Livelsberger Financial Advisory Portfolio Holdings by Sector
Livelsberger Financial Advisory
- $8.45 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Asset Management | Financial Services
IIM BFK PHK KTF NZF EVN 6 stocks |
$5.58 Million
66.09% of portfolio
|
  3  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$655,273
7.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GRC 1 stocks |
$600,934
7.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$364,059
4.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$322,435
3.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$321,354
3.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
TBLD 1 stocks |
$313,097
3.71% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$254,083
3.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$32,527
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ACAD 1 stocks |
$1,147
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|