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CIK: 0002015721
Total reported value
$18.6M
$18.6M
6 檔
10.4%
According to the latest 13F quarterly dataset, Livelsberger Financial Advisory managed an equity portfolio of $18.6M at the end of Q4 2024, spanning 6 distinct U.S. exchange-listed positions.
During Q4 2024, Livelsberger Financial Advisory's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 34.21% | +6.36% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 20.30% | +3.17% | NEW | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 15.07% | +1.75% | NEW | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 11.13% | — | +0.87% | |
| 5 | PH | Parker Hannifin CORP | Stock-Industrials | 9.83% | +1.72% | NEW | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 9.47% | +1.27% | NEW |
According to official SEC Form 13F filings, Livelsberger Financial Advisory reported a total U.S. public equity portfolio value of $18.6M across 6 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ABBV, AAPL, ABT) accounted for 10.4% of total reported equity market value during Q4 2024.
During Q4 2024, Livelsberger Financial Advisory's top holdings by market value included ABBV (34.2%)、AAPL (20.3%)、ABT (15.1%). The largest single position, ABBV, represented 34.2% of total portfolio value.
In Q4 2024, Livelsberger Financial Advisory made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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