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
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
VV
Vanguard Large Cap ETF

ETFs
30
+ 4.03%
$285.05 - $309.14 $8.55K - $9.27K
775 $238K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
9
+ 0.19%
$94.73 - $102.36 $853 - $921
4.63K $466K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
16
+ 0.23%
$41.35 - $45.87 $662 - $734
7.01K $321K
CINF
Cincinnati Financial Corp

Financial Services
8
+ 0.3%
$145.8 - $158.1 $1.17K - $1.26K
2.63K $415K
DEO
Diageo PLC

Consumer Defensive
393
+ 16.59%
$93.64 - $115.33 $36.8K - $45.3K
2.76K $263K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
229
+ 2.21%
$78.96 - $80.04 $18.1K - $18.3K
10.6K $847K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
338
+ 1.94%
$49.78 - $50.75 $16.8K - $17.2K
17.7K $897K
WETF
Wisdom Tree Investments, Inc.

Financial Services
4.07K
+ 3.26%
N/A
129K $703K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
280
+ 1.84%
$45.72 - $47.27 $12.8K - $13.2K
15.5K $727K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
369
+ 3.73%
$52.39 - $53.11 $19.3K - $19.6K
10.3K $543K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.15K
+ 8.2%
$9.44 - $10.23 $10.8K - $11.7K
15.1K $153K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
23
+ 0.27%
$41.91 - $44.87 $964 - $1.03K
8.53K $381K
SPMD
Spdr Portfolio

ETFs
9
+ 0.13%
$54.43 - $58.29 $490 - $525
7.14K $408K
TY
Tri Continental Corp

Financial Services
44
+ 0.5%
$31.7 - $34.11 $1.39K - $1.5K
8.76K $297K
AME
Ametek Inc

Industrials
13
+ 0.52%
$176.44 - $192.03 $2.29K - $2.5K
2.52K $474K
GDV
Gabelli Dividend & Income Trust

Financial Services
32
+ 0.21%
$25.8 - $27.4 $826 - $877
15.4K $416K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.73K
+ 49.34%
$38.58 - $58.24 $144K - $217K
11.3K $442K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
350
+ 1.58%
$12.46 - $13.22 $4.36K - $4.63K
22.4K $291K
LUV
Southwest Airlines CO

Industrials
650
+ 8.87%
$29.06 - $37.7 $18.9K - $24.5K
7.98K $254K
DPZ
Dominos Pizza Inc

Consumer Cyclical
61
+ 11.98%
$422.75 - $485.53 $25.8K - $29.6K
570 $246K
EXC
Exelon Corp

Utilities
30
+ 0.31%
$42.73 - $45.54 $1.28K - $1.37K
9.79K $440K
ERH
Allspring Utilities & High Income Fund

Financial Services
365
+ 1.81%
$11.51 - $12.18 $4.2K - $4.45K
20.5K $249K
FXR
First Trust Industrials/Produc

ETFs
10
+ 0.25%
$75.64 - $80.06 $756 - $801
3.95K $308K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2
+ 0.01%
$11.15 - $11.87 $22.3 - $23.7
32.7K $379K
EQT
Eqt Corp

Energy
837
+ 11.01%
$49.19 - $59.19 $41.2K - $49.5K
8.44K $459K
YUM
Yum Brands Inc

Consumer Cyclical
57
+ 3.39%
$139.5 - $153.94 $7.95K - $8.77K
1.74K $264K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
313
+ 1.26%
$12.22 - $12.91 $3.82K - $4.04K
25.1K $323K
NGG
National Grid PLC

Utilities
346
+ 6.08%
$67.98 - $74.38 $23.5K - $25.7K
6.04K $438K
BMY
Bristol Myers Squibb CO

Healthcare
968
+ 4.02%
$43.31 - $48.98 $41.9K - $47.4K
25.1K $1.13M
STE
Steris PLC

Healthcare
1
+ 0.06%
$221.21 - $252.43 $221 - $252
1.75K $433K
KR
Kroger CO

Consumer Defensive
1.14K
+ 7.7%
$64.52 - $74.35 $73.6K - $84.8K
16K $1.08M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
500
+ 4.48%
$20.24 - $21.27 $10.1K - $10.6K
11.7K $246K
FDUS
Fidus Investment Corp

Financial Services
507
+ 1.66%
$20.18 - $21.99 $10.2K - $11.1K
31K $627K
MPW
Medical Properties Trust Inc

Real Estate
132
+ 0.86%
$3.98 - $5.13 $525 - $677
15.6K $78K
NTR
Nutrien Ltd.

Basic Materials
150
+ 2.52%
$55.69 - $62.11 $8.35K - $9.32K
6.1K $358K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
77
+ 1.43%
$94.11 - $95.78 $7.25K - $7.38K
5.46K $522K
HYG
Ishares Tr

ETFs
83
+ 1.02%
$79.85 - $81.32 $6.63K - $6.75K
8.19K $664K
AGNC
Agnc Investment Corp.

Real Estate
227
+ 1.68%
$9.2 - $10.37 $2.09K - $2.35K
13.7K $134K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
131
+ 0.75%
$23.69 - $24.32 $3.1K - $3.19K
17.7K $430K
ADP
Automatic Data Processing Inc

Industrials
228
+ 6.01%
$288.69 - $310.94 $65.8K - $70.9K
4.02K $1.18M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
61
+ 0.78%
$117.65 - $120.08 $7.18K - $7.32K
7.87K $940K
AVK
Advent Convertible & Income Fund

Financial Services
2
+ 0.01%
$12.06 - $12.79 $24.1 - $25.6
13.4K $171K
RVNU
Xtrackers Municipal Infrastruc

ETFs
54
+ 0.49%
$23.46 - $24.74 $1.27K - $1.34K
11K $271K
ISRG
Intuitive Surgical Inc

Healthcare
229
+ 23.49%
$433.66 - $544.47 $99.3K - $125K
1.2K $538K
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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