Lion Street Advisors, LLC New Holdings in Q2 2025

Lion Street Advisors, LLC

  • $317 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.85K
New
$152.93 - $181.74 $589K - $700K
3.85K $700K
SOXX
Ishares Semiconductor ETF

ETFs
2.4K
New
$154.86 - $239.07 $372K - $574K
2.4K $573K
DGRO
Ishares Core Dividend Growth E

ETFs
5.77K
New
$55.22 - $63.94 $319K - $369K
5.77K $368K
OEF
Ishares S&P 100 ETF

ETFs
1.34K
New
N/A
1.34K $357K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.82K
New
$50.09 - $51.09 $291K - $297K
5.82K $297K
BAPR
Innovator U.S. Equity Buffer E

ETFs
6.51K
New
$38.86 - $45.19 $253K - $294K
6.51K $294K
CRM
Salesforce, Inc.

Technology
1.05K
New
$236.26 - $291.15 $247K - $304K
1.05K $284K
WDAY
Workday, Inc.

Technology
1.1K
New
$210.47 - $274.71 $232K - $303K
1.1K $264K
ORCL
Oracle Corp

Technology
1.2K
New
$122.82 - $218.63 $148K - $263K
1.2K $263K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
5.21K
New
$36.01 - $45.69 $188K - $238K
5.21K $238K
WFC
Wells Fargo & Company

Financial Services
2.82K
New
$60.98 - $80.12 $172K - $226K
2.82K $225K
NET
Cloudflare, Inc.

Technology
1.15K
New
$97.08 - $195.83 $112K - $225K
1.15K $225K
KCE
Spdr S&P Capital Markets ETF

ETFs
1.49K
New
$108.52 - $144.93 $162K - $217K
1.49K $216K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.39K
New
$75.29 - $91.16 $180K - $217K
2.39K $214K
RTX
Raytheon Technologies Corp

Industrials
1.44K
New
$113.75 - $148.48 $163K - $213K
1.44K $209K
VZ
Verizon Communications Inc

Communication Services
4.79K
New
$41.67 - $45.62 $200K - $218K
4.79K $207K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.68K
New
$98.58 - $123.6 $165K - $207K
1.68K $207K
ARES
Ares Management Corp

Financial Services
1.19K
New
$118.04 - $175.83 $140K - $209K
1.19K $205K
AMAT
Applied Materials Inc

Technology
1.12K
New
$126.95 - $183.52 $142K - $205K
1.12K $204K
IHDG
Wisdomtree Tr

ETFs
4.47K
New
$38.54 - $46.0 $172K - $205K
4.47K $201K
FISV
Fiserv Inc

Technology
1.28K
New
N/A
1.28K $159K
Blackrock ETF Trust
11.5K
New
N/A
11.5K $0
Blackrock ETF Trust Ii
6.36K
New
N/A
6.36K $0
Amplify ETF Tr
2.48K
New
N/A
2.48K $0
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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