Lion Street Advisors, LLC Incresed Positions in Q3 2024

Lion Street Advisors, LLC

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
361
+ 16.05%
$147.95 - $191.05 $53.4K - $69K
2.61K $453K
FVD
First Tr Value Line Divid Inde

ETFs
24
+ 0.2%
$40.45 - $45.49 $971 - $1.09K
12.2K $553K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
503
+ 7.85%
$57.32 - $62.65 $28.8K - $31.5K
6.91K $430K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
151
+ 0.3%
$28.1 - $29.89 $4.24K - $4.51K
50.2K $1.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
551
+ 11.86%
$60.84 - $67.51 $33.5K - $37.2K
5.2K $350K
AVEM
American Centy ETF Tr Avantis

ETFs
389
+ 5.11%
$57.2 - $65.59 $22.3K - $25.5K
8K $516K
AVSF
American Centy ETF Tr Avantis

ETFs
812
+ 7.58%
$45.96 - $47.18 $37.3K - $38.3K
11.5K $543K
AVSC
American Centy ETF Tr Avantis
347
+ 4.66%
$49.07 - $56.13 $17K - $19.5K
7.79K $420K
MUB
Ishares National Muni Bond ETF

ETFs
273
+ 3.55%
$106.13 - $108.7 $29K - $29.7K
7.96K $864K
EXPE
Expedia Group, Inc.

Consumer Cyclical
4
+ 0.2%
$112.12 - $149.09 $448 - $596
2.03K $299K
T
At&T Inc.

Communication Services
59
+ 0.44%
$18.21 - $22.28 $1.07K - $1.31K
13.4K $295K
MRK
Merck & Co., Inc.

Healthcare
587
+ 20.48%
$111.15 - $128.97 $65.2K - $75.7K
3.45K $392K
PAUG
Innovator U.S. Equity Power Bu

ETFs
692
+ 10.36%
$35.57 - $37.86 $24.6K - $26.2K
7.37K $279K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
36
+ 0.22%
$43.99 - $46.63 $1.58K - $1.68K
16.1K $749K
PRU
Prudential Financial Inc

Financial Services
120
+ 2.49%
$105.53 - $127.32 $12.7K - $15.3K
4.93K $597K
IYW
Ishares Dj Us Tech ETF

ETFs
188
+ 11.66%
$133.16 - $158.73 $25K - $29.8K
1.8K $273K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
69
+ 13.77%
$460.0 - $505.78 $31.7K - $34.9K
570 $265K
CRDL
Cardiol Therapeutics Inc.

Healthcare
20K
+ 7.9%
$1.83 - $2.48 $36.6K - $49.6K
273K $541K
NFLX
Netflix Inc

Communication Services
1
+ 0.14%
$598.55 - $722.26 $599 - $722
700 $496K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
36
+ 1.37%
$83.76 - $91.82 $3.02K - $3.31K
2.66K $242K
EPD
Enterprise Products Partners L.P.

Energy
596
+ 5.62%
$27.88 - $30.0 $16.6K - $17.9K
11.2K $326K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
8
+ 0.11%
$44.55 - $48.12 $356 - $385
7.51K $344K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11
+ 0.27%
$81.31 - $83.29 $894 - $916
4.1K $341K
BAC
Bank Of America Corp

Financial Services
187
+ 1.18%
$36.65 - $44.13 $6.85K - $8.25K
16.1K $637K
DNL
Wiswisdomtree Tr

ETFs
11
+ 0.09%
$36.65 - $40.81 $403 - $449
12.4K $487K
Trust For Professional Manag
723
+ 5.82%
N/A
13.1K $0
Trust For Professional Manag
555
+ 5.59%
N/A
10.5K $0
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 0.14%
$236.42 - $259.82 $473 - $520
1.39K $356K
LLY
Eli Lilly & CO

Healthcare
10
+ 2.28%
$772.14 - $960.02 $7.72K - $9.6K
448 $396K
Trust For Professional Manag
1.18K
+ 4.48%
N/A
27.5K $0
NVDA
Nvidia Corp

Technology
109
+ 0.32%
$98.91 - $134.91 $10.8K - $14.7K
33.8K $4.1M
STLA
Stellantis N.V.

Consumer Cyclical
6.5K
+ 22.49%
$14.05 - $20.71 $91.3K - $135K
35.4K $497K
AMZN
Amazon Com Inc

Consumer Cyclical
35
+ 0.15%
$161.02 - $200.0 $5.64K - $7K
24K $4.48M
Activity Summary
Buys All Purchases 105 New Holdings 21 Increased Positions 84 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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