Livelsberger Financial Advisory Portfolio Holdings

Livelsberger Financial Advisory

  • $2.09 Billion
  • Q1 2025

Livelsberger Financial Advisory has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.09 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $865M, Apple Inc. with a value of $385M, Abbott Laboratories with a value of $378M, Exxon Mobil Corp with a value of $265M, and Parker Hannifin Corp with a value of $201M.

Examining the 13F form we can see an decrease of $41.7M in the current position value, from $2.14B to 2.09B.

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 $2.09 Billion
Healthcare: $1.24 Billion
Technology: $385 Million
Energy: $265 Million
Industrials: $201 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $2.09 Billion
  • Prior Value $2.14 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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