Livelsberger Financial Advisory
RIA/Wealth
Livelsberger Financial Advisory is a RIA/Wealth based in Grand Rapids, MI led by Paul George Anthes, reporting $971.8M in AUM as of Q3 2025 with 56% Healthcare concentration, with only 6 positions, and 40% allocation to ABBV.
PresidentPaul George Anthes
- Portfolio Value
- $2.7M
- Positions
- 6
- Top Holding
- ABBV at 39.51%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Livelsberger Financial Advisory's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $1.1M | 39.51% | +$3.7K Bought | 0.00% 4.6K shares | |
Consumer Electronics Technology | $442.1K | 16.47% | +$509.3 Bought | 0.00% 1.7K shares | |
Medical - Devices Healthcare | $438.4K | 16.33% | +$535.8 Bought | 0.00% 3.3K shares | |
Industrial - Machinery Industrials | $252.2K | 9.40% | +$757.3 Bought | 0.00% 333.0 shares | |
Software - Infrastructure Technology | $248.8K | 9.27% | — | 0.00% 480.0 shares | |
Oil & Gas Integrated Energy | $242.0K | 9.02% | -$11.3K Sold | 0.00% 2.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Livelsberger Financial Advisory's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+0.35% | |
+0.3% | |
+0.12% | |
+0.12% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Livelsberger Financial Advisory
GthenA