Livelsberger Financial Advisory Portfolio Holdings

Livelsberger Financial Advisory

  • $2.14 Billion
  • Q4 2024

Livelsberger Financial Advisory has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.14 Billion distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $731M, Apple Inc. with a value of $433M, Abbott Laboratories with a value of $322M, Exxon Mobil Corp with a value of $238M, and Parker Hannifin Corp with a value of $210M.

Examining the 13F form we can see an decrease of $2.63B in the current position value, from $4.77B to 2.14B.

Livelsberger Financial Advisory is based out at Ashland, OH

Below you can find more details about Livelsberger Financial Advisory portfolio as well as his latest detailed transactions.

Portfolio value $2.14 Billion
Healthcare: $1.05 Billion
Technology: $636 Million
Energy: $238 Million
Industrials: $210 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$305B
$731 Million 34.21% of portfolio
4,112
Q4 2024 Added 0.46%
$3.58T
$433 Million 20.3% of portfolio
1,731
Q4 2024 Added 0.12%
$205B
$322 Million 15.07% of portfolio
2,844
Q4 2024 Added 0.11%
$465B
$238 Million 11.13% of portfolio
2,209
Q4 2024 Added 0.87%
$87.2B
$210 Million 9.83% of portfolio
330
Q4 2024 Added 0.3%
$3.19T
$202 Million 9.47% of portfolio
480
Q4 2024 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $2.14 Billion
  • Prior Value $4.77 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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