Livelsberger Financial Advisory Portfolio Holdings

Livelsberger Financial Advisory

  • $5.17 Billion
  • Q2 2025

Livelsberger Financial Advisory has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $5.17 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $847M, Abbott Laboratories with a value of $445M, Apple Inc. with a value of $356M, Exxon Mobil Corp with a value of $242M, and Microsoft Corp with a value of $239M.

Examining the 13F form we can see an increase of $3.07B in the current position value, from $2.09B to 5.17B.

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 $5.17 Billion
Healthcare: $1.78 Billion
Industrials: $851 Million
Technology: $795 Million
Energy: $558 Million
Basic Materials: $342 Million
Financial Services: $293 Million
Consumer Defensive: $224 Million
Communication Services: $204 Million
Other: $99.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$994M
$2.81 Million 0.05% of portfolio
182
Q2 2025 New
$1.73B
$1.85 Million 0.04% of portfolio
43
Q2 2025 New
$364M
$476,000 0.01% of portfolio
133
Q2 2025 New
$1.87B
$698,000 0.01% of portfolio
61
Q2 2025 New
$597M
$213,000 0.0% of portfolio
22
Q2 2025 New
$721M
$32,000 0.0% of portfolio
3
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $5.17 Billion
  • Prior Value $2.09 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 80 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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