Lion Street Advisors, LLC Incresed Positions in Q2 2025

Lion Street Advisors, LLC

  • $317 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.28K
+ 13.37%
$416.06 - $551.64 $949K - $1.26M
19.3K $10.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.79K
+ 22.34%
$456.74 - $568.03 $1.28M - $1.59M
15.3K $8.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.89K
+ 13.27%
$72.96 - $90.39 $357K - $442K
41.7K $3.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.2K
+ 13.2%
$24.32 - $27.87 $759K - $870K
268K $7.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
479
+ 10.68%
$496.48 - $617.85 $238K - $296K
4.97K $3.07M
PULS
Pgim ETF Tr

ETFs
11.1K
+ 8.48%
$49.39 - $49.76 $548K - $552K
142K $7.06M
AVUS
American Centy ETF Tr Avantis

ETFs
2.91K
+ 10.83%
$81.38 - $100.82 $236K - $293K
29.8K $3M
VO
Vanguard Mid Cap ETF

ETFs
691
+ 4.92%
$228.54 - $279.83 $158K - $193K
14.7K $4.12M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.4K
+ 41.21%
$45.12 - $46.23 $470K - $481K
35.7K $1.65M
EFV
Msci Eafe Value ETF

ETFs
6.93K
+ 76.32%
$52.4 - $64.65 $363K - $448K
16K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
377
+ 3.32%
$243.75 - $303.93 $91.9K - $115K
11.7K $3.57M
JPM
Jpmorgan Chase & CO

Financial Services
414
+ 5.49%
$210.28 - $289.91 $87.1K - $120K
7.96K $2.31M
TT
Trane Technologies PLC

Industrials
6
+ 0.15%
$315.21 - $437.41 $1.89K - $2.62K
4K $1.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
845
+ 81.41%
$483.48 - $539.8 $409K - $456K
1.88K $914K
IEMG
Ishares Inc

ETFs
6.73K
+ 148.72%
N/A
11.3K $604K
GOOG
Alphabet Inc.

Communication Services
1.24K
+ 24.31%
$146.58 - $180.01 $182K - $224K
6.35K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
1.48K
+ 209.34%
$274.35 - $599.47 $406K - $887K
2.19K $682K
WHR
Whirlpool Corp

Consumer Cyclical
2.03K
+ 23.42%
$75.71 - $101.42 $153K - $205K
10.7K $1.08M
RDVY
First Trust Rising Dividend Ac

ETFs
2.99K
+ 10.98%
$51.6 - $62.74 $154K - $187K
30.2K $1.89M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
798
+ 29.33%
$180.84 - $240.32 $144K - $192K
3.52K $845K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5.03K
+ 19.04%
$33.13 - $40.67 $167K - $204K
31.4K $1.28M
IVE
Ishares S&P 500 Value ETF

ETFs
1.29K
+ 31.65%
$168.34 - $195.42 $216K - $251K
5.35K $1.05M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.62K
+ 132.89%
$97.29 - $105.63 $255K - $277K
4.6K $466K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.16K
+ 15.16%
$82.96 - $110.1 $96.2K - $128K
8.81K $969K
GOOGL
Alphabet Inc.

Communication Services
312
+ 3.38%
$144.7 - $178.6 $45.1K - $55.7K
9.53K $1.68M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.21K
+ 23.8%
$43.53 - $54.46 $140K - $175K
16.7K $908K
GS
Goldman Sachs Group Inc

Financial Services
85
+ 8.42%
$462.22 - $707.75 $39.3K - $60.2K
1.09K $774K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.71K
+ 10.62%
$59.8 - $60.07 $222K - $223K
38.7K $2.31M
TSLA
Tesla, Inc.

Consumer Cyclical
290
+ 13.84%
$221.86 - $362.89 $64.3K - $105K
2.39K $757K
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
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
EFG
Msci Eafe Growth ETF

ETFs
1K
+ 34.32%
$89.8 - $112.0 $90K - $112K
3.92K $439K
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
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.01%
$166.82 - $194.23 $334 - $388
14.7K $2.86M
AVEM
American Centy ETF Tr Avantis

ETFs
673
+ 7.78%
$53.08 - $68.54 $35.7K - $46.1K
9.32K $638K
LHX
L3 Harris Technologies, Inc.

Industrials
280
+ 24.24%
$200.21 - $256.99 $56.1K - $72K
1.44K $359K
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
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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