Level Four Advisory Services, LLC Reduced Holdings in Q3 2025

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-286
- 0.85%
$76.16 - $78.59 $21.8K - $22.5K
33.2K $2.6M
FVD
First Tr Value Line Divid Inde

ETFs
-946
- 3.1%
$44.73 - $46.86 $42.3K - $44.3K
29.5K $1.37M
SCHW
Schwab Charles Corp

Financial Services
-143
- 3.45%
$91.03 - $98.69 $13K - $14.1K
4K $381K
SYF
Synchrony Financial

Financial Services
-155
- 4.13%
$67.53 - $76.86 $10.5K - $11.9K
3.6K $255K
FDN
First Tr Fd Dow Jones

ETFs
-50
- 2.84%
$264.06 - $287.34 $13.2K - $14.4K
1.71K $479K
VDE
Vanguard Energy ETF

ETFs
-45
- 2.52%
$118.37 - $129.65 $5.33K - $5.83K
1.74K $219K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-175
- 0.58%
$81.76 - $86.36 $14.3K - $15.1K
30.1K $2.55M
HSY
Hershey CO

Consumer Defensive
-128
- 8.51%
$161.95 - $193.45 $20.7K - $24.8K
1.38K $257K
CVS
Cvs Health Corp

Healthcare
-642
- 7.0%
$58.75 - $76.5 $37.7K - $49.1K
8.53K $642K
BST
Black Rock Science & Technology Trust

Financial Services
-208
- 3.6%
$38.01 - $41.55 $7.91K - $8.64K
5.57K $230K
PJT
Pjt Partners Inc.

Financial Services
-24
- 1.9%
$165.08 - $188.27 $3.96K - $4.52K
1.24K $220K
DDOG
Datadog, Inc.

Technology
-24
- 1.24%
$124.52 - $155.15 $2.99K - $3.72K
1.91K $271K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-510
- 2.86%
$28.15 - $30.13 $14.4K - $15.4K
17.3K $513K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-992
- 2.88%
$87.51 - $91.22 $86.8K - $90.5K
33.4K $3.04M
WRB
Berkley W R Corp

Financial Services
-105
- 1.48%
$67.78 - $76.62 $7.12K - $8.05K
7.01K $537K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-103
- 1.59%
$55.81 - $60.32 $5.75K - $6.21K
6.38K $379K
FV
First Trust Dorsey Wright Focu

ETFs
-412
- 2.63%
$59.23 - $62.14 $24.4K - $25.6K
15.3K $944K
VGT
Vanguard Information Technolog

ETFs
-75
- 8.32%
$656.44 - $753.15 $49.2K - $56.5K
826 $616K
ECL
Ecolab Inc.

Basic Materials
-3
- 0.06%
$259.39 - $285.47 $778 - $856
4.62K $1.27M
DNN
Denison Mines Corp.

Energy
-425
- 1.91%
$1.69 - $2.86 $718 - $1.22K
21.8K $59K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-98
- 3.57%
$236.25 - $257.69 $23.2K - $25.3K
2.65K $678K
CNP
Centerpoint Energy Inc

Utilities
-30
- 0.29%
$35.77 - $39.16 $1.07K - $1.17K
10.3K $400K
TSCO
Tractor Supply CO

Consumer Cyclical
-162
- 2.15%
$54.08 - $62.65 $8.76K - $10.1K
7.36K $418K
EBAY
Ebay Inc

Consumer Cyclical
-475
- 11.8%
$75.33 - $100.77 $35.8K - $47.9K
3.55K $322K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-3.47K
- 3.93%
$42.39 - $44.63 $147K - $155K
84.9K $3.78M
AEP
American Electric Power CO Inc

Utilities
-749
- 6.05%
$103.26 - $115.0 $77.3K - $86.1K
11.6K $1.31M
HAL
Halliburton CO

Energy
-814
- 7.58%
$20.5 - $25.11 $16.7K - $20.4K
9.92K $243K
NUE
Nucor Corp

Basic Materials
-7
- 0.14%
$133.3 - $150.33 $933 - $1.05K
4.9K $663K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-348
- 3.28%
$80.54 - $89.67 $28K - $31.2K
10.3K $900K
EWJ
Ishares Msci Japan ETF

ETFs
-28
- 0.45%
$71.69 - $81.49 $2.01K - $2.28K
6.13K $491K
DD
Du Pont De Nemours, Inc.

Basic Materials
-123
- 2.73%
$69.9 - $78.26 $8.6K - $9.63K
4.39K $341K
TDIV
First Trust Nasdaq Technology

ETFs
-92
- 1.84%
$89.27 - $100.33 $8.21K - $9.23K
4.92K $484K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-2.19K
- 16.17%
$105.16 - $140.03 $230K - $306K
11.3K $1.54M
IQV
Iqvia Holdings Inc.

Healthcare
-54
- 3.9%
$157.68 - $200.82 $8.51K - $10.8K
1.33K $252K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-266
- 2.56%
$102.17 - $110.66 $27.2K - $29.4K
10.1K $1.12M
LHX
L3 Harris Technologies, Inc.

Industrials
-60
- 5.16%
$252.18 - $305.41 $15.1K - $18.3K
1.1K $336K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-50
- 0.6%
$46.69 - $59.27 $2.33K - $2.96K
8.22K $436K
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.19%
$3649.42 - $4354.54 $3.65K - $4.35K
83 $356K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-3.42K
- 7.72%
$71.0 - $90.32 $243K - $309K
40.8K $3.15M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-19
- 1.03%
$113.83 - $154.45 $2.16K - $2.93K
1.83K $282K
GM
General Motors CO

Consumer Cyclical
-128
- 2.58%
$48.89 - $61.24 $6.26K - $7.84K
4.84K $295K
IEFA
Ishares Tr

ETFs
-1.83K
- 3.22%
$81.7 - $87.53 $150K - $160K
55.1K $4.81M
MTZ
Mastec Inc

Industrials
-10
- 0.7%
$168.23 - $212.81 $1.68K - $2.13K
1.42K $302K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-37
- 0.47%
$93.41 - $104.11 $3.46K - $3.85K
7.89K $811K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-32
- 0.36%
$161.6 - $171.2 $5.17K - $5.48K
8.83K $1.51M
VOE
Vanguard Mid Cap Value Index F

ETFs
-128
- 1.45%
$164.63 - $174.58 $21.1K - $22.3K
8.71K $1.52M
PFF
Ishares Trust Ishares Pfd And

ETFs
-781
- 0.78%
$30.67 - $32.13 $24K - $25.1K
99.6K $3.15M
BAC
Bank Of America Corp

Financial Services
-13.6K
- 7.47%
$44.92 - $52.42 $612K - $714K
169K $8.72M
VBK
Vanguard Small Cap Growth ETF

ETFs
-15
- 0.36%
$276.51 - $305.12 $4.15K - $4.58K
4.16K $1.24M
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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