Livelsberger Financial Advisory has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.77 Billion distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $808M, Apple Inc. with a value of $403M, Abbott Laboratories with a value of $324M, Exxon Mobil Corp with a value of $257M, and Parker Hannifin Corp with a value of $208M.
Examining the 13F form we can see an decrease of $1.93B in the current position value, from $6.7B to 4.77B.
Livelsberger Financial Advisory is based out at Ashland, OH
Below you can find more details about Livelsberger Financial Advisory portfolio as well as his latest detailed transactions.
Portfolio value
$4.77 Billion
Healthcare: $1.7 Billion
Technology: $799 Million
Industrials: $772 Million
Energy: $592 Million
Financial Services: $209 Million
Consumer Defensive: $186 Million
Basic Materials: $170 Million
Communication Services: $137 Million
Other: $198 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
