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
IEF
Ishares Barclays

ETFs
56
+ 0.95%
$93.91 - $97.26 $5.26K - $5.45K
5.94K $572K
ENOV
Enovis Corp

Industrials
1.54K
+ 4.18%
$25.74 - $35.94 $39.5K - $55.2K
38.3K $1.16M
BGR
Black Rock Energy & Resources Trust

Financial Services
211
+ 1.35%
$13.14 - $13.64 $2.77K - $2.88K
15.9K $215K
RYLD
Global X Fds Russell 2000 Cove

ETFs
416
+ 3.72%
$14.46 - $15.29 $6.02K - $6.36K
11.6K $174K
EW
Edwards Lifesciences Corp

Healthcare
119
+ 3.74%
$73.75 - $81.83 $8.78K - $9.74K
3.3K $256K
ED
Consolidated Edison Inc

Utilities
74
+ 1.39%
$95.57 - $105.36 $7.07K - $7.8K
5.39K $541K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
246
+ 2.05%
$20.71 - $22.29 $5.09K - $5.48K
12.3K $263K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
103
+ 2.26%
$49.05 - $49.99 $5.05K - $5.15K
4.66K $231K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
28
+ 0.42%
$45.92 - $47.76 $1.29K - $1.34K
6.65K $315K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
176
+ 1.58%
$9.44 - $10.39 $1.66K - $1.83K
11.3K $112K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
90
+ 0.66%
$8.7 - $9.11 $783 - $820
13.6K $124K
APD
Air Products & Chemicals, Inc.

Basic Materials
74
+ 4.05%
$265.78 - $299.3 $19.7K - $22.1K
1.9K $518K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
22
+ 0.21%
$14.01 - $14.68 $308 - $323
10.5K $150K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
301
+ 8.64%
$196.15 - $217.83 $59K - $65.6K
3.78K $762K
PPT
Putnam Premier Income Trust

Financial Services
1
+ 0.0%
$3.59 - $3.75 $3.59 - $3.75
48.1K $177K
CR
Crane Holdings, Co.

Industrials
975
+ 3.13%
$178.73 - $198.45 $174K - $193K
32.2K $5.92M
Pacer Fds Tr
57.1K
+ 96.12%
N/A
116K $0
Linde PLC
124
+ 9.7%
N/A
1.4K $0
Ferguson Enterprises Inc
177
+ 3.05%
N/A
5.97K $0
BSMP
Invesco Bulletshares 2025 Muni

ETFs
8
+ 0.08%
$24.45 - $24.58 $196 - $197
9.92K $243K
CGMS
Capital Grp Core Plus Income E
6.59K
+ 4.47%
N/A
154K $0
Ishares Bitcoin Trust ETF
5.36K
+ 35.89%
N/A
20.3K $0
Atlassian Corporation
691
+ 10.16%
N/A
7.49K $0
Proshares Tr
18.3K
+ 316.61%
N/A
24.1K $0
Canadian Pacific Kansas City
992
+ 7.38%
N/A
14.4K $0
Barrick Mng Corp
8.72K
+ 32.79%
N/A
35.3K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
6.4K
+ 31.08%
N/A
27K $0
Noble Corp PLC
1.54K
+ 3.0%
N/A
52.7K $0
Neos ETF Trust
40
+ 0.98%
N/A
4.12K $0
Alps ETF Tr
185K
+ 8.59%
N/A
2.34M $0
Alps ETF Tr
32.6K
+ 2.56%
N/A
1.3M $0
Ge Vernova Inc
809
+ 26.46%
N/A
3.87K $0
Pgim ETF Tr
3.56K
+ 3.32%
N/A
111K $0
T Rowe Price ETF Inc
43.3K
+ 4.73%
N/A
958K $0
Flaherty & Crumrine Dynamic
1.75K
+ 17.95%
N/A
11.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
238
+ 1.68%
N/A
14.4K $0
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
138
+ 0.8%
$5.79 - $5.98 $799 - $825
17.3K $100K
JFR
Nuveen Floating Rate Income Fund

Financial Services
333
+ 2.37%
$8.07 - $8.58 $2.69K - $2.86K
14.4K $117K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
307
+ 1.05%
$5.21 - $5.57 $1.6K - $1.71K
29.6K $155K
MMSI
Merit Medical Systems Inc

Healthcare
2.15K
+ 12.05%
$80.06 - $96.01 $172K - $207K
20K $1.67M
UL
Unilever PLC

Consumer Defensive
308
+ 2.38%
$58.43 - $65.01 $18K - $20K
13.3K $785K
STAG
Stag Industrial, Inc.

Real Estate
23
+ 0.34%
$34.28 - $36.97 $788 - $850
6.73K $237K
USA
Liberty All Star Equity Fund

Financial Services
658
+ 2.86%
$6.34 - $6.94 $4.17K - $4.57K
23.7K $150K
MKL
Markel Corp

Financial Services
4
+ 2.34%
$1898.34 - $2031.8 $7.59K - $8.13K
175 $334K
STWD
Starwood Property Trust, Inc.

Real Estate
439
+ 1.78%
$19.37 - $20.97 $8.5K - $9.21K
25K $485K
WY
Weyerhaeuser CO

Real Estate
16
+ 0.14%
$24.1 - $26.83 $386 - $429
11.2K $277K
HQY
Healthequity, Inc.

Healthcare
307
+ 7.73%
$87.42 - $103.12 $26.8K - $31.7K
4.28K $405K
SPGI
S&P Global Inc.

Financial Services
65
+ 6.11%
$484.94 - $564.15 $31.5K - $36.7K
1.13K $549K
AIG
American International Group, Inc.

Financial Services
388
+ 6.29%
$76.34 - $85.87 $29.6K - $33.3K
6.55K $514K
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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