Livelsberger Financial Advisory
CIK: 0002015721SEC EDGAR →
Portfolio Value
$2.7M
Holdings
6
As of
Q3 2025
New Positions
0
Closed Positions
79
Top 10 Holdings
Quarterly Changes
Closed Positions (79)
$168K · 2K shares
$148K · 576 shares
$145K · 540 shares
$139K · 613 shares
$139K · 691 shares
$130K · 4K shares
$120K · 1K shares
$119K · 893 shares
$117K · 301 shares
$108K · 4K shares
$107K · 698 shares
$106K · 584 shares
$87K · 525 shares
$86K · 613 shares
$73K · 589 shares
$67K · 3K shares
$54K · 449 shares
$52K · 324 shares
$49K · 323 shares
$49K · 175 shares
$47K · 327 shares
$47K · 210 shares
$46K · 602 shares
$44K · 450 shares
$43K · 185 shares
$41K · 113 shares
$39K · 77 shares
$35K · 512 shares
$31K · 99 shares
$30K · 200 shares
$28K · 388 shares
$27K · 94 shares
$27K · 161 shares
$22K · 186 shares
$19K · 109 shares
$17K · 103 shares
$16K · 62 shares
$16K · 100 shares
$15K · 200 shares
$13K · 100 shares
$10K · 135 shares
$10K · 46 shares
$9K · 135 shares
$9K · 100 shares
$9K · 65 shares
$8K · 15 shares
$8K · 238 shares
$7K · 16 shares
$6K · 91 shares
$6K · 30 shares
$6K · 80 shares
$5K · 2K shares
$5K · 553 shares
$5K · 59 shares
$5K · 151 shares
$5K · 531 shares
$4K · 136 shares
$3K · 9 shares
$3K · 9 shares
$3K · 182 shares
$2K · 82 shares
$2K · 50 shares
$2K · 43 shares
$2K · 28 shares
$2K · 159 shares
$715 · 3 shares
$698 · 61 shares
$476 · 133 shares
$419 · 2 shares
$412 · 4 shares
$361 · 29 shares
$221 · 19 shares
$213 · 22 shares
$153 · 2 shares
$110 · 5 shares
$108 · 2 shares
$39 · 9 shares
$32 · 3 shares
$8 · 6 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 2 | $1.5M | 55.8% |
| Technology | 2 | $691K | 25.7% |
| Industrials | 1 | $252K | 9.4% |
| Energy | 1 | $242K | 9.0% |