Livelsberger Financial Advisory
Investment Portfolio & 13F Holdings Analysis
About
Livelsberger Financial Advisory is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 5 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-08
- Total Holdings
- 5
- Total Value
- 2093730
- Accession Number
- 0002015721-25-000005
- Form Type
- 13F-HR
- CIK
- 0002015721
- Manager Name
- Livelsberger Financial Advisory
Data Enrichment
100% identified5 identified0 unidentified
Holdings
5 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Abbvie Inc.(ABBVcusip00287Y109) | 4.1K | QoQ +0.41% (+17)YoY +1.79% (+73) | All Managers (Combined) | $865.0K | |
Apple Inc.(AAPLcusip037833100) | 1.7K | QoQ +0.05% (-1)YoY +0.40% (+7) | All Managers (Combined) | $384.8K | |
| 2.8K | QoQ +0.17% (+5)YoY -7.19% (-221) | All Managers (Combined) | $377.9K | ||
Exxon Mobil Corp(XOMcusip30231G102) | 2.2K | QoQ +0.86% (+19)YoY +3.33% (+72) | All Managers (Combined) | $264.9K | |
| 331 | QoQ +0.30% (-1)YoY NEW(+331) | All Managers (Combined) | $201.2K | YoY NEW(+$201.2K) |