Lion Street Advisors, LLC Incresed Positions in Q1 2025

Lion Street Advisors, LLC

  • $306 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
47
+ 1.07%
$63.74 - $71.96 $3K - $3.38K
4.46K $310K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
180
+ 1.15%
$43.76 - $45.31 $7.88K - $8.16K
15.8K $711K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
73
+ 1.15%
$73.78 - $76.59 $5.39K - $5.59K
6.45K $492K
PPA
Invesco Exchange Traded Fd Tr

ETFs
87
+ 3.28%
$113.59 - $123.29 $9.88K - $10.7K
2.74K $319K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
132
+ 3.43%
$76.94 - $78.28 $10.2K - $10.3K
3.98K $311K
D
Dominion Energy, Inc

Utilities
14
+ 0.31%
$52.85 - $57.43 $740 - $804
4.5K $252K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.44%
$330.16 - $365.55 $1.32K - $1.46K
912 $318K
VOE
Vanguard Mid Cap Value Index F

ETFs
86
+ 5.56%
$156.61 - $168.02 $13.5K - $14.4K
1.63K $259K
VB
Vanguard Small Cap ETF

ETFs
98
+ 10.95%
$217.89 - $252.64 $21.4K - $24.8K
993 $220K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8
+ 0.22%
$77.7 - $78.94 $622 - $632
3.69K $291K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26
+ 0.65%
$54.25 - $57.64 $1.41K - $1.5K
4K $220K
IYW
Ishares Dj Us Tech ETF

ETFs
291
+ 13.73%
$140.44 - $166.79 $40.9K - $48.5K
2.41K $338K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
502
+ 6.77%
$57.21 - $65.8 $28.7K - $33K
7.92K $461K
DNL
Wiswisdomtree Tr

ETFs
7
+ 0.07%
$35.56 - $38.21 $249 - $267
10.7K $383K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
873
+ 2.17%
$11.22 - $11.8 $9.8K - $10.3K
41K $460K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
17
+ 0.63%
$196.12 - $229.48 $3.33K - $3.9K
2.72K $549K
CMI
Cummins Inc

Industrials
87
+ 7.56%
$312.92 - $386.07 $27.2K - $33.6K
1.24K $388K
PEP
Pepsico Inc

Consumer Defensive
22
+ 0.26%
$142.64 - $156.42 $3.14K - $3.44K
8.42K $1.26M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
477
+ 2.53%
$53.6 - $58.97 $25.6K - $28.1K
19.3K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 2.9%
$347.25 - $424.87 $13.5K - $16.6K
1.38K $506K
MS
Morgan Stanley

Financial Services
18
+ 0.67%
$111.68 - $141.08 $2.01K - $2.54K
2.71K $316K
BAC
Bank Of America Corp

Financial Services
270
+ 1.58%
$39.61 - $47.74 $10.7K - $12.9K
17.3K $723K
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.09%
$83.01 - $101.02 $249 - $303
3.47K $311K
AVSC
American Centy ETF Tr Avantis
223
+ 2.74%
$48.08 - $56.12 $10.7K - $12.5K
8.37K $405K
LMT
Lockheed Martin Corp

Industrials
11
+ 0.95%
$423.19 - $506.29 $4.66K - $5.57K
1.16K $519K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
80
+ 4.02%
$211.47 - $267.17 $16.9K - $21.4K
2.07K $439K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
20
+ 1.29%
$333.37 - $384.99 $6.67K - $7.7K
1.58K $525K
PRU
Prudential Financial Inc

Financial Services
5
+ 0.07%
$105.04 - $122.33 $525 - $612
6.95K $775K
AVUV
American Centy ETF Tr Avantis

ETFs
134
+ 2.11%
$84.95 - $100.62 $11.4K - $13.5K
6.49K $565K
FDX
Fedex Corp

Industrials
31
+ 1.5%
$230.33 - $281.53 $7.14K - $8.73K
2.09K $509K
CRDL
Cardiol Therapeutics Inc.

Healthcare
26.1K
+ 8.47%
$0.96 - $1.46 $25K - $38K
334K $323K
VO
Vanguard Mid Cap ETF

ETFs
44
+ 0.31%
$251.87 - $277.95 $11.1K - $12.2K
14K $3.61M
TT
Trane Technologies PLC

Industrials
14
+ 0.35%
$332.0 - $400.86 $4.65K - $5.61K
3.99K $1.34M
NOW
Service Now, Inc.

Technology
26
+ 4.08%
$783.83 - $1170.39 $20.4K - $30.4K
664 $528K
ETN
Eaton Corp PLC

Industrials
11
+ 0.39%
$271.83 - $371.23 $2.99K - $4.08K
2.84K $771K
GOOG
Alphabet Inc.

Communication Services
22
+ 0.43%
$156.06 - $207.71 $3.43K - $4.57K
5.11K $798K
AAPL
Apple Inc.

Technology
2.15K
+ 8.32%
$209.68 - $247.1 $451K - $531K
28K $6.21M
MSFT
Microsoft Corp

Technology
253
+ 3.3%
$375.39 - $447.2 $95K - $113K
7.92K $2.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
878
+ 5.43%
$468.34 - $539.52 $411K - $474K
17.1K $8M
NVDA
Nvidia Corp

Technology
1.48K
+ 4.55%
$106.98 - $149.43 $158K - $221K
34K $3.68M
GIS
General Mills Inc

Consumer Defensive
28.2K
+ 2.69%
$57.56 - $65.3 $1.62M - $1.84M
1.08M $64.4M
Activity Summary
Buys All Purchases 112 New Holdings 20 Increased Positions 92 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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