Livelsberger-Financial-Advisory

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "AAPL",
  "XOM",
  "PH"
]

13F-HR • 2025-03-31

Data Enrichment

100% identified

5 identified0 unidentified

Holdings

Manager:

5 positions • $2.1M total value

Manager:

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AbbVie Inc.

Shares:4.1K

Value:$865.0K

% of Portfolio:41.3% ($865.0K/$2.1M)

Apple Inc.

Shares:1.7K

Value:$384.8K

% of Portfolio:18.4% ($384.8K/$2.1M)

ABBOTT LABORATORIES

Shares:2.8K

Value:$377.9K

% of Portfolio:18.0% ($377.9K/$2.1M)

EXXON MOBIL CORP

Shares:2.2K

Value:$264.9K

% of Portfolio:12.7% ($264.9K/$2.1M)

Parker-Hannifin Corp

Shares:331

Value:$201.2K

% of Portfolio:9.6% ($201.2K/$2.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AbbVie Inc.(ABBVcusip00287Y109)	4.1K	QoQ +0.41% (+17) YoY +1.79% (+73)	All Managers (Combined)	$865.0K	41.3% ($865.0K/$2.1M)	QoQ +18.40% (+$134.4K) YoY +32.00% (+$209.7K)
Apple Inc.(AAPLcusip037833100)	1.7K	QoQ +0.05% (-1) YoY +0.40% (+7)	All Managers (Combined)	$384.8K	18.4% ($384.8K/$2.1M)	QoQ -11.21% (-$48.6K) YoY +19.35% (+$62.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.8K	QoQ +0.17% (+5) YoY -7.19% (-221)	All Managers (Combined)	$377.9K	18.0% ($377.9K/$2.1M)	QoQ +17.45% (+$56.1K) YoY +17.58% (-$56.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.2K	QoQ +0.86% (+19) YoY +3.33% (+72)	All Managers (Combined)	$264.9K	12.7% ($264.9K/$2.1M)	QoQ +11.48% (+$27.3K) YoY +4.24% (+$10.8K)
Parker-Hannifin Corp(PHcusip701094104)	331	QoQ +0.30% (-1) YoY NEW(+331)	All Managers (Combined)	$201.2K	9.6% ($201.2K/$2.1M)	QoQ -4.18% (-$8.8K) YoY NEW(+$201.2K)