Managed by Livelsberger Financial Advisory • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $10.2M | 116.0K | 0.00% | — |
| 2 | ? N/A — | $6.3M | 70.5K | 0.00% | — |
| 3 | ? N/A — | $6.2M | 46.6K | 0.00% | — |
| 4 | ? N/A — | $5.9M | 2.53M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $5M |
| 978.1K |
| 0.00% |
| — |
| 6 | ? N/A — | $4.4M | 129.3K | 0.00% | — |
| 7 | ? N/A — | $3.4M | 52.9K | 0.00% | — |
| 8 | ? N/A — | $3M | 47.1K | 0.00% | — |
| 9 | S | $2.8M | 2.83M | 0.00% | — |
| 10 | ? N/A — | $2.4M | 256.4K | 0.00% | — |
| 11 | ? N/A — | $2.2M | 58.2K | 0.00% | — |
| 12 | I IIM — | $2.1M | 181.5K | 0.00% | — |
| 13 | ? N/A — | $2.1M | 27.9K | 0.00% | — |
| 14 | I IIM — | $2.1M | 179.0K | 0.00% | — |
| 15 | B BSTZ — | $1.9M | 190.4K | 0.00% | — |
| 16 | B BSTZ — | $1.9M | 189.2K | 0.00% | — |
| 17 | B BSTZ — | $1.9M | 189.6K | 0.00% | — |
| 18 | ? N/A — | $1.9M | 35.4K | 0.00% | — |
| 19 | ? N/A — | $1.8M | 213.0K | 0.00% | — |
| 20 | ? N/A — | $1.7M | 28.2K | 0.00% | — |