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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-85
- 4.12%
$175.46 - $203.3 $14.9K - $17.3K
1.98K $400K
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
-21
- 0.16%
N/A
13K $0
Trust For Professional Manag
-222
- 1.04%
N/A
21.2K $0
DOW
Dow Inc.

Basic Materials
-382
- 2.99%
$50.15 - $55.41 $19.2K - $21.2K
12.4K $677K
Sila Realty Trust Inc
-2.87K
- 25.46%
N/A
8.4K $0
CGDV
Capital Group Divid Value ETF

ETFs
-876
- 9.15%
$32.96 - $36.48 $28.9K - $32K
8.7K $316K
VOE
Vanguard Mid Cap Value Index F

ETFs
-167
- 9.74%
$149.02 - $167.67 $24.9K - $28K
1.55K $259K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-200
- 2.32%
$27.17 - $28.74 $5.43K - $5.75K
8.41K $241K
PFE
Pfizer Inc

Healthcare
-272
- 2.59%
$27.7 - $31.39 $7.53K - $8.54K
10.2K $295K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-400
- 2.06%
$24.77 - $26.7 $9.91K - $10.7K
19.1K $508K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1K
- 3.27%
$36.7 - $39.46 $36.7K - $39.5K
29.6K $1.17M
VB
Vanguard Small Cap ETF

ETFs
-48
- 5.11%
$214.77 - $237.72 $10.3K - $11.4K
892 $211K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-310
- 5.79%
$68.79 - $76.02 $21.3K - $23.6K
5.04K $383K
YUM
Yum Brands Inc

Consumer Cyclical
-19
- 1.19%
$125.95 - $139.96 $2.39K - $2.66K
1.57K $219K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-47
- 0.92%
$38.51 - $41.69 $1.81K - $1.96K
5.09K $211K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-85
- 0.38%
$29.58 - $30.31 $2.51K - $2.58K
22.4K $677K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-555
- 4.27%
$37.33 - $40.63 $20.7K - $22.5K
12.4K $505K
RDVY
First Trust Rising Dividend Ac

ETFs
-2K
- 6.75%
$53.68 - $59.24 $107K - $118K
27.6K $1.63M
TSN
Tyson Foods, Inc.

Consumer Defensive
-134
- 1.48%
$55.91 - $65.87 $7.49K - $8.83K
8.93K $531K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-680
- 4.33%
$42.22 - $48.62 $28.7K - $33.1K
15K $699K
D
Dominion Energy, Inc

Utilities
-510
- 9.83%
$48.01 - $58.53 $24.5K - $29.9K
4.68K $270K
MS
Morgan Stanley

Financial Services
-39
- 1.36%
$92.07 - $106.96 $3.59K - $4.17K
2.83K $294K
WHR
Whirlpool Corp

Consumer Cyclical
-150
- 2.23%
$90.25 - $112.34 $13.5K - $16.9K
6.58K $703K
AMGN
Amgen Inc

Healthcare
-16
- 0.7%
$309.38 - $337.38 $4.95K - $5.4K
2.28K $733K
CVS
Cvs Health Corp

Healthcare
-165
- 2.28%
$55.81 - $63.18 $9.21K - $10.4K
7.07K $444K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-372
- 1.92%
$43.21 - $46.51 $16.1K - $17.3K
19K $882K
LHX
L3 Harris Technologies, Inc.

Industrials
-20
- 1.08%
$221.96 - $243.27 $4.44K - $4.87K
1.83K $434K
DE
Deere & CO

Industrials
-26
- 3.56%
$344.84 - $418.0 $8.97K - $10.9K
705 $294K
JPM
Jpmorgan Chase & CO

Financial Services
-160
- 2.48%
$194.9 - $224.8 $31.2K - $36K
6.28K $1.32M
VZ
Verizon Communications Inc

Communication Services
-5
- 0.08%
$38.89 - $45.0 $194 - $225
6.62K $297K
PEP
Pepsico Inc

Consumer Defensive
-93
- 1.15%
$161.9 - $179.3 $15.1K - $16.7K
8.01K $1.36M
ABT
Abbott Laboratories

Healthcare
-59
- 1.59%
$100.07 - $118.13 $5.9K - $6.97K
3.66K $416K
MCD
Mcdonalds Corp

Consumer Cyclical
-226
- 11.02%
$245.82 - $304.51 $55.6K - $68.8K
1.83K $555K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-945
- 2.42%
$44.46 - $48.11 $42K - $45.5K
38.1K $1.83M
ETN
Eaton Corp PLC

Industrials
-24
- 1.03%
$272.52 - $333.02 $6.54K - $7.99K
2.31K $764K
WMT
Walmart Inc.

Consumer Defensive
-350
- 7.39%
$66.91 - $81.4 $23.4K - $28.5K
4.39K $354K
V
Visa Inc.

Financial Services
-60
- 1.49%
$253.74 - $291.56 $15.2K - $17.5K
3.97K $1.09M
ISRG
Intuitive Surgical Inc

Healthcare
-17
- 1.62%
$416.14 - $494.01 $7.07K - $8.4K
1.03K $508K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-300
- 1.66%
$53.41 - $57.9 $16K - $17.4K
17.8K $1.03M
TAP
Molson Coors Beverage CO

Consumer Defensive
-45
- 0.64%
$49.94 - $57.52 $2.25K - $2.59K
7.02K $403K
CMI
Cummins Inc

Industrials
-17
- 1.44%
$266.63 - $326.4 $4.53K - $5.55K
1.16K $375K
ED
Consolidated Edison Inc

Utilities
-9
- 0.25%
$88.42 - $104.97 $796 - $945
3.57K $371K
HAS
Hasbro, Inc.

Consumer Cyclical
-149
- 2.97%
$56.54 - $72.32 $8.42K - $10.8K
4.87K $352K
VEEV
Veeva Systems Inc

Healthcare
-7
- 0.31%
$180.43 - $223.9 $1.26K - $1.57K
2.26K $473K
PFG
Principal Financial Group Inc

Financial Services
-24
- 0.29%
$72.94 - $87.46 $1.75K - $2.1K
8.36K $718K
MA
Mastercard Inc

Financial Services
-63
- 3.55%
$429.6 - $500.99 $27.1K - $31.6K
1.71K $846K
CCI
Crown Castle International Corp

Real Estate
-99
- 2.62%
$95.29 - $120.24 $9.43K - $11.9K
3.68K $436K
GRMN
Garmin LTD

Technology
-30
- 0.51%
$161.1 - $183.29 $4.83K - $5.5K
5.81K $1.02M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-60
- 0.72%
$78.93 - $95.84 $4.74K - $5.75K
8.26K $741K
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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