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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, COST, VV, AAPL, and represent 30.49% of Lion Street Advisors's stock portfolio.
Added to shares of these 10 stocks: GIS (+$19M), SCHD, PULS, COST, VOO, MINT, APUE, SCHF, SPYG, SPHY.
Started 21 new stock positions in IWY, HYG, CRM, MINT, EPAM, GS, SPHY, CDNS, EMXC, FJAN. UFCS, BSV, WBA, LNG, VCSH, SPIB, BLK, GNOV, CBRE, BBW, AMAT.
Reduced shares in these 10 stocks: TLT, STLA, , , STZ, , VZ, EFA, FMAY, IWX.
Sold out of its positions in BlackRock, BLNK, CNI, SILA, STZ, DFUV, EXPE, FTCS, GMAY, FI. GTN, PKW, TLT, IWX, MELI, NVO, SPYV, LLAP, VIGI, VZ, VRTX, STLA.
Lion Street Advisors was a net buyer of stock by $36M.
Lion Street Advisors has $314M in assets under management (AUM), dropping by 9.26%.
Central Index Key (CIK): 0001801991

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Portfolio Holdings for Lion Street Advisors

Lion Street Advisors holds 260 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
General Mills (GIS)	21.3	$67M	+38%	1.0M	63.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$8.3M		16k	511.24	View chart
Costco Wholesale Corporation (COST)	2.4	$7.4M	+30%	8.1k	916.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.1	$6.6M	+2%	25k	269.70	View chart
Apple (AAPL)	2.1	$6.5M	-3%	26k	250.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$6.1M	+261%	223k	27.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$6.0M	+24%	11k	538.81	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.8	$5.7M	+43%	116k	49.55	View chart
Amazon (AMZN)	1.7	$5.2M		24k	219.40	View chart
NVIDIA Corporation (NVDA)	1.4	$4.4M	-3%	33k	134.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$4.0M	+5%	6.7k	588.78	View chart
Darden Restaurants (DRI)	1.2	$3.8M		20k	186.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$3.7M	+11%	14k	264.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$3.5M		27k	127.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$3.4M		12k	289.85	View chart
Exxon Mobil Corporation (XOM)	1.1	$3.3M	+16%	31k	107.57	View chart
Microsoft Corporation (MSFT)	1.0	$3.2M	+3%	7.7k	421.47	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$3.2M	+2%	33k	96.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$3.1M		5.4k	585.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$3.1M		39k	80.27	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$2.5M	+6%	11k	232.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$2.4M	+2%	13k	185.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$2.4M		12k	195.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$2.2M	-9%	5.4k	410.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$2.1M	+24%	12k	178.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$2.0M	-13%	26k	75.61	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$1.9M	+7%	33k	59.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.6	$1.9M		38k	48.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.8M	-5%	9.5k	189.29	View chart
Trust For Professional Man Activepassive Us (APUE)	0.6	$1.7M	+77%	49k	35.76	View chart
Fortinet (FTNT)	0.6	$1.7M	+29%	18k	94.48	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$1.7M	+3%	29k	59.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.7M		9.8k	169.30	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$1.7M	+15%	18k	91.68	View chart
Meta Platforms Cl A (META)	0.5	$1.7M	-3%	2.8k	585.62	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.6M	+7%	6.7k	239.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.6M	+2%	51k	30.47	View chart
Oneok (OKE)	0.5	$1.5M	+26%	15k	100.40	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.5M		12k	126.75	View chart
Trane Technologies SHS (TT)	0.5	$1.5M	-3%	4.0k	369.35	View chart
International Business Machines (IBM)	0.5	$1.5M	+15%	6.6k	219.83	View chart
Union Pacific Corporation (UNP)	0.4	$1.4M	+46%	6.1k	227.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$1.4M	+72%	75k	18.50	View chart
Abbvie (ABBV)	0.4	$1.4M	+32%	7.8k	177.70	View chart
Chevron Corporation (CVX)	0.4	$1.3M	+4%	9.3k	144.84	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.4	$1.3M	+6%	33k	40.57	View chart
Pepsi (PEP)	0.4	$1.3M	+4%	8.4k	152.03	View chart
Tesla Motors (TSLA)	0.4	$1.3M	-14%	3.1k	403.84	View chart
Cisco Systems (CSCO)	0.4	$1.2M	+7%	21k	59.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.2M		26k	47.82	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.4	$1.2M	+2%	29k	41.61	View chart
Visa Com Cl A (V)	0.4	$1.2M	-3%	3.8k	316.00	View chart
Corning Incorporated (GLW)	0.4	$1.2M	+12%	26k	47.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$1.2M	-3%	35k	34.59	View chart
Garmin SHS (GRMN)	0.4	$1.2M	-2%	5.7k	206.24	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$1.1M	+12%	65k	17.70	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.1M	-5%	15k	75.63	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$1.1M	-10%	9.7k	112.26	View chart
Johnson & Johnson (JNJ)	0.3	$1.1M		7.5k	144.63	View chart
Caterpillar (CAT)	0.3	$1.1M		2.9k	362.76	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.1M	+6%	19k	56.48	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$1.1M	-2%	21k	50.28	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$1.1M	-11%	26k	40.32	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$1.0M	+6%	17k	61.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.0M	+12%	1.6k	621.30	View chart
Kimberly-Clark Corporation (KMB)	0.3	$999k	+12%	7.6k	131.06	View chart
Whirlpool Corporation (WHR)	0.3	$990k	+31%	8.6k	114.48	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$975k	-12%	7.2k	135.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$969k		5.1k	190.46	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$958k	+16%	2.3k	425.72	View chart
Broadcom (AVGO)	0.3	$952k		4.1k	231.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$945k	-3%	13k	71.91	View chart
Eaton Corp SHS (ETN)	0.3	$938k	+22%	2.8k	331.87	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$911k	-3%	6.9k	132.10	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$893k	+5%	22k	40.26	View chart
Clorox Company (CLX)	0.3	$860k	+9%	5.3k	162.43	View chart
Coca-Cola Company (KO)	0.3	$860k		14k	62.26	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.3	$858k	+39%	30k	28.98	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$853k	+20%	24k	35.85	View chart
Mastercard Incorporated Cl A (MA)	0.3	$851k	-5%	1.6k	526.57	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$842k		7.9k	106.55	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$832k	+2%	17k	49.05	View chart
Evergy (EVRG)	0.3	$830k	+11%	14k	61.55	View chart
Prudential Financial (PRU)	0.3	$823k	+40%	6.9k	118.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$818k	-6%	4.1k	198.18	View chart
Axsome Therapeutics (AXSM)	0.3	$812k	+16%	9.6k	84.61	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$804k	+263%	9.1k	87.90	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$801k	+27%	18k	45.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$795k	NEW	7.9k	100.34	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$789k		15k	53.44	View chart
Tyson Foods Cl A (TSN)	0.3	$787k	+53%	14k	57.44	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$778k	+17%	18k	44.01	View chart
Bank of America Corporation (BAC)	0.2	$751k	+6%	17k	43.95	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.2	$734k	+9%	25k	29.86	View chart
Bristol Myers Squibb (BMY)	0.2	$715k	+6%	13k	56.56	View chart
Amgen (AMGN)	0.2	$711k	+19%	2.7k	260.66	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$704k	-15%	16k	42.90	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.2	$697k	+89%	25k	28.02	View chart
Progressive Corporation (PGR)	0.2	$694k	+26%	2.9k	239.61	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$693k	-3%	16k	44.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$685k	-2%	3.1k	221.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.2	$681k	-4%	15k	45.70	View chart
Servicenow (NOW)	0.2	$676k	-18%	638.00	1060.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$670k		26k	25.52	View chart
Principal Financial (PFG)	0.2	$648k		8.4k	77.41	View chart
Dow (DOW)	0.2	$640k	+28%	16k	40.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$638k	+29%	6.3k	101.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$628k	+13%	8.3k	75.69	View chart
Electronic Arts (EA)	0.2	$626k	-10%	4.3k	146.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$625k	+3%	5.4k	115.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$613k	+2%	6.4k	96.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$609k	-18%	13k	46.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.2	$606k	-32%	13k	47.43	View chart
Us Bancorp Del Com New (USB)	0.2	$606k	+4%	13k	47.83	View chart
Netflix (NFLX)	0.2	$584k	-6%	655.00	891.32	View chart
FedEx Corporation (FDX)	0.2	$579k	+7%	2.1k	281.27	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.2	$578k		13k	44.74	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$574k	+7%	12k	46.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$570k	-4%	9.9k	57.53	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$570k	+2%	1.6k	366.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$560k	+36%	2.7k	206.92	View chart
Lockheed Martin Corporation (LMT)	0.2	$559k		1.2k	485.60	View chart
Air Products & Chemicals (APD)	0.2	$545k	+8%	1.9k	290.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$544k	+18%	2.9k	190.89	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$540k	NEW	23k	23.47	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$531k		12k	43.64	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$523k	+10%	2.5k	210.25	View chart
Home Depot (HD)	0.2	$522k	-4%	1.3k	388.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$522k	+11%	12k	44.04	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$521k	+36%	10k	51.25	View chart
McDonald's Corporation (MCD)	0.2	$519k		1.8k	289.69	View chart
Intuitive Surgical Com New (ISRG)	0.2	$517k	-4%	990.00	521.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.2	$512k	-2%	19k	27.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$508k		2.1k	242.21	View chart
Wal-Mart Stores (WMT)	0.2	$506k	+27%	5.6k	90.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.2	$501k	NEW	14k	34.98	View chart
Philip Morris International (PM)	0.2	$497k	+59%	4.1k	120.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$494k	+5%	8.4k	58.78	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$482k	+4%	2.0k	242.17	View chart
Chewy Cl A (CHWY)	0.2	$478k		14k	33.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$476k	+13%	6.4k	74.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$475k	+130%	3.8k	123.53	View chart
Stanley Black & Decker (SWK)	0.2	$474k	-2%	5.9k	80.29	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$473k		2.9k	164.17	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$467k	+42%	8.9k	52.48	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$463k		40k	11.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$462k	+7%	7.4k	62.30	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$443k	+4%	8.2k	54.36	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$436k	-10%	2.1k	211.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$435k	+60%	4.5k	96.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$427k	-5%	9.9k	43.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$425k	-17%	2.2k	197.49	View chart
Unum (UNM)	0.1	$420k		5.8k	73.03	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$417k		1.4k	287.82	View chart
Abbott Laboratories (ABT)	0.1	$413k		3.6k	113.11	View chart
Enterprise Products Partners (EPD)	0.1	$412k	+17%	13k	31.36	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$412k		4.8k	85.66	View chart
Natera (NTRA)	0.1	$411k		2.6k	158.30	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$410k		1.2k	334.25	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$406k	-28%	4.1k	98.86	View chart
Blackrock (BLK)	0.1	$405k	NEW	395.00	1025.21	View chart
Molson Coors Beverage CL B (TAP)	0.1	$402k		7.0k	57.32	View chart
Cummins (CMI)	0.1	$401k		1.2k	348.66	View chart
Cardiol Therapeutics Com Cl A (CRDL)	0.1	$396k	+12%	308k	1.29	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.1	$396k	+11%	4.4k	90.06	View chart
Ingersoll Rand (IR)	0.1	$392k	-6%	4.3k	90.46	View chart
Walt Disney Company (DIS)	0.1	$390k	-3%	3.5k	111.31	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$387k		4.6k	84.79	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$387k		5.2k	74.02	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$385k	-10%	2.6k	145.35	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$384k	-13%	11k	35.98	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$383k	+8%	8.9k	43.11	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$380k	+5%	5.5k	68.93	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$379k	+13%	5.8k	65.52	View chart
CVS Caremark Corporation (CVS)	0.1	$376k	+18%	8.4k	44.89	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$373k		13k	27.77	View chart
UnitedHealth (UNH)	0.1	$365k	-23%	722.00	505.86	View chart
Crown Castle Intl (CCI)	0.1	$364k	+8%	4.0k	90.76	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$358k	+66%	7.4k	48.33	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$357k	-28%	8.9k	40.34	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.1	$356k		17k	20.87	View chart
Eli Lilly & Co. (LLY)	0.1	$351k		454.00	772.18	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$347k		5.1k	67.67	View chart
Merck & Co (MRK)	0.1	$345k		3.5k	99.49	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$343k	+10%	9.9k	34.75	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.1	$340k		7.5k	45.13	View chart
Morgan Stanley Com New (MS)	0.1	$339k	-4%	2.7k	125.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$338k	+17%	2.1k	159.52	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$336k		4.1k	81.98	View chart
Procter & Gamble Company (PG)	0.1	$333k		2.0k	167.78	View chart
Applied Materials (AMAT)	0.1	$333k	NEW	2.0k	162.62	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$320k	-16%	4.2k	76.15	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$315k		12k	25.84	View chart
Southside Bancshares (SBSI)	0.1	$313k		9.9k	31.76	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$312k	NEW	1.3k	235.27	View chart
Scotts Miracle-gro Cl A (SMG)	0.1	$312k	-5%	4.7k	66.34	View chart
Sherwin-Williams Company (SHW)	0.1	$309k	-2%	908.00	339.75	View chart
Cbre Group Cl A (CBRE)	0.1	$308k	NEW	2.3k	131.29	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$307k		8.7k	35.26	View chart
Intel Corporation (INTC)	0.1	$306k	+76%	15k	20.05	View chart
Consolidated Edison (ED)	0.1	$305k	-4%	3.4k	89.24	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$305k	+15%	2.7k	114.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$299k		745.00	401.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$298k	NEW	3.9k	77.27	View chart
At&t (T)	0.1	$295k	-3%	13k	22.77	View chart
CSX Corporation (CSX)	0.1	$292k	-4%	9.0k	32.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$287k	NEW	3.7k	78.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$287k	+4%	4.4k	65.10	View chart
Deere & Company (DE)	0.1	$287k	-3%	677.00	423.70	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$284k		7.4k	38.50	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.1	$279k	+7%	11k	24.66	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$273k	-5%	15k	18.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$273k	-2%	602.00	453.28	View chart
Four Corners Ppty Tr (FCPT)	0.1	$272k		10k	27.14	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$269k		3.5k	77.81	View chart
United Fire & Casualty (UFCS)	0.1	$266k	NEW	9.4k	28.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$265k		6.4k	41.29	View chart
Pfizer (PFE)	0.1	$262k	-3%	9.9k	26.53	View chart
Walgreen Boots Alliance (WBA)	0.1	$261k	NEW	28k	9.33	View chart
Hasbro (HAS)	0.1	$260k	-4%	4.7k	55.91	View chart
Thermo Fisher Scientific (TMO)	0.1	$259k	+32%	497.00	520.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$257k		6.9k	37.21	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$253k	-3%	3.1k	80.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$250k		1.5k	161.80	View chart
Cadence Design Systems (CDNS)	0.1	$250k	NEW	831.00	300.47	View chart
Build-A-Bear Workshop (BBW)	0.1	$249k	NEW	5.4k	46.04	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.1	$246k		8.4k	29.29	View chart
L3harris Technologies (LHX)	0.1	$246k	-35%	1.2k	210.28	View chart
Dominion Resources (D)	0.1	$242k	-4%	4.5k	53.85	View chart
Booking Holdings (BKNG)	0.1	$239k	-2%	48.00	4968.40	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$237k	-18%	8.3k	28.42	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$235k		2.5k	95.01	View chart
Copart (CPRT)	0.1	$233k	-8%	4.1k	57.39	View chart
Adobe Systems Incorporated (ADBE)	0.1	$231k	+20%	520.00	444.68	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$230k	NEW	2.9k	78.64	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$225k	+8%	5.0k	44.92	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$224k		1.7k	133.52	View chart
Epam Systems (EPAM)	0.1	$224k	NEW	956.00	233.82	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$223k		5.2k	42.97	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$222k		1.8k	124.96	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$220k	-9%	3.4k	63.86	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$220k	NEW	4.0k	55.45	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$220k	-10%	1.2k	177.03	View chart
Cheniere Energy Com New (LNG)	0.1	$220k	NEW	1.0k	214.87	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$218k	-17%	2.1k	104.88	View chart
Transunion (TRU)	0.1	$217k	-8%	2.3k	92.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$215k		895.00	240.28	View chart
Goldman Sachs (GS)	0.1	$214k	NEW	374.00	572.62	View chart
Yum! Brands (YUM)	0.1	$213k		1.6k	134.11	View chart
General Motors Company (GM)	0.1	$212k	-30%	4.0k	53.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$212k		4.4k	48.42	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$212k	-10%	2.4k	88.79	View chart
salesforce (CRM)	0.1	$209k	NEW	624.00	334.33	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$206k	-14%	5.3k	39.27	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$206k	NEW	6.3k	32.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$205k	NEW	4.5k	45.90	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$203k		4.2k	48.67	View chart
DNP Select Income Fund (DNP)	0.0	$115k		13k	8.82	View chart
Pimco High Income Com Shs (PHK)	0.0	$81k		17k	4.86	View chart
Lument Finance Trust (LFT)	0.0	$28k		11k	2.58	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 Q4 filed Jan. 27, 2025
Lion Street Advisors 2024 Q3 filed Oct. 10, 2024
Lion Street Advisors 2024 Q2 filed July 12, 2024
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

View all past filings

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