Lynn Livelsberger

@Livelsberger Financial Advisory

Latest period2024 - Q4

Reported4d ago

Managed Assets$2.135M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TAt&t Inc Recent Activity Exited	0%	$80,027 3,638 shares@ $22.0 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$70,065 2,987 shares@ $23.46 avg price	Exited
PMPhilip Morris Intl Inc Recent Activity Exited	0%	$69,491 572 shares@ $121.49 avg price	Exited
MSMorgan Stanley Recent Activity Exited	0%	$63,893 613 shares@ $104.24 avg price	Exited
DUKDuke Energy Corp New Recent Activity Exited	0%	$57,856 502 shares@ $115.26 avg price	Exited
PSXPhillips 66 Recent Activity Exited	0%	$57,342 436 shares@ $131.52 avg price	Exited
DISDisney Walt Co Recent Activity Exited	0%	$56,721 589 shares@ $96.31 avg price	Exited
AMGNAmgen Inc Recent Activity Exited	0%	$56,258 175 shares@ $321.48 avg price	Exited
LOWLowes Cos Inc Recent Activity Exited	0%	$56,106 207 shares@ $271.05 avg price	Exited
QCOMQualcomm Inc Recent Activity Exited	0%	$54,713 322 shares@ $169.92 avg price	Exited