Livelsberger Financial Advisory Portfolio Holdings

Livelsberger Financial Advisory

  • $2.68 Billion
  • Q3 2025

Livelsberger Financial Advisory has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.68 Billion distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $1.06B, Apple Inc. with a value of $442M, Abbott Laboratories with a value of $438M, Parker Hannifin Corp with a value of $252M, and Microsoft Corp with a value of $249M.

Examining the 13F form we can see an decrease of $2.48B in the current position value, from $5.17B to 2.68B.

Livelsberger Financial Advisory is based out at Ashland, OH

Below you can find more details about Livelsberger Financial Advisory portfolio as well as his latest detailed transactions.

Portfolio value $2.68 Billion
Healthcare: $1.5 Billion
Technology: $691 Million
Industrials: $252 Million
Energy: $242 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$401B
$1.06 Billion 39.51% of portfolio
4,580
Q3 2025 Added 0.35%
$3.98T
$442 Million 16.47% of portfolio
1,736
Q3 2025 Added 0.12%
$224B
$438 Million 16.33% of portfolio
3,273
Q3 2025 Added 0.12%
$3.81T
$249 Million 9.27% of portfolio
480
Q2 2025 New
$461B
$242 Million 9.02% of portfolio
2,146
Q3 2025 Reduced 4.45%

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $2.68 Billion
  • Prior Value $5.17 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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