Livelsberger Financial Advisory

13F-HR • 2025-03-31

Data Enrichment

100% identified

5 identified0 unidentified

Holdings

Manager:

5 positions • $2,093.73K total value

5 positions

Manager:

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AbbVie Inc.

4129(+0.4%)

Value:

$865.0M(+18.4%)

Apple Inc.

1732(+0.1%)

Value:

$384.8M(-11.2%)

ABBOTT LABORATORIES

2849(+0.2%)

Value:

$377.9M(+17.4%)

EXXON MOBIL CORP

2228(+0.9%)

Value:

$264.9M(+11.5%)

Parker-Hannifin Corp

331(+0.3%)

Value:

$201.2M(-4.2%)

Instrument	Shares		Other Manager	Value
Abbvie Inc.(ABBVcusip00287Y109)	4.1K	QoQ +0.41% (+17) YoY +1.79% (+73)	All Managers (Combined)	$865.0K	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	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	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	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	QoQ -4.18% (-$8.8K) YoY NEW(+$201.2K)