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
MROMarathon Oil Corp Recent Activity Exited	0%	$52,602 1,975 shares@ $26.64 avg price	Exited
SYYSysco Corp Recent Activity Exited	0%	$46,992 602 shares@ $78.06 avg price	Exited
CVXChevron Corp New Recent Activity Exited	0%	$46,870 318 shares@ $147.39 avg price	Exited
HDHome Depot Inc Recent Activity Exited	0%	$45,788 113 shares@ $405.21 avg price	Exited
UNPUnion Pac Corp Recent Activity Exited	0%	$45,618 185 shares@ $246.59 avg price	Exited
WMTWalmart Inc Recent Activity Exited	0%	$36,338 450 shares@ $80.76 avg price	Exited
TKRTimken Co Recent Activity Exited	0%	$32,287 383 shares@ $84.31 avg price	Exited
DEDeere & Co Recent Activity Exited	0%	$31,721 76 shares@ $417.39 avg price	Exited
CVSCvs Health Corp Recent Activity Exited	0%	$31,140 495 shares@ $62.91 avg price	Exited
AAgilent Technologies Inc Recent Activity Exited	0%	$27,528 185 shares@ $148.8 avg price	Exited