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
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.6K
+ 7.64%
$72.57 - $74.72 $116K - $119K
22.5K $1.67M
CARR
Carrier Global Corp

Industrials
3.33K
+ 70.28%
$58.75 - $80.73 $196K - $269K
8.07K $481K
MWA
Mueller Water Products, Inc.

Industrials
1.73K
+ 2.87%
$23.94 - $27.39 $41.5K - $47.5K
62.1K $1.58M
SYY
Sysco Corp

Consumer Defensive
1.07K
+ 17.48%
$76.33 - $82.51 $81.7K - $88.4K
7.2K $592K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.06K
+ 31.23%
$28.95 - $29.73 $118K - $121K
17.1K $507K
RJF
Raymond James Financial Inc

Financial Services
400
+ 13.89%
$154.64 - $176.43 $61.9K - $70.6K
3.28K $566K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
3.99K
+ 20.14%
$23.8 - $25.39 $95K - $101K
23.8K $597K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.96K
+ 18.56%
$17.81 - $18.39 $106K - $110K
38.1K $694K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.15K
+ 7.67%
$85.01 - $90.35 $98K - $104K
16.2K $1.45M
MGV
Vanguard Mega Cap Value

ETFs
432
+ 4.72%
$129.46 - $137.85 $55.9K - $59.6K
9.59K $1.32M
SHEL
Shell PLC

Energy
1.14K
+ 4.6%
$69.82 - $73.93 $79.7K - $84.4K
25.9K $1.85M
XEL
Xcel Energy Inc

Utilities
33
+ 0.4%
$67.56 - $80.65 $2.23K - $2.66K
8.38K $676K
HPE
Hewlett Packard Enterprise CO

Technology
656
+ 3.07%
$19.81 - $25.24 $13K - $16.6K
22K $541K
ROK
Rockwell Automation, Inc

Industrials
257
+ 32.82%
$328.67 - $358.52 $84.5K - $92.1K
1.04K $363K
EPD
Enterprise Products Partners L.P.

Energy
2.18K
+ 1.71%
$30.74 - $32.14 $67K - $70K
129K $4.04M
DE
Deere & CO

Industrials
430
+ 23.04%
$457.26 - $524.37 $197K - $225K
2.3K $1.05M
MUB
Ishares National Muni Bond ETF

ETFs
414
+ 1.51%
$103.24 - $106.68 $42.7K - $44.2K
27.8K $2.96M
TIP
Ishares Tr Tips Bd ETF

ETFs
561
+ 1.86%
$109.11 - $111.88 $61.2K - $62.8K
30.6K $3.41M
WCC
Wesco International Inc

Industrials
246
+ 14.42%
$189.22 - $227.19 $46.5K - $55.9K
1.95K $412K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
937
+ 8.54%
$32.29 - $38.12 $30.3K - $35.7K
11.9K $453K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.22K
+ 21.37%
$18.82 - $19.8 $79.4K - $83.6K
24K $465K
VPU
Vanguard Utilities ETF

ETFs
412
+ 35.21%
$175.25 - $189.41 $72.2K - $78K
1.58K $299K
VNQ
Vanguard Specialized Funds Van

ETFs
712
+ 6.34%
$88.47 - $93.24 $63K - $66.4K
11.9K $1.09M
VITL
Vital Farms, Inc.

Consumer Defensive
992
+ 5.31%
$35.27 - $52.41 $35K - $52K
19.7K $809K
FBT
First Trust Nyse Arca Biotechn

ETFs
190
+ 6.21%
$159.46 - $180.52 $30.3K - $34.3K
3.25K $582K
TPB
Turning Point Brands, Inc.

Consumer Defensive
224
+ 7.93%
$71.37 - $102.95 $16K - $23.1K
3.05K $301K
JXN
Jackson Financial Inc.

Financial Services
9
+ 0.13%
$84.06 - $103.8 $757 - $934
6.97K $705K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
7.92K
+ 58.13%
$10.01 - $10.55 $79.2K - $83.5K
21.5K $222K
DGX
Quest Diagnostics Inc

Healthcare
627
+ 1.84%
N/A
34.7K $4.76M
AMZN
Amazon Com Inc

Consumer Cyclical
202
+ 0.09%
$211.65 - $238.24 $42.8K - $48.1K
227K $49.8M
IDV
Ishares Tr

ETFs
600
+ 1.94%
$34.54 - $37.28 $20.7K - $22.4K
31.5K $1.15M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.72K
+ 19.14%
$38.1 - $40.7 $65.6K - $70.1K
10.7K $424K
F
Ford Motor CO

Consumer Cyclical
1.68K
+ 3.27%
$10.82 - $12.09 $18.1K - $20.3K
53K $633K
OZK
Bank Ozk

Financial Services
231
+ 1.39%
$47.4 - $53.14 $10.9K - $12.3K
16.8K $857K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
610
+ 3.16%
$35.42 - $38.65 $21.6K - $23.6K
19.9K $756K
NI
Nisource Inc.

Utilities
472
+ 2.6%
$39.0 - $43.33 $18.4K - $20.5K
18.6K $807K
GPI
Group 1 Automotive Inc

Consumer Cyclical
167
+ 6.34%
$406.1 - $488.25 $67.8K - $81.5K
2.8K $1.23M
DJD
Invesco Exchange Traded Fd Tr

ETFs
340
+ 1.24%
$52.86 - $55.4 $18K - $18.8K
27.7K $1.53M
NRP
Natural Resource Partners LP

Energy
48
+ 0.66%
$95.21 - $105.0 $4.57K - $5.04K
7.35K $771K
BK
Bank Of New York Mellon Corp

Financial Services
237
+ 9.0%
$90.65 - $109.75 $21.5K - $26K
2.87K $312K
SCHA
Schwab Strategic Tr Us Small C

ETFs
84
+ 0.32%
$25.29 - $28.33 $2.12K - $2.38K
26.2K $732K
VIG
Vanguard Dividend Appreciation

ETFs
394
+ 1.06%
N/A
37.7K $6.87M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
47
+ 1.27%
$89.32 - $107.82 $4.2K - $5.07K
3.75K $404K
ALL
Allstate Corp

Financial Services
11
+ 0.22%
$192.0 - $214.65 $2.11K - $2.36K
5.12K $1.1M
PBA
Pembina Pipeline Corp

Energy
2
+ 0.01%
$35.5 - $40.58 $71 - $81.2
23.8K $963K
USB
Us Bancorp \De\

Financial Services
914
+ 11.05%
$43.94 - $50.41 $40.2K - $46.1K
9.19K $444K
JCI
Johnson Controls International PLC

Industrials
249
+ 2.51%
$103.24 - $111.73 $25.7K - $27.8K
10.2K $1.12M
CDNS
Cadence Design Systems Inc

Technology
70
+ 6.92%
$309.46 - $373.37 $21.7K - $26.1K
1.08K $380K
PPL
Ppl Corp

Utilities
501
+ 3.26%
$33.54 - $37.24 $16.8K - $18.7K
15.9K $590K
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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