Lynn Livelsberger

@Livelsberger Financial Advisory

Latest period2024 - Q4

Reported5d 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
ADSKAutodesk Inc Recent Activity Exited	0%	$27,273 99 shares@ $275.49 avg price	Exited
FEFirstenergy Corp Recent Activity Exited	0%	$26,403 595 shares@ $44.38 avg price	Exited
BDXBecton Dickinson & Co Recent Activity Exited	0%	$26,280 109 shares@ $241.11 avg price	Exited
HSYHershey Co Recent Activity Exited	0%	$19,721 103 shares@ $191.47 avg price	Exited
BIIBBiogen Inc Recent Activity Exited	0%	$19,384 100 shares@ $193.84 avg price	Exited
VRSNVerisign Inc Recent Activity Exited	0%	$17,809 94 shares@ $189.46 avg price	Exited
RRyder Sys Inc Recent Activity Exited	0%	$14,580 100 shares@ $145.8 avg price	Exited
MRVLMarvell Technology Inc Recent Activity Exited	0%	$14,424 200 shares@ $72.12 avg price	Exited
DDDupont De Nemours Inc Recent Activity Exited	0%	$12,030 135 shares@ $89.12 avg price	Exited
PEPPepsico Inc Recent Activity Exited	0%	$11,053 65 shares@ $170.05 avg price	Exited