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Livelsberger Financial Advisory
WatchNo.9927 Data as of 2025Q3Latest AUM (Q3 2025)
$2.7M
QoQ Change Q2 2025
-$2.5M-48.0%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q3 2025 Value | Q3 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
 ABBVIE INCABBV |
| 39.51% | 16.4% | $1.1M | 4,580 | $847,061 | 4,564 | +16+0.35% | Add |
 APPLE INCAAPL |
| 16.47% | 6.89% | $442,083 | 1,736 | $355,847 | 1,734 | +2+0.12% | Add |
 ABBOTT LABORATORIESABT |
| 16.33% | 8.61% | $438,416 | 3,273 | $444,603 | 3,269 | +4+0.12% | Add |
 PARKER-HANNIFIN CORPPH |
| 9.4% | 4.49% | $252,191 | 333 | $231,797 | 332 | +1+0.30% | Add |
 MICROSOFT CORPMSFT |
| 9.27% | 4.62% | $248,805 | 480 | $238,832 | 480 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 9.02% | 4.69% | $242,008 | 2,146 | $242,189 | 2,246 | -100-4.45% | Reduce |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
