Lion Street Advisors, LLC Purchases in Q3 2025

Lion Street Advisors, LLC

  • $310 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
550K
+ 51.09%
$48.44 - $53.83 $26.6M - $29.6M
1.63M $82M
DRI
Darden Restaurants Inc

Consumer Cyclical
37.3K
+ 186.43%
$184.73 - $220.27 $6.9M - $8.23M
57.4K $10.9M
AAPL
Apple Inc.

Technology
9.99K
+ 35.59%
$202.38 - $256.87 $2.02M - $2.57M
38.1K $9.69M
VTI
Vanguard Total Stock Market Et

ETFs
10.9K
+ 92.73%
$303.93 - $329.86 $3.31M - $3.59M
22.6K $7.43M
ETN
Eaton Corp PLC

Industrials
7.77K
+ 276.93%
$342.99 - $392.76 $2.66M - $3.05M
10.6K $3.96M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
38.3K
New
$68.24 - $73.73 $2.61M - $2.82M
38.3K $2.81M
VV
Vanguard Large Cap ETF

ETFs
5.47K
+ 25.37%
$285.05 - $309.14 $1.56M - $1.69M
27K $8.31M
XOM
Exxon Mobil Corp

Energy
17K
+ 54.69%
$105.83 - $117.22 $1.8M - $1.99M
48.1K $5.42M
XLK
Technology Sector Spdr

ETFs
5.61K
+ 53.63%
$250.97 - $282.66 $1.41M - $1.59M
16.1K $4.53M
VBR
Vanguard Small Cap Value ETF

ETFs
7.73K
+ 241.04%
$195.41 - $212.37 $1.51M - $1.64M
10.9K $2.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.21K
+ 541.48%
$420.11 - $472.68 $1.35M - $1.52M
3.8K $1.78M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
23.1K
New
$53.62 - $55.95 $1.24M - $1.29M
23.1K $1.29M
GLW
Corning Inc

Technology
5.75K
+ 23.75%
$51.6 - $82.03 $296K - $471K
29.9K $2.46M
JPM
Jpmorgan Chase & CO

Financial Services
3.04K
+ 38.15%
$282.78 - $316.06 $858K - $959K
11K $3.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.2K
+ 115.36%
$72.57 - $74.72 $1.1M - $1.13M
28.3K $2.1M
FTSL
First Trust Senior Ln Fund

ETFs
24.5K
New
$45.81 - $46.18 $1.12M - $1.13M
24.5K $1.12M
CORT
Corcept Therapeutics Inc

Healthcare
13.3K
New
$67.17 - $83.9 $893K - $1.12M
13.3K $1.11M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.34K
+ 165.67%
$136.48 - $142.97 $1M - $1.05M
11.8K $1.65M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
22.1K
New
$44.76 - $47.49 $988K - $1.05M
22.1K $1.05M
FNDF
Schwab Fundamental Intl Large

ETFs
24.4K
New
$39.84 - $43.15 $970K - $1.05M
24.4K $1.05M
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 79.64%
$695.21 - $791.73 $979K - $1.11M
3.18K $2.33M
IWM
Ishares Russell 2000 ETF

ETFs
4.05K
+ 254.27%
$214.92 - $244.84 $871K - $992K
5.65K $1.37M
KO
Coca Cola CO

Consumer Defensive
15.4K
+ 116.32%
$65.67 - $71.67 $1.01M - $1.1M
28.6K $1.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
15.3K
New
$53.54 - $64.21 $819K - $982K
15.3K $913K
CVX
Chevron Corp

Energy
4.95K
+ 51.01%
$145.57 - $161.83 $721K - $801K
14.7K $2.28M
TT
Trane Technologies PLC

Industrials
2.23K
+ 55.78%
$398.96 - $472.54 $890K - $1.05M
6.23K $2.63M
AXSM
Axsome Therapeutics, Inc.

Healthcare
5.62K
+ 62.03%
$100.39 - $129.29 $564K - $726K
14.7K $1.78M
PFF
Ishares Trust Ishares Pfd And

ETFs
25.9K
New
$30.67 - $32.13 $795K - $832K
25.9K $819K
FVD
First Tr Value Line Divid Inde

ETFs
15.8K
+ 151.98%
$44.73 - $46.86 $708K - $742K
26.3K $1.21M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.79K
New
$134.94 - $145.86 $646K - $698K
4.79K $696K
BJK
Vaneck ETF Tr Vaneck Gaming Et

ETFs
13.7K
New
$43.7 - $47.17 $600K - $648K
13.7K $615K
XLF
Financial Sector Spdr

ETFs
11.2K
+ 157.51%
$51.37 - $54.25 $574K - $606K
18.3K $984K
JNJ
Johnson & Johnson

Healthcare
2.17K
+ 37.15%
$155.17 - $185.42 $337K - $403K
8.02K $1.49M
IBM
International Business Machines Corp

Technology
2.3K
+ 35.36%
$234.77 - $292.47 $540K - $673K
8.81K $2.49M
CAT
Caterpillar Inc

Industrials
637
+ 21.81%
$390.92 - $477.15 $249K - $304K
3.56K $1.7M
T
At&T Inc.

Communication Services
20K
+ 172.35%
$26.94 - $29.62 $538K - $591K
31.5K $890K
XLV
Select Sector Spdr Fund Health

ETFs
3.92K
New
$129.01 - $139.72 $505K - $547K
3.92K $545K
BNDX
Vanguard Total International B

ETFs
10.9K
+ 69.14%
$49.0 - $49.51 $537K - $542K
26.8K $1.32M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.99K
New
$82.96 - $95.7 $497K - $574K
5.99K $538K
LVS
Las Vegas Sands Corp

Consumer Cyclical
9.98K
New
$47.38 - $57.71 $473K - $576K
9.98K $536K
PGR
Progressive Corp

Financial Services
2.32K
+ 86.8%
$238.61 - $264.3 $554K - $614K
5K $1.23M
VTV
Vanguard Value ETF

ETFs
2.23K
+ 28.09%
$175.51 - $186.57 $391K - $416K
10.2K $1.9M
WMB
Williams Companies, Inc.

Energy
7.74K
New
$56.52 - $64.01 $438K - $496K
7.74K $490K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.56K
New
$68.94 - $86.3 $383K - $480K
5.56K $479K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
15.9K
New
$28.95 - $29.73 $461K - $473K
15.9K $473K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
9.96K
New
N/A
9.96K $457K
ARKW
Ark Next Generation Internet E

ETFs
2.5K
New
$144.46 - $174.76 $361K - $437K
2.5K $436K
GM
General Motors CO

Consumer Cyclical
7.12K
New
$48.89 - $61.24 $348K - $436K
7.12K $433K
FCPT
Four Corners Property Trust, Inc.

Real Estate
18.7K
+ 186.39%
$24.37 - $27.18 $455K - $508K
28.7K $700K
Activity Summary
Buys All Purchases 161 New Holdings 67 Increased Positions 94 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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