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, XOM, PH, and represent 100.00% of Livelsberger Financial Advisory's stock portfolio.
- Added to shares of these 5 stocks: ABBV, XOM, ABT, PH, AAPL.
- Reduced shares in these 1 stock: MSFT.
- Sold out of its position in MSFT.
- Livelsberger Financial Advisory was a net seller of stock by $-195k.
- Livelsberger Financial Advisory has $2.1M in assets under management (AUM), dropping by -1.95%.
- Central Index Key (CIK): 0002015721
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Portfolio Holdings for Livelsberger Financial Advisory
Livelsberger Financial Advisory holds 5 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Abbvie Eqty (ABBV) | 41.3 | $865k | 4.1k | 209.49 |
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| Apple Eqty (AAPL) | 18.4 | $385k | 1.7k | 222.19 |
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| Abbott Labs Eqty (ABT) | 18.0 | $378k | 2.8k | 132.63 |
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| Exxon Mobil Corp Eqty (XOM) | 12.7 | $265k | 2.2k | 118.89 |
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| Parker-hannifin Corp Eqty (PH) | 9.6 | $201k | 331.00 | 607.80 |
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Past Filings by Livelsberger Financial Advisory
SEC 13F filings are viewable for Livelsberger Financial Advisory going back to 2023
- 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