Lion Street Advisors, LLC Sells in Q3 2024

Lion Street Advisors, LLC

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-4.94K
- 29.35%
$255.18 - $283.2 $1.26M - $1.4M
11.9K $3.37M
KO
Coca Cola CO

Consumer Defensive
-16.3K
- 54.48%
$62.69 - $73.01 $1.02M - $1.19M
13.6K $978K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.68K
- 41.53%
$71.45 - $75.64 $691K - $732K
13.6K $1.02M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.31K
- 34.45%
$179.99 - $201.6 $416K - $465K
4.39K $882K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-11.2K
- 20.46%
$36.98 - $41.55 $415K - $466K
43.6K $1.79M
SPYG
Spdr Portfolio

ETFs
-3.69K
- 59.41%
$73.38 - $84.1 $270K - $310K
2.52K $208K
XOM
Exxon Mobil Corp

Energy
-2.67K
- 9.16%
$109.72 - $119.0 $293K - $318K
26.5K $3.11M
PM
Philip Morris International Inc.

Consumer Defensive
-2.98K
- 53.48%
$101.25 - $127.45 $302K - $380K
2.59K $314K
VV
Vanguard Large Cap ETF

ETFs
-2.2K
- 8.42%
$236.92 - $263.4 $521K - $579K
23.9K $6.3M
BNDX
Vanguard Total International B

ETFs
-4.47K
- 21.21%
$48.42 - $50.35 $216K - $225K
16.6K $834K
GOOG
Alphabet Inc.

Communication Services
-506
- 9.06%
$149.54 - $192.66 $75.7K - $97.5K
5.08K $848K
GOOGL
Alphabet Inc.

Communication Services
-48
- 0.48%
$148.65 - $191.18 $7.14K - $9.18K
9.95K $1.65M
VTV
Vanguard Value ETF

ETFs
-1.8K
- 15.23%
$159.75 - $174.57 $287K - $314K
10K $1.75M
VGT
Vanguard Information Technolog

ETFs
-245
- 14.33%
$514.43 - $606.85 $126K - $149K
1.47K $859K
VEA
Vanguard Ftse Developed Market

ETFs
-4.27K
- 14.53%
$47.6 - $53.31 $203K - $228K
25.1K $1.33M
CVX
Chevron Corp

Energy
-231
- 2.53%
$137.88 - $161.97 $31.9K - $37.4K
8.91K $1.31M
IWV
Ishares Russell 3000 ETF

ETFs
-400
- 24.62%
$294.75 - $326.73 $118K - $131K
1.23K $400K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.24K
- 23.29%
$41.9 - $48.26 $136K - $156K
10.7K $510K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-223
- 10.44%
$211.47 - $281.27 $47.2K - $62.7K
1.91K $469K
NVO
Novo Nordisk A S

Healthcare
-241
- 10.16%
$119.07 - $145.42 $28.7K - $35K
2.13K $253K
ADBE
Adobe Inc.

Technology
-115
- 21.02%
$508.13 - $586.55 $58.4K - $67.5K
432 $223K
FDX
Fedex Corp

Industrials
-63
- 3.18%
$254.64 - $313.52 $16K - $19.8K
1.92K $524K
INTC
Intel Corp

Technology
-118
- 1.35%
$18.9 - $34.87 $2.23K - $4.11K
8.63K $202K
EA
Electronic Arts Inc.

Communication Services
-595
- 11.06%
$137.32 - $151.82 $81.7K - $90.3K
4.78K $686K
XLE
Energy Sector Spdr

ETFs
-432
- 8.2%
$84.35 - $93.39 $36.4K - $40.3K
4.84K $424K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.25K
- 12.3%
$32.34 - $35.85 $40.3K - $44.7K
8.89K $314K
DIS
Walt Disney CO

Communication Services
-329
- 8.32%
$85.6 - $98.61 $28.2K - $32.4K
3.62K $348K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-596
- 19.11%
$79.58 - $91.64 $47.4K - $54.6K
2.52K $228K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-1.23K
- 19.37%
$61.04 - $71.27 $75.1K - $87.7K
5.12K $354K
VUG
Vanguard Growth ETF

ETFs
-260
- 4.2%
$341.08 - $391.94 $88.7K - $102K
5.93K $2.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-125
- 14.4%
$332.02 - $382.76 $41.5K - $47.8K
743 $278K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
-1.21K
- 14.88%
$34.5 - $36.48 $41.7K - $44.1K
6.91K $252K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-366
- 12.73%
$96.3 - $106.49 $35.2K - $39K
2.51K $262K
CNI
Canadian National Railway CO

Industrials
-175
- 8.95%
$110.1 - $123.65 $19.3K - $21.6K
1.78K $208K
VIG
Vanguard Dividend Appreciation

ETFs
-75
- 0.6%
$182.15 - $182.15 $13.7K - $13.7K
12.4K $2.27M
KMB
Kimberly Clark Corp

Consumer Defensive
-315
- 4.45%
$135.05 - $148.35 $42.5K - $46.7K
6.77K $962K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-1.04K
- 5.08%
$39.49 - $42.12 $41K - $43.7K
19.4K $816K
EPOL
Ishares Tr Msci Poland ETF

ETFs
-286
- 1.65%
$21.92 - $25.47 $6.27K - $7.28K
17.1K $413K
XLK
Technology Sector Spdr

ETFs
-26
- 0.26%
$197.34 - $237.68 $5.13K - $6.18K
10.2K $2.29M
GM
General Motors CO

Consumer Cyclical
-3
- 0.05%
$39.95 - $49.9 $120 - $150
5.76K $258K
PG
Procter & Gamble CO

Consumer Defensive
-145
- 6.84%
$160.76 - $177.82 $23.3K - $25.8K
1.98K $341K
HDB
Hdfc Bank LTD

Financial Services
-11
- 0.29%
$58.04 - $66.97 $638 - $737
3.8K $237K
LLAP
Terran Orbital Corp

Industrials
-300
- 2.31%
$0.24 - $0.92 $72 - $276
12.7K $3K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-547
- 10.62%
$41.02 - $46.01 $22.4K - $25.2K
4.61K $209K
CHWY
Chewy, Inc.

Consumer Cyclical
-1.2K
- 7.67%
$22.22 - $32.67 $26.6K - $39.1K
14.4K $421K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-364
- 6.56%
$42.87 - $45.76 $15.6K - $16.7K
5.19K $234K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-300
- 7.07%
$90.87 - $102.43 $27.3K - $30.7K
3.94K $389K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-92
- 12.92%
$405.19 - $478.57 $37.3K - $44K
620 $285K
EFV
Msci Eafe Value ETF

ETFs
-562
- 8.23%
$51.72 - $57.96 $29.1K - $32.6K
6.27K $360K
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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