Lion Street Advisors, LLC Incresed Positions in Q3 2024

Lion Street Advisors, LLC

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
19.7K
+ 32.33%
$49.47 - $49.8 $974K - $980K
80.6K $4.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.55K
+ 96.03%
$162.64 - $179.3 $740K - $816K
9.29K $1.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 14.98%
$475.2 - $527.7 $550K - $611K
8.89K $4.69M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.45K
+ 5.91%
$77.02 - $85.06 $266K - $294K
61.8K $5.22M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.2K
+ 91.23%
$31.05 - $34.29 $534K - $589K
36K $1.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
653
+ 4.13%
$434.77 - $502.96 $284K - $328K
16.5K $8.04M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
6.79K
+ 28.91%
$59.61 - $60.15 $405K - $408K
30.3K $1.81M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.1K
+ 34.43%
$127.29 - $141.5 $267K - $297K
8.2K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
500
+ 15.83%
$191.76 - $263.26 $95.9K - $132K
3.66K $957K
META
Meta Platforms, Inc.

Communication Services
259
+ 9.69%
$453.41 - $572.44 $117K - $148K
2.93K $1.68M
IWM
Ishares Russell 2000 ETF

ETFs
1.25K
+ 64.87%
$200.87 - $224.6 $251K - $281K
3.18K $701K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.91K
+ 5.2%
$79.29 - $84.02 $151K - $160K
38.6K $3.23M
AVUS
American Centy ETF Tr Avantis

ETFs
1.33K
+ 4.32%
$86.27 - $95.15 $114K - $126K
32K $3.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
162
+ 3.12%
$517.38 - $573.86 $83.8K - $93K
5.36K $3.07M
TT
Trane Technologies PLC

Industrials
1
+ 0.02%
$314.21 - $388.71 $314 - $389
4.12K $1.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.3K
+ 44.7%
$44.83 - $47.42 $193K - $204K
13.9K $655K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.25K
+ 12.93%
$37.68 - $42.0 $122K - $136K
28.4K $1.18M
HDV
Ishares Core High Dividend ETF

ETFs
1.13K
+ 11.55%
$107.62 - $118.76 $121K - $134K
10.9K $1.28M
PLTR
Palantir Technologies Inc.

Technology
1.15K
+ 7.88%
$24.09 - $37.95 $27.7K - $43.6K
15.8K $586K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.58K
+ 79.74%
$48.51 - $52.86 $174K - $189K
8.06K $426K
AVUV
American Centy ETF Tr Avantis

ETFs
1.8K
+ 40.86%
$88.24 - $99.7 $159K - $179K
6.2K $595K
AVGO
Broadcom Inc.

Technology
3.76K
+ 1161.42%
$136.27 - $1745.86 $513K - $6.57M
4.09K $705K
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.15%
$163.84 - $199.33 $1.47K - $1.79K
5.88K $1.16M
BLK
Black Rock Inc.

Financial Services
104
+ 34.32%
$782.27 - $949.51 $81.4K - $98.7K
407 $386K
AVIG
American Centy ETF Tr Avantis

ETFs
2.09K
+ 7.22%
$40.41 - $42.73 $84.6K - $89.4K
31.1K $1.32M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.17%
$460.3 - $584.56 $921 - $1.17K
1.18K $686K
AVDE
American Centy ETF Tr Avantis

ETFs
900
+ 5.98%
$60.09 - $67.67 $54.1K - $60.9K
16K $1.07M
GLD
Spdr Gold Trust

ETFs
334
+ 18.68%
$215.56 - $246.98 $72K - $82.5K
2.12K $515K
AZN
Astrazeneca PLC

Healthcare
1.65K
+ 47.66%
$76.67 - $87.62 $127K - $145K
5.11K $398K
CLX
Clorox CO

Consumer Defensive
3
+ 0.06%
$131.73 - $166.97 $395 - $501
4.81K $784K
FDL
First Tr Morningstar Dividend

ETFs
1.1K
+ 5.51%
$37.66 - $42.06 $41.4K - $46.2K
21.1K $883K
XLU
Utilities Sector Spdr

ETFs
454
+ 6.63%
$67.67 - $80.78 $30.7K - $36.7K
7.3K $589K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.11K
+ 39.44%
$44.24 - $49.47 $93.3K - $104K
7.46K $369K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.08K
+ 28.58%
$84.77 - $97.13 $91.1K - $104K
4.84K $463K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.03%
$125.95 - $142.04 $252 - $284
7.15K $1.02M
IVE
Ishares S&P 500 Value ETF

ETFs
314
+ 15.0%
$181.06 - $197.17 $56.9K - $61.9K
2.41K $474K
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 1.29%
$333.64 - $405.2 $6.01K - $7.29K
1.41K $570K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
348
+ 7.15%
$105.53 - $118.34 $36.7K - $41.2K
5.22K $610K
ITA
Ishares Tr

ETFs
302
+ 11.42%
$131.58 - $149.64 $39.7K - $45.2K
2.95K $440K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
942
+ 20.19%
$74.26 - $78.84 $70K - $74.3K
5.61K $439K
EFG
Msci Eafe Growth ETF

ETFs
641
+ 29.61%
$96.84 - $108.77 $62.1K - $69.7K
2.81K $302K
SHW
Sherwin Williams CO

Basic Materials
10
+ 1.08%
$294.65 - $384.0 $2.95K - $3.84K
932 $355K
UNH
Unitedhealth Group Inc

Healthcare
15
+ 1.62%
$488.01 - $604.18 $7.32K - $9.06K
941 $550K
VDC
Vanguard Consumer Staples ETF

ETFs
205
+ 9.81%
$201.77 - $221.32 $41.4K - $45.4K
2.29K $501K
MBB
Ishares Tr

ETFs
141
+ 0.9%
$90.85 - $96.66 $12.8K - $13.6K
15.7K $1.51M
CSX
Csx Corp

Industrials
1.92K
+ 25.6%
$32.48 - $35.45 $62.3K - $68K
9.41K $324K
USB
Us Bancorp \De\

Financial Services
10
+ 0.08%
$39.04 - $47.23 $390 - $472
12.1K $553K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.06%
$247.34 - $300.11 $247 - $300
1.73K $514K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
225
+ 1.16%
$32.65 - $36.69 $7.35K - $8.26K
19.7K $716K
Activity Summary
Buys All Purchases 105 New Holdings 21 Increased Positions 84 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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