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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Livelsberger Financial Advisory

Quarter ended Q3 2024 · Filed October 21, 2024 · Accession 0002015721-24-000007

Total Value
$4.8M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1ABBVIE INCABBV4,093$808,10516.94%
2APPLE INCAAPL1,729$402,8688.45%
3ABBOTT LABSABLZF2,841$323,7646.79%
4EXXON MOBIL CORPXOM2,190$256,7785.38%
5PARKER-HANNIFIN CORPPH329$208,0934.36%
6MICROSOFT CORPMSFT479$206,2924.32%
7FEDEX CORPFDX603$165,0923.46%
8ELEVANCE HEALTH INCELV297$154,5113.24%
9NORFOLK SOUTHN CORP655844108567$140,9572.96%
10ECOLAB INCECL536$136,7492.87%
11ALLSTATE CORPALL-PJ715$135,6342.84%
12PFIZER INCPFE4,278$123,7832.60%
13JOHNSON & JOHNSONJNJ690$111,7182.34%
14EMERSON ELEC COEMR998$109,1522.29%
15CONOCOPHILLIPSCOP807$84,9331.78%
16MARATHON PETE CORPMARA515$83,9211.76%
17AT&T INCT-PC3,638$80,0271.68%
18INTEL CORPINTC2,987$70,0651.47%
19PHILIP MORRIS INTL INC718172109572$69,4911.46%
20MORGAN STANLEYMS-PQ613$63,8931.34%
21DUKE ENERGY CORP NEWDUKB502$57,8561.21%
22PHILLIPS 66PSX436$57,3421.20%
23DISNEY WALT CO254687106589$56,7211.19%
24AMGEN INCAMGN175$56,2581.18%
25LOWES COS INC548661107207$56,1061.18%
26QUALCOMM INCQCOM322$54,7131.15%
27MARATHON OIL CORPMARA1,975$52,6021.10%
28SYSCO CORPSYY602$46,9920.99%
29CHEVRON CORP NEWCVX318$46,8700.98%
30HOME DEPOT INCHD113$45,7880.96%
31UNION PAC CORPUNP185$45,6180.96%
32WALMART INCWMT450$36,3380.76%
33TIMKEN COTKR383$32,2870.68%
34DEERE & CODE76$31,7210.67%
35CVS HEALTH CORPCVS495$31,1400.65%
36AGILENT TECHNOLOGIES INCA185$27,5280.58%
37AUTODESK INCADSK99$27,2730.57%
38FIRSTENERGY CORPFE595$26,4030.55%
39BECTON DICKINSON & COBDX109$26,2800.55%
40HERSHEY COHSY103$19,7210.41%
41BIOGEN INCBIIB100$19,3840.41%
42VERISIGN INCVRSN94$17,8090.37%
43RYDER SYS INCR100$14,5800.31%
44MARVELL TECHNOLOGY INCMRVL200$14,4240.30%
45DUPONT DE NEMOURS INCDD135$12,0300.25%
46PEPSICO INCPEP65$11,0530.23%
47STARBUCKS CORPSBUX100$9,7490.20%
48DEVON ENERGY CORP NEW25179M103237$9,3000.19%
49LOCKHEED MARTIN CORPLMT15$9,0560.19%
50CORTEVA INCCTVA135$7,9370.17%
51DOW INCDOW136$7,4300.16%
52VIATRIS INCVTRS514$5,9640.13%
53LINCOLN ELEC HLDGS INC53390010630$5,7610.12%
54INVESCO MUNICIPAL TRUSTVKQ553$5,6740.12%
55SOLVENTUM CORPSOLV80$5,5780.12%
56CSX CORPCSX151$5,2290.11%
57ANIXA BIOSCIENCES INCANIX1,634$5,1470.11%
58CISCO SYS INCCSCO91$4,8460.10%
59CITIGROUP INCC-PR59$3,6930.08%
60THE CIGNA GROUP1255231009$3,1180.07%
61CUMMINS INCCMI9$2,9540.06%
62KRAFT HEINZ COKHC82$2,8640.06%
63METALLUS INCMTUS182$2,6990.06%
64ORGANON & COOGN134$2,5630.05%
65BALL CORPBALL28$1,8780.04%
66INGEVITY CORPNGVT43$1,6770.04%
67CHEMOURS COCC61$1,2400.03%
68KYNDRYL HLDGS INCKD50$1,1490.02%
69ACCO BRANDS CORPACCO133$7280.02%
70T-MOBILE US INCTMUSZ3$6190.01%
71NOV INCNOV29$4640.01%
72OTIS WORLDWIDE CORPOTIS4$4320.01%
73V F CORPVFC19$3750.01%
74WABTEC9297401082$3640.01%
75EMBECTA CORPEMBC22$3100.01%
76KONTOOR BRANDS INCKTB2$1900.00%
77RESIDEO TECHNOLOGIES INCREZI5$1010.00%
78LUMEN TECHNOLOGIES INCLUMN9$640.00%
79GARRETT MOTION INCGTX3$250.00%
80ACCURAY INC DELARAY8$150.00%