Livelsberger Financial Advisory as of March 31, 2025
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 | |
| Apple Eqty (AAPL) | 18.4 | $385k | 1.7k | 222.19 | |
| Abbott Labs Eqty (ABT) | 18.0 | $378k | 2.8k | 132.63 | |
| Exxon Mobil Corp Eqty (XOM) | 12.7 | $265k | 2.2k | 118.89 | |
| Parker-hannifin Corp Eqty (PH) | 9.6 | $201k | 331.00 | 607.80 |
