Lion Street Advisors, LLC Purchases and Sells in Q1 2025

Lion Street Advisors, LLC

$306 Million
Q1 2025

Top Buys

Incresed Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	10.7K + 41.11%	$74.85 - $84.89 $803K - $911K	36.8K $3.01M
PULS	14.9K + 12.9%	$49.56 - $49.78 $740K - $744K	131K $6.5M
GLD	2.14K + 101.95%	$243.19 - $288.14 $520K - $616K	4.24K $1.22M
COST	427 + 5.27%	$890.62 - $1076.86 $380K - $460K	8.52K $8.06M
IVV	1.27K + 18.96%	$554.06 - $615.85 $705K - $784K	7.99K $4.49M
VOO	1.42K + 12.82%	$507.05 - $563.67 $721K - $801K	12.5K $6.43M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	39.3K New	$50.87 - $51.09 $2M - $2.01M	39.3K $2.01M
GBIL	16.3K New	$99.85 - $100.19 $1.63M - $1.64M	16.3K $1.64M
AGG	11.9K New	$95.85 - $99.25 $1.14M - $1.18M	11.9K $1.17M
DFEM	32.7K New	$25.35 - $27.46 $830K - $899K	32.7K $866K
FBND	9.44K New	$44.41 - $45.98 $419K - $434K	9.44K $431K
JPST	6.33K New	$50.39 - $50.66 $319K - $321K	6.33K $320K

Top Sells

Reduced Positions

118 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	-3K - 12.22%	$253.32 - $282.66 $760K - $848K	21.5K $5.5M
VCIT	-12.6K - 32.74%	$79.17 - $82.04 $1M - $1.04M	26K $2.12M
AMZN	-606 - 2.55%	$190.26 - $242.06 $115K - $147K	23.1K $4.4M
TSLA	-1.03K - 32.98%	$222.15 - $428.22 $229K - $441K	2.1K $542K
AVUS	-6.03K - 18.35%	$90.7 - $101.57 $547K - $613K	26.8K $2.48M
SPY	-881 - 16.42%	$551.42 - $612.93 $486K - $540K	4.49K $2.51M

Activity Summary All Purchases 112 New Holdings 20 Increased Positions 92 All Sells 118 Reductions 118 Sold out 0 Calls 0 Puts 0

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