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CIK: 0002015721
Total reported value
—
$2.1M
5 檔
100.0%
As reported in its official Q1 2025 Form 13F filing, Livelsberger Financial Advisory's tracked investment portfolio stood at $2.1M with 5 total positions.
During Q1 2025, 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 | 41.31% | -39.51% | EXIT | |
| 2 | AAPL | Apple Inc | Stock-Tech | 18.38% | -16.47% | EXIT | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 18.05% | -16.33% | EXIT | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 12.65% | -9.02% | EXIT | |
| 5 | PH | Parker Hannifin CORP | Stock-Industrials | 9.61% | -9.40% | EXIT |
According to official SEC Form 13F filings, Livelsberger Financial Advisory reported a total U.S. public equity portfolio value of $2.1M across 5 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ABBV, AAPL, ABT) accounted for 100.0% of total reported equity market value during Q1 2025.
During Q1 2025, Livelsberger Financial Advisory's top holdings by market value included ABBV (41.3%)、AAPL (18.4%)、ABT (18.1%). The largest single position, ABBV, represented 41.3% of total portfolio value.
In Q1 2025, 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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