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Livelsberger Financial Advisory

13F filer · CIK 0002015721
Last filed Oct 14, 2025
Inactive · not filing 13F
13F portfolio value$0U.S. long equity reported on 13F
Positions60 new · 78 closed
Net flow last quarter-$2.97MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q3 2025Reported Oct 14, 20256 positions
ABBVAbbVie Inc.$1.06M39.51%0.00%+0.4%Q4 2023
AAPLApple Inc.$442K16.47%0.00%+0.1%Q4 2023
ABTAbbott Laboratories$438K16.33%0.00%+0.1%Q4 2023
PHParker-Hannifin Corp$252K9.40%0.00%+0.3%Q4 2023
MSFTMicrosoft Corp$249K9.27%0.00%Not reportedQ4 2023
XOMExxonMobil Holdings Corp$242K9.02%0.00%-4.5%Q4 2023
Q2 2025Reported Jul 8, 202584 positions
ABBVAbbVie Inc.$847K16.40%0.00%+10.5%Q4 2023
ABTAbbott Laboratories$445K8.61%0.00%+14.7%Q4 2023
AAPLApple Inc.$356K6.89%0.00%+0.1%Q4 2023
XOMExxonMobil Holdings Corp$242K4.69%0.00%+0.8%Q4 2023
MSFTMicrosoft Corp$239K4.62%0.00%Not reportedQ4 2023
PHParker-Hannifin Corp$232K4.49%0.00%+0.3%Q4 2023
RPMRPM International Inc$168K3.26%0.00%NewQ2 2025
NSCNorfolk Southern Corp$148K2.86%0.00%Not reportedQ4 2023
ECLEcolab Inc.$145K2.82%0.00%Not reportedQ4 2023
FDXFedex Corp$139K2.70%0.00%Not reportedQ4 2023
ALLAllstate Corp$139K2.70%0.00%Not reportedQ4 2023
TAt&T Inc.$130K2.52%0.00%Not reportedQ4 2023
COPConocophillips$120K2.32%0.00%Not reportedQ4 2023
EMREmerson Electric Co$119K2.31%0.00%Not reportedQ4 2023
ELVElevance Health, Inc.$117K2.27%0.00%Not reportedQ4 2023
PFEPfizer Inc$108K2.10%0.00%Not reportedQ4 2023
JNJJohnson & Johnson$107K2.06%0.00%Not reportedQ4 2023
PMPhilip Morris International Inc.$106K2.06%0.00%Not reportedQ4 2023
MPCMarathon Petroleum Corp$87.1K1.69%0.00%Not reportedQ4 2023
MSMorgan Stanley$86.4K1.67%0.00%Not reportedQ4 2023
DISWalt Disney Co$73.1K1.42%0.00%Not reportedQ4 2023
INTCIntel Corp$66.9K1.30%0.00%Not reportedQ4 2023
PSXPhillips 66$53.6K1.04%0.00%Not reportedQ4 2023
QCOMQualcomm Inc$51.6K1.00%0.00%Not reportedQ4 2023
MMM3m Co$49.2K0.95%0.00%Not reportedQ4 2023
AMGNAmgen Inc$48.8K0.94%0.00%Not reportedQ4 2023
CVXChevron Corp$46.8K0.91%0.00%Not reportedQ4 2023
LOWLowes Companies Inc$46.6K0.90%0.00%Not reportedQ4 2023
SYYSysco Corp$45.6K0.88%0.00%Not reportedQ4 2023
WMTWalmart Inc.$44K0.85%0.00%Not reportedQ4 2023
UNPUnion Pacific Corp$42.6K0.82%0.00%Not reportedQ4 2023
HDHome Depot, Inc.$41.4K0.80%0.00%Not reportedQ4 2023
DEDeere & Co$38.9K0.75%0.00%Not reportedQ4 2023
CVSCVS HEALTH Corp$35.3K0.68%0.00%Not reportedQ4 2023
ADSKAutodesk, Inc.$30.6K0.59%0.00%Not reportedQ4 2023
BXBlackstone Inc.$29.9K0.58%0.00%NewQ2 2025
TKRTimken Co$28.2K0.55%0.00%Not reportedQ4 2023
VRSNVerisign Inc$27.2K0.53%0.00%Not reportedQ4 2023
PRKPark National Corp$26.9K0.52%0.00%NewQ2 2025
AAgilent Technologies, Inc.$22K0.43%0.00%Not reportedQ4 2023
BDXBecton Dickinson & Co$18.8K0.36%0.00%Not reportedQ4 2023
HSYHershey Co$17.1K0.33%0.00%Not reportedQ4 2023
GEGeneral Electric Co$16K0.31%0.00%Not reportedQ4 2023
RRyder System Inc$15.9K0.31%0.00%Not reportedQ4 2023
MRVLMarvell Technology, Inc.$15.5K0.30%0.00%Not reportedQ4 2023
BIIBBiogen Inc.$12.6K0.24%0.00%Not reportedQ4 2023
CTVACorteva, Inc.$10.1K0.19%0.00%Not reportedQ4 2023
FERGFerguson Enterprises Inc.$9.95K0.19%0.00%Not reportedQ4 2023
DDDuPont de Nemours, Inc.$9.26K0.18%0.00%Not reportedQ4 2023
SBUXStarbucks Corp$9.16K0.18%0.00%Not reportedQ4 2023
Q1 2025Reported Apr 8, 20255 positions
ABBVAbbVie Inc.$865K41.31%0.00%+0.4%Q4 2023
AAPLApple Inc.$385K18.38%0.00%+0.1%Q4 2023
ABTAbbott Laboratories$378K18.05%0.00%+0.2%Q4 2023
XOMExxonMobil Holdings Corp$265K12.65%0.00%+0.9%Q4 2023
PHParker-Hannifin Corp$201K9.61%0.00%+0.3%Q4 2023
Q4 2024Reported Jan 14, 20256 positions
ABBVAbbVie Inc.$731K34.21%0.00%+0.5%Q4 2023
AAPLApple Inc.$433K20.30%0.00%+0.1%Q4 2023
ABTAbbott Laboratories$322K15.07%0.00%+0.1%Q4 2023
XOMExxonMobil Holdings Corp$238K11.13%0.00%+0.9%Q4 2023
PHParker-Hannifin Corp$210K9.83%0.00%+0.3%Q4 2023
MSFTMicrosoft Corp$202K9.47%0.00%+0.2%Q4 2023
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