Livelsberger Financial Advisory Top Holdings and 13F Report (2025)

About Livelsberger Financial Advisory

Investment Activity

Livelsberger Financial Advisory has $2.14 million in total holdings as of December 31, 2024.
Livelsberger Financial Advisory owns shares of 6 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 0.34% of the portfolio was purchased this quarter.
About 120.07% of the portfolio was sold this quarter.
This quarter, Livelsberger Financial Advisory has purchased 80 new stocks and bought additional shares in 6 stocks.
Livelsberger Financial Advisory sold shares of 0 stocks and completely divested from 74 stocks this quarter.

Largest Holdings

AbbVie: $730,528
Apple: $433,424
Abbott Laboratories: $321,722
Exxon Mobil: $237,586
Parker-Hannifin: $209,969

Largest Purchases this Quarter

AbbVie: 19 shares (about $3.38K)
Exxon Mobil: 19 shares (about $2.04K)
Parker-Hannifin: 1 shares (about $636.27)
Apple: 2 shares (about $500.78)
Microsoft: 1 shares (about $421.19)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ABBV AbbVie	$730,528	$3,375 ▲	0.5%	4,112	34.2%	Medical
AAPL Apple	$433,424	$501 ▲	0.1%	1,731	20.3%	Computer and Technology
ABT Abbott Laboratories	$321,722	$339 ▲	0.1%	2,844	15.1%	Medical
XOM Exxon Mobil	$237,586	$2,044 ▲	0.9%	2,209	11.1%	Oils/Energy
PH Parker-Hannifin	$209,969	$636 ▲	0.3%	330	9.8%	Industrial Products
MSFT Microsoft	$202,172	$421 ▲	0.2%	480	9.5%	Computer and Technology
FDX FedEx	$0	$165,092 ▼	-100.0%	0	0.0%	Transportation
ELV Elevance Health	$0	$154,511 ▼	-100.0%	0	0.0%	Medical
NSC Norfolk Southern	$0	$140,957 ▼	-100.0%	0	0.0%	Transportation
ECL Ecolab	$0	$136,749 ▼	-100.0%	0	0.0%	Basic Materials
ALL Allstate	$0	$135,634 ▼	-100.0%	0	0.0%	Finance
PFE Pfizer	$0	$123,783 ▼	-100.0%	0	0.0%	Medical
JNJ Johnson & Johnson	$0	$111,718 ▼	-100.0%	0	0.0%	Medical
EMR Emerson Electric	$0	$109,152 ▼	-100.0%	0	0.0%	Industrial Products
COP ConocoPhillips	$0	$84,933 ▼	-100.0%	0	0.0%	Oils/Energy
MPC Marathon Petroleum	$0	$83,921 ▼	-100.0%	0	0.0%	Oils/Energy
T AT&T	$0	$80,027 ▼	-100.0%	0	0.0%	Computer and Technology
INTC Intel	$0	$70,065 ▼	-100.0%	0	0.0%	Computer and Technology
PM Philip Morris International	$0	$69,491 ▼	-100.0%	0	0.0%	Consumer Staples
MS Morgan Stanley	$0	$63,893 ▼	-100.0%	0	0.0%	Finance
DUK Duke Energy	$0	$57,856 ▼	-100.0%	0	0.0%	Utilities
PSX Phillips 66	$0	$57,342 ▼	-100.0%	0	0.0%	Oils/Energy
DIS Walt Disney	$0	$56,721 ▼	-100.0%	0	0.0%	Consumer Discretionary
AMGN Amgen	$0	$56,258 ▼	-100.0%	0	0.0%	Medical
LOW Lowe's Companies	$0	$56,106 ▼	-100.0%	0	0.0%	Retail/Wholesale
QCOM QUALCOMM	$0	$54,713 ▼	-100.0%	0	0.0%	Computer and Technology
MRO Marathon Oil	$0	$52,602 ▼	-100.0%	0	0.0%	Oils/Energy
SYY Sysco	$0	$46,992 ▼	-100.0%	0	0.0%	Consumer Staples
CVX Chevron	$0	$46,870 ▼	-100.0%	0	0.0%	Oils/Energy
HD Home Depot	$0	$45,788 ▼	-100.0%	0	0.0%	Retail/Wholesale
UNP Union Pacific	$0	$45,618 ▼	-100.0%	0	0.0%	Transportation
WMT Walmart	$0	$36,338 ▼	-100.0%	0	0.0%	Retail/Wholesale
TKR Timken	$0	$32,287 ▼	-100.0%	0	0.0%	Computer and Technology
DE Deere & Company	$0	$31,721 ▼	-100.0%	0	0.0%	Industrial Products
CVS CVS Health	$0	$31,140 ▼	-100.0%	0	0.0%	Retail/Wholesale
A Agilent Technologies	$0	$27,528 ▼	-100.0%	0	0.0%	Computer and Technology
ADSK Autodesk	$0	$27,273 ▼	-100.0%	0	0.0%	Computer and Technology
FE FirstEnergy	$0	$26,403 ▼	-100.0%	0	0.0%	Utilities
BDX Becton, Dickinson and Company	$0	$26,280 ▼	-100.0%	0	0.0%	Medical
HSY Hershey	$0	$19,721 ▼	-100.0%	0	0.0%	Consumer Staples
BIIB Biogen	$0	$19,384 ▼	-100.0%	0	0.0%	Medical
VRSN VeriSign	$0	$17,809 ▼	-100.0%	0	0.0%	Computer and Technology
R Ryder System	$0	$14,580 ▼	-100.0%	0	0.0%	Transportation
MRVL Marvell Technology	$0	$14,424 ▼	-100.0%	0	0.0%	Computer and Technology
DD DuPont de Nemours	$0	$12,030 ▼	-100.0%	0	0.0%	Basic Materials
PEP PepsiCo	$0	$11,053 ▼	-100.0%	0	0.0%	Consumer Staples
SBUX Starbucks	$0	$9,749 ▼	-100.0%	0	0.0%	Retail/Wholesale
DVN Devon Energy	$0	$9,300 ▼	-100.0%	0	0.0%	Oils/Energy
LMT Lockheed Martin	$0	$9,056 ▼	-100.0%	0	0.0%	Aerospace
CTVA Corteva	$0	$7,937 ▼	-100.0%	0	0.0%	Consumer Staples
DOW DOW	$0	$7,430 ▼	-100.0%	0	0.0%	Basic Materials
VTRS Viatris	$0	$5,964 ▼	-100.0%	0	0.0%	Medical
LECO Lincoln Electric	$0	$5,761 ▼	-100.0%	0	0.0%	Industrial Products
VKQ Invesco Municipal Trust	$0	$5,674 ▼	-100.0%	0	0.0%	Finance
SOLVENTUM CORP	$0	$5,578 ▼	-100.0%	0	0.0%	EQTY
CSX CSX	$0	$5,229 ▼	-100.0%	0	0.0%	Transportation
ANIX Anixa Biosciences	$0	$5,147 ▼	-100.0%	0	0.0%	Medical
CSCO Cisco Systems	$0	$4,846 ▼	-100.0%	0	0.0%	Computer and Technology
C Citigroup	$0	$3,693 ▼	-100.0%	0	0.0%	Finance
CI The Cigna Group	$0	$3,118 ▼	-100.0%	0	0.0%	Medical
CMI Cummins	$0	$2,954 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
KHC Kraft Heinz	$0	$2,864 ▼	-100.0%	0	0.0%	Consumer Staples
TMST TimkenSteel	$0	$2,699 ▼	-100.0%	0	0.0%	Basic Materials
OGN Organon & Co.	$0	$2,563 ▼	-100.0%	0	0.0%	Medical
BALL Ball	$0	$1,878 ▼	-100.0%	0	0.0%	Industrial Products
NGVT Ingevity	$0	$1,677 ▼	-100.0%	0	0.0%	Basic Materials
CC Chemours	$0	$1,240 ▼	-100.0%	0	0.0%	Basic Materials
KD Kyndryl	$0	$1,149 ▼	-100.0%	0	0.0%	Business Services
ACCO ACCO Brands	$0	$728 ▼	-100.0%	0	0.0%	Industrial Products
TMUS T-Mobile US	$0	$619 ▼	-100.0%	0	0.0%	Computer and Technology
NOV NOV	$0	$464 ▼	-100.0%	0	0.0%	Oils/Energy
OTIS Otis Worldwide	$0	$432 ▼	-100.0%	0	0.0%	Construction
VFC VF	$0	$375 ▼	-100.0%	0	0.0%	Consumer Discretionary
WAB Westinghouse Air Brake Technologies	$0	$364 ▼	-100.0%	0	0.0%	Transportation
EMBC Embecta	$0	$310 ▼	-100.0%	0	0.0%	Medical
KTB Kontoor Brands	$0	$190 ▼	-100.0%	0	0.0%	Consumer Discretionary
REZI Resideo Technologies	$0	$101 ▼	-100.0%	0	0.0%	Industrial Products
LUMN Lumen Technologies	$0	$64 ▼	-100.0%	0	0.0%	Business Services
GTX Garrett Motion	$0	$25 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
ACCURAY INC DEL	$0	$15 ▼	-100.0%	0	0.0%	EQTY

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Livelsberger Financial Advisory Top Holdings and 13F Report (2025)

About Livelsberger Financial Advisory

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Livelsberger Financial Advisory Top Holdings and 13F Report (2025)

About Livelsberger Financial Advisory

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLivelsberger Financial Advisory

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools