Fund Holdings — Livelsberger Financial Advisory

Total Portfolio Value
$5.17M
Total Bought
$3.21M
Total Sold
$0
Net Transaction
+$3.21M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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MICROSOFT CORP(MSFT)0480+48002394.62%+239
RPM INTL INC(RPM)01,531+1,53101683.26%+168
NORFOLK SOUTHN CORP(NSC)0576+57601482.86%+148
ECOLAB INC(ECL)0540+54001452.82%+145
FEDEX CORP(FDX)0613+61301392.70%+139
ALLSTATE CORP(ALL)0691+69101392.70%+139
AT&T INC(T)04,495+4,49501302.52%+130
CONOCOPHILLIPS(COP)01,337+1,33701202.32%+120
EMERSON ELEC CO(EMR)0893+89301192.31%+119
ELEVANCE HEALTH INC(ELV)0301+30101172.27%+117
PFIZER INC(PFE)04,473+4,47301082.10%+108
JOHNSON & JOHNSON(JNJ)0698+69801072.06%+107
PHILIP MORRIS INTL INC(PM)0584+58401062.06%+106
MARATHON PETE CORP(MPC)0525+5250871.69%+87
MORGAN STANLEY(MS)0613+6130861.67%+86
DISNEY WALT CO(DIS)0589+5890731.42%+73
INTEL CORP(INTC)02,987+2,9870671.30%+67
ABBOTT LABS2,8493,269+4203784458.61%+67
PHILLIPS 66(PSX)0449+4490541.04%+54
QUALCOMM INC(QCOM)0324+3240521.00%+52
3M CO(MMM)0323+3230490.95%+49
AMGEN INC(AMGN)0175+1750490.94%+49
CHEVRON CORP NEW(CVX)0327+3270470.91%+47
LOWES COS INC(LOW)0210+2100470.90%+47
SYSCO CORP(SYY)0602+6020460.88%+46
WALMART INC(WMT)0450+4500440.85%+44
UNION PAC CORP(UNP)0185+1850430.82%+43
HOME DEPOT INC(HD)0113+1130410.80%+41
DEERE & CO(DE)077+770390.75%+39
CVS HEALTH CORP(CVS)0512+5120350.68%+35
AUTODESK INC099+990310.59%+31
PARKER-HANNIFIN CORP(PH)331332+12012324.49%+31
BLACKSTONE INC(BX)0200+2000300.58%+30
TIMKEN CO(TKR)0388+3880280.55%+28
VERISIGN INC094+940270.53%+27
PARK NATL CORP(PRK)0161+1610270.52%+27
AGILENT TECHNOLOGIES INC(A)0186+1860220.43%+22
BECTON DICKINSON & CO(BDX)0109+1090190.36%+19
HERSHEY CO(HSY)0103+1030170.33%+17
GE AEROSPACE(GE)062+620160.31%+16
RYDER SYS INC(R)0100+1000160.31%+16
MARVELL TECHNOLOGY INC(MRVL)0200+2000150.30%+15
BIOGEN INC(BIIB)0100+1000130.24%+13
CORTEVA INC(CTVA)0135+1350100.19%+10
FERGUSON ENTERPRISES INC(FERG)046+460100.19%+10
DUPONT DE NEMOURS INC(DD)0135+135090.18%+9
STARBUCKS CORP(SBUX)0100+100090.18%+9
PEPSICO INC(PEP)065+65090.17%+9
GE VERNOVA INC(GEV)015+15080.15%+8
DEVON ENERGY CORP NEW(DVN)0238+238080.15%+8
LOCKHEED MARTIN CORP(LMT)016+16070.14%+7
CISCO SYS INC(CSCO)091+91060.12%+6
LINCOLN ELEC HLDGS INC(LECO)030+30060.12%+6
SOLVENTUM CORP(SOLV)080+80060.12%+6
ANIXA BIOSCIENCES INC(ANIX)01,634+1,634050.10%+5
INVESCO MUNICIPAL TRUST(VKQ)0553+553050.10%+5
CITIGROUP INC(C)059+59050.10%+5
CSX CORP(CSX)0151+151050.10%+5
VIATRIS INC(VTRS)0531+531050.09%+5
DOW INC(DOW)0136+136040.07%+4
CUMMINS INC(CMI)09+9030.06%+3
THE CIGNA GROUP(CI)09+9030.06%+3
METALLUS INC(MTUS)0182+182030.05%+3
KRAFT HEINZ CO(KHC)082+82020.04%+2
KYNDRYL HLDGS INC(KD)050+50020.04%+2
INGEVITY CORP(NGVT)043+43020.04%+2
BALL CORP028+28020.03%+2
ORGANON & CO(OGN)0159+159020.03%+2
T-MOBILE US INC(TMUS)03+3010.01%+1
CHEMOURS CO(CC)061+61010.01%+1
ACCO BRANDS CORP(ACCO)0133+133000.01%0
WABTEC(WAB)02+2000.01%0
OTIS WORLDWIDE CORP(OTIS)04+4000.01%0
NOV INC(NOV)029+29000.01%0
V F CORP(VFC)019+19000.00%0
EMBECTA CORP(EMBC)022+22000.00%0
KONTOOR BRANDS INC(KTB)02+2000.00%0
RESIDEO TECHNOLOGIES INC(REZI)05+5000.00%0
BRIGHTHOUSE FINL INC(BHF)02+2000.00%0
LUMEN TECHNOLOGIES INC(LUMN)09+9000.00%0
GARRETT MOTION INC(GTX)03+3000.00%0
ACCURAY INC DEL(ARAY)06+6000.00%0
ABBVIE INC(ABBV)4,1294,564+43586584716.40%-18
EXXON MOBIL CORP2,2282,246+182652424.69%-23
APPLE INC(AAPL)1,7321,734+23853566.89%-29
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Livelsberger Financial Advisory — 13F Holdings — Q2 2025 | TickerTrail