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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
SBUXStarbucks Corp
Recent Activity
Exited
0%
$9,749
100 shares@ $97.49 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$9,300
237 shares@ $39.25 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$9,056
15 shares@ $603.74 avg price
CTVACorteva Inc
Recent Activity
Exited
0%
$7,937
135 shares@ $58.8 avg price
DOWDow Inc
Recent Activity
Exited
0%
$7,430
136 shares@ $54.64 avg price
VTRSViatris Inc
Recent Activity
Exited
0%
$5,964
514 shares@ $11.61 avg price
LECOLincoln Elec Hldgs Inc
Recent Activity
Exited
0%
$5,761
30 shares@ $192.04 avg price
VKQInvesco Municipal Trust
Recent Activity
Exited
0%
$5,674
553 shares@ $10.27 avg price
SOLVSolventum Corp
Recent Activity
Exited
0%
$5,578
80 shares@ $69.73 avg price
CSXCsx Corp
Recent Activity
Exited
0%
$5,229
151 shares@ $34.63 avg price