Level Four Advisory Services, LLC Incresed Positions in Q3 2025

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
400
+ 3.42%
$252.31 - $269.41 $101K - $108K
12.1K $3.15M
GTES
Gates Industrial Corp PLC

Industrials
5.88K
+ 9.98%
$23.38 - $26.14 $137K - $154K
64.8K $1.61M
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
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.53K
+ 13.75%
$91.44 - $91.77 $231K - $232K
20.9K $1.92M
RY
Royal Bank Of Canada

Financial Services
101
+ 0.79%
$128.46 - $148.6 $13K - $15K
12.8K $1.89M
QDPL
Pacer Fds Tr Metaurus Us Large
1.4K
+ 2.4%
$39.4 - $42.1 $55.1K - $58.9K
59.6K $2.5M
XAR
Spdr S&P Aerospace & Defense E

ETFs
663
+ 37.12%
$205.52 - $234.96 $136K - $156K
2.45K $575K
NXPI
Nxp Semiconductors N.V.

Technology
412
+ 3.76%
$205.16 - $239.07 $84.5K - $98.5K
11.4K $2.59M
PAVE
Global X Fds Us Infrastructure

ETFs
2.57K
+ 14.42%
$44.02 - $47.63 $113K - $122K
20.4K $970K
INTC
Intel Corp

Technology
689
+ 4.49%
$19.31 - $35.5 $13.3K - $24.5K
16K $537K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
228
+ 5.95%
$435.72 - $463.74 $99.3K - $106K
4.06K $1.88M
DTE
Dte Energy CO

Utilities
1.21K
+ 48.53%
$130.26 - $141.49 $157K - $171K
3.69K $522K
VNT
Vontier Corp

Technology
1.06K
+ 3.66%
$37.48 - $43.71 $39.9K - $46.5K
30.1K $1.26M
LOB
Live Oak Bancshares, Inc.

Financial Services
661
+ 2.15%
$30.54 - $38.72 $20.2K - $25.6K
31.4K $1.11M
D
Dominion Energy, Inc

Utilities
852
+ 2.9%
$56.32 - $62.1 $48K - $52.9K
30.2K $1.85M
APO
Apollo Global Management, Inc.

Financial Services
1.66K
+ 42.46%
$131.55 - $156.05 $218K - $259K
5.57K $741K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.85K
+ 14.41%
$100.37 - $100.74 $185K - $186K
14.7K $1.48M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.16K
+ 16.85%
$42.75 - $43.37 $178K - $181K
28.9K $1.25M
HYLS
First Tr Tactical High Yield L

ETFs
4.27K
+ 24.7%
$41.62 - $42.32 $178K - $181K
21.5K $905K
VBR
Vanguard Small Cap Value ETF

ETFs
507
+ 8.95%
$195.41 - $212.37 $99.1K - $108K
6.17K $1.29M
SPYG
Spdr Portfolio

ETFs
1.3K
+ 30.91%
$94.33 - $105.31 $122K - $136K
5.49K $573K
POOL
Pool Corp

Industrials
385
+ 14.02%
$292.13 - $333.62 $112K - $128K
3.13K $970K
EHC
Encompass Health Corp

Healthcare
983
+ 9.8%
$107.13 - $127.02 $105K - $125K
11K $1.4M
CGCP
Capital Group Core Plus Income

ETFs
5.77K
+ 3.46%
$22.27 - $22.95 $128K - $132K
172K $3.92M
TXN
Texas Instruments Inc

Technology
851
+ 1.67%
N/A
51.7K $10.1M
CSCO
Cisco Systems, Inc.

Technology
3.69K
+ 4.01%
$66.2 - $71.79 $244K - $265K
95.7K $6.55M
CEG
Constellation Energy Corp

Utilities
421
+ 10.9%
$298.82 - $354.89 $126K - $149K
4.28K $1.41M
CI
Cigna Corp

Healthcare
915
+ 38.28%
$262.23 - $334.39 $240K - $306K
3.31K $952K
XLY
Select Sector Spdr Consumer Di

ETFs
274
+ 6.39%
$216.09 - $242.18 $59.2K - $66.4K
4.56K $1.09M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.47K
+ 6.23%
$40.04 - $45.11 $58.8K - $66.2K
25K $1.11M
IWY
Ishares Tr Russell 200 Growth

ETFs
293
+ 10.54%
$243.93 - $275.62 $71.5K - $80.8K
3.07K $840K
PNC
Pnc Financial Services Group, Inc.

Financial Services
42
+ 0.42%
$185.88 - $207.44 $7.81K - $8.71K
9.97K $2M
TFC
Truist Financial Corp

Financial Services
1.01K
+ 2.61%
$42.83 - $47.07 $43.4K - $47.7K
39.9K $1.82M
QUAL
Ishares Msci Usa Quality Facto

ETFs
324
+ 4.26%
$182.33 - $194.5 $59.1K - $63K
7.93K $1.54M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.57K
+ 19.94%
$47.56 - $49.7 $122K - $128K
15.5K $765K
IOO
Ishares Tr Global 100 ETF

ETFs
916
+ 27.88%
$107.55 - $120.01 $98.5K - $110K
4.2K $504K
AMGN
Amgen Inc

Healthcare
377
+ 2.77%
$271.18 - $309.22 $102K - $117K
14K $3.95M
BA
Boeing CO

Industrials
509
+ 8.71%
$209.79 - $237.38 $107K - $121K
6.36K $1.37M
IYW
Ishares Dj Us Tech ETF

ETFs
511
+ 25.35%
$171.38 - $197.01 $87.6K - $101K
2.53K $494K
TMO
Thermo Fisher Scientific Inc.

Healthcare
96
+ 7.94%
$404.94 - $499.99 $38.9K - $48K
1.31K $632K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
4.99K
+ 2.69%
$25.39 - $25.57 $127K - $128K
191K $4.87M
FSLR
First Solar, Inc.

Technology
30
+ 1.24%
$160.84 - $223.53 $4.83K - $6.71K
2.44K $538K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
530
+ 20.52%
$190.8 - $204.83 $101K - $109K
3.11K $635K
HCA
Hca Healthcare, Inc.

Healthcare
66
+ 2.61%
$334.32 - $426.2 $22.1K - $28.1K
2.59K $1.1M
AWK
American Water Works Company, Inc.

Utilities
950
+ 2.42%
$135.05 - $147.0 $128K - $140K
40.1K $5.59M
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
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