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Home > Institutional Investor > Livelsberger Financial Advisory > Profile

Instuitional Investor - Livelsberger Financial Advisory

Fund Profile
Filing Period:
Fund Name: Livelsberger Financial Advisory
Portfolio Value $2,093,730
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 4,129 $864,967 41.31%
2.
Apple Inc.
 AAPL 1,732 $384,829 18.38%
3.
Abbott Laboratories
 ABT 2,849 $377,870 18.05%
4.
Exxon Mobil Corp
 XOM 2,228 $264,881 12.65%
5.
Parker-Hannifin Corp
 PH 331 $201,183 9.61%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)