Lion Street Advisors, LLC Incresed Positions in Q3 2025

Lion Street Advisors, LLC

  • $310 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
550K
+ 51.09%
$48.44 - $53.83 $26.6M - $29.6M
1.63M $82M
DRI
Darden Restaurants Inc

Consumer Cyclical
37.3K
+ 186.43%
$184.73 - $220.27 $6.9M - $8.23M
57.4K $10.9M
AAPL
Apple Inc.

Technology
9.99K
+ 35.59%
$202.38 - $256.87 $2.02M - $2.57M
38.1K $9.69M
VTI
Vanguard Total Stock Market Et

ETFs
10.9K
+ 92.73%
$303.93 - $329.86 $3.31M - $3.59M
22.6K $7.43M
ETN
Eaton Corp PLC

Industrials
7.77K
+ 276.93%
$342.99 - $392.76 $2.66M - $3.05M
10.6K $3.96M
VV
Vanguard Large Cap ETF

ETFs
5.47K
+ 25.37%
$285.05 - $309.14 $1.56M - $1.69M
27K $8.31M
XOM
Exxon Mobil Corp

Energy
17K
+ 54.69%
$105.83 - $117.22 $1.8M - $1.99M
48.1K $5.42M
XLK
Technology Sector Spdr

ETFs
5.61K
+ 53.63%
$250.97 - $282.66 $1.41M - $1.59M
16.1K $4.53M
VBR
Vanguard Small Cap Value ETF

ETFs
7.73K
+ 241.04%
$195.41 - $212.37 $1.51M - $1.64M
10.9K $2.28M
COST
Costco Wholesale Corp

Consumer Defensive
2.32K
+ 28.1%
$915.95 - $994.57 $2.12M - $2.3M
10.6K $9.77M
GLW
Corning Inc

Technology
5.75K
+ 23.75%
$51.6 - $82.03 $296K - $471K
29.9K $2.46M
JPM
Jpmorgan Chase & CO

Financial Services
3.04K
+ 38.15%
$282.78 - $316.06 $858K - $959K
11K $3.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.2K
+ 115.36%
$72.57 - $74.72 $1.1M - $1.13M
28.3K $2.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.34K
+ 165.67%
$136.48 - $142.97 $1M - $1.05M
11.8K $1.65M
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 79.64%
$695.21 - $791.73 $979K - $1.11M
3.18K $2.33M
IWM
Ishares Russell 2000 ETF

ETFs
4.05K
+ 254.27%
$214.92 - $244.84 $871K - $992K
5.65K $1.37M
KO
Coca Cola CO

Consumer Defensive
15.4K
+ 116.32%
$65.67 - $71.67 $1.01M - $1.1M
28.6K $1.9M
CVX
Chevron Corp

Energy
4.95K
+ 51.01%
$145.57 - $161.83 $721K - $801K
14.7K $2.28M
TT
Trane Technologies PLC

Industrials
2.23K
+ 55.78%
$398.96 - $472.54 $890K - $1.05M
6.23K $2.63M
AXSM
Axsome Therapeutics, Inc.

Healthcare
5.62K
+ 62.03%
$100.39 - $129.29 $564K - $726K
14.7K $1.78M
FVD
First Tr Value Line Divid Inde

ETFs
15.8K
+ 151.98%
$44.73 - $46.86 $708K - $742K
26.3K $1.21M
XLF
Financial Sector Spdr

ETFs
11.2K
+ 157.51%
$51.37 - $54.25 $574K - $606K
18.3K $984K
JNJ
Johnson & Johnson

Healthcare
2.17K
+ 37.15%
$155.17 - $185.42 $337K - $403K
8.02K $1.49M
IBM
International Business Machines Corp

Technology
2.3K
+ 35.36%
$234.77 - $292.47 $540K - $673K
8.81K $2.49M
CAT
Caterpillar Inc

Industrials
637
+ 21.81%
$390.92 - $477.15 $249K - $304K
3.56K $1.7M
T
At&T Inc.

Communication Services
20K
+ 172.35%
$26.94 - $29.62 $538K - $591K
31.5K $890K
BNDX
Vanguard Total International B

ETFs
10.9K
+ 69.14%
$49.0 - $49.51 $537K - $542K
26.8K $1.32M
PGR
Progressive Corp

Financial Services
2.32K
+ 86.8%
$238.61 - $264.3 $554K - $614K
5K $1.23M
VTV
Vanguard Value ETF

ETFs
2.23K
+ 28.09%
$175.51 - $186.57 $391K - $416K
10.2K $1.9M
FCPT
Four Corners Property Trust, Inc.

Real Estate
18.7K
+ 186.39%
$24.37 - $27.18 $455K - $508K
28.7K $700K
VDC
Vanguard Consumer Staples ETF

ETFs
1.96K
+ 136.81%
$212.64 - $225.25 $416K - $440K
3.38K $723K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.08K
+ 107.16%
$108.46 - $120.63 $334K - $372K
5.96K $707K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
31.9K
+ 82.68%
$11.15 - $11.87 $355K - $378K
70.4K $816K
VEA
Vanguard Ftse Developed Market

ETFs
5.23K
+ 20.85%
$56.02 - $60.3 $293K - $315K
30.3K $1.82M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.5K
+ 80.83%
$76.16 - $78.59 $342K - $353K
10.1K $785K
VEEV
Veeva Systems Inc

Healthcare
1.06K
+ 46.62%
$269.2 - $297.91 $286K - $317K
3.34K $995K
SPYG
Spdr Portfolio

ETFs
2.89K
+ 77.82%
$94.33 - $105.31 $272K - $304K
6.6K $689K
DE
Deere & CO

Industrials
814
+ 113.37%
$457.26 - $524.37 $372K - $427K
1.53K $700K
UNM
Unum Group

Financial Services
4.32K
+ 75.1%
$68.55 - $82.12 $296K - $355K
10.1K $783K
KMB
Kimberly Clark Corp

Consumer Defensive
2.83K
+ 37.02%
$121.72 - $136.77 $344K - $387K
10.5K $1.3M
XLE
Energy Sector Spdr

ETFs
3.25K
+ 58.85%
$84.25 - $91.99 $273K - $299K
8.76K $782K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
4.63K
+ 147.96%
$63.98 - $69.04 $296K - $320K
7.77K $517K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
843
+ 142.4%
$366.54 - $479.53 $309K - $404K
1.44K $562K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.77K
+ 15.54%
$137.51 - $145.26 $243K - $257K
13.1K $1.87M
EPD
Enterprise Products Partners L.P.

Energy
9.07K
+ 69.85%
$30.74 - $32.14 $279K - $292K
22.1K $689K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
8.39K
+ 63.69%
$29.18 - $31.13 $245K - $261K
21.6K $670K
RTX
Raytheon Technologies Corp

Industrials
1.41K
+ 98.12%
$144.19 - $167.33 $203K - $236K
2.84K $475K
HAS
Hasbro, Inc.

Consumer Cyclical
3.37K
+ 76.51%
$73.92 - $81.85 $249K - $276K
7.78K $589K
PM
Philip Morris International Inc.

Consumer Defensive
2.18K
+ 47.26%
$157.77 - $183.27 $344K - $399K
6.79K $1.1M
Activity Summary
Buys All Purchases 161 New Holdings 67 Increased Positions 94 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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