Lion Street Advisors, LLC Incresed Positions in Q1 2025

Lion Street Advisors, LLC

  • $306 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.7K
+ 41.11%
$74.85 - $84.89 $803K - $911K
36.8K $3.01M
PULS
Pgim ETF Tr

ETFs
14.9K
+ 12.9%
$49.56 - $49.78 $740K - $744K
131K $6.5M
GLD
Spdr Gold Trust

ETFs
2.14K
+ 101.95%
$243.19 - $288.14 $520K - $616K
4.24K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
427
+ 5.27%
$890.62 - $1076.86 $380K - $460K
8.52K $8.06M
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
+ 18.96%
$554.06 - $615.85 $705K - $784K
7.99K $4.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.42K
+ 12.82%
$507.05 - $563.67 $721K - $801K
12.5K $6.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.2K
+ 5.9%
$27.01 - $28.54 $356K - $376K
237K $6.52M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15K
+ 19.95%
$18.36 - $20.51 $275K - $308K
90.2K $1.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.55K
+ 42.62%
$44.72 - $46.25 $338K - $349K
25.3K $1.16M
GS
Goldman Sachs Group Inc

Financial Services
635
+ 169.79%
$524.81 - $672.19 $333K - $427K
1.01K $551K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
436
+ 72.43%
$442.66 - $534.52 $193K - $233K
1.04K $552K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.81K
+ 117.88%
$87.68 - $94.52 $246K - $266K
5.19K $486K
JPM
Jpmorgan Chase & CO

Financial Services
817
+ 12.15%
$225.19 - $279.95 $184K - $229K
7.54K $1.85M
IVE
Ishares S&P 500 Value ETF

ETFs
1.21K
+ 42.51%
$185.78 - $198.58 $225K - $241K
4.06K $774K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.28K
+ 59.35%
$110.9 - $132.93 $253K - $303K
6.12K $696K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.69K
+ 14.67%
$168.16 - $186.21 $285K - $315K
13.2K $2.26M
PM
Philip Morris International Inc.

Consumer Defensive
231
+ 5.59%
$117.15 - $158.79 $27.1K - $36.7K
4.36K $692K
RWR
Spdr Dow Jones Reit ETF

ETFs
2K
+ 48.78%
$95.15 - $104.06 $190K - $208K
6.1K $599K
PGR
Progressive Corp

Financial Services
128
+ 4.42%
$235.61 - $291.22 $30.2K - $37.3K
3.02K $855K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.25K
+ 4.58%
$126.11 - $135.06 $158K - $169K
28.6K $3.65M
VTV
Vanguard Value ETF

ETFs
827
+ 8.4%
$167.73 - $179.21 $139K - $148K
10.7K $1.82M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.36K
+ 7.23%
$59.78 - $60.03 $141K - $141K
35K $2.09M
AMGN
Amgen Inc

Healthcare
11
+ 0.4%
$258.59 - $327.36 $2.84K - $3.6K
2.74K $852K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.3K
+ 32.5%
$48.06 - $53.73 $159K - $178K
13.5K $656K
WMT
Walmart Inc.

Consumer Defensive
1.57K
+ 28.13%
$84.5 - $105.05 $133K - $165K
7.17K $629K
IR
Ingersoll Rand Inc.

Industrials
1.9K
+ 43.84%
$79.44 - $94.23 $151K - $179K
6.23K $498K
XLE
Energy Sector Spdr

ETFs
776
+ 16.14%
$85.7 - $93.96 $66.5K - $72.9K
5.58K $516K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.83K
+ 33.28%
$64.88 - $72.1 $119K - $132K
7.34K $479K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
259
+ 11.51%
$408.78 - $448.82 $106K - $116K
2.51K $1.05M
MBB
Ishares Tr

ETFs
583
+ 3.21%
$90.37 - $94.08 $52.7K - $54.8K
18.8K $1.76M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.01K
+ 41.02%
$91.76 - $103.26 $93K - $105K
3.49K $322K
HDV
Ishares Core High Dividend ETF

ETFs
3
+ 0.03%
$110.86 - $121.12 $333 - $363
9.72K $1.18M
AVIG
American Centy ETF Tr Avantis

ETFs
1.37K
+ 4.12%
$40.06 - $41.55 $54.7K - $56.8K
34.5K $1.43M
CCI
Crown Castle International Corp

Real Estate
267
+ 6.66%
$84.33 - $106.39 $22.5K - $28.4K
4.27K $445K
ABT
Abbott Laboratories

Healthcare
19
+ 0.52%
$111.1 - $140.22 $2.11K - $2.66K
3.67K $486K
LLY
Eli Lilly & CO

Healthcare
56
+ 12.33%
$725.72 - $929.72 $40.6K - $52.1K
510 $421K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.36K
+ 21.65%
$92.45 - $106.69 $126K - $145K
7.65K $709K
EFV
Msci Eafe Value ETF

ETFs
175
+ 1.96%
$51.88 - $60.73 $9.08K - $10.6K
9.08K $535K
INTC
Intel Corp

Technology
686
+ 4.5%
$19.1 - $27.39 $13.1K - $18.8K
15.9K $362K
XLF
Financial Sector Spdr

ETFs
1K
+ 13.5%
$47.32 - $52.19 $47.3K - $52.2K
8.41K $413K
ITA
Ishares Tr

ETFs
215
+ 8.13%
$144.84 - $159.5 $31.1K - $34.3K
2.86K $437K
TMO
Thermo Fisher Scientific Inc.

Healthcare
127
+ 25.55%
$497.6 - $606.74 $63.2K - $77.1K
624 $310K
DE
Deere & CO

Industrials
34
+ 5.02%
$408.57 - $509.27 $13.9K - $17.3K
711 $333K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.95K
+ 5.75%
$29.34 - $31.31 $86.6K - $92.5K
54.3K $1.61M
AVSF
American Centy ETF Tr Avantis

ETFs
817
+ 6.57%
$45.96 - $46.74 $37.5K - $38.2K
13.2K $618K
EPD
Enterprise Products Partners L.P.

Energy
44
+ 0.33%
$31.75 - $34.14 $1.4K - $1.5K
13.2K $450K
CDNS
Cadence Design Systems Inc

Technology
291
+ 35.02%
$233.96 - $324.52 $68.1K - $94.4K
1.12K $285K
AVEM
American Centy ETF Tr Avantis

ETFs
253
+ 3.01%
$57.11 - $62.4 $14.4K - $15.8K
8.65K $520K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
570
+ 26.46%
$165.25 - $224.62 $94.2K - $128K
2.72K $452K
Activity Summary
Buys All Purchases 112 New Holdings 20 Increased Positions 92 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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