Leverty Financial Group

Latest statistics and disclosures from Leverty Financial Group's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Leverty Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Leverty Financial Group

Leverty Financial Group holds 29 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 32.1 $38M NEW 830k 45.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 19.4 $23M -30% 704k 32.21
Ishares Tr Core S&p500 Etf (IVV) 16.0 $19M -65% 49k 384.21
J P Morgan Exchange Traded F Equity Premium (JEPI) 13.1 $15M NEW 282k 54.49
Ishares Tr Core S&p Mcp Etf (IJH) 3.5 $4.1M 17k 241.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.4 $4.0M -2% 10k 382.43
Ishares Tr Msci Eafe Etf (EFA) 3.0 $3.5M -19% 53k 65.64
3M Company (MMM) 2.2 $2.5M -30% 21k 119.92
Ecolab (ECL) 1.3 $1.5M -4% 10k 145.56
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $1.2M -6% 13k 94.64
Exxon Mobil Corporation (XOM) 0.7 $771k 7.0k 110.29
Apple (AAPL) 0.5 $557k +31% 4.3k 129.93
Ishares Tr Esg Scrnd S&p500 (XVV) 0.3 $396k 14k 28.43
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $360k -40% 5.5k 65.74

Setup an alert

Leverty Financial Group will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Ishares Tr Core Msci Eafe (IEFA) 0.3 $335k -89% 5.4k 61.64
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $333k NEW 5.1k 65.61
Sherwin-Williams Company (SHW) 0.3 $331k 1.4k 237.33
Target Corporation (TGT) 0.3 $324k 2.2k 149.05
Xcel Energy (XEL) 0.3 $311k 4.4k 70.11
Medtronic SHS (MDT) 0.3 $296k +13% 3.8k 77.72
Chevron Corporation (CVX) 0.2 $279k -7% 1.6k 179.45
Ea Series Trust Strive Us Energy (DRLL) 0.2 $261k NEW 8.8k 29.45
Gabelli Utility Trust (GUT) 0.2 $235k 31k 7.51
Microsoft Corporation (MSFT) 0.2 $231k -5% 964.00 239.90
SPS Commerce (SPSC) 0.2 $226k 1.8k 128.44
Ishares Esg Awr Msci Em (ESGE) 0.2 $215k -17% 7.2k 30.07
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $206k NEW 5.1k 40.51
EXACT Sciences Corporation (EXAS) 0.2 $206k NEW 4.2k 49.51
Cemex Sab De Cv Spon Adr New (CX) 0.0 $41k 10k 4.05

Past Filings by Leverty Financial Group

SEC 13F filings are viewable for Leverty Financial Group going back to 2021