Livelsberger Financial Advisory
Latest statistics and disclosures from Livelsberger Financial Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IIM, MHD, ABBV, GRC, WELL, and represent 35.60% of Livelsberger Financial Advisory's stock portfolio.
- Added to shares of these 10 stocks: IIM, MHD, ABBV, GRC, WELL, PHK, AAPL, KTF, XLI, BUG.
- Started 218 new stock positions in LECO, PM, XLU, MFC, R, MGA, SKM, TRV, PSX, XMLV.
- Reduced shares in these 1 stock: Amr.
- Sold out of its position in Amr.
- Livelsberger Financial Advisory was a net buyer of stock by $19M.
- Livelsberger Financial Advisory has $19M in assets under management (AUM).
- Central Index Key (CIK): 0002015721
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Portfolio Holdings for Livelsberger Financial Advisory
Livelsberger Financial Advisory holds 218 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Insured Municipal Income Trust (IIM) | 10.8 | $2.0M | NEW | 192k | 10.46 |
|
| BlackRock MuniHoldings Fund (MHD) | 9.6 | $1.8M | NEW | 174k | 10.26 |
|
| Abbvie (ABBV) | 6.4 | $1.2M | NEW | 4.5k | 261.61 |
|
| Gorman-Rupp Company (GRC) | 4.6 | $852k | NEW | 11k | 74.48 |
|
| Welltower Inc Com reit (WELL) | 4.4 | $810k | NEW | 3.5k | 230.27 |
|
| Pimco High Income Com Shs (PHK) | 3.4 | $627k | NEW | 153k | 4.10 |
|
| Apple (AAPL) | 3.2 | $590k | NEW | 1.8k | 333.03 |
|
| Dws Municipal Income Cf non-tax cef (KTF) | 3.1 | $586k | NEW | 72k | 8.10 |
|
| Select Sector Spdr Tr Indl (XLI) | 2.6 | $488k | NEW | 2.9k | 166.95 |
|
| Global X Fds Cybrscurty Etf (BUG) | 2.5 | $470k | NEW | 10k | 46.18 |
|
| Intel Corporation (INTC) | 1.9 | $359k | NEW | 3.0k | 120.21 |
|
| Abbott Laboratories (ABT) | 1.7 | $326k | NEW | 3.3k | 98.83 |
|
| Parker-Hannifin Corporation (PH) | 1.7 | $321k | NEW | 335.00 | 956.62 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 1.4 | $251k | NEW | 23k | 10.83 |
|
| Merck & Co (MRK) | 1.3 | $243k | NEW | 1.7k | 145.33 |
|
| Microsoft Corporation (MSFT) | 1.3 | $237k | NEW | 461.00 | 513.39 |
|
| Coca-Cola Company (KO) | 1.2 | $218k | NEW | 2.5k | 86.08 |
|
| Marathon Petroleum Corp (MPC) | 1.1 | $212k | NEW | 536.00 | 395.28 |
|
| Nextera Energy (NEE) | 1.1 | $210k | NEW | 2.8k | 75.75 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $193k | NEW | 167.00 | 1157.08 |
|
| Johnson & Johnson (JNJ) | 1.0 | $187k | NEW | 708.00 | 264.64 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $186k | NEW | 409.00 | 455.66 |
|
| Norfolk Southern (NSC) | 1.0 | $182k | NEW | 589.00 | 309.07 |
|
| FedEx Corporation (FDX) | 1.0 | $179k | NEW | 628.00 | 285.24 |
|
| ConocoPhillips (COP) | 0.9 | $173k | NEW | 1.4k | 125.11 |
|
| Allstate Corporation (ALL) | 0.8 | $157k | NEW | 706.00 | 221.76 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $151k | NEW | 457.00 | 330.93 |
|
| Ecolab (ECL) | 0.8 | $150k | NEW | 547.00 | 274.40 |
|
| PNC Financial Services (PNC) | 0.8 | $148k | NEW | 664.00 | 222.32 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.8 | $147k | NEW | 952.00 | 154.55 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $142k | NEW | 620.00 | 228.49 |
|
| Emerson Electric (EMR) | 0.8 | $141k | NEW | 911.00 | 155.10 |
|
| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.8 | $141k | NEW | 15k | 9.24 |
|
| Pfizer (PFE) | 0.7 | $137k | NEW | 4.8k | 28.52 |
|
| Anthem (ELV) | 0.6 | $120k | NEW | 309.00 | 388.31 |
|
| Phillips 66 (PSX) | 0.6 | $119k | NEW | 466.00 | 255.38 |
|
| Morgan Stanley Com New (MS) | 0.6 | $119k | NEW | 632.00 | 187.99 |
|
| Philip Morris International (PM) | 0.6 | $114k | NEW | 599.00 | 190.78 |
|
| Proshares Tr Pshs Ultra Tech (ROM) | 0.6 | $112k | NEW | 701.00 | 159.18 |
|
| At&t (T) | 0.6 | $109k | NEW | 4.5k | 24.40 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $109k | NEW | 504.00 | 216.08 |
|
| Ventas (VTR) | 0.5 | $96k | NEW | 1.1k | 85.00 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.5 | $86k | NEW | 1.9k | 44.46 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $85k | NEW | 320.00 | 264.75 |
|
| Spdr Ser Tr Hlth Cr Equip (XHE) | 0.4 | $84k | NEW | 921.00 | 90.71 |
|
| Enterprise Products Partners (EPD) | 0.4 | $79k | NEW | 2.2k | 35.61 |
|
| Amgen (AMGN) | 0.4 | $74k | NEW | 175.00 | 420.55 |
|
| RPM International (RPM) | 0.4 | $72k | NEW | 731.00 | 98.67 |
|
| Verizon Communications (VZ) | 0.4 | $70k | NEW | 1.5k | 45.86 |
|
| Chevron Corporation (CVX) | 0.4 | $70k | NEW | 341.00 | 204.05 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $67k | NEW | 1.1k | 61.51 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $67k | NEW | 321.00 | 209.40 |
|
| International Business Machines (IBM) | 0.4 | $66k | NEW | 302.00 | 219.64 |
|
| Walt Disney Company (DIS) | 0.3 | $62k | NEW | 591.00 | 104.83 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $61k | NEW | 101.00 | 607.38 |
|
| Qualcomm (QCOM) | 0.3 | $60k | NEW | 327.00 | 184.14 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $57k | NEW | 636.00 | 90.11 |
|
| Nike CL B (NKE) | 0.3 | $55k | NEW | 1.6k | 35.40 |
|
| 3M Company (MMM) | 0.3 | $53k | NEW | 323.00 | 164.15 |
|
| Marvell Technology (MRVL) | 0.3 | $53k | NEW | 200.00 | 264.21 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.3 | $52k | NEW | 2.0k | 25.91 |
|
| Deere & Company (DE) | 0.3 | $51k | NEW | 77.00 | 667.66 |
|
| Union Pacific Corporation (UNP) | 0.3 | $50k | NEW | 185.00 | 272.24 |
|
| Bank of America Corporation (BAC) | 0.3 | $48k | NEW | 876.00 | 54.44 |
|
| Wal-Mart Stores (WMT) | 0.3 | $47k | NEW | 450.00 | 103.92 |
|
| Timken Company (TKR) | 0.2 | $46k | NEW | 395.00 | 116.64 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $46k | NEW | 534.00 | 85.65 |
|
| Netease Sponsored Ads (NTES) | 0.2 | $43k | NEW | 354.00 | 121.27 |
|
| Pentair SHS (PNR) | 0.2 | $40k | NEW | 756.00 | 52.96 |
|
| Lowe's Companies (LOW) | 0.2 | $40k | NEW | 215.00 | 184.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $38k | NEW | 110.00 | 340.74 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.2 | $37k | NEW | 720.00 | 51.15 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.2 | $36k | NEW | 3.6k | 10.12 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $35k | NEW | 653.00 | 53.44 |
|
| Shell Spon Ads (SHEL) | 0.2 | $33k | NEW | 349.00 | 94.96 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $32k | NEW | 188.00 | 172.55 |
|
| Home Depot (HD) | 0.2 | $32k | NEW | 113.00 | 284.49 |
|
| Keysight Technologies (KEYS) | 0.2 | $32k | NEW | 88.00 | 364.05 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $31k | NEW | 2.1k | 15.26 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $31k | NEW | 274.00 | 114.15 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $31k | NEW | 80.00 | 380.84 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $30k | NEW | 72.00 | 416.12 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $29k | NEW | 625.00 | 46.91 |
|
| Park National Corporation (PRK) | 0.2 | $29k | NEW | 161.00 | 178.66 |
|
| Nvent Electric SHS (NVT) | 0.2 | $28k | NEW | 175.00 | 160.82 |
|
| FirstEnergy (FE) | 0.2 | $28k | NEW | 645.00 | 43.32 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $28k | NEW | 852.00 | 32.55 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $27k | NEW | 188.00 | 143.52 |
|
| John Hancock Pref. Income Fund II (HPF) | 0.1 | $27k | NEW | 2.0k | 13.47 |
|
| Verisign (VRSN) | 0.1 | $27k | NEW | 94.00 | 282.87 |
|
| Orix Corp Sponsored Adr (IX) | 0.1 | $27k | NEW | 704.00 | 37.71 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $26k | NEW | 659.00 | 39.47 |
|
| Manulife Finl Corp (MFC) | 0.1 | $26k | NEW | 602.00 | 42.56 |
|
| Spdr S P 500 Etf Tr Tr Unit (SPY) | 0.1 | $25k | NEW | 33.00 | 762.64 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $25k | NEW | 50.00 | 497.96 |
|
| Warner Bros Discovery Com Ser A | 0.1 | $25k | NEW | 801.00 | 30.95 |
|
| Suncor Energy (SU) | 0.1 | $25k | NEW | 364.00 | 67.86 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $25k | NEW | 230.00 | 106.71 |
|
| Northwest Bancshares (NWBI) | 0.1 | $24k | NEW | 1.6k | 14.84 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $24k | NEW | 158.00 | 151.79 |
|
| Ryder System (R) | 0.1 | $23k | NEW | 100.00 | 227.86 |
|
| Biogen Idec (BIIB) | 0.1 | $23k | NEW | 100.00 | 225.88 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $22k | NEW | 93.00 | 238.81 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $22k | NEW | 130.00 | 168.42 |
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $21k | NEW | 249.00 | 84.94 |
|
| Autodesk (ADSK) | 0.1 | $21k | NEW | 99.00 | 209.00 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $20k | NEW | 425.00 | 47.34 |
|
| Becton, Dickinson and (BDX) | 0.1 | $20k | NEW | 109.00 | 179.00 |
|
| Ge Aerospace Com New (GE) | 0.1 | $20k | NEW | 62.00 | 314.45 |
|
| Canadian Natl Ry (CNI) | 0.1 | $19k | NEW | 160.00 | 118.57 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $19k | NEW | 179.00 | 105.71 |
|
| Bce Com New (BCE) | 0.1 | $18k | NEW | 893.00 | 20.35 |
|
| Icon SHS (ICLR) | 0.1 | $17k | NEW | 102.00 | 169.99 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $17k | NEW | 310.00 | 55.01 |
|
| First Tr Exchange Traded Cap Strength Etf (FTCS) | 0.1 | $17k | NEW | 177.00 | 93.85 |
|
| Hershey Company (HSY) | 0.1 | $16k | NEW | 103.00 | 157.45 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $16k | NEW | 85.00 | 184.69 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $16k | NEW | 122.00 | 128.35 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.1 | $15k | NEW | 438.00 | 34.92 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $15k | NEW | 55.00 | 277.89 |
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $15k | NEW | 109.00 | 133.40 |
|
| Ge Vernova (GEV) | 0.1 | $14k | NEW | 15.00 | 950.47 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $14k | NEW | 99.00 | 143.02 |
|
| Joyy Ads Repstg Com A (JOYY) | 0.1 | $14k | NEW | 174.00 | 80.30 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $14k | NEW | 76.00 | 183.01 |
|
| Smurfit Westrock SHS (SW) | 0.1 | $13k | NEW | 304.00 | 44.15 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $13k | NEW | 396.00 | 32.63 |
|
| Capital Sr Living Corp (SNDA) | 0.1 | $13k | NEW | 342.00 | 37.58 |
|
| American Tower Reit (AMT) | 0.1 | $13k | NEW | 77.00 | 162.74 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $12k | NEW | 83.00 | 148.65 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $12k | NEW | 184.00 | 63.55 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $12k | NEW | 75.00 | 155.20 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $11k | NEW | 100.00 | 112.09 |
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.1 | $11k | NEW | 1.2k | 9.07 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $11k | NEW | 39.00 | 284.49 |
|
| Devon Energy Corporation (DVN) | 0.1 | $11k | NEW | 240.00 | 46.03 |
|
| Iamgold Corp (IAG) | 0.1 | $11k | NEW | 600.00 | 18.41 |
|
| PIMCO Corporate Income Fund (PCN) | 0.1 | $11k | NEW | 1.0k | 10.67 |
|
| Corteva (CTVA) | 0.1 | $11k | NEW | 135.00 | 77.65 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $10k | NEW | 50.00 | 207.18 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $10k | NEW | 46.00 | 221.04 |
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $10k | NEW | 1.2k | 8.29 |
|
| Viatris (VTRS) | 0.1 | $9.8k | NEW | 553.00 | 17.73 |
|
| Cisco Systems (CSCO) | 0.1 | $9.8k | NEW | 91.00 | 107.69 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $9.7k | NEW | 200.00 | 48.70 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $9.7k | NEW | 500.00 | 19.30 |
|
| Travelers Companies (TRV) | 0.0 | $9.3k | NEW | 26.00 | 356.50 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $9.1k | NEW | 188.00 | 48.64 |
|
| Clorox Company (CLX) | 0.0 | $8.9k | NEW | 110.00 | 81.01 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $8.7k | NEW | 159.00 | 54.55 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $8.3k | NEW | 16.00 | 520.38 |
|
| Pepsi (PEP) | 0.0 | $8.2k | NEW | 65.00 | 126.72 |
|
| Boston Beer Cl A (SAM) | 0.0 | $8.2k | NEW | 50.00 | 164.02 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $8.1k | NEW | 343.00 | 23.51 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $8.1k | NEW | 100.00 | 80.60 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $7.9k | NEW | 30.00 | 264.57 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $7.8k | NEW | 100.00 | 78.42 |
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.0 | $7.8k | NEW | 1.3k | 6.01 |
|
| Novo Nordisk A S Adr (NVO) | 0.0 | $7.7k | NEW | 204.00 | 37.98 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $7.7k | NEW | 41.00 | 187.05 |
|
| Citigroup Com New (C) | 0.0 | $7.6k | NEW | 59.00 | 129.47 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $7.2k | NEW | 200.00 | 35.93 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $7.1k | NEW | 1.3k | 5.63 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $7.1k | NEW | 80.00 | 88.15 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $7.0k | NEW | 4.3k | 1.65 |
|
| CSX Corporation (CSX) | 0.0 | $7.0k | NEW | 151.00 | 46.65 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $6.9k | NEW | 20.00 | 344.10 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $6.7k | NEW | 21.00 | 318.62 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $6.6k | NEW | 120.00 | 55.39 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $6.5k | NEW | 35.00 | 186.40 |
|
| Waters Corporation (WAT) | 0.0 | $6.2k | NEW | 14.00 | 439.36 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $5.9k | NEW | 228.00 | 25.87 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $5.8k | NEW | 319.00 | 18.17 |
|
| Sabra Health Care REIT (SBRA) | 0.0 | $5.4k | NEW | 274.00 | 19.70 |
|
| Amazon (AMZN) | 0.0 | $5.0k | NEW | 20.00 | 249.15 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $4.9k | NEW | 66.00 | 73.68 |
|
| Kinross Gold Corp (KGC) | 0.0 | $4.9k | NEW | 201.00 | 24.14 |
|
| Anixa Biosciences (ANIX) | 0.0 | $4.8k | NEW | 1.6k | 2.93 |
|
| Cummins (CMI) | 0.0 | $4.7k | NEW | 9.00 | 523.67 |
|
| Invesco Van Kampen Municipal Trust (VKQ) | 0.0 | $4.7k | NEW | 553.00 | 8.48 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $4.2k | NEW | 11.00 | 382.09 |
|
| Prudential Adr (PUK) | 0.0 | $3.9k | NEW | 158.00 | 24.81 |
|
| Dow (DOW) | 0.0 | $3.7k | NEW | 136.00 | 27.54 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $3.7k | NEW | 59.00 | 62.97 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $3.7k | NEW | 112.00 | 33.04 |
|
| Ford Motor Company (F) | 0.0 | $3.6k | NEW | 300.00 | 12.06 |
|
| Timkensteel (MTUS) | 0.0 | $3.5k | NEW | 182.00 | 18.99 |
|
| Ingevity (NGVT) | 0.0 | $3.0k | NEW | 43.00 | 70.74 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $3.0k | NEW | 9.00 | 337.78 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $2.8k | NEW | 12.00 | 231.00 |
|
| Cigna Corp (CI) | 0.0 | $2.4k | NEW | 9.00 | 271.78 |
|
| Organon Common Stock (OGN) | 0.0 | $2.2k | NEW | 161.00 | 13.67 |
|
| Wells Fargo & Company (WFC) | 0.0 | $1.9k | NEW | 24.00 | 80.29 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.9k | NEW | 10.00 | 187.30 |
|
| Kraft Heinz (KHC) | 0.0 | $1.9k | NEW | 82.00 | 22.60 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $1.7k | NEW | 77.00 | 22.10 |
|
| Ball Corporation (BALL) | 0.0 | $1.6k | NEW | 28.00 | 56.93 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $1.5k | NEW | 75.00 | 20.15 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.4k | NEW | 21.00 | 65.48 |
|
| Steris Shs Usd (STE) | 0.0 | $1.4k | NEW | 6.00 | 226.67 |
|
| Invesco SHS (IVZ) | 0.0 | $1.3k | NEW | 43.00 | 30.12 |
|
| Enbridge (ENB) | 0.0 | $1.2k | NEW | 25.00 | 46.04 |
|
| Jackson Financial Com Cl A (JXN) | 0.0 | $1.1k | NEW | 9.00 | 125.33 |
|
| Alcon Ord Shs (ALC) | 0.0 | $1.1k | NEW | 17.00 | 65.06 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.1k | NEW | 23.00 | 46.87 |
|
| Celldex Therapeutics Com New (CLDX) | 0.0 | $1.1k | NEW | 33.00 | 32.42 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.0k | NEW | 48.00 | 21.75 |
|
| Lumentum Hldgs (LITE) | 0.0 | $971.000000 | NEW | 1.00 | 971.00 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $908.000400 | NEW | 12.00 | 75.67 |
|
| Chemours (CC) | 0.0 | $828.001800 | NEW | 61.00 | 13.57 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $785.000000 | NEW | 10.00 | 78.50 |
|
| Wabtec Corporation (WAB) | 0.0 | $574.000000 | NEW | 2.00 | 287.00 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $563.000000 | NEW | 50.00 | 11.26 |
|
| ACCO Brands Corporation (ACCO) | 0.0 | $558.999000 | NEW | 133.00 | 4.20 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $555.000000 | NEW | 5.00 | 111.00 |
|
| Nov (NOV) | 0.0 | $543.999400 | NEW | 29.00 | 18.76 |
|
| Carrier Global Corporation (CARR) | 0.0 | $531.000000 | NEW | 10.00 | 53.10 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $502.000000 | NEW | 5.00 | 100.40 |
|
Past Filings by Livelsberger Financial Advisory
SEC 13F filings are viewable for Livelsberger Financial Advisory going back to 2023
- Livelsberger Financial Advisory 2026 Q3 filed Oct. 28, 2026
- Livelsberger Financial Advisory 2025 Q4 filed Jan. 7, 2026
- Livelsberger Financial Advisory 2025 Q3 filed Oct. 14, 2025
- Livelsberger Financial Advisory 2025 Q2 filed July 8, 2025
- Livelsberger Financial Advisory 2025 Q1 filed April 8, 2025
- Livelsberger Financial Advisory 2024 Q4 filed Jan. 14, 2025
- Livelsberger Financial Advisory 2024 Q3 filed Oct. 21, 2024
- Livelsberger Financial Advisory 2024 Q2 filed Aug. 5, 2024
- Livelsberger Financial Advisory 2024 Q1 filed May 22, 2024
- Livelsberger Financial Advisory 2023 Q4 filed March 22, 2024