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
ANIXAnixa Biosciences Inc Recent Activity Exited	0%	$5,147 1,634 shares@ $3.15 avg price	Exited
CSCOCisco Sys Inc Recent Activity Exited	0%	$4,846 91 shares@ $53.26 avg price	Exited
CCitigroup Inc Recent Activity Exited	0%	$3,693 59 shares@ $62.6 avg price	Exited
CIThe Cigna Group Recent Activity Exited	0%	$3,118 9 shares@ $346.45 avg price	Exited
CMICummins Inc Recent Activity Exited	0%	$2,954 9 shares@ $328.23 avg price	Exited
KHCKraft Heinz Co Recent Activity Exited	0%	$2,864 82 shares@ $34.93 avg price	Exited
MTUSMetallus Inc Recent Activity Exited	0%	$2,699 182 shares@ $14.83 avg price	Exited
OGNOrganon & Co Recent Activity Exited	0%	$2,563 134 shares@ $19.13 avg price	Exited
BALLBall Corp Recent Activity Exited	0%	$1,878 28 shares@ $67.08 avg price	Exited
NGVTIngevity Corp Recent Activity Exited	0%	$1,677 43 shares@ $39.0 avg price	Exited