Livelsberger Financial Advisory
Long-term investor · OH · @livelsbergerfinancialadv
+24.5%
All time
S&P +23.8%
Long-term investor
Livelsberger Financial Advisory @livelsbergerfinancialadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002015721).
Record
- Tracked since 2025-03-31 (586 days), 276 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +16.3% · 1 year +17.8% · all +24.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46132P108 · 10.8% · long · since 2026-09-30
- 09253N104 · 9.6% · long · since 2026-09-30
- ABBV · 6.4% · long · since 2025-03-31
- GRC · 4.6% · long · since 2026-09-30
- WELL · 4.4% · long · since 2026-09-30
- 722014107 · 3.4% · long · since 2026-09-30
- AAPL · 3.2% · long · since 2025-03-31
- 233368109 · 3.1% · long · since 2026-09-30
- 81369Y704 · 2.6% · long · since 2026-09-30
- 37954Y384 · 2.5% · long · since 2026-09-30
- INTC · 1.9% · long · since 2025-06-30
- ABT · 1.7% · long · since 2025-03-31