Livelsberger Financial Advisory Portfolio Holdings
Livelsberger Financial Advisory
- $6.7 Billion
- Q2 2024
Livelsberger Financial Advisory has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $6.7 Billion distributed in 13 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Blackrock Municipal Income Trust with a value of $1.94B, Abb Vie Inc. with a value of $699M, Pimco High Income Fund with a value of $629M, Dws Municipal Income Trust with a value of $593M, and Gorman Rupp CO with a value of $558M.
Examining the 13F form we can see an decrease of $1.75B in the current position value, from $8.45B to 6.7B.
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.