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Lion Street Advisors

Latest statistics and disclosures from Lion Street Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GIS, QQQ, AAPL, VV, COST, and represent 29.86% of Lion Street Advisors's stock portfolio.
Added to shares of these 2 stocks: BABA, ALLE.
Started 1 new stock position in ALLE.
Lion Street Advisors was a net buyer of stock by $651k.
Lion Street Advisors has $245M in assets under management (AUM), dropping by 0.27%.
Central Index Key (CIK): 0001801991

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Portfolio Holdings for Lion Street Advisors

Lion Street Advisors holds 251 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
General Mills (GIS)	20.8	$51M		781k	65.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$6.8M		17k	409.53	View chart
Apple (AAPL)	2.2	$5.5M		29k	192.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.2	$5.5M		25k	218.15	View chart
Costco Wholesale Corporation (COST)	1.8	$4.4M		6.7k	660.16	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$4.2M		18k	237.22	View chart
Amazon (AMZN)	1.6	$3.9M		25k	151.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$3.7M		48k	76.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$3.4M		30k	111.63	View chart
Darden Restaurants (DRI)	1.3	$3.3M		20k	164.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$2.9M		13k	232.64	View chart
Exxon Mobil Corporation (XOM)	1.2	$2.9M		29k	99.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$2.8M		5.9k	477.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.1	$2.8M		34k	81.28	View chart
Microsoft Corporation (MSFT)	1.1	$2.7M		7.3k	376.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$2.7M		72k	36.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$2.6M		6.0k	436.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$2.6M		5.4k	475.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.4M		32k	75.35	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$2.3M		12k	192.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$2.3M		14k	165.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$2.2M		13k	170.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.0M		6.5k	310.88	View chart
NVIDIA Corporation (NVDA)	0.8	$1.9M		3.9k	495.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.8	$1.9M		23k	81.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.8	$1.8M		44k	41.62	View chart
Coca-Cola Company (KO)	0.7	$1.8M		30k	58.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.7M		37k	47.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$1.7M		12k	149.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.5M		20k	73.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.5M		11k	139.68	View chart
Chevron Corporation (CVX)	0.6	$1.4M		9.4k	149.16	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.6	$1.4M		13k	104.46	View chart
Johnson & Johnson (JNJ)	0.5	$1.3M		8.0k	156.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.2M		6.9k	179.97	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$1.2M		24k	51.67	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$1.2M		11k	101.99	View chart
Pepsi (PEP)	0.5	$1.2M		6.8k	169.85	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.2M		23k	49.36	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.1M		6.5k	170.11	View chart
Visa Com Cl A (V)	0.4	$1.1M		4.1k	260.28	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.4	$1.1M		31k	33.86	View chart
International Business Machines (IBM)	0.4	$1.1M		6.5k	163.55	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$1.1M		63k	16.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.4	$1.0M		39k	26.57	View chart
Trane Technologies SHS (TT)	0.4	$1.0M		4.3k	243.90	View chart
Cisco Systems (CSCO)	0.4	$1.0M		20k	50.52	View chart
Union Pacific Corporation (UNP)	0.4	$986k		4.0k	245.49	View chart
Meta Platforms Cl A (META)	0.4	$973k		2.7k	354.00	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.4	$966k		26k	37.49	View chart
Axsome Therapeutics (AXSM)	0.4	$950k		12k	79.59	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.4	$939k		7.5k	125.14	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$928k		18k	51.26	View chart
Abbvie (ABBV)	0.4	$919k		5.9k	154.96	View chart
Caterpillar (CAT)	0.4	$915k		3.1k	295.67	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.4	$890k		7.1k	124.97	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$888k		15k	59.66	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$877k	+100%	11k	77.51	View chart
Kimberly-Clark Corporation (KMB)	0.4	$861k		7.1k	121.50	View chart
Oneok (OKE)	0.3	$841k		12k	70.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$840k		20k	41.44	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$840k		20k	41.83	View chart
Fortinet (FTNT)	0.3	$839k		14k	58.53	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$818k		23k	35.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$803k		20k	40.63	View chart
Ishares Tr Investment Grade (IGEB)	0.3	$793k		18k	45.24	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$789k		7.3k	108.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$782k		5.5k	140.93	View chart
Mastercard Incorporated Cl A (MA)	0.3	$763k		1.8k	426.51	View chart
Garmin SHS (GRMN)	0.3	$760k		5.9k	128.53	View chart
Whirlpool Corporation (WHR)	0.3	$758k		6.2k	121.77	View chart
Eaton Corp SHS (ETN)	0.3	$752k		3.1k	240.82	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.3	$749k		20k	36.68	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$737k		7.8k	94.08	View chart
Dow (DOW)	0.3	$727k		13k	54.83	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$719k		25k	29.23	View chart
Corning Incorporated (GLW)	0.3	$698k		23k	30.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$696k		12k	57.96	View chart
Clorox Company (CLX)	0.3	$694k		4.9k	142.60	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$679k		23k	29.78	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$677k		11k	60.44	View chart
Stellantis SHS (STLA)	0.3	$675k		29k	23.36	View chart
Amgen (AMGN)	0.3	$670k		2.3k	288.08	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.3	$667k		14k	46.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$665k		16k	41.10	View chart
Principal Financial (PFG)	0.3	$662k		8.4k	78.67	View chart
Tesla Motors (TSLA)	0.3	$659k		2.7k	248.48	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$654k		13k	49.39	View chart
Evergy (EVRG)	0.3	$652k		13k	52.20	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$652k		15k	43.27	View chart
McDonald's Corporation (MCD)	0.3	$649k		2.2k	296.57	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$619k		7.3k	85.06	View chart
Stanley Black & Decker (SWK)	0.2	$599k		6.1k	98.10	View chart
CVS Caremark Corporation (CVS)	0.2	$591k		7.5k	78.96	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	0.2	$585k		26k	22.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$573k		10k	54.98	View chart
Bristol Myers Squibb (BMY)	0.2	$571k		11k	51.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$567k		3.6k	157.79	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$555k		17k	32.77	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$544k		8.4k	65.01	View chart
Lockheed Martin Corporation (LMT)	0.2	$542k		1.2k	452.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$538k		5.0k	108.23	View chart
Bank of America Corporation (BAC)	0.2	$531k		16k	33.67	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$523k		4.0k	130.95	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$520k		15k	35.20	View chart
Prudential Financial (PRU)	0.2	$514k		5.0k	103.71	View chart
FedEx Corporation (FDX)	0.2	$506k		2.0k	252.93	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$502k		12k	40.56	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$499k		44k	11.47	View chart
Home Depot (HD)	0.2	$497k		1.4k	346.27	View chart
Tyson Foods Cl A (TSN)	0.2	$491k		9.1k	53.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$481k		9.2k	52.10	View chart
Us Bancorp Del Com New (USB)	0.2	$481k		11k	43.28	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.2	$478k		13k	36.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$477k		985.00	483.95	View chart
Archer Daniels Midland Company (ADM)	0.2	$468k		6.5k	72.22	View chart
Air Products & Chemicals (APD)	0.2	$467k		1.7k	273.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$465k		20k	23.66	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$461k		7.3k	63.33	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$461k		8.9k	51.99	View chart
Intel Corporation (INTC)	0.2	$458k		9.1k	50.25	View chart
Servicenow (NOW)	0.2	$454k		642.00	706.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$447k		2.9k	155.33	View chart
Crown Castle Intl (CCI)	0.2	$439k		3.8k	115.19	View chart
QCR Holdings (QCRH)	0.2	$436k		7.5k	58.39	View chart
Molson Coors Beverage CL B (TAP)	0.2	$433k		7.1k	61.21	View chart
Micron Technology (MU)	0.2	$427k		5.0k	85.34	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$425k		5.1k	83.84	View chart
Abbott Laboratories (ABT)	0.2	$419k		3.8k	110.08	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$418k		2.2k	192.52	View chart
Chewy Cl A (CHWY)	0.2	$416k		18k	23.63	View chart
UnitedHealth (UNH)	0.2	$415k		788.00	526.47	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$413k		2.2k	190.96	View chart
Walt Disney Company (DIS)	0.2	$401k		4.4k	90.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$399k		5.1k	78.02	View chart
Intuitive Surgical Com New (ISRG)	0.2	$398k		1.2k	337.36	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$397k		5.9k	67.13	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.2	$396k		6.2k	63.38	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.2	$393k		17k	22.65	View chart
L3harris Technologies (LHX)	0.2	$392k		1.9k	210.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$390k		2.2k	174.87	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$384k		8.2k	46.63	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$379k		4.2k	89.31	View chart
Ingersoll Rand (IR)	0.2	$375k		4.9k	77.34	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$372k		8.0k	46.41	View chart
Progressive Corporation (PGR)	0.2	$370k		2.3k	159.28	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$370k		1.4k	273.74	View chart
Scotts Miracle-gro Cl A (SMG)	0.1	$364k		5.7k	63.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$363k		1.3k	277.30	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$363k		2.9k	126.60	View chart
Netflix (NFLX)	0.1	$363k		745.00	486.88	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$361k		4.7k	76.38	View chart
Broadcom (AVGO)	0.1	$355k		318.00	1116.26	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$355k		1.4k	252.22	View chart
Electronic Arts (EA)	0.1	$347k		2.5k	136.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$346k		1.8k	191.24	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$346k		5.3k	65.33	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$341k		3.3k	104.00	View chart
Occidental Petroleum Corporation (OXY)	0.1	$341k		5.7k	59.71	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$340k		13k	25.67	View chart
Wisdomtree Tr Us Hgh Yld Corp (WFHY)	0.1	$340k		7.5k	45.42	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$336k		4.1k	82.04	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$334k		7.3k	46.07	View chart
Procter & Gamble Company (PG)	0.1	$333k		2.3k	146.57	View chart
Philip Morris International (PM)	0.1	$329k		3.5k	94.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$328k		5.8k	56.41	View chart
Merck & Co (MRK)	0.1	$327k		3.0k	109.04	View chart
Consolidated Edison (ED)	0.1	$326k		3.6k	90.97	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$326k		3.3k	98.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$323k		2.2k	147.14	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$320k		4.4k	72.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$315k		1.5k	213.33	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$314k		8.2k	38.25	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$314k		6.8k	46.07	View chart
Expedia Group Com New (EXPE)	0.1	$314k		2.1k	151.79	View chart
Southside Bancshares (SBSI)	0.1	$312k		10k	31.32	View chart
Adobe Systems Incorporated (ADBE)	0.1	$308k		517.00	596.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$307k		2.0k	156.89	View chart
At&t (T)	0.1	$298k		18k	16.78	View chart
Pfizer (PFE)	0.1	$293k		10k	28.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$292k		3.3k	89.81	View chart
Cummins (CMI)	0.1	$289k		1.2k	239.61	View chart
Sherwin-Williams Company (SHW)	0.1	$287k		920.00	312.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$287k		7.6k	37.75	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$285k		5.6k	51.06	View chart
Verizon Communications (VZ)	0.1	$282k		7.5k	37.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$281k		1.4k	200.85	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$281k		8.9k	31.51	View chart
Enterprise Products Partners (EPD)	0.1	$280k		11k	26.35	View chart
Hasbro (HAS)	0.1	$279k		5.5k	51.06	View chart
Microstrategy Cl A New (MSTR)	0.1	$277k		438.00	631.62	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$274k		9.2k	29.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$273k		764.00	356.66	View chart
Texas Instruments Incorporated (TXN)	0.1	$269k		1.6k	170.46	View chart
Unilever Spon Adr New (UL)	0.1	$269k		5.5k	48.48	View chart
Deere & Company (DE)	0.1	$268k		670.00	399.87	View chart
Wal-Mart Stores (WMT)	0.1	$266k		1.7k	157.69	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$263k		3.7k	70.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$263k		8.1k	32.36	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$262k		5.4k	48.32	View chart
Eli Lilly & Co. (LLY)	0.1	$261k		446.00	584.07	View chart
Unum (UNM)	0.1	$260k		5.8k	45.22	View chart
Morgan Stanley Com New (MS)	0.1	$259k		2.8k	93.25	View chart
Lululemon Athletica (LULU)	0.1	$259k		507.00	511.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$259k		3.4k	77.02	View chart
Medtronic SHS (MDT)	0.1	$256k		3.1k	82.38	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$256k		628.00	406.89	View chart
Four Corners Ppty Tr (FCPT)	0.1	$254k		10k	25.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$251k		5.0k	50.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$251k		1.7k	145.03	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$247k		5.5k	44.60	View chart
Dominion Resources (D)	0.1	$245k		5.2k	46.98	View chart
Novo-nordisk A S Adr (NVO)	0.1	$244k		2.4k	103.45	View chart
Pimco High Income Com Shs (PHK)	0.1	$244k		49k	4.99	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$235k		3.2k	72.43	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$234k		5.0k	46.36	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$232k		1.3k	173.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$225k		6.4k	34.95	View chart
ConocoPhillips (COP)	0.1	$224k		1.9k	116.09	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$223k		6.7k	33.37	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$223k		3.1k	72.02	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$222k		9.0k	24.74	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$221k		3.3k	67.35	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$220k		11k	20.71	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$219k		5.2k	42.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$218k		6.6k	32.90	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$217k		2.8k	78.03	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$216k		4.5k	48.03	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$213k		6.1k	34.91	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$213k		2.7k	80.04	View chart
Allegion Ord Shs (ALLE)	0.1	$213k	NEW	1.7k	126.69	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$212k		2.3k	92.16	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$209k		1.8k	117.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$209k		5.6k	37.22	View chart
General Motors Company (GM)	0.1	$208k		5.8k	35.92	View chart
Moody's Corporation (MCO)	0.1	$207k		531.00	390.56	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$207k		1.8k	115.03	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$207k		1.2k	179.21	View chart
Yum! Brands (YUM)	0.1	$207k		1.6k	130.63	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$206k		7.6k	27.04	View chart
Comcast Corp Cl A (CMCSA)	0.1	$205k		4.7k	43.85	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.1	$205k		8.5k	24.04	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.1	$203k		772.00	262.26	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$202k		15k	13.80	View chart
Gray Television (GTN)	0.1	$179k		20k	8.96	View chart
Blink Charging (BLNK)	0.1	$166k		49k	3.39	View chart
Cardiol Therapeutics Com Cl A (CRDL)	0.1	$161k		193k	0.83	View chart
DNP Select Income Fund (DNP)	0.0	$111k		13k	8.48	View chart
Lument Finance Trust (LFT)	0.0	$25k		11k	2.33	View chart
Terran Orbital Corporation (LLAP)	0.0	$15k		13k	1.14	View chart
Advent Technologies Holdng I Com Cl A (ADN)	0.0	$2.2k		10k	0.22	View chart

Past Filings by Lion Street Advisors

SEC 13F filings are viewable for Lion Street Advisors going back to 2019

Lion Street Advisors 2024 Q1 filed April 12, 2024
Lion Street Advisors 2023 Q4 filed Jan. 10, 2024
Lion Street Advisors 2023 Q3 filed Oct. 19, 2023
Lion Street Advisors 2023 Q2 filed July 28, 2023
Lion Street Advisors 2023 Q1 filed April 13, 2023
Lion Street Advisors 2022 Q4 filed Jan. 20, 2023
Lion Street Advisors 2022 Q3 filed Oct. 19, 2022
Lion Street Advisors 2022 Q2 filed July 19, 2022
Lion Street Advisors 2022 Q1 filed May 10, 2022
Lion Street Advisors 2021 Q4 filed Jan. 20, 2022
Lion Street Advisors 2021 Q3 filed Nov. 15, 2021
Lion Street Advisors 2021 Q2 filed Aug. 16, 2021
Lion Street Advisors 2021 Q1 filed April 20, 2021
Lion Street Advisors 2020 Q4 filed Jan. 28, 2021
Lion Street Advisors 2020 Q3 filed Nov. 4, 2020
Lion Street Advisors 2020 Q2 filed July 20, 2020

View all past filings

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