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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
FDXFedex Corp
Recent Activity
Exited
0%
$165,092
603 shares@ $273.79 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$154,511
297 shares@ $520.24 avg price
NSCNorfolk Southn Corp
Recent Activity
Exited
0%
$140,957
567 shares@ $248.61 avg price
ECLEcolab Inc
Recent Activity
Exited
0%
$136,749
536 shares@ $255.13 avg price
ALLAllstate Corp
Recent Activity
Exited
0%
$135,634
715 shares@ $189.7 avg price
PFEPfizer Inc
Recent Activity
Exited
0%
$123,783
4,278 shares@ $28.94 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$111,718
690 shares@ $161.92 avg price
EMREmerson Elec Co
Recent Activity
Exited
0%
$109,152
998 shares@ $109.38 avg price
COPConocophillips
Recent Activity
Exited
0%
$84,933
807 shares@ $105.25 avg price
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$83,921
515 shares@ $162.96 avg price