Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Livelsberger Financial Advisory (CIK 2015721) reported $2.7M across 6 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: ABBV ($1.1M, 39.51%), AAPL ($442,083, 16.47%), ABT ($438,416, 16.33%), PH ($252,191, 9.40%), MSFT ($248,805, 9.27%). Source: SEC Form 13F.
| 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 | EMBC | EMBECTA CORP | $0 | 0.00% | 0 | Exited |
| 8 | PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | Exited |
| 9 | ARAY | ACCURAY INC DEL | $0 | 0.00% | 0 | Exited |
| 10 | A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 11 | ALL | ALLSTATE CORP | $0 | 0.00% | 0 | Exited |
| 12 | AMGN | AMGEN INC | $0 | 0.00% | 0 | Exited |
| 13 | ANIX | ANIXA BIOSCIENCES INC | $0 | 0.00% | 0 | Exited |
| 14 | ELV | ELEVANCE HEALTH INC | $0 | 0.00% | 0 | Exited |
| 15 | ADSK | AUTODESK INC | $0 | 0.00% | 0 | Exited |
| 16 | BALL | BALL CORP | $0 | 0.00% | 0 | Exited |
| 17 | BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | Exited |
| 18 | BIIB | BIOGEN INC | $0 | 0.00% | 0 | Exited |
| 19 | BX | BLACKSTONE INC | $0 | 0.00% | 0 | Exited |
| 20 | BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | Exited |
| 21 | CI | THE CIGNA GROUP | $0 | 0.00% | 0 | Exited |
| 22 | CSX | CSX CORP | $0 | 0.00% | 0 | Exited |
| 23 | CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | Exited |
| 24 | CC | CHEMOURS CO | $0 | 0.00% | 0 | Exited |
| 25 | CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-09-30