Lion Street Advisors, LLC Sells in Q2 2025

Lion Street Advisors, LLC

  • $317 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-643
- 0.06%
$50.37 - $60.97 $32.4K - $39.2K
1.08M $55.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.49K
- 18.59%
$498.8 - $620.9 $741K - $922K
6.5K $4.04M
HDV
Ishares Core High Dividend ETF

ETFs
-3.39K
- 34.92%
$108.41 - $120.51 $368K - $409K
6.32K $740K
VTV
Vanguard Value ETF

ETFs
-2.74K
- 25.62%
$153.67 - $176.74 $420K - $483K
7.94K $1.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.36K
- 57.89%
$51.14 - $57.0 $274K - $305K
3.9K $221K
JNJ
Johnson & Johnson

Healthcare
-1.35K
- 18.76%
$146.36 - $159.82 $198K - $216K
5.85K $893K
VUG
Vanguard Growth ETF

ETFs
-1.51K
- 28.34%
$329.49 - $438.4 $498K - $663K
3.82K $1.68M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-8.77K
- 23.05%
$43.86 - $51.74 $385K - $454K
29.3K $1.52M
TSN
Tyson Foods, Inc.

Consumer Defensive
-2.86K
- 20.96%
$54.33 - $63.56 $155K - $182K
10.8K $602K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.4K
- 45.52%
$90.56 - $109.49 $218K - $263K
2.88K $314K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.6K
- 26.47%
$121.58 - $136.74 $194K - $218K
4.43K $601K
BMY
Bristol Myers Squibb CO

Healthcare
-117
- 0.94%
$44.12 - $59.6 $5.16K - $6.97K
12.4K $572K
AXSM
Axsome Therapeutics, Inc.

Healthcare
-489
- 5.12%
$95.65 - $116.49 $46.8K - $57K
9.06K $945K
CLX
Clorox CO

Consumer Defensive
-147
- 2.79%
$118.01 - $148.69 $17.3K - $21.9K
5.13K $615K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.53K
- 25.0%
$108.87 - $133.04 $167K - $204K
4.59K $610K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.86K
- 30.31%
$101.93 - $128.63 $189K - $239K
4.27K $548K
PFG
Principal Financial Group Inc

Financial Services
-1.31K
- 16.24%
$69.56 - $86.19 $91.1K - $113K
6.75K $536K
PGR
Progressive Corp

Financial Services
-349
- 11.54%
$255.27 - $288.74 $89.1K - $101K
2.68K $713K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-4.93K
- 18.92%
$36.09 - $42.2 $178K - $208K
21.1K $892K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-429
- 17.09%
$376.48 - $440.65 $162K - $189K
2.08K $916K
META
Meta Platforms, Inc.

Communication Services
-730
- 29.22%
$484.66 - $738.09 $354K - $539K
1.77K $1.3M
VDC
Vanguard Consumer Staples ETF

ETFs
-635
- 30.77%
$204.89 - $224.73 $130K - $143K
1.43K $312K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.37K
- 6.02%
$50.1 - $51.02 $119K - $121K
36.9K $1.88M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.17K
- 7.18%
$99.83 - $100.19 $117K - $118K
15.2K $1.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.07K
- 7.23%
$114.78 - $133.31 $237K - $276K
26.5K $3.54M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.2K
- 44.13%
$141.37 - $228.57 $170K - $275K
1.52K $344K
MRK
Merck & Co., Inc.

Healthcare
-870
- 25.08%
$73.47 - $87.12 $63.9K - $75.8K
2.6K $205K
VBR
Vanguard Small Cap Value ETF

ETFs
-719
- 18.31%
$162.76 - $195.77 $117K - $141K
3.21K $625K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-108
- 17.31%
$390.26 - $489.06 $42.1K - $52.8K
516 $209K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-5.41K
- 29.13%
$23.95 - $29.34 $130K - $159K
13.2K $386K
CBRE
Cbre Group, Inc.

Real Estate
-865
- 37.43%
$113.94 - $140.12 $98.6K - $121K
1.45K $202K
TAP
Molson Coors Beverage CO

Consumer Defensive
-18
- 0.26%
$47.24 - $62.46 $850 - $1.12K
7K $336K
GRMN
Garmin LTD

Technology
-83
- 1.47%
$173.63 - $218.07 $14.4K - $18.1K
5.57K $1.16M
SWK
Stanley Black & Decker, Inc.

Industrials
-165
- 2.82%
$55.86 - $76.98 $9.22K - $12.7K
5.69K $385K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.25K
- 17.2%
$41.76 - $49.03 $94K - $110K
10.8K $530K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-884
- 13.71%
$75.05 - $77.34 $66.3K - $68.4K
5.56K $430K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-2.14K
- 18.08%
$42.44 - $50.03 $90.9K - $107K
9.7K $485K
XLE
Energy Sector Spdr

ETFs
-70
- 1.25%
$76.44 - $94.13 $5.35K - $6.59K
5.51K $467K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.38K
- 5.52%
$16.93 - $17.81 $57.2K - $60.2K
57.9K $1.03M
EPD
Enterprise Products Partners L.P.

Energy
-203
- 1.54%
$28.95 - $34.22 $5.88K - $6.95K
13K $402K
FDX
Fedex Corp

Industrials
-53
- 2.53%
$198.07 - $245.17 $10.5K - $13K
2.04K $463K
XLF
Financial Sector Spdr

ETFs
-1.31K
- 15.6%
$43.92 - $52.37 $57.6K - $68.7K
7.09K $371K
UNP
Union Pacific Corp

Industrials
-8
- 0.14%
$208.27 - $238.46 $1.67K - $1.91K
5.85K $1.35M
APD
Air Products & Chemicals, Inc.

Basic Materials
-47
- 2.51%
$248.61 - $294.96 $11.7K - $13.9K
1.82K $514K
ED
Consolidated Edison Inc

Utilities
-7
- 0.21%
$98.05 - $113.3 $686 - $793
3.32K $333K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.49K
- 6.07%
$10.78 - $11.28 $26.8K - $28.1K
38.5K $428K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-655
- 18.53%
$65.41 - $79.66 $42.8K - $52.2K
2.88K $229K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.03K
- 7.75%
$152.42 - $182.82 $156K - $187K
12.2K $2.23M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-802
- 5.08%
$43.65 - $45.44 $35K - $36.4K
15K $681K
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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