0.19%
$61.74 - $71.71 $10.6K - $12.3K
91.3K $5.69M
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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