Level Four Advisory Services, LLC Sells in Q3 2025

Level Four Advisory Services, LLC

  • $2.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
-116
- 4.2%
$259.49 - $300.41 $30.1K - $34.8K
2.65K $795K
USPH
U S Physical Therapy Inc

Healthcare
-199
- 1.28%
$69.98 - $88.52 $13.9K - $17.6K
15.4K $1.3M
UNP
Union Pacific Corp

Industrials
-177
- 0.82%
$214.91 - $237.16 $38K - $42K
21.5K $5.07M
IDA
Idacorp Inc

Utilities
-2
- 0.03%
$115.16 - $132.15 $230 - $264
5.97K $788K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-96
- 0.87%
$135.0 - $146.02 $13K - $14K
10.9K $1.59M
SO
Southern CO

Utilities
-210
- 0.47%
$90.83 - $96.0 $19.1K - $20.2K
44.3K $4.2M
NOC
Northrop Grumman Corp

Industrials
-127
- 7.23%
$498.9 - $609.32 $63.4K - $77.4K
1.63K $992K
RGTI
Rigetti Computing, Inc.

Technology
-12.9K
- 46.06%
$11.33 - $32.1 $146K - $415K
15.1K $450K
POR
Portland General Electric CO

Utilities
-365
- 0.92%
$39.73 - $44.0 $14.5K - $16.1K
39.4K $1.73M
SOFI
So Fi Technologies, Inc.

Financial Services
-5.77K
- 17.47%
$17.64 - $29.81 $102K - $172K
27.3K $720K
WELL
Welltower Inc.

Real Estate
-146
- 2.22%
$150.71 - $178.14 $22K - $26K
6.43K $1.14M
FDVV
Fidelity High Dividend ETF

ETFs
-476
- 1.08%
$52.42 - $55.71 $25K - $26.5K
43.7K $2.44M
DVY
Ishares Tr

ETFs
-147
- 0.82%
$133.88 - $142.57 $19.7K - $21K
17.8K $2.53M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-307
- 3.57%
$195.29 - $223.85 $60K - $68.7K
8.28K $1.84M
BKR
Baker Hughes CO

Energy
-2.08K
- 8.68%
$38.68 - $50.55 $80.3K - $105K
21.8K $1.06M
OXY
Occidental Petroleum Corp

Energy
-16.2K
- 9.22%
$42.54 - $48.1 $688K - $778K
159K $7.52M
ISCG
Ishares Morningstar Small Cap

ETFs
-920
- 1.94%
$49.84 - $55.14 $45.9K - $50.7K
46.5K $2.53M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.76K
- 9.41%
$10.78 - $19.82 $29.7K - $54.6K
26.5K $517K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-162
- 0.32%
$42.26 - $47.16 $6.85K - $7.64K
50.7K $2.35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-74
- 2.42%
$103.83 - $179.9 $7.68K - $13.3K
2.98K $532K
HDV
Ishares Core High Dividend ETF

ETFs
-838
- 1.52%
$118.16 - $123.66 $99K - $104K
54.3K $6.65M
COP
Conocophillips

Energy
-3.91K
- 3.34%
$91.0 - $98.99 $356K - $387K
113K $10.7M
ARGX
Argenx Se

Healthcare
-9
- 0.79%
$538.64 - $768.0 $4.85K - $6.91K
1.13K $829K
DUK
Duke Energy Corp

Utilities
-66
- 0.16%
$116.31 - $125.93 $7.68K - $8.31K
41.5K $5.14M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-1.37K
- 15.86%
$184.09 - $279.47 $253K - $384K
7.29K $1.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10
- 0.02%
$87.29 - $93.61 $873 - $936
63.8K $5.96M
IWR
Ishares Russell Mid Cap ETF

ETFs
-48
- 0.08%
$92.26 - $97.51 $4.43K - $4.68K
57.3K $5.53M
IVE
Ishares S&P 500 Value ETF

ETFs
-261
- 0.88%
$194.44 - $206.51 $50.7K - $53.9K
29.5K $6.09M
MO
Altria Group, Inc.

Consumer Defensive
-6.56K
- 6.5%
$57.75 - $67.68 $379K - $444K
94.4K $6.23M
MPC
Marathon Petroleum Corp

Energy
-46
- 0.35%
$158.59 - $198.69 $7.3K - $9.14K
13.1K $2.53M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-28
- 0.07%
$131.47 - $143.64 $3.68K - $4.02K
42.5K $6.02M
WMT
Walmart Inc.

Consumer Defensive
-5.57K
- 3.08%
$94.4 - $104.27 $526K - $581K
175K $18.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
-3.75K
- 10.72%
$163.62 - $210.2 $613K - $788K
31.2K $6.1M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-880
- 0.42%
$41.26 - $43.63 $36.3K - $38.4K
210K $9.13M
VLO
Valero Energy Corp

Energy
-100
- 0.81%
$131.77 - $175.63 $13.2K - $17.6K
12.2K $2.08M
PSX
Phillips 66

Energy
-2.55K
- 5.36%
$118.37 - $139.46 $302K - $356K
45K $6.13M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-50
- 0.11%
$98.99 - $112.2 $4.95K - $5.61K
45.4K $5.02M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-8.93K
- 9.38%
$42.74 - $62.88 $382K - $562K
86.3K $4.96M
GS
Goldman Sachs Group Inc

Financial Services
-1.13K
- 6.89%
$696.56 - $806.32 $787K - $911K
15.3K $12.2M
XLK
Technology Sector Spdr

ETFs
-2.54K
- 5.69%
$250.97 - $282.66 $637K - $717K
42.1K $11.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-7.63K
- 9.38%
$121.35 - $144.54 $926K - $1.1M
73.7K $10.7M
ETSY
Etsy Inc

Consumer Cyclical
-5.49K
- 8.94%
$51.36 - $74.34 $282K - $408K
55.9K $3.71M
C
Citigroup Inc

Financial Services
-20.4K
- 11.86%
$85.57 - $103.49 $1.75M - $2.11M
152K $15.4M
NEE
Nextera Energy Inc

Utilities
-4.62K
- 2.54%
$69.77 - $77.54 $322K - $358K
177K $13.4M
PHM
Pultegroup Inc

Consumer Cyclical
-2.35K
- 5.67%
$108.0 - $141.42 $254K - $332K
39.1K $5.16M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-8.48K
- 4.73%
$30.06 - $36.69 $255K - $311K
171K $6.26M
ORCL
Oracle Corp

Technology
-1.21K
- 6.26%
$218.96 - $328.33 $266K - $399K
18.2K $5.11M
MPWR
Monolithic Power Systems Inc

Technology
-1.23K
- 11.58%
$711.24 - $922.81 $874K - $1.13M
9.39K $8.64M
URI
United Rentals, Inc.

Industrials
-339
- 5.67%
$774.14 - $975.23 $262K - $331K
5.64K $5.39M
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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