| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BLACKROCK MUN INCOME TR | 3 | Q2 2024 | 29.0% |
| ABBVIE INC | 3 | Q2 2024 | 10.4% |
| PIMCO HIGH INCOME FD | 3 | Q2 2024 | 9.4% |
| DWS MUN INCOME TR NEW | 3 | Q2 2024 | 8.8% |
| GORMAN RUPP CO COM | 3 | Q2 2024 | 8.3% |
| WELLTOWER INC REIT | 3 | Q2 2024 | 5.7% |
| APPLE INC | 3 | Q2 2024 | 5.4% |
| ABBOTT LABS | 3 | Q2 2024 | 4.8% |
| EXXON MOBIL CORP | 3 | Q2 2024 | 3.7% |
| NUVEEN MUNICIPAL CREDIT INC | 3 | Q2 2024 | 3.7% |
View Livelsberger Financial Advisory's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-22 |
| 13F-HR | 2024-03-22 |
View Livelsberger Financial Advisory's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.