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CIK: 0002015721
Total reported value
$18.6M
$18.6M
6 檔
13.1%
According to the latest 13F quarterly dataset, Livelsberger Financial Advisory managed an equity portfolio of $18.6M at the end of Q3 2025, spanning 6 distinct U.S. exchange-listed positions.
In Q3 2025, Livelsberger Financial Advisory displayed an active expansion posture, initiating 1 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 39.51% | +6.36% | NEW | |
| 2 | AAPL | Apple Inc | Stock-Tech | 16.47% | +3.17% | NEW | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 16.33% | +1.75% | NEW | |
| 4 | PH | Parker Hannifin CORP | Stock-Industrials | 9.40% | +1.72% | NEW | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 9.27% | +1.27% | NEW | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 9.02% | — | -4.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | -0.2% | +0.30% | Add |
| 2 | ABT | Abbott Laboratories | -1.7% | +0.12% | Add |
| 3 | ABBV | Abbvie Inc | -1.8% | +0.35% | Add |
| 4 | AAPL | Apple Inc | -1.9% | +0.12% | Add |
| 5 | XOM | Exxon Mobil CORP | -3.6% | -4.45% | Trim |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ABBV, AAPL, ABT) accounted for 13.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
MSFT
市值: $248.8K
Top Position Liquidated / Trimmed
XOM
前期市值: $264.9K
During Q3 2025, Livelsberger Financial Advisory's top holdings by market value included ABBV (39.5%)、AAPL (16.5%)、ABT (16.3%). The largest single position, ABBV, represented 39.5% of total portfolio value.
In Q3 2025, Livelsberger Financial Advisory made 6 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 1 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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