Lion Street Advisors, LLC Purchases in Q2 2025

Lion Street Advisors, LLC

  • $317 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IHDG
Wisdomtree Tr

ETFs
4.47K
New
$38.54 - $46.0 $172K - $205K
4.47K $201K
AVDE
American Centy ETF Tr Avantis

ETFs
1.35K
+ 11.83%
$59.32 - $74.36 $79.9K - $100K
12.7K $942K
VEA
Vanguard Ftse Developed Market

ETFs
795
+ 3.28%
$45.65 - $57.01 $36.3K - $45.3K
25.1K $1.43M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.16K
+ 3.99%
$27.3 - $31.8 $59.1K - $68.8K
56.4K $1.8M
AVIG
American Centy ETF Tr Avantis

ETFs
4.04K
+ 11.71%
$40.41 - $41.62 $163K - $168K
38.6K $1.6M
CSCO
Cisco Systems, Inc.

Technology
152
+ 0.74%
$53.19 - $69.38 $8.08K - $10.5K
20.7K $1.44M
MBB
Ishares Tr

ETFs
1.7K
+ 9.05%
$91.41 - $94.22 $155K - $160K
20.5K $1.92M
FISV
Fiserv Inc

Technology
1.28K
New
N/A
1.28K $159K
SPYG
Spdr Portfolio

ETFs
1.19K
+ 47.09%
$71.83 - $95.32 $85.3K - $113K
3.71K $353K
PM
Philip Morris International Inc.

Consumer Defensive
245
+ 5.61%
$149.23 - $184.95 $36.6K - $45.3K
4.61K $839K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.36K
+ 4.03%
$29.12 - $35.84 $39.6K - $48.7K
35.1K $1.26M
CRDL
Cardiol Therapeutics Inc.

Healthcare
6.3K
+ 1.89%
$0.81 - $1.47 $5.1K - $9.26K
340K $462K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.6K
+ 41.09%
$50.36 - $50.68 $131K - $132K
8.94K $452K
ISRG
Intuitive Surgical Inc

Healthcare
159
+ 17.75%
$451.58 - $565.94 $71.8K - $90K
1.06K $573K
ITA
Ishares Tr

ETFs
105
+ 3.67%
$135.31 - $188.64 $14.2K - $19.8K
2.97K $559K
IYW
Ishares Dj Us Tech ETF

ETFs
232
+ 9.62%
$122.57 - $173.27 $28.4K - $40.2K
2.64K $457K
LHX
L3 Harris Technologies, Inc.

Industrials
280
+ 24.24%
$200.21 - $256.99 $56.1K - $72K
1.44K $359K
AVEM
American Centy ETF Tr Avantis

ETFs
673
+ 7.78%
$53.08 - $68.54 $35.7K - $46.1K
9.32K $638K
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.01%
$166.82 - $194.23 $334 - $388
14.7K $2.86M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
404
+ 1.23%
$23.4 - $29.68 $9.45K - $12K
33.1K $983K
BAC
Bank Of America Corp

Financial Services
343
+ 1.98%
$34.39 - $47.46 $11.8K - $16.3K
17.7K $837K
WMT
Walmart Inc.

Consumer Defensive
423
+ 5.9%
$81.79 - $99.98 $34.6K - $42.3K
7.59K $742K
VGT
Vanguard Information Technolog

ETFs
29
+ 4.04%
$470.37 - $663.28 $13.6K - $19.2K
746 $494K
FDL
First Tr Morningstar Dividend

ETFs
2.92K
+ 23.04%
$38.19 - $43.19 $111K - $126K
15.6K $651K
CDNS
Cadence Design Systems Inc

Technology
137
+ 12.21%
$231.64 - $323.08 $31.7K - $44.3K
1.26K $387K
AVSF
American Centy ETF Tr Avantis

ETFs
1.66K
+ 12.54%
$46.28 - $47.03 $76.9K - $78.1K
14.9K $701K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 6.25%
$4164.15 - $5789.24 $12.5K - $17.4K
51 $295K
SHW
Sherwin Williams CO

Basic Materials
227
+ 24.89%
$313.51 - $363.51 $71.2K - $82.5K
1.14K $391K
AVSC
American Centy ETF Tr Avantis
841
+ 10.04%
$42.39 - $51.76 $35.6K - $43.5K
9.21K $475K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
1.44K
+ 22.32%
$37.32 - $42.19 $53.6K - $60.5K
7.86K $331K
AVUV
American Centy ETF Tr Avantis

ETFs
453
+ 6.98%
$75.17 - $91.21 $34.1K - $41.3K
6.94K $632K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
2.09K
+ 20.0%
$21.21 - $23.5 $44.4K - $49.2K
12.6K $294K
AVDV
American Centy ETF Tr Avantis

ETFs
293
+ 6.57%
$61.76 - $79.32 $18.1K - $23.2K
4.75K $376K
DFIC
Dimensional ETF Tr Dimensional

ETFs
836
+ 7.82%
$24.94 - $31.15 $20.8K - $26K
11.5K $358K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
316
+ 3.0%
$39.89 - $49.46 $12.6K - $15.6K
10.8K $536K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
500
+ 7.32%
$100.04 - $100.54 $50K - $50.3K
7.34K $737K
MUB
Ishares National Muni Bond ETF

ETFs
538
+ 7.34%
$102.31 - $105.8 $55K - $56.9K
7.87K $822K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
451
+ 8.69%
$85.42 - $94.39 $38.5K - $42.6K
5.64K $529K
MCO
Moodys Corp

Financial Services
37
+ 5.99%
$396.7 - $501.59 $14.7K - $18.6K
655 $328K
V
Visa Inc.

Financial Services
63
+ 1.79%
$308.27 - $373.31 $19.4K - $23.5K
3.58K $1.27M
BNDX
Vanguard Total International B

ETFs
518
+ 3.38%
$48.77 - $49.55 $25.3K - $25.7K
15.8K $784K
BND
Vanguard Bd Index Fd Inc Total

ETFs
397
+ 3.12%
$72.02 - $73.82 $28.6K - $29.3K
13.1K $967K
CGDV
Capital Group Divid Value ETF

ETFs
54
+ 0.66%
$31.93 - $39.49 $1.72K - $2.13K
8.28K $326K
DE
Deere & CO

Industrials
7
+ 0.98%
$412.99 - $531.48 $2.89K - $3.72K
718 $365K
VB
Vanguard Small Cap ETF

ETFs
39
+ 3.93%
$193.73 - $237.37 $7.56K - $9.26K
1.03K $244K
ABT
Abbott Laboratories

Healthcare
81
+ 2.21%
$123.95 - $138.08 $10K - $11.2K
3.75K $509K
CMI
Cummins Inc

Industrials
10
+ 0.81%
$267.12 - $336.65 $2.67K - $3.37K
1.25K $408K
KO
Coca Cola CO

Consumer Defensive
389
+ 3.03%
$68.37 - $73.9 $26.6K - $28.7K
13.2K $935K
LNG
Cheniere Energy, Inc.

Energy
14
+ 1.39%
$197.25 - $244.33 $2.76K - $3.42K
1.02K $247K
Activity Summary
Buys All Purchases 129 New Holdings 25 Increased Positions 104 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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