account_balance
Investment manager · 13F filer · SEC CIK 2015721
Livelsberger Financial Advisory
Reported value$18.6Mas of Sep 30, 2026
Positions218
Top 10 weight50.4%IIM alone is 11%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
IIMInvesco Value Municipal Income Trust
10.8%
MHDBlackRock Muniholdings Fund, Inc.
9.6%
ABBVAbbVie Inc.
6.4%
GRCGorman Rupp Co
4.6%
WELLWelltower Inc.
4.4%
PHKPimco High Income Fund
3.4%
AAPLApple Inc.
3.2%
KTFDWS Municipal Income Trust
3.1%
XLISelect Sector SPDR Tr
2.6%
BUGGlobal X FDS
2.5%
INTCIntel Corp
1.9%
ABTAbbott Laboratories
1.7%
IIMInvesco Value Municipal Income Trust
10.8%
MHDBlackRock Muniholdings Fund, Inc.
9.6%
ABBVAbbVie Inc.
6.4%
GRCGorman Rupp Co
4.6%
WELLWelltower Inc.
4.4%
PHKPimco High Income Fund
3.4%
AAPLApple Inc.
3.2%
KTFDWS Municipal Income Trust
3.1%
XLI2.6%
BUG2.5%
INTCABT1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IIM Invesco Value Municipal Income Trust 10.8% MHD BlackRock Muniholdings Fund, Inc. 9.6% ABBV AbbVie Inc. 6.4% GRC Gorman Rupp Co 4.6% WELL Welltower Inc. 4.4% PHK Pimco High Income Fund 3.4% AAPL Apple Inc. 3.2% KTF DWS Municipal Income Trust 3.1%
XLI Select Sector SPDR Tr 2.6%
BUG Global X FDS 2.5%
INTC Intel Corp 1.9% ABT Abbott Laboratories 1.7% Free weekly email
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