Lion Street Advisors, LLC Portfolio Holdings
Lion Street Advisors, LLC
- $307 Million
- Q4 2024
Lion Street Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $307 Million distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: General Mills Inc with a value of $66.9M, Invesco Qqq Trust, Series 1 with a value of $8.27M, Costco Wholesale Corp with a value of $7.42M, Vanguard Large Cap ETF with a value of $6.62M, and Apple Inc. with a value of $6.47M.
Examining the 13F form we can see an increase of $24.7M in the current position value, from $282M to 307M.
Below you can find more details about Lion Street Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$307 Million
ETFs: $138 Million
Consumer Defensive: $80.8 Million
Technology: $25.5 Million
Consumer Cyclical: $14.5 Million
Financial Services: $9.65 Million
Healthcare: $9.56 Million
Industrials: $8.31 Million
Energy: $6.81 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 260
- Current Value $307 Million
- Prior Value $282 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 21 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks