Lion Street Advisors, LLC Reduced Holdings in Q1 2025

Lion Street Advisors, LLC

  • $306 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFG
Principal Financial Group Inc

Financial Services
-306
- 3.66%
$76.34 - $89.04 $23.4K - $27.2K
8.06K $679K
CSCO
Cisco Systems, Inc.

Technology
-232
- 1.12%
$58.74 - $64.87 $13.6K - $15K
20.5K $1.27M
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.33%
$279.74 - $321.29 $1.68K - $1.93K
1.79K $557K
VEEV
Veeva Systems Inc

Healthcare
-36
- 1.45%
$210.58 - $246.8 $7.58K - $8.88K
2.45K $568K
BMY
Bristol Myers Squibb CO

Healthcare
-149
- 1.18%
$53.9 - $63.11 $8.03K - $9.4K
12.5K $761K
GRMN
Garmin LTD

Technology
-29
- 0.51%
$204.55 - $241.93 $5.93K - $7.02K
5.66K $1.23M
KO
Coca Cola CO

Consumer Defensive
-968
- 7.01%
$60.81 - $72.32 $58.9K - $70K
12.8K $919K
ED
Consolidated Edison Inc

Utilities
-90
- 2.63%
$88.0 - $110.59 $7.92K - $9.95K
3.33K $368K
T
At&T Inc.

Communication Services
-113
- 0.87%
$21.56 - $28.28 $2.44K - $3.2K
12.8K $362K
KMB
Kimberly Clark Corp

Consumer Defensive
-24
- 0.31%
$124.46 - $147.4 $2.99K - $3.54K
7.6K $1.08M
JNJ
Johnson & Johnson

Healthcare
-337
- 4.47%
$142.06 - $167.7 $47.9K - $56.5K
7.2K $1.19M
IBM
International Business Machines Corp

Technology
-39
- 0.59%
$217.4 - $264.74 $8.48K - $10.3K
6.59K $1.64M
CVX
Chevron Corp

Energy
-127
- 1.36%
$146.71 - $167.97 $18.6K - $21.3K
9.19K $1.54M
CVS
Cvs Health Corp

Healthcare
-10
- 0.12%
$44.22 - $68.64 $442 - $686
8.36K $566K
ABBV
Abb Vie Inc.

Healthcare
-184
- 2.36%
$169.2 - $216.66 $31.1K - $39.9K
7.61K $1.59M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-52
- 0.54%
$80.05 - $137.75 $4.16K - $7.16K
9.55K $1.11M
XOM
Exxon Mobil Corp

Energy
-100
- 0.32%
$105.44 - $118.93 $10.5K - $11.9K
30.7K $3.65M
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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