test

Lynn Livelsberger

@Livelsberger Financial Advisory

Latest period2024 - Q4ReportedManaged Assets$2.135MTotal holdings6
Assets growth rate-55.23%Assets growth rate (2-Q avg)-42.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Livelsberger Financial Advisory's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 6 positions.

Assets under management

The assets under management (AUM) of Livelsberger Financial Advisory over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.135M in assets, with a quarterly growth rate of -55.23% and a 2-quarter average growth rate of -42.03%. The portfolio is managed by Lynn Livelsberger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABBVAbbvie Inc
Recent Activity
Increased 0.47%
34.22%
$730,528
4,112 shares@ $177.66 avg price
AAPLApple Inc
Recent Activity
Increased 0.12%
20.3%
$433,424
1,731 shares@ $250.39 avg price
ABTAbbott Labs
Recent Activity
Increased 0.11%
15.07%
$321,722
2,844 shares@ $113.13 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.87%
11.13%
$237,586
2,209 shares@ $107.56 avg price
PHParker-hannifin Corp
Recent Activity
Increased 0.31%
9.84%
$209,969
330 shares@ $636.27 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.21%
9.47%
$202,172
480 shares@ $421.2 avg price