|
Entity | Shares/Amount Change | Position Value Change |
ALLE |
+1,682 | +$213 |
Entity | Shares/Amount Change | Position Value Change |
ADN |
-10,000 | -$2 |
Entity | Shares/Amount Change | Position Value Change |
BABA |
+5,654 | +$438 | GIS |
UNCH | $UNCH | QQQ |
UNCH | $UNCH | VV |
UNCH | $UNCH | COST |
UNCH | +$487 | AAPL |
UNCH | -$601 | AMZN |
UNCH | +$723 | VTI |
UNCH | $UNCH | SCHD |
UNCH | $UNCH | NVDA |
UNCH | +$1,586 |
Entity | Shares/Amount Change | Position Value Change |
ADN |
UNCH | $UNCH | LLAP |
UNCH | +$2 | LFT |
UNCH | $UNCH | IHF |
UNCH | -$160 | IYG |
UNCH | -$130 | IJH |
UNCH | -$283 | WMT |
UNCH | -$164 | DNP |
UNCH | $UNCH | GTN |
UNCH | -$53 |
Size ($ in 1000's)
At 03/31/2024: $252,600 At 12/31/2023: $244,191
Lion Street Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lion Street Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by Lion Street Advisors LLC to be as follows, presented in the
table below with each row detailing each Lion Street Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Lion Street Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Lion Street Advisors LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
GENERAL MLS INC |
781,353 |
UNCH |
$50,897 | GIS | 781,353 | UNCH | $50,897 | INVESCO QQQ TR |
16,517 |
UNCH |
$6,764 | QQQ | 16,517 | UNCH | $6,764 | VANGUARD INDEX FDS (VV) |
25,241 |
UNCH |
$5,506 | VV | 25,241 | UNCH | $5,506 | COSTCO WHSL CORP NEW |
6,722 |
UNCH |
$4,925 | COST | 6,722 | UNCH | $4,925 | APPLE INC |
28,607 |
UNCH |
$4,906 | AAPL | 28,607 | UNCH | $4,906 | AMAZON COM INC |
25,432 |
UNCH |
$4,587 | AMZN | 25,432 | UNCH | $4,587 | VANGUARD INDEX FDS (VTI) |
17,724 |
UNCH |
$4,204 | VTI | 17,724 | UNCH | $4,204 | SCHWAB STRATEGIC TR |
48,143 |
UNCH |
$3,665 | SCHD | 48,143 | UNCH | $3,665 | NVIDIA CORPORATION |
3,882 |
UNCH |
$3,508 | NVDA | 3,882 | UNCH | $3,508 | EXXON MOBIL CORP |
29,182 |
UNCH |
$3,392 | XOM | 29,182 | UNCH | $3,392 | VANGUARD WHITEHALL FDS (VYM) |
30,213 |
UNCH |
$3,373 | VYM | 30,213 | UNCH | $3,373 | DARDEN RESTAURANTS INC |
20,087 |
UNCH |
$3,300 | DRI | 20,087 | UNCH | $3,300 | ISHARES TR (IVV) |
5,901 |
UNCH |
$3,102 | IVV | 5,901 | UNCH | $3,102 | MICROSOFT CORP |
7,299 |
UNCH |
$3,071 | MSFT | 7,299 | UNCH | $3,071 | VANGUARD INDEX FDS (VO) |
12,616 |
UNCH |
$2,935 | VO | 12,616 | UNCH | $2,935 | VANGUARD INDEX FDS (VOO) |
5,951 |
UNCH |
$2,861 | VOO | 5,951 | UNCH | $2,861 | SPDR S&P 500 ETF TR (SPY) |
5,416 |
UNCH |
$2,833 | SPY | 5,416 | UNCH | $2,833 | VANGUARD SCOTTSDALE FDS (VCIT) |
33,893 |
UNCH |
$2,755 | VCIT | 33,893 | UNCH | $2,755 | SCHWAB STRATEGIC TR |
72,312 |
UNCH |
$2,673 | SCHF | 72,312 | UNCH | $2,673 | ISHARES TR (EFA) |
32,139 |
UNCH |
$2,422 | EFA | 32,139 | UNCH | $2,422 | SELECT SECTOR SPDR TR (XLK) |
12,145 |
UNCH |
$2,338 | XLK | 12,145 | UNCH | $2,338 | ISHARES TR (IWD) |
13,784 |
UNCH |
$2,278 | IWD | 13,784 | UNCH | $2,278 | VANGUARD INDEX FDS (VUG) |
6,510 |
UNCH |
$2,241 | VUG | 6,510 | UNCH | $2,241 | VANGUARD SPECIALIZED FUNDS (VIG) |
12,877 |
UNCH |
$2,194 | VIG | 12,877 | UNCH | $2,194 | AMERICAN CENTY ETF TR (AVUS) |
23,108 |
UNCH |
$1,885 | AVUS | 23,108 | UNCH | $1,885 | FIRST TR EXCHNG TRADED FD VI (FJUL) |
44,322 |
UNCH |
$1,845 | FJUL | 44,322 | UNCH | $1,845 | COCA COLA CO |
29,922 |
UNCH |
$1,763 | KO | 29,922 | UNCH | $1,763 | VANGUARD TAX MANAGED FDS (VEA) |
36,529 |
UNCH |
$1,750 | VEA | 36,529 | UNCH | $1,750 | VANGUARD INDEX FDS (VTV) |
11,539 |
UNCH |
$1,725 | VTV | 11,539 | UNCH | $1,725 | VANGUARD BD INDEX FDS (BND) |
20,422 |
UNCH |
$1,502 | BND | 20,422 | UNCH | $1,502 | ALPHABET INC |
10,672 |
UNCH |
$1,491 | GOOGL | 10,672 | UNCH | $1,491 | CHEVRON CORP NEW |
9,436 |
UNCH |
$1,407 | CVX | 9,436 | UNCH | $1,407 | ISHARES TR (IWP) |
12,941 |
UNCH |
$1,352 | IWP | 12,941 | UNCH | $1,352 | META PLATFORMS INC |
2,748 |
UNCH |
$1,334 | META | 2,748 | UNCH | $1,334 | JPMORGAN CHASE & CO |
6,529 |
UNCH |
$1,308 | JPM | 6,529 | UNCH | $1,308 | TRANE TECHNOLOGIES PLC |
4,250 |
UNCH |
$1,276 | TT | 4,250 | UNCH | $1,276 | JOHNSON & JOHNSON |
8,006 |
UNCH |
$1,255 | JNJ | 8,006 | UNCH | $1,255 | VANGUARD INDEX FDS (VBR) |
6,922 |
UNCH |
$1,246 | VBR | 6,922 | UNCH | $1,246 | INTERNATIONAL BUSINESS MACHS |
6,486 |
UNCH |
$1,239 | IBM | 6,486 | UNCH | $1,239 | FIRST TR EXCHANGE TRADED FD (RDVY) |
23,769 |
UNCH |
$1,228 | RDVY | 23,769 | UNCH | $1,228 | ISHARES TR (HDV) |
11,400 |
UNCH |
$1,163 | HDV | 11,400 | UNCH | $1,163 | PEPSICO INC |
6,830 |
UNCH |
$1,160 | PEP | 6,830 | UNCH | $1,160 | VANGUARD CHARLOTTE FDS (BNDX) |
23,413 |
UNCH |
$1,156 | BNDX | 23,413 | UNCH | $1,156 | CATERPILLAR INC |
3,093 |
UNCH |
$1,133 | CAT | 3,093 | UNCH | $1,133 | ABBVIE INC |
5,930 |
UNCH |
$1,080 | ABBV | 5,930 | UNCH | $1,080 | VISA INC |
4,099 |
UNCH |
$1,067 | V | 4,099 | UNCH | $1,067 | INNOVATOR ETFS TRUST (BMAY) |
31,397 |
UNCH |
$1,063 | BMAY | 31,397 | UNCH | $1,063 | FIRST TR EXCH TRADED FD III (FPE) |
62,865 |
UNCH |
$1,060 | FPE | 62,865 | UNCH | $1,060 | FIRST TR EXCHNG TRADED FD VI (BUFR) |
39,190 |
UNCH |
$1,041 | BUFR | 39,190 | UNCH | $1,041 | CISCO SYS INC |
20,351 |
UNCH |
$1,028 | CSCO | 20,351 | UNCH | $1,028 | UNION PAC CORP |
4,017 |
UNCH |
$986 | UNP | 4,017 | UNCH | $986 | FORTINET INC |
14,326 |
UNCH |
$979 | FTNT | 14,326 | UNCH | $979 | EATON CORP PLC |
3,122 |
UNCH |
$976 | ETN | 3,122 | UNCH | $976 | INVESCO EXCHANGE TRADED FD T (PRFZ) |
25,768 |
UNCH |
$966 | PRFZ | 25,768 | UNCH | $966 | ONEOK INC NEW |
11,980 |
UNCH |
$960 | OKE | 11,980 | UNCH | $960 | AXSOME THERAPEUTICS INC |
11,932 |
UNCH |
$950 | AXSM | 11,932 | UNCH | $950 | ISHARES TR (IJT) |
7,500 |
UNCH |
$939 | IJT | 7,500 | UNCH | $939 | ISHARES TR (USIG) |
18,102 |
UNCH |
$928 | USIG | 18,102 | UNCH | $928 | SPDR SER TR (SDY) |
7,124 |
UNCH |
$890 | SDY | 7,124 | UNCH | $890 | FIRST TR EXCHANGE TRADED FD (FTSM) |
14,879 |
UNCH |
$888 | FTSM | 14,879 | UNCH | $888 | GARMIN LTD |
5,909 |
UNCH |
$880 | GRMN | 5,909 | UNCH | $880 | ALIBABA GROUP HLDG LTD |
11,308 |
+5,654 |
$876 | BABA | 11,308 | +5,654 | $876 | KIMBERLY CLARK CORP |
7,090 |
UNCH |
$861 | KMB | 7,090 | UNCH | $861 | MASTERCARD INCORPORATED |
1,788 |
UNCH |
$861 | MA | 1,788 | UNCH | $861 | AMERICAN CENTY ETF TR (AVIG) |
20,076 |
UNCH |
$840 | AVIG | 20,076 | UNCH | $840 | FIRST TR EXCHNG TRADED FD VI (FMAY) |
20,273 |
UNCH |
$840 | FMAY | 20,273 | UNCH | $840 | FIRST TR MORNINGSTAR DIVID L (FDL) |
22,805 |
UNCH |
$818 | FDL | 22,805 | UNCH | $818 | STELLANTIS N.V |
28,900 |
UNCH |
$818 | STLA | 28,900 | UNCH | $818 | FIRST TR EXCHNG TRADED FD VI (FAUG) |
19,769 |
UNCH |
$803 | FAUG | 19,769 | UNCH | $803 | ISHARES TR (IGEB) |
17,521 |
UNCH |
$793 | IGEB | 17,521 | UNCH | $793 | ISHARES TR (MUB) |
7,279 |
UNCH |
$789 | MUB | 7,279 | UNCH | $789 | ALPHABET INC |
5,546 |
UNCH |
$782 | GOOG | 5,546 | UNCH | $782 | WHIRLPOOL CORP |
6,225 |
UNCH |
$758 | WHR | 6,225 | UNCH | $758 | INNOVATOR ETFS TRUST (BSEP) |
20,423 |
UNCH |
$749 | BSEP | 20,423 | UNCH | $749 | MICROSTRATEGY INC |
438 |
UNCH |
$747 | MSTR | 438 | UNCH | $747 | ISHARES TR (MBB) |
7,838 |
UNCH |
$737 | MBB | 7,838 | UNCH | $737 | DOW INC |
13,255 |
UNCH |
$727 | DOW | 13,255 | UNCH | $727 | DIMENSIONAL ETF TRUST (DFAC) |
24,609 |
UNCH |
$719 | DFAC | 24,609 | UNCH | $719 | PACER FDS TR |
15,062 |
UNCH |
$719 | PTLC | 15,062 | UNCH | $719 | CORNING INC |
22,935 |
UNCH |
$698 | GLW | 22,935 | UNCH | $698 | VANGUARD STAR FDS (VXUS) |
12,014 |
UNCH |
$696 | VXUS | 12,014 | UNCH | $696 | CLOROX CO DEL |
4,867 |
UNCH |
$694 | CLX | 4,867 | UNCH | $694 | SPDR SER TR (SPSB) |
22,799 |
UNCH |
$679 | SPSB | 22,799 | UNCH | $679 | AMERICAN CENTY ETF TR (AVDE) |
11,199 |
UNCH |
$677 | AVDE | 11,199 | UNCH | $677 | AMGEN INC |
2,324 |
UNCH |
$669 | AMGN | 2,324 | UNCH | $669 | J P MORGAN EXCHANGE TRADED F (BBCB) |
14,439 |
UNCH |
$667 | BBCB | 14,439 | UNCH | $667 | VANGUARD INTL EQUITY INDEX F (VWO) |
16,171 |
UNCH |
$665 | VWO | 16,171 | UNCH | $665 | PRINCIPAL FINANCIAL GROUP IN |
8,410 |
UNCH |
$662 | PFG | 8,410 | UNCH | $662 | PGIM ETF TR (PULS) |
13,231 |
UNCH |
$653 | PULS | 13,231 | UNCH | $653 | EVERGY INC |
12,489 |
UNCH |
$652 | EVRG | 12,489 | UNCH | $652 | MCDONALDS CORP |
2,187 |
UNCH |
$649 | MCD | 2,187 | UNCH | $649 | VANGUARD WORLD FD (ESGV) |
7,276 |
UNCH |
$619 | ESGV | 7,276 | UNCH | $619 | BANK AMERICA CORP |
15,784 |
UNCH |
$599 | BAC | 15,784 | UNCH | $599 | STANLEY BLACK & DECKER INC |
6,104 |
UNCH |
$599 | SWK | 6,104 | UNCH | $599 | CVS HEALTH CORP |
7,483 |
UNCH |
$591 | CVS | 7,483 | UNCH | $591 | MICRON TECHNOLOGY INC |
5,006 |
UNCH |
$590 | MU | 5,006 | UNCH | $590 | FIRST TR EXCHNG TRADED FD VI (BUFD) |
25,788 |
UNCH |
$585 | BUFD | 25,788 | UNCH | $585 | PRUDENTIAL FINL INC |
4,959 |
UNCH |
$582 | PRU | 4,959 | UNCH | $582 | FEDEX CORP |
2,002 |
UNCH |
$580 | FDX | 2,002 | UNCH | $580 | J P MORGAN EXCHANGE TRADED F (JEPI) |
10,415 |
UNCH |
$573 | JEPI | 10,415 | UNCH | $573 | BRISTOL MYERS SQUIBB CO |
11,128 |
UNCH |
$571 | BMY | 11,128 | UNCH | $571 | INVESCO EXCHANGE TRADED FD T (RSP) |
3,595 |
UNCH |
$567 | RSP | 3,595 | UNCH | $567 | FIRST TR EXCHANGE TRADED FD (SDVY) |
16,949 |
UNCH |
$555 | SDVY | 16,949 | UNCH | $555 | HOME DEPOT INC |
1,435 |
UNCH |
$550 | HD | 1,435 | UNCH | $550 | PROSHARES TR (SMDV) |
8,374 |
UNCH |
$544 | SMDV | 8,374 | UNCH | $544 | DISNEY WALT CO |
4,440 |
UNCH |
$543 | DIS | 4,440 | UNCH | $543 | LOCKHEED MARTIN CORP |
1,199 |
UNCH |
$542 | LMT | 1,199 | UNCH | $542 | ISHARES TR (IJR) |
4,970 |
UNCH |
$538 | IJR | 4,970 | UNCH | $538 | BLACKSTONE INC |
3,996 |
UNCH |
$523 | BX | 3,996 | UNCH | $523 | INVESCO EXCHANGE TRADED FD T (PRF) |
14,780 |
UNCH |
$520 | PRF | 14,780 | UNCH | $520 | PACER FDS TR |
8,859 |
UNCH |
$515 | COWZ | 8,859 | UNCH | $515 | VEEVA SYS INC |
2,169 |
UNCH |
$503 | VEEV | 2,169 | UNCH | $503 | FIRST TR VALUE LINE DIVID IN (FVD) |
12,371 |
UNCH |
$502 | FVD | 12,371 | UNCH | $502 | VANECK ETF TRUST (SMH) |
2,229 |
UNCH |
$502 | SMH | 2,229 | UNCH | $502 | INVESCO EXCH TRADED FD TR II (PGX) |
43,477 |
UNCH |
$499 | PGX | 43,477 | UNCH | $499 | TYSON FOODS INC |
9,127 |
UNCH |
$491 | TSN | 9,127 | UNCH | $491 | ISHARES TR (EFV) |
9,240 |
UNCH |
$481 | EFV | 9,240 | UNCH | $481 | PROGRESSIVE CORP |
2,324 |
UNCH |
$481 | PGR | 2,324 | UNCH | $481 | US BANCORP DEL |
11,110 |
UNCH |
$481 | USB | 11,110 | UNCH | $481 | SELECT SECTOR SPDR TR (XLE) |
5,070 |
UNCH |
$479 | XLE | 5,070 | UNCH | $479 | WISDOMTREE TR |
12,928 |
UNCH |
$478 | DNL | 12,928 | UNCH | $478 | VANGUARD WORLD FD (VGT) |
985 |
UNCH |
$477 | VGT | 985 | UNCH | $477 | INTUITIVE SURGICAL INC |
1,180 |
UNCH |
$471 | ISRG | 1,180 | UNCH | $471 | TESLA INC |
2,650 |
UNCH |
$466 | TSLA | 2,650 | UNCH | $466 | FIRST TR EXCHNG TRADED FD VI (QDEC) |
19,662 |
UNCH |
$465 | QDEC | 19,662 | UNCH | $465 | INGERSOLL RAND INC |
4,852 |
UNCH |
$461 | IR | 4,852 | UNCH | $461 | SELECT SECTOR SPDR TR (XLU) |
7,284 |
UNCH |
$461 | XLU | 7,284 | UNCH | $461 | SERVICENOW INC |
642 |
UNCH |
$454 | NOW | 642 | UNCH | $454 | NETFLIX INC |
745 |
UNCH |
$452 | NFLX | 745 | UNCH | $452 | ISHARES TR (IWN) |
2,880 |
UNCH |
$447 | IWN | 2,880 | UNCH | $447 | TAIWAN SEMICONDUCTOR MFG LTD |
3,276 |
UNCH |
$446 | TSM | 3,276 | UNCH | $446 | VANGUARD SCOTTSDALE FDS (VONG) |
5,118 |
UNCH |
$444 | VONG | 5,118 | UNCH | $444 | CROWN CASTLE INC |
3,811 |
UNCH |
$439 | CCI | 3,811 | UNCH | $439 | QCR HOLDINGS INC |
7,470 |
UNCH |
$436 | QCRH | 7,470 | UNCH | $436 | MOLSON COORS BEVERAGE CO |
7,081 |
UNCH |
$433 | TAP | 7,081 | UNCH | $433 | SCOTTS MIRACLE GRO CO |
5,712 |
UNCH |
$426 | SMG | 5,712 | UNCH | $426 | BROADCOM INC |
318 |
UNCH |
$421 | AVGO | 318 | UNCH | $421 | ABBOTT LABS |
3,804 |
UNCH |
$419 | ABT | 3,804 | UNCH | $419 | UNITEDHEALTH GROUP INC |
788 |
UNCH |
$415 | UNH | 788 | UNCH | $415 | AIR PRODS & CHEMS INC |
1,704 |
UNCH |
$413 | APD | 1,704 | UNCH | $413 | VANGUARD WORLD FD (VDC) |
2,164 |
UNCH |
$413 | VDC | 2,164 | UNCH | $413 | ARCHER DANIELS MIDLAND CO |
6,483 |
UNCH |
$407 | ADM | 6,483 | UNCH | $407 | INTEL CORP |
9,122 |
UNCH |
$403 | INTC | 9,122 | UNCH | $403 | ISHARES TR (IMCB) |
5,917 |
UNCH |
$397 | IMCB | 5,917 | UNCH | $397 | VANGUARD WORLD FD (VCEB) |
6,245 |
UNCH |
$396 | VCEB | 6,245 | UNCH | $396 | MERCK & CO INC |
2,996 |
UNCH |
$395 | MRK | 2,996 | UNCH | $395 | ISHARES TR (EPOL) |
17,352 |
UNCH |
$393 | EPOL | 17,352 | UNCH | $393 | L3HARRIS TECHNOLOGIES INC |
1,860 |
UNCH |
$392 | LHX | 1,860 | UNCH | $392 | SPDR SER TR (SPYV) |
8,234 |
UNCH |
$384 | SPYV | 8,234 | UNCH | $384 | SPDR SER TR (XBI) |
4,242 |
UNCH |
$379 | XBI | 4,242 | UNCH | $379 | AMERICAN CENTY ETF TR (AVSF) |
8,012 |
UNCH |
$372 | AVSF | 8,012 | UNCH | $372 | ISHARES TR (IWV) |
1,350 |
UNCH |
$370 | IWV | 1,350 | UNCH | $370 | PROCTER AND GAMBLE CO |
2,272 |
UNCH |
$369 | PG | 2,272 | UNCH | $369 | ISHARES TR (MTUM) |
1,959 |
UNCH |
$367 | MTUM | 1,959 | UNCH | $367 | ISHARES TR (ITA) |
2,866 |
UNCH |
$363 | ITA | 2,866 | UNCH | $363 | VANGUARD BD INDEX FDS (BIV) |
4,730 |
UNCH |
$361 | BIV | 4,730 | UNCH | $361 | ISHARES TR (QUAL) |
2,196 |
UNCH |
$361 | QUAL | 2,196 | UNCH | $361 | CUMMINS INC |
1,207 |
UNCH |
$356 | CMI | 1,207 | UNCH | $356 | ISHARES TR (IWO) |
1,407 |
UNCH |
$355 | IWO | 1,407 | UNCH | $355 | CARDIOL THERAPEUTICS INC |
192,700 |
UNCH |
$349 | CRDL | 192,700 | UNCH | $349 | ELECTRONIC ARTS INC |
2,533 |
UNCH |
$347 | EA | 2,533 | UNCH | $347 | ELI LILLY & CO |
446 |
UNCH |
$347 | LLY | 446 | UNCH | $347 | SPDR GOLD TR (GLD) |
1,808 |
UNCH |
$346 | GLD | 1,808 | UNCH | $346 | PACER FDS TR |
5,292 |
UNCH |
$346 | PTNQ | 5,292 | UNCH | $346 | OCCIDENTAL PETE CORP |
5,704 |
UNCH |
$341 | OXY | 5,704 | UNCH | $341 | INNOVATOR ETFS TRUST (TJUL) |
13,260 |
UNCH |
$340 | TJUL | 13,260 | UNCH | $340 | WISDOMTREE TR |
7,490 |
UNCH |
$340 | WFHY | 7,490 | UNCH | $340 | ISHARES TR (SHY) |
4,091 |
UNCH |
$336 | SHY | 4,091 | UNCH | $336 | ISHARES TR (IUSB) |
7,250 |
UNCH |
$334 | IUSB | 7,250 | UNCH | $334 | PHILIP MORRIS INTL INC |
3,492 |
UNCH |
$329 | PM | 3,492 | UNCH | $329 | AMERICAN CENTY ETF TR (AVEM) |
5,814 |
UNCH |
$328 | AVEM | 5,814 | UNCH | $328 | CONSOLIDATED EDISON INC |
3,588 |
UNCH |
$326 | ED | 3,588 | UNCH | $326 | INVESCO EXCHANGE TRADED FD T (SPGP) |
3,325 |
UNCH |
$326 | SPGP | 3,325 | UNCH | $326 | SHERWIN WILLIAMS CO |
920 |
UNCH |
$320 | SHW | 920 | UNCH | $320 | VANGUARD SCOTTSDALE FDS (VONV) |
4,411 |
UNCH |
$320 | VONV | 4,411 | UNCH | $320 | VANGUARD INDEX FDS (VB) |
1,477 |
UNCH |
$315 | VB | 1,477 | UNCH | $315 | INNOVATOR ETFS TRUST (BDEC) |
8,207 |
UNCH |
$314 | BDEC | 8,207 | UNCH | $314 | EXPEDIA GROUP INC |
2,067 |
UNCH |
$314 | EXPE | 2,067 | UNCH | $314 | FIRST TR EXCHANGE TRADED FD (FTSL) |
6,813 |
UNCH |
$314 | FTSL | 6,813 | UNCH | $314 | VERIZON COMMUNICATIONS INC |
7,488 |
UNCH |
$314 | VZ | 7,488 | UNCH | $314 | SOUTHSIDE BANCSHARES INC (SBSI) |
9,973 |
UNCH |
$312 | SBSI | 9,973 | UNCH | $312 | ISHARES TR (HEFA) |
8,905 |
UNCH |
$311 | HEFA | 8,905 | UNCH | $311 | ENTERPRISE PRODS PARTNERS L |
10,605 |
UNCH |
$309 | EPD | 10,605 | UNCH | $309 | UNUM GROUP |
5,751 |
UNCH |
$309 | UNM | 5,751 | UNCH | $309 | HASBRO INC |
5,455 |
UNCH |
$308 | HAS | 5,455 | UNCH | $308 | NOVO NORDISK A S |
2,359 |
UNCH |
$303 | NVO | 2,359 | UNCH | $303 | AT&T INC |
17,775 |
UNCH |
$298 | T | 17,775 | UNCH | $298 | PFIZER INC |
10,184 |
UNCH |
$293 | PFE | 10,184 | UNCH | $293 | AMERICAN CENTY ETF TR (AVUV) |
3,255 |
UNCH |
$292 | AVUV | 3,255 | UNCH | $292 | FIRST TR EXCHNG TRADED FD VI (FMAR) |
7,594 |
UNCH |
$287 | FMAR | 7,594 | UNCH | $287 | AMERICAN CENTY ETF TR (AVSC) |
5,587 |
UNCH |
$285 | AVSC | 5,587 | UNCH | $285 | ISHARES TR (IWM) |
1,401 |
UNCH |
$281 | IWM | 1,401 | UNCH | $281 | CHEWY INC |
17,588 |
UNCH |
$280 | CHWY | 17,588 | UNCH | $280 | CAPITAL GROUP DIVIDEND VALUE |
9,191 |
UNCH |
$274 | CGDV | 9,191 | UNCH | $274 | BERKSHIRE HATHAWAY INC DEL |
|
|
$272 | BRK.B | 764 | UNCH | $272 | TEXAS INSTRS INC |
1,579 |
UNCH |
$269 | TXN | 1,579 | UNCH | $269 | UNILEVER PLC |
5,547 |
UNCH |
$269 | UL | 5,547 | UNCH | $269 | DEERE & CO |
670 |
UNCH |
$268 | DE | 670 | UNCH | $268 | FIRST TR EXCHNG TRADED FD VI (DAPR) |
8,119 |
UNCH |
$263 | DAPR | 8,119 | UNCH | $263 | WISDOMTREE TR |
3,745 |
UNCH |
$263 | DGRW | 3,745 | UNCH | $263 | GENERAL MTRS CO |
5,785 |
UNCH |
$262 | GM | 5,785 | UNCH | $262 | FIRST TR EXCHANGE TRADED FD (LMBS) |
5,430 |
UNCH |
$262 | LMBS | 5,430 | UNCH | $262 | ADOBE INC |
517 |
UNCH |
$261 | ADBE | 517 | UNCH | $261 | VANGUARD BD INDEX FDS (BSV) |
3,357 |
UNCH |
$259 | BSV | 3,357 | UNCH | $259 | MORGAN STANLEY |
2,780 |
UNCH |
$259 | MS | 2,780 | UNCH | $259 | MEDTRONIC PLC |
3,104 |
UNCH |
$256 | MDT | 3,104 | UNCH | $256 | VERTEX PHARMACEUTICALS INC |
628 |
UNCH |
$256 | VRTX | 628 | UNCH | $256 | FOUR CORNERS PPTY TR INC |
10,023 |
UNCH |
$254 | FCPT | 10,023 | UNCH | $254 | J P MORGAN EXCHANGE TRADED F (JPST) |
5,005 |
UNCH |
$251 | JPST | 5,005 | UNCH | $251 | VANGUARD INDEX FDS (VOE) |
1,733 |
UNCH |
$251 | VOE | 1,733 | UNCH | $251 | FIRST TR EXCHNG TRADED FD VI (FIXD) |
5,545 |
UNCH |
$247 | FIXD | 5,545 | UNCH | $247 | DOMINION ENERGY INC |
5,205 |
UNCH |
$245 | D | 5,205 | UNCH | $245 | PIMCO HIGH INCOME FD |
48,836 |
UNCH |
$244 | PHK | 48,836 | UNCH | $244 | MONDELEZ INTL INC |
3,249 |
UNCH |
$235 | MDLZ | 3,249 | UNCH | $235 | VANGUARD SCOTTSDALE FDS (VMBS) |
5,038 |
UNCH |
$234 | VMBS | 5,038 | UNCH | $234 | INVESCO EXCHANGE TRADED FD T (PPA) |
2,295 |
UNCH |
$233 | PPA | 2,295 | UNCH | $233 | ISHARES TR (IVE) |
1,332 |
UNCH |
$232 | IVE | 1,332 | UNCH | $232 | ENERGY TRANSFER L P |
14,638 |
UNCH |
$230 | ET | 14,638 | UNCH | $230 | FIRST TR EXCHNG TRADED FD VI (FAPR) |
6,428 |
UNCH |
$225 | FAPR | 6,428 | UNCH | $225 | CONOCOPHILLIPS |
1,930 |
UNCH |
$224 | COP | 1,930 | UNCH | $224 | INNOVATOR ETFS TRUST (PAUG) |
6,679 |
UNCH |
$223 | PAUG | 6,679 | UNCH | $223 | SELECT SECTOR SPDR TR (XLP) |
3,093 |
UNCH |
$223 | XLP | 3,093 | UNCH | $223 | FIRST TR EXCHNG TRADED FD VI (UCON) |
8,957 |
UNCH |
$222 | UCON | 8,957 | UNCH | $222 | ASTRAZENECA PLC |
3,277 |
UNCH |
$221 | AZN | 3,277 | UNCH | $221 | ETFIS SER TR I |
10,623 |
UNCH |
$220 | PFFA | 10,623 | UNCH | $220 | SPDR SER TR (SPSM) |
5,188 |
UNCH |
$219 | SPSM | 5,188 | UNCH | $219 | FIRST TR EXCHNG TRADED FD VI (GMAY) |
6,619 |
UNCH |
$218 | GMAY | 6,619 | UNCH | $218 | ISHARES TR (USMV) |
2,779 |
UNCH |
$217 | USMV | 2,779 | UNCH | $217 | PACER FDS TR |
4,505 |
UNCH |
$216 | CALF | 4,505 | UNCH | $216 | ALLEGION PLC |
1,682 |
+1,682 |
$213 | ALLE | 1,682 | +1,682 | $213 | INNOVATOR ETFS TRUST (BNOV) |
6,113 |
UNCH |
$213 | BNOV | 6,113 | UNCH | $213 | FIRST TR EXCHANGE TRADED FD (FTCS) |
2,663 |
UNCH |
$213 | FTCS | 2,663 | UNCH | $213 | FIRST TR NAS100 EQ WEIGHTED (QQEW) |
1,779 |
UNCH |
$209 | QQEW | 1,779 | UNCH | $209 | DIMENSIONAL ETF TRUST (DFUV) |
5,601 |
UNCH |
$208 | DFUV | 5,601 | UNCH | $208 | MOODYS CORP |
531 |
UNCH |
$207 | MCO | 531 | UNCH | $207 | VANGUARD INTL EQUITY INDEX F (VSS) |
1,800 |
UNCH |
$207 | VSS | 1,800 | UNCH | $207 | YUM BRANDS INC |
1,582 |
UNCH |
$207 | YUM | 1,582 | UNCH | $207 | SPDR INDEX SHS FDS (CWI) |
7,600 |
UNCH |
$206 | CWI | 7,600 | UNCH | $206 | COMCAST CORP NEW |
4,680 |
UNCH |
$205 | CMCSA | 4,680 | UNCH | $205 | INVESCO EXCH TRADED FD TR II (EELV) |
8,512 |
UNCH |
$205 | EELV | 8,512 | UNCH | $205 | LULULEMON ATHLETICA INC |
507 |
UNCH |
$198 | LULU | 507 | UNCH | $198 | BLINK CHARGING CO |
48,900 |
UNCH |
$147 | BLNK | 48,900 | UNCH | $147 | GRAY TELEVISION INC |
20,000 |
UNCH |
$126 | GTN | 20,000 | UNCH | $126 | DNP SELECT INCOME FD INC |
13,060 |
UNCH |
$111 | DNP | 13,060 | UNCH | $111 | WALMART INC |
1,689 |
UNCH |
$102 | WMT | 1,689 | UNCH | $102 | ISHARES TR (IJH) |
1,309 |
UNCH |
$80 | IJH | 1,309 | UNCH | $80 | ISHARES TR (IYG) |
1,154 |
UNCH |
$77 | IYG | 1,154 | UNCH | $77 | ISHARES TR (IHF) |
772 |
UNCH |
$42 | IHF | 772 | UNCH | $42 | LUMENT FINANCE TRUST INC |
10,706 |
UNCH |
$25 | LFT | 10,706 | UNCH | $25 | TERRAN ORBITAL CORPORATION |
13,000 |
UNCH |
$17 | LLAP | 13,000 | UNCH | $17 | ADVENT TECHNOLOGIES HOLDNG I |
10,000 |
+0 |
$2 | ADN | 10,000 | UNCH | $2 |
See Summary: Lion Street Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Lion Street Advisors LLC
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