Livelsberger Financial Advisory
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Livelsberger Financial Advisory reported 6 stock positions worth $2.1 million. Its top holding was Abbvie (ABBV) at 34.2% of the portfolio, followed by Apple (AAPL, 20.3%) and Abbott Laboratories (ABT, 15.1%). Compared with Q3 2024, it sold out of 74 and added to 6. The biggest buy was Abbvie (ABBV, shares +0%) and the biggest sale an exit from FedEx (FDX).
- Most Recent 13F
- Q4 2025
- Location
- Ashland, OH
- CIK
- 0002015721
- Portfolio Value
- $2.1M (Q4 2024)
- SEC Filing
- 0002015721-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 6 stocks · $2.1M
Portfolio Sells Q3 2024 → Q4 2024
| FDX FedEx Corp. | Sold out | 0.00% | −3.46 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −3.24 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −2.96 |
| ECL Ecolab Inc. | Sold out | 0.00% | −2.87 |
| ALL Allstate Corp. | Sold out | 0.00% | −2.84 |
| PFE Pfizer Inc. | Sold out | 0.00% | −2.60 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −2.34 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −2.29 |
| COP Conocophillips | Sold out | 0.00% | −1.78 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −1.76 |
| T AT&T Inc. | Sold out | 0.00% | −1.68 |
| INTC Intel Corp. | Sold out | 0.00% | −1.47 |
| PM Philip Morris International | Sold out | 0.00% | −1.46 |
| MS Morgan Stanley | Sold out | 0.00% | −1.34 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −1.21 |
| PSX Phillips 66 | Sold out | 0.00% | −1.20 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.19 |
| AMGN Amgen Inc. | Sold out | 0.00% | −1.18 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −1.18 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −1.15 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −1.10 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.99 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.98 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.96 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.96 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.76 |
| TKR Timken Co. | Sold out | 0.00% | −0.68 |
| DE Deere & Co. | Sold out | 0.00% | −0.67 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.65 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.58 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.57 |
| FE Firstenergy Corp. | Sold out | 0.00% | −0.55 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.55 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.41 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.41 |
| VRSN Verisign Inc. | Sold out | 0.00% | −0.37 |
| R Ryder System Inc. | Sold out | 0.00% | −0.31 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.30 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.25 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.23 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.20 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.20 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.19 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.17 |
| DOW Dow Inc. | Sold out | 0.00% | −0.16 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.13 |
| LECO Lincoln Electric Holdings | Sold out | 0.00% | −0.12 |
| VKQ Invesco Municipal Trust | Sold out | 0.00% | −0.12 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.12 |
| CSX CSX Corp. | Sold out | 0.00% | −0.11 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 6 | $2.7M | ABBV, AAPL, ABT, PH, MSFT |
| Q2 2025 | 85 | $5.2M | ABBV, ABT, AAPL, XOM, MSFT |
| Q1 2025 | 5 | $2.1M | ABBV, AAPL, ABT, XOM, PH |
| Q4 2024 | 6 | $2.1M | ABBV, AAPL, ABT, XOM, PH |
| Q3 2024 | 80 | $4.8M | ABBV, AAPL, ABT, XOM, PH |
| Q2 2024 | 13 | $6.7M | BFK, ABBV, PHK, KTF, GRC |
| Q1 2024 | 15 | $8.4M | IIM, BFK, ABBV, PHK, GRC |