Lion Street Advisors, LLC Incresed Positions in Q4 2024

Lion Street Advisors, LLC

  • $307 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.63K
+ 17.52%
$43.84 - $48.76 $115K - $128K
17.7K $777K
CLX
Clorox CO

Consumer Defensive
480
+ 9.97%
$156.51 - $169.74 $75.1K - $81.5K
5.29K $859K
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.34K
+ 16.28%
$83.08 - $100.49 $112K - $135K
9.6K $812K
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.17%
$567.81 - $607.81 $5.11K - $5.47K
5.37K $3.15M
IVE
Ishares S&P 500 Value ETF

ETFs
444
+ 18.45%
$189.5 - $206.17 $84.1K - $91.5K
2.85K $544K
IYW
Ishares Dj Us Tech ETF

ETFs
319
+ 17.71%
$148.14 - $166.23 $47.3K - $53K
2.12K $338K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.13K
+ 2.26%
$29.73 - $30.81 $33.7K - $34.9K
51.3K $1.56M
RDVY
First Trust Rising Dividend Ac

ETFs
1.09K
+ 3.96%
$58.65 - $64.37 $64.1K - $70.4K
28.7K $1.7M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.21K
+ 9.86%
$29.77 - $30.19 $65.6K - $66.6K
24.6K $733K
FDX
Fedex Corp

Industrials
142
+ 7.4%
$260.5 - $305.15 $37K - $43.3K
2.06K $579K
VEEV
Veeva Systems Inc

Healthcare
232
+ 10.28%
$201.81 - $250.45 $46.8K - $58.1K
2.49K $523K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
32
+ 2.1%
$340.59 - $380.5 $10.9K - $12.2K
1.56K $569K
PPA
Invesco Exchange Traded Fd Tr

ETFs
360
+ 15.69%
$113.79 - $124.5 $41K - $44.8K
2.66K $304K
XLU
Utilities Sector Spdr

ETFs
997
+ 13.65%
$74.89 - $82.93 $74.7K - $82.7K
8.3K $628K
CVX
Chevron Corp

Energy
411
+ 4.62%
$141.15 - $162.53 $58K - $66.8K
9.32K $1.35M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
765
+ 13.64%
$74.5 - $78.37 $57K - $60K
6.37K $476K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.09K
+ 6.13%
$56.06 - $61.35 $61.1K - $66.9K
18.9K $1.07M
KMB
Kimberly Clark Corp

Consumer Defensive
857
+ 12.67%
$130.37 - $146.09 $112K - $125K
7.62K $998K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
826
+ 2.91%
$40.82 - $45.39 $33.7K - $37.5K
29.2K $1.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
506
+ 7.32%
$61.68 - $67.87 $31.2K - $34.3K
7.42K $462K
MSFT
Microsoft Corp

Technology
227
+ 3.05%
$406.35 - $454.46 $92.2K - $103K
7.67K $3.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
150
+ 8.68%
$285.5 - $335.62 $42.8K - $50.3K
1.88K $544K
AVSF
American Centy ETF Tr Avantis

ETFs
902
+ 7.82%
$46.02 - $47.0 $41.5K - $42.4K
12.4K $573K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
309
+ 5.94%
$66.77 - $71.52 $20.6K - $22.1K
5.51K $379K
HEFA
Ishares Currency Hedged Msci E

ETFs
972
+ 10.93%
$34.42 - $35.88 $33.5K - $34.9K
9.86K $342K
TMO
Thermo Fisher Scientific Inc.

Healthcare
123
+ 32.89%
$501.29 - $612.85 $61.7K - $75.4K
497 $258K
AVIG
American Centy ETF Tr Avantis

ETFs
2.06K
+ 6.62%
$40.48 - $42.48 $83.3K - $87.4K
33.1K $1.34M
AVSC
American Centy ETF Tr Avantis
361
+ 4.63%
$52.7 - $59.57 $19K - $21.5K
8.15K $443K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.27%
$370.24 - $418.94 $740 - $838
745 $299K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
280
+ 1.03%
$126.68 - $134.74 $35.5K - $37.7K
27.4K $3.49M
AVUV
American Centy ETF Tr Avantis

ETFs
152
+ 2.45%
$94.37 - $106.41 $14.3K - $16.2K
6.35K $613K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
396
+ 8.6%
$44.33 - $49.55 $17.6K - $19.6K
5K $224K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
206
+ 3.95%
$113.92 - $127.38 $23.5K - $26.2K
5.42K $624K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
77
+ 4.03%
$238.25 - $261.28 $18.3K - $20.1K
1.99K $481K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.18K
+ 11.05%
$44.04 - $49.49 $51.9K - $58.3K
11.9K $521K
FDL
First Tr Morningstar Dividend

ETFs
1.13K
+ 5.38%
$39.59 - $43.95 $44.8K - $49.8K
22.2K $893K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
18
+ 1.26%
$278.19 - $315.36 $5.01K - $5.68K
1.45K $416K
ADBE
Adobe Inc.

Technology
88
+ 20.37%
$437.39 - $552.96 $38.5K - $48.7K
520 $231K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
450
+ 11.41%
$89.81 - $104.0 $40.4K - $46.8K
4.39K $395K
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.34%
$233.76 - $261.58 $701 - $785
895 $215K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
9
+ 0.12%
N/A
7.52K $345K
Trust For Professional Manag
21.4K
+ 77.82%
N/A
48.8K $0
Trust For Professional Manag
826
+ 7.88%
N/A
11.3K $0
Trust For Professional Manag
8.38K
+ 39.48%
N/A
29.6K $0
Trust For Professional Manag
11.7K
+ 89.16%
N/A
24.9K $0
Innovator Etfs Trust
686
+ 8.36%
N/A
8.89K $0
BNDX
Vanguard Total International B

ETFs
363
+ 2.19%
$48.91 - $50.61 $17.8K - $18.4K
17K $832K
IWD
Ishares Russell 1000 Val ETF

ETFs
300
+ 2.32%
$183.23 - $199.79 $55K - $59.9K
13.2K $2.45M
YUM
Yum Brands Inc

Consumer Cyclical
18
+ 1.15%
$130.36 - $139.54 $2.35K - $2.51K
1.59K $213K
Activity Summary
Buys All Purchases 142 New Holdings 21 Increased Positions 121 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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