Vault-13

Livelsberger Financial Advisory

Ashland, OH · CIK 2015721 · 13F filing filed 2026-01-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$0 reported value -100.0% vs Q3 2025
1positions
—in top 10
1 new 0 added 0 reduced 6 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 N/A 0 0 0 $0— — NewShares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 0

Sold out since Q3 2025

SecurityTickerShares held beforeValue then
ABBVIE INC ABBV ABBV 4,580 $1.1m4.6k shares
APPLE INC AAPL AAPL 1,736 $442.1k1.7k shares
ABBOTT LABS ABT ABT 3,273 $438.4k3.3k shares
PARKER-HANNIFIN CORP PH PH 333 $252.2k333 shares
MICROSOFT CORP MSFT MSFT 480 $248.8k480 shares
EXXON MOBIL CORP XOM XOM 2,146 $242.0k2.1k shares