Livelsberger Financial Advisory 13F Holdings · last filed Q3 2025
Livelsberger Financial Advisory reported 6 securities worth $2.68M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: ABBV (39.51%), AAPL (16.47%), ABT (16.33%). Among its top 25 positions this quarter: 4 added, 1 trimmed, 19 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | $1.1M | 39.51% | 4,580 | Added |
| 2 | AAPL | APPLE INC | $442,083 | 16.47% | 1,736 | Added |
| 3 | ABT | ABBOTT LABS | $438,416 | 16.33% | 3,273 | Added |
| 4 | PH | PARKER-HANNIFIN CORP | $252,191 | 9.40% | 333 | Added |
| 5 | MSFT | MICROSOFT CORP | $248,805 | 9.27% | 480 | Hold |
| 6 | XOM | EXXON MOBIL CORP | $242,008 | 9.02% | 2,146 | Trimmed |
| 7 | A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 8 | ACCO | ACCO BRANDS CORP | $0 | 0.00% | 0 | Exited |
| 9 | ADSK | AUTODESK INC | $0 | 0.00% | 0 | Exited |
| 10 | ALL | ALLSTATE CORP | $0 | 0.00% | 0 | Exited |
| 11 | AMGN | AMGEN INC | $0 | 0.00% | 0 | Exited |
| 12 | ANIX | ANIXA BIOSCIENCES INC | $0 | 0.00% | 0 | Exited |
| 13 | ARAY | ACCURAY INC DEL | $0 | 0.00% | 0 | Exited |
| 14 | BALL | BALL CORP | $0 | 0.00% | 0 | Exited |
| 15 | BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | Exited |
| 16 | BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | Exited |
| 17 | BIIB | BIOGEN INC | $0 | 0.00% | 0 | Exited |
| 18 | BX | BLACKSTONE INC | $0 | 0.00% | 0 | Exited |
| 19 | C | CITIGROUP INC | $0 | 0.00% | 0 | Exited |
| 20 | CC | CHEMOURS CO | $0 | 0.00% | 0 | Exited |
| 21 | CI | THE CIGNA GROUP | $0 | 0.00% | 0 | Exited |
| 22 | CMI | CUMMINS INC | $0 | 0.00% | 0 | Exited |
| 23 | COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | Exited |
| 24 | CSCO | CISCO SYS INC | $0 | 0.00% | 0 | Exited |
| 25 | CSX | CSX CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR