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
ABBV
Abb Vie Inc.

Healthcare
1.05K
+ 13.83%
$170.16 - $206.27 $179K - $217K
8.66K $1.61M
VOE
Vanguard Mid Cap Value Index F

ETFs
4
+ 0.24%
$141.87 - $164.49 $567 - $658
1.64K $269K
CVS
Cvs Health Corp

Healthcare
4
+ 0.05%
$60.04 - $70.18 $240 - $281
8.36K $576K
PFE
Pfizer Inc

Healthcare
660
+ 6.79%
$21.59 - $24.84 $14.2K - $16.4K
10.4K $251K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2
+ 0.03%
$32.62 - $33.58 $65.2 - $67.2
6.27K $210K
FVD
First Tr Value Line Divid Inde

ETFs
11
+ 0.11%
$40.62 - $45.12 $447 - $496
10.4K $465K
Trust For Professional Manag
23.6K
+ 49.9%
N/A
70.8K $0
Blackrock ETF Trust
11.5K
New
N/A
11.5K $0
Blackrock ETF Trust Ii
6.36K
New
N/A
6.36K $0
Blackrock Inc
48
+ 18.46%
N/A
308 $0
Trust For Professional Manag
6.71K
+ 27.96%
N/A
30.7K $0
Trust For Professional Manag
38.2K
+ 131.87%
N/A
67.2K $0
Pacer Fds Tr
135
+ 0.44%
N/A
30.6K $0
Amplify ETF Tr
2.48K
New
N/A
2.48K $0
American Healthcare Reit Inc
430
+ 6.19%
N/A
7.37K $0
SMDV
Proshares Tr Russell 2000 Divi

ETFs
3
+ 0.1%
$58.95 - $66.19 $177 - $199
3.13K $203K
LLY
Eli Lilly & CO

Healthcare
21
+ 4.12%
$713.71 - $898.95 $15K - $18.9K
531 $413K
PG
Procter & Gamble CO

Consumer Defensive
73
+ 3.7%
$157.66 - $172.39 $11.5K - $12.6K
2.05K $326K
YUM
Yum Brands Inc

Consumer Cyclical
8
+ 0.5%
$138.36 - $161.45 $1.11K - $1.29K
1.6K $236K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.73%
$285.55 - $321.23 $3.71K - $4.18K
1.8K $525K
AMGN
Amgen Inc

Healthcare
36
+ 1.32%
$262.28 - $309.85 $9.44K - $11.2K
2.77K $774K
DOW
Dow Inc.

Basic Materials
1.57K
+ 10.16%
$25.81 - $34.89 $40.4K - $54.7K
17K $449K
KMB
Kimberly Clark Corp

Consumer Defensive
45
+ 0.59%
$126.84 - $145.22 $5.71K - $6.53K
7.64K $985K
PEP
Pepsico Inc

Consumer Defensive
45
+ 0.53%
$128.02 - $151.37 $5.76K - $6.81K
8.46K $1.12M
CVX
Chevron Corp

Energy
517
+ 5.63%
$133.73 - $168.51 $69.1K - $87.1K
9.71K $1.39M
OKE
Oneok Inc

Energy
61
+ 0.41%
$78.71 - $100.37 $4.8K - $6.12K
15.1K $1.23M
XOM
Exxon Mobil Corp

Energy
350
+ 1.14%
$99.93 - $119.04 $35K - $41.7K
31.1K $3.35M
AAPL
Apple Inc.

Technology
100
+ 0.36%
$172.42 - $223.89 $17.2K - $22.4K
28.1K $5.76M
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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