Portfolio (Quarterly) Guide ↗

Livelsberger Financial Advisory

· CIK 0002015721

13F Portfolio $1 AUM Filed Jan 7, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ABBV	ABBVIE INC	Healthcare	4,580	$1.1M	39.51%	SOLD
2	AAPL	APPLE INC	Technology	1,736	$442K	16.47%	SOLD
3	ABT	ABBOTT LABS	Healthcare	3,273	$438K	16.34%	SOLD
4	PH	PARKER-HANNIFIN CORP	Industrials	333	$252K	9.40%	SOLD
5	MSFT	MICROSOFT CORP	Technology	480	$249K	9.27%	SOLD
6	XOM	EXXON MOBIL CORP	Energy	2,146	$242K	9.02%	SOLD