Livelsberger Financial Advisory

Latest statistics and disclosures from Livelsberger Financial Advisory's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ABBV, AAPL, ABT, PH, MSFT, and represent 90.98% of Livelsberger Financial Advisory's stock portfolio.
  • Added to shares of these 4 stocks: ABBV, PH, ABT, AAPL.
  • Reduced shares in these 10 stocks: RPM, NSC, ECL, , ALL, , , EMR, ELV, PFE.
  • Sold out of its positions in ACCO, T, Accuray Inc Del, A, ALL, AMGN, ANIX, ELV, ADSK, BALL.
  • Livelsberger Financial Advisory was a net seller of stock by $-2.8M.
  • Livelsberger Financial Advisory has $2.7M in assets under management (AUM), dropping by -48.04%.
  • Central Index Key (CIK): 0002015721

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Positions held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Livelsberger Financial Advisory

Livelsberger Financial Advisory holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abbvie Equity (ABBV) 39.5 $1.1M 4.6k 231.54
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Apple Equity (AAPL) 16.5 $442k 1.7k 254.66
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Abbott Labs Equity (ABT) 16.3 $438k 3.3k 133.95
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Parker-hannifin Corp Equity (PH) 9.4 $252k 333.00 757.33
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Microsoft Corp Equity (MSFT) 9.3 $249k 480.00 518.34
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Exxon Mobil Corp Equity (XOM) 9.0 $242k -4% 2.1k 112.77
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Past Filings by Livelsberger Financial Advisory

SEC 13F filings are viewable for Livelsberger Financial Advisory going back to 2023