Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Livelsberger Financial Advisory > Profile

Instuitional Investor - Livelsberger Financial Advisory

Fund Profile
Filing Period:
Fund Name: Livelsberger Financial Advisory
Portfolio Value $2,135,401
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 4,112 $730,528 34.21%
2.
Apple Inc.
 AAPL 1,731 $433,424 20.29%
3.
Abbott Laboratories
 ABT 2,844 $321,722 15.06%
4.
Exxon Mobil Corp
 XOM 2,209 $237,586 11.12%
5.
Parker-Hannifin Corp
 PH 330 $209,969 9.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)