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
WMT
Walmart Inc.

Consumer Defensive
423
+ 5.9%
$81.79 - $99.98 $34.6K - $42.3K
7.59K $742K
VGT
Vanguard Information Technolog

ETFs
29
+ 4.04%
$470.37 - $663.28 $13.6K - $19.2K
746 $494K
FDL
First Tr Morningstar Dividend

ETFs
2.92K
+ 23.04%
$38.19 - $43.19 $111K - $126K
15.6K $651K
CDNS
Cadence Design Systems Inc

Technology
137
+ 12.21%
$231.64 - $323.08 $31.7K - $44.3K
1.26K $387K
AVSF
American Centy ETF Tr Avantis

ETFs
1.66K
+ 12.54%
$46.28 - $47.03 $76.9K - $78.1K
14.9K $701K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 6.25%
$4164.15 - $5789.24 $12.5K - $17.4K
51 $295K
SHW
Sherwin Williams CO

Basic Materials
227
+ 24.89%
$313.51 - $363.51 $71.2K - $82.5K
1.14K $391K
AVSC
American Centy ETF Tr Avantis
841
+ 10.04%
$42.39 - $51.76 $35.6K - $43.5K
9.21K $475K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
1.44K
+ 22.32%
$37.32 - $42.19 $53.6K - $60.5K
7.86K $331K
AVUV
American Centy ETF Tr Avantis

ETFs
453
+ 6.98%
$75.17 - $91.21 $34.1K - $41.3K
6.94K $632K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
2.09K
+ 20.0%
$21.21 - $23.5 $44.4K - $49.2K
12.6K $294K
DFIC
Dimensional ETF Tr Dimensional

ETFs
836
+ 7.82%
$24.94 - $31.15 $20.8K - $26K
11.5K $358K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
316
+ 3.0%
$39.89 - $49.46 $12.6K - $15.6K
10.8K $536K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
500
+ 7.32%
$100.04 - $100.54 $50K - $50.3K
7.34K $737K
MUB
Ishares National Muni Bond ETF

ETFs
538
+ 7.34%
$102.31 - $105.8 $55K - $56.9K
7.87K $822K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
451
+ 8.69%
$85.42 - $94.39 $38.5K - $42.6K
5.64K $529K
MCO
Moodys Corp

Financial Services
37
+ 5.99%
$396.7 - $501.59 $14.7K - $18.6K
655 $328K
V
Visa Inc.

Financial Services
63
+ 1.79%
$308.27 - $373.31 $19.4K - $23.5K
3.58K $1.27M
BNDX
Vanguard Total International B

ETFs
518
+ 3.38%
$48.77 - $49.55 $25.3K - $25.7K
15.8K $784K
CGDV
Capital Group Divid Value ETF

ETFs
54
+ 0.66%
$31.93 - $39.49 $1.72K - $2.13K
8.28K $326K
BND
Vanguard Bd Index Fd Inc Total

ETFs
397
+ 3.12%
$72.02 - $73.82 $28.6K - $29.3K
13.1K $967K
DE
Deere & CO

Industrials
7
+ 0.98%
$412.99 - $531.48 $2.89K - $3.72K
718 $365K
VB
Vanguard Small Cap ETF

ETFs
39
+ 3.93%
$193.73 - $237.37 $7.56K - $9.26K
1.03K $244K
ABT
Abbott Laboratories

Healthcare
81
+ 2.21%
$123.95 - $138.08 $10K - $11.2K
3.75K $509K
CMI
Cummins Inc

Industrials
10
+ 0.81%
$267.12 - $336.65 $2.67K - $3.37K
1.25K $408K
KO
Coca Cola CO

Consumer Defensive
389
+ 3.03%
$68.37 - $73.9 $26.6K - $28.7K
13.2K $935K
LNG
Cheniere Energy, Inc.

Energy
14
+ 1.39%
$197.25 - $244.33 $2.76K - $3.42K
1.02K $247K
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
American Healthcare Reit Inc
430
+ 6.19%
N/A
7.37K $0
Blackrock Inc
48
+ 18.46%
N/A
308 $0
Trust For Professional Manag
23.6K
+ 49.9%
N/A
70.8K $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
American Centy ETF Tr
1.6K
+ 11.59%
N/A
15.4K $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
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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