Fund Holdings — Livelsberger Financial Advisory

Total Portfolio Value
$2.14M
Total Bought
$135.4K
Total Sold
$2.56M
Net Transaction
-$2.43M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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APPLE INC(AAPL)1,7291,731+240343320.30%+31
PARKER-HANNIFIN CORP(PH)329330+12082109.83%+2
ACCURAY INC DEL(ARAY)80-800—-0
GARRETT MOTION INC(GTX)30-300—-0
LUMEN TECHNOLOGIES INC(LUMN)90-900—-0
RESIDEO TECHNOLOGIES INC(REZI)50-500—-0
KONTOOR BRANDS INC(KTB)20-200—-0
EMBECTA CORP(EMBC)220-2200—-0
WABTEC(WAB)20-200—-0
V F CORP(VFC)190-1900—-0
OTIS WORLDWIDE CORP(OTIS)40-400—-0
NOV INC(NOV)290-2900—-0
T-MOBILE US INC(TMUS)30-310—-1
ACCO BRANDS CORP(ACCO)1330-13310—-1
KYNDRYL HLDGS INC(KD)500-5010—-1
CHEMOURS CO(CC)610-6110—-1
INGEVITY CORP(NGVT)430-4320—-2
BALL CORP280-2820—-2
ABBOTT LABS2,8412,844+332432215.07%-2
ORGANON & CO(OGN)1340-13430—-3
METALLUS INC(MTUS)1820-18230—-3
KRAFT HEINZ CO(KHC)820-8230—-3
CUMMINS INC(CMI)90-930—-3
THE CIGNA GROUP(CI)90-930—-3
CITIGROUP INC(C)590-5940—-4
MICROSOFT CORP(MSFT)479480+12062029.47%-4
CISCO SYS INC(CSCO)910-9150—-5
ANIXA BIOSCIENCES INC(ANIX)1,6340-1,63450—-5
CSX CORP(CSX)1510-15150—-5
SOLVENTUM CORP(SOLV)800-8060—-6
INVESCO MUNICIPAL TRUST(VKQ)5530-55360—-6
LINCOLN ELEC HLDGS INC(LECO)300-3060—-6
VIATRIS INC(VTRS)5140-51460—-6
DOW INC(DOW)1360-13670—-7
CORTEVA INC(CTVA)1350-13580—-8
LOCKHEED MARTIN CORP(LMT)150-1590—-9
DEVON ENERGY CORP NEW(DVN)2370-23790—-9
STARBUCKS CORP(SBUX)1000-100100—-10
PEPSICO INC(PEP)650-65110—-11
DUPONT DE NEMOURS INC(DD)1350-135120—-12
MARVELL TECHNOLOGY INC(MRVL)2000-200140—-14
RYDER SYS INC(R)1000-100150—-15
VERISIGN INC940-94180—-18
EXXON MOBIL CORP2,1902,209+1925723811.13%-19
BIOGEN INC(BIIB)1000-100190—-19
HERSHEY CO(HSY)1030-103200—-20
BECTON DICKINSON & CO(BDX)1090-109260—-26
FIRSTENERGY CORP(FE)5950-595260—-26
AUTODESK INC990-99270—-27
AGILENT TECHNOLOGIES INC(A)1850-185280—-28
CVS HEALTH CORP(CVS)4950-495310—-31
DEERE & CO(DE)760-76320—-32
TIMKEN CO(TKR)3830-383320—-32
WALMART INC(WMT)4500-450360—-36
UNION PAC CORP(UNP)1850-185460—-46
HOME DEPOT INC(HD)1130-113460—-46
CHEVRON CORP NEW(CVX)3180-318470—-47
SYSCO CORP(SYY)6020-602470—-47
MARATHON OIL CORP1,9750-1,975530—-53
QUALCOMM INC(QCOM)3220-322550—-55
LOWES COS INC(LOW)2070-207560—-56
AMGEN INC(AMGN)1750-175560—-56
DISNEY WALT CO(DIS)5890-589570—-57
PHILLIPS 66(PSX)4360-436570—-57
DUKE ENERGY CORP NEW(DUK)5020-502580—-58
MORGAN STANLEY(MS)6130-613640—-64
PHILIP MORRIS INTL INC(PM)5720-572690—-69
INTEL CORP(INTC)2,9870-2,987700—-70
ABBVIE INC(ABBV)4,0934,112+1980873134.21%-78
AT&T INC(T)3,6380-3,638800—-80
MARATHON PETE CORP(MPC)5150-515840—-84
CONOCOPHILLIPS(COP)8070-807850—-85
EMERSON ELEC CO(EMR)9980-9981090—-109
JOHNSON & JOHNSON(JNJ)6900-6901120—-112
PFIZER INC(PFE)4,2780-4,2781240—-124
ALLSTATE CORP(ALL)7150-7151360—-136
ECOLAB INC(ECL)5360-5361370—-137
NORFOLK SOUTHN CORP(NSC)5670-5671410—-141
ELEVANCE HEALTH INC(ELV)2970-2971550—-155
FEDEX CORP(FDX)6030-6031650—-165
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