Lion Street Advisors, LLC Incresed Positions in Q4 2024

Lion Street Advisors, LLC

  • $307 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
290K
+ 38.26%
$62.78 - $74.62 $18.2M - $21.7M
1.05M $66.9M
COST
Costco Wholesale Corp

Consumer Defensive
1.89K
+ 30.52%
$873.59 - $994.69 $1.65M - $1.88M
8.1K $7.42M
PULS
Pgim ETF Tr

ETFs
35.3K
+ 43.78%
$49.51 - $49.79 $1.75M - $1.76M
116K $5.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.2K
+ 24.72%
$521.84 - $558.82 $1.15M - $1.23M
11.1K $5.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
162K
+ 261.42%
$26.93 - $84.95 $4.35M - $13.7M
223K $6.1M
FTNT
Fortinet, Inc.

Technology
4.16K
+ 29.14%
$76.49 - $99.21 $318K - $413K
18.4K $1.74M
SPYG
Spdr Portfolio

ETFs
6.63K
+ 263.3%
$81.74 - $91.38 $542K - $606K
9.15K $804K
DRI
Darden Restaurants Inc

Consumer Cyclical
69
+ 0.34%
$155.96 - $188.66 $10.8K - $13K
20.1K $3.76M
OKE
Oneok Inc

Energy
3.21K
+ 26.94%
$92.28 - $117.05 $296K - $375K
15.1K $1.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.25K
+ 24.24%
$176.42 - $186.91 $397K - $421K
11.5K $2.05M
UNP
Union Pacific Corp

Industrials
1.94K
+ 46.75%
$223.15 - $249.32 $434K - $485K
6.1K $1.39M
VV
Vanguard Large Cap ETF

ETFs
600
+ 2.51%
$260.27 - $280.65 $156K - $168K
24.5K $6.62M
JPM
Jpmorgan Chase & CO

Financial Services
444
+ 7.07%
$205.18 - $250.29 $91.1K - $111K
6.73K $1.61M
WHR
Whirlpool Corp

Consumer Cyclical
2.07K
+ 31.48%
$99.28 - $124.45 $206K - $258K
8.65K $989K
IVV
Ishares Core S&P 500 ETF

ETFs
358
+ 5.63%
$570.51 - $610.59 $204K - $219K
6.72K $3.95M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.18K
+ 130.95%
$119.61 - $136.3 $261K - $297K
3.84K $474K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.78K
+ 53.5%
$57.14 - $64.54 $273K - $308K
13.7K $786K
AVGO
Broadcom Inc.

Technology
21
+ 0.51%
$159.67 - $250.0 $3.35K - $5.25K
4.11K $952K
PRU
Prudential Financial Inc

Financial Services
2.01K
+ 40.75%
$114.59 - $129.52 $230K - $260K
6.94K $822K
ABBV
Abb Vie Inc.

Healthcare
1.91K
+ 32.57%
$164.99 - $203.87 $316K - $390K
7.79K $1.38M
XLK
Technology Sector Spdr

ETFs
637
+ 6.27%
$220.26 - $241.44 $140K - $154K
10.8K $2.51M
XOM
Exxon Mobil Corp

Energy
4.32K
+ 16.3%
$105.51 - $125.37 $456K - $542K
30.8K $3.32M
CSCO
Cisco Systems, Inc.

Technology
1.42K
+ 7.33%
$52.45 - $60.02 $74.4K - $85.2K
20.8K $1.23M
IBM
International Business Machines Corp

Technology
900
+ 15.72%
$204.9 - $238.04 $184K - $214K
6.62K $1.46M
GLW
Corning Inc

Technology
2.87K
+ 12.68%
$44.11 - $49.76 $127K - $143K
25.5K $1.21M
PM
Philip Morris International Inc.

Consumer Defensive
1.54K
+ 59.58%
$118.38 - $133.06 $183K - $205K
4.13K $497K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.45K
+ 29.94%
$94.43 - $105.47 $137K - $153K
6.29K $638K
ETN
Eaton Corp PLC

Industrials
520
+ 22.55%
$326.96 - $377.52 $170K - $196K
2.83K $937K
VGT
Vanguard Information Technolog

ETFs
177
+ 12.08%
$571.78 - $647.97 $101K - $115K
1.64K $1.02M
MBB
Ishares Tr

ETFs
2.45K
+ 15.57%
$91.26 - $95.82 $223K - $235K
18.2K $1.67M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
727
+ 36.77%
$201.32 - $217.44 $146K - $158K
2.7K $559K
XLF
Financial Sector Spdr

ETFs
2.97K
+ 66.97%
$44.89 - $51.34 $133K - $152K
7.41K $357K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.71K
+ 36.26%
$49.03 - $53.35 $133K - $144K
10.2K $521K
WMT
Walmart Inc.

Consumer Defensive
1.21K
+ 27.48%
$79.1 - $95.7 $95.4K - $115K
5.6K $505K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.81K
+ 27.35%
$45.07 - $47.1 $171K - $179K
17.7K $800K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
323
+ 16.75%
$417.69 - $450.94 $135K - $146K
2.25K $957K
AVUS
American Centy ETF Tr Avantis

ETFs
858
+ 2.68%
$94.36 - $102.06 $81K - $87.6K
32.9K $3.19M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.33K
+ 7.71%
$59.74 - $60.03 $139K - $140K
32.6K $1.95M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.09K
+ 20.77%
$35.45 - $40.33 $145K - $165K
23.8K $852K
EFG
Msci Eafe Growth ETF

ETFs
1.69K
+ 60.12%
$96.83 - $106.88 $163K - $180K
4.49K $435K
GOOG
Alphabet Inc.

Communication Services
10
+ 0.2%
$163.08 - $198.16 $1.63K - $1.98K
5.09K $968K
PGR
Progressive Corp

Financial Services
607
+ 26.52%
$239.6 - $268.88 $145K - $163K
2.9K $693K
BAC
Bank Of America Corp

Financial Services
1.01K
+ 6.3%
$39.22 - $47.77 $39.7K - $48.3K
17.1K $750K
EFV
Msci Eafe Value ETF

ETFs
2.64K
+ 42.13%
$51.78 - $57.15 $137K - $151K
8.91K $467K
INTC
Intel Corp

Technology
6.63K
+ 76.9%
$19.07 - $26.23 $127K - $174K
15.3K $305K
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.01K
+ 12.14%
$17.65 - $18.18 $124K - $127K
64.7K $1.15M
BMY
Bristol Myers Squibb CO

Healthcare
727
+ 6.11%
$51.92 - $59.94 $37.7K - $43.6K
12.6K $714K
EPD
Enterprise Products Partners L.P.

Energy
1.95K
+ 17.37%
$28.66 - $34.43 $55.8K - $67K
13.1K $412K
EVRG
Evergy, Inc.

Utilities
1.4K
+ 11.57%
$59.06 - $65.0 $82.6K - $90.9K
13.5K $830K
Activity Summary
Buys All Purchases 142 New Holdings 21 Increased Positions 121 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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