Livelsberger Financial Advisory

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Livelsberger Financial Advisory reported 5 stock positions worth $2.1 million. Its top holding was Abbvie (ABBV) at 41.3% of the portfolio, followed by Apple (AAPL, 18.4%) and Abbott Laboratories (ABT, 18.0%). Compared with Q4 2024, it sold out of 1 and added to 5. The biggest buy was Abbvie (ABBV, shares +0%) and the biggest sale an exit from Microsoft (MSFT).

Most Recent 13F
Q4 2025
Location
Ashland, OH
CIK
0002015721
Portfolio Value
$2.1M (Q1 2025)
SEC Filing
0002015721-25-000005 ↗ filed Apr 8, 2025

Holdings Value

0$2.0M$4.0M$6.0M$8.0M$10.0M Q1 2024: $8.4M Q1 2024 Q2 2024: $6.7M Q2 2024 Q3 2024: $4.8M Q3 2024 Q4 2024: $2.1M Q4 2024 Q1 2025: $2.1M $2.1M Q1 2025 Q2 2025: $5.2M Q2 2025 Q3 2025: $2.7M Q3 2025 Q4 2025: $0 Q4 2025

Holdings 5 stocks · $2.1M
ABBV Abbvie Inc. 41.31% 4,129 $865K Add +0.4%
AAPL Apple Inc. 18.38% 1,732 $385K Add +0.1%
ABT Abbott Laboratories 18.05% 2,849 $378K Add +0.2%
XOM Exxon Mobil Corp. 12.65% 2,228 $265K Add +0.9%
PH Parker Hannifin Corp. 9.61% 331 $201K Add +0.3%

Portfolio Sells Q4 2024 → Q1 2025
MSFT Microsoft Corp. Sold out 0.00% −9.47

Portfolio Buys Q4 2024 → Q1 2025
ABBV Abbvie Inc. Add +0.4% 41.31% +7.10
ABT Abbott Laboratories Add +0.2% 18.05% +2.98
XOM Exxon Mobil Corp. Add +0.9% 12.65% +1.53
PH Parker Hannifin Corp. Add +0.3% 9.61% −0.22
AAPL Apple Inc. Add +0.1% 18.38% −1.92

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 0$0
Q3 2025 6$2.7MABBV, AAPL, ABT, PH, MSFT
Q2 2025 85$5.2MABBV, ABT, AAPL, XOM, MSFT
Q1 2025 5$2.1MABBV, AAPL, ABT, XOM, PH
Q4 2024 6$2.1MABBV, AAPL, ABT, XOM, PH
Q3 2024 80$4.8MABBV, AAPL, ABT, XOM, PH
Q2 2024 13$6.7MBFK, ABBV, PHK, KTF, GRC
Q1 2024 15$8.4MIIM, BFK, ABBV, PHK, GRC