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CIK: 0002015721
Total reported value
—
$5.2M
85 檔
41.2%
In Q2 2025, Livelsberger Financial Advisory's U.S. equity holdings reached a combined market value of $5.2M, distributed across 85 disclosed stock positions.
During Q2 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 | 16.40% | -39.51% | EXIT | |
| 2 | ABT | Abbott Laboratories | Stock-Healthcare | 8.61% | -16.33% | EXIT | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.89% | -16.47% | EXIT | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 4.69% | -9.02% | EXIT | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | -9.27% | EXIT | |
| 6 | PH | Parker Hannifin CORP | Stock-Industrials | 4.49% | -9.40% | EXIT | |
| 7 | RPM | Rpm International Inc | Stock-Materials | 3.26% | — | — | |
| 8 | NSC | Norfolk Southern CORP | Stock-Industrials | 2.86% | — | — | |
| 9 | ECL | Ecolab Inc | Stock-Materials | 2.82% | — | — | |
| 10 | FDX | Fedex CORP | Stock-Industrials | 2.70% | — | — | |
| 11 | ALL | Allstate CORP | Stock-Financials | 2.70% | — | — | |
| 12 | T | At&t Inc | Stock-Comm Services | 2.52% | — | — | |
| 13 | COP | Conocophillips | Stock-Energy | 2.32% | — | — | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 2.31% | — | — | |
| 15 | ELV | Elevance Health Inc | Stock-Healthcare | 2.27% | — | — | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 2.10% | — | — | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.06% | — | — | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 2.06% | — | — | |
| 19 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.69% | — | — | |
| 20 | MS | Morgan Stanley | Stock-Financials | 1.67% | — | — | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.42% | — | — | |
| 22 | INTC | Intel CORP | Stock-Tech | 1.30% | — | — | |
| 23 | PSX | Phillips 66 | Stock-Energy | 1.04% | — | — | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 1.00% | — | — | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.95% | — | — | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.94% | — | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.91% | — | — | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | — | — | |
| 29 | SYY | Sysco CORP | Stock-Consumer Staples | 0.88% | — | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | — | — | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.82% | — | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | — | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.75% | — | — | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 0.68% | — | — | |
| 35 | ADSK | Autodesk Inc | Stock-Tech | 0.59% | — | — | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.58% | — | — | |
| 37 | TKR | Timken Co | Stock-Industrials | 0.55% | — | — | |
| 38 | VRSN | Verisign Inc | Stock-Tech | 0.53% | — | — | |
| 39 | PRK | Park National CORP | Stock-Other | 0.52% | — | — | |
| 40 | A | Agilent Technologies Inc | Stock-Healthcare | 0.43% | — | — | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.36% | — | — | |
| 42 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.33% | — | — | |
| 43 | GE | General Electric | Stock-Industrials | 0.31% | — | — | |
| 44 | R | Ryder System Inc | Stock-Industrials | 0.31% | — | — | |
| 45 | MRVL | Marvell Technology Inc | Stock-Tech | 0.30% | — | — | |
| 46 | BIIB | Biogen Inc | Stock-Healthcare | 0.24% | — | — | |
| 47 | CTVA | Corteva Inc | Stock-Materials | 0.19% | — | — | |
| 48 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.19% | — | — | |
| 49 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.18% | — | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.18% | — | — |
According to official SEC Form 13F filings, Livelsberger Financial Advisory reported a total U.S. public equity portfolio value of $5.2M across 85 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ABBV, ABT, AAPL) accounted for 41.2% of total reported equity market value during Q2 2025.
During Q2 2025, Livelsberger Financial Advisory's top holdings by market value included ABBV (16.4%)、ABT (8.6%)、AAPL (6.9%). The largest single position, ABBV, represented 16.4% of total portfolio value.
In Q2 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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