Livelsberger Financial Advisory Portfolio Holdings
Q3 2025•6 long positions•$2.7M portfolio value
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Holding84 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $1.1M 39.51% | +$3.7K Bought | 0.0% 4.6K shares | 4.6K → 4.6K +$3.7K | +0.35% | $409.03B Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $442.1K 16.47% | +$509.3 Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$509.3 | +0.12% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $438.4K 16.33% | +$535.8 Bought | 0.0% 3.3K shares | 3.3K → 3.3K +$535.8 | +0.12% | $233.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $252.2K 9.4% | +$757.3 Bought | 0.0% 333.0 shares | 332.0 → 333.0 +$757.3 | +0.3% | $95.9B Large Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $248.8K 9.27% | — | 0.0% 480.0 shares | — | — | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $242.0K 9.02% | -$11.3K Sold | 0.0% 2.1K shares | 2.2K → 2.1K −$11.3K | -4.45% | $480.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Chemicals - Specialty Basic Materials | - — | -$145.4K Sold | — - shares | 540.0 → 0 −$145.4K | Sold | $75.7B Large Cap | Q2 2025 Held for 5 months | |
Integrated Freight & Logistics Industrials | - — | -$139.3K Sold | — - shares | 613.0 → 0 −$139.3K | Sold | $55.0B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Exploration & Production Energy | - — | -$119.9K Sold | — - shares | 1.3K → 0 −$119.9K | Sold | $112.85B Large Cap | Q2 2025 Held for 5 months | |
Agricultural Inputs Basic Materials | - — | -$10.1K Sold | — - shares | 135.0 → 0 −$10.1K | Sold | $50.0B Large Cap | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | - — | -$46.6K Sold | — - shares | 210.0 → 0 −$46.6K | Sold | $123.29B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | - — | -$16.0K Sold | — - shares | 62.0 → 0 −$16.0K | Sold | $265.26B Mega Cap | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | - — | -$130.1K Sold | — - shares | 4.5K → 0 −$130.1K | Sold | $203.49B Mega Cap | Q2 2025 Held for 5 months | |
Medical - Instruments & Supplies Healthcare | - — | -$18.8K Sold | — - shares | 109.0 → 0 −$18.8K | Sold | $49.2B Large Cap | Q2 2025 Held for 5 months | |
Insurance - Property & Casualty Financial Services | - — | -$139.2K Sold | — - shares | 691.0 → 0 −$139.2K | Sold | $51.9B Large Cap | Q2 2025 Held for 5 months | |
Agricultural - Machinery Industrials | - — | -$38.9K Sold | — - shares | 77.0 → 0 −$38.9K | Sold | $139.23B Large Cap | Q2 2025 Held for 5 months | |
Railroads Industrials | - — | -$4.9K Sold | — - shares | 151.0 → 0 −$4.9K | Sold | $61.0B Large Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | - — | -$1.9K Sold | — - shares | 43.0 → 0 −$1.9K | Sold | $1.5B Small Cap | Q2 2025 Held for 5 months | |
Insurance - Life Financial Services | - — | -$108.0 Sold | — - shares | 2.0 → 0 −$108.0 | Sold | $3.1B Mid Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - Specialty & Generic Healthcare | - — | -$213.0 Sold | — - shares | 22.0 → 0 −$213.0 | Sold | $597.3M Small Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | - — | -$12.6K Sold | — - shares | 100.0 → 0 −$12.6K | Sold | $18.5B Large Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | - — | -$9.3K Sold | — - shares | 135.0 → 0 −$9.3K | Sold | $28.5B Large Cap | Q2 2025 Held for 5 months | |
Railroads Industrials | - — | -$42.6K Sold | — - shares | 185.0 → 0 −$42.6K | Sold | $136.17B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$15.5K Sold | — - shares | 200.0 → 0 −$15.5K | Sold | $64.8B Large Cap | Q2 2025 Held for 5 months | |
Steel Basic Materials | - — | -$2.8K Sold | — - shares | 182.0 → 0 −$2.8K | Sold | $613.5M Small Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | - — | -$27.2K Sold | — - shares | 94.0 → 0 −$27.2K | Sold | $26.8B Large Cap | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | - — | -$39.0 Sold | — - shares | 9.0 → 0 −$39.0 | Sold | $4.4B Mid Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | - — | -$1.5K Sold | — - shares | 159.0 → 0 −$1.5K | Sold | $2.6B Mid Cap | Q2 2025 Held for 5 months | |
Industrial - Distribution Industrials | - — | -$9.9K Sold | — - shares | 46.0 → 0 −$9.9K | Sold | $44.0B Large Cap | Q2 2025 Held for 5 months | |
Food Confectioners Consumer Defensive | - — | -$17.1K Sold | — - shares | 103.0 → 0 −$17.1K | Sold | $34.9B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | - — | -$412.0 Sold | — - shares | 4.0 → 0 −$412.0 | Sold | $38.4B Large Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | - — | -$26.9K Sold | — - shares | 161.0 → 0 −$26.9K | Sold | $2.7B Mid Cap | Q2 2025 Held for 5 months | |
Packaging & Containers Consumer Cyclical | - — | -$1.6K Sold | — - shares | 28.0 → 0 −$1.6K | Sold | $15.8B Large Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | - — | -$168.2K Sold | — - shares | 1.5K → 0 −$168.2K | Sold | $14.2B Large Cap | Q2 2025 Held for 5 months | |
Manufacturing - Tools & Accessories Industrials | - — | -$28.2K Sold | — - shares | 388.0 → 0 −$28.2K | Sold | $5.2B Mid Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$66.9K Sold | — - shares | 3.0K → 0 −$66.9K | Sold | $98.4B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$51.6K Sold | — - shares | 324.0 → 0 −$51.6K | Sold | $170.97B Large Cap | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | - — | -$44.0K Sold | — - shares | 450.0 → 0 −$44.0K | Sold | $782.08B Mega Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | - — | -$7.3K Sold | — - shares | 16.0 → 0 −$7.3K | Sold | $107.82B Large Cap | Q2 2025 Held for 5 months | |
Apparel - Manufacturers Consumer Cyclical | - — | -$153.0 Sold | — - shares | 2.0 → 0 −$153.0 | Sold | $3.6B Mid Cap | Q2 2025 Held for 5 months | |
Business Equipment & Supplies Industrials | - — | -$476.0 Sold | — - shares | 133.0 → 0 −$476.0 | Sold | $313.5M Small Cap | Q2 2025 Held for 5 months | |
Oil & Gas Equipment & Services Energy | - — | -$361.0 Sold | — - shares | 29.0 → 0 −$361.0 | Sold | $4.9B Mid Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | - — | -$698.0 Sold | — - shares | 61.0 → 0 −$698.0 | Sold | $1.7B Small Cap | Q2 2025 Held for 5 months | |
Asset Management Financial Services | - — | -$29.9K Sold | — - shares | 200.0 → 0 −$29.9K | Sold | $110.16B Large Cap | Q2 2025 Held for 5 months | |
Communication Equipment Technology | - — | -$6.3K Sold | — - shares | 91.0 → 0 −$6.3K | Sold | $268.84B Mega Cap | Q2 2025 Held for 5 months | |
Restaurants Consumer Cyclical | - — | -$9.2K Sold | — - shares | 100.0 → 0 −$9.2K | Sold | $103.98B Large Cap | Q2 2025 Held for 5 months | |
Auto - Parts Consumer Cyclical | - — | -$32.0 Sold | — - shares | 3.0 → 0 −$32.0 | Sold | $2.0B Mid Cap | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | - — | -$86.4K Sold | — - shares | 613.0 → 0 −$86.4K | Sold | $218.03B Mega Cap | Q2 2025 Held for 5 months | |
Medical - Healthcare Plans Healthcare | - — | -$3.0K Sold | — - shares | 9.0 → 0 −$3.0K | Sold | $84.6B Large Cap | Q2 2025 Held for 5 months | |
Railroads Industrials | - — | -$419.0 Sold | — - shares | 2.0 → 0 −$419.0 | Sold | $35.2B Large Cap | Q2 2025 Held for 5 months |
