Livelsberger Financial Advisory
CIK 2015721 · Holdings on Mar 31, 2025 · First reported Apr 8, 2025
Top ten holdings
Q1 2025- ABBV41.31%
- AAPL18.38%
- ABT18.05%
- EXMOC12.65%
- PH9.61%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ABBVWeight increased · +7.10 pp34.21% → 41.31%Shares +17 (+0.41%)
- ABTWeight increased · +2.98 pp15.07% → 18.05%Shares +5 (+0.18%)
- AAPLWeight decreased · -1.92 pp20.30% → 18.38%Shares +1 (+0.06%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 5
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ABBVABBVIE INCEQTY View history and evidence | $864.97K | 41.31% | 4.13K shares | 34.21% → 41.31%+7.10 pp +17 (+0.41%) | Added | ↗▾ |
| 02 | AAPLAPPLE INCEQTY View history and evidence | $384.83K | 18.38% | 1.73K shares | 20.30% → 18.38%-1.92 pp +1 (+0.06%) | Added | ↗▾ |
| 03 | ABTABBOTT LABORATORIESEQTY View history and evidence | $377.87K | 18.05% | 2.85K shares | 15.07% → 18.05%+2.98 pp +5 (+0.18%) | Added | ↗▾ |
| 04 | EXMOCEXXON MOBIL CORPEQTY View history and evidence | $264.88K | 12.65% | 2.23K shares | 11.13% → 12.65%+1.52 pp +19 (+0.86%) | Added | ↗▾ |
| 05 | PHPARKER HANNIFIN CORPEQTY View history and evidence | $201.18K | 9.61% | 331 shares | 9.83% → 9.61%-0.22 pp +1 (+0.30%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Non-derivative | -480 | -$202.17K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2015721 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2093730
}Take these holdings further.
This page includes 5 of 5 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 5 of 5 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2015721","quarter":"2025Q1","page_size":100}
get_institutional_manager_history
{"cik":"2015721","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.