Leverty Financial Group
Latest statistics and disclosures from Leverty Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, SCHF, CGCB, IVV, TAFM, and represent 82.72% of Leverty Financial Group's stock portfolio.
- Added to shares of these 10 stocks: CGCB (+$36M), SCHX (+$26M), TAFM (+$7.9M), CGMU, SPLG, SCHF, JMST, IVV, VWO, MMM.
- Started 8 new stock positions in JMUB, TAFM, CGMU, JMST, CGCB, SPSM, VWO, SPMD.
- Reduced shares in these 10 stocks: JEPI (-$30M), VTEB, IJH, , SPDW, , ECL, SCHA, MODL, AAPL.
- Sold out of its positions in EXAS, JEPI, TSLA.
- Leverty Financial Group was a net buyer of stock by $50M.
- Leverty Financial Group has $245M in assets under management (AUM), dropping by 24.48%.
- Central Index Key (CIK): 0001908386
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Portfolio Holdings for Leverty Financial Group
Leverty Financial Group holds 43 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Past Filings by Leverty Financial Group
SEC 13F filings are viewable for Leverty Financial Group going back to 2021
- Leverty Financial Group 2025 Q1 filed April 10, 2025
- Leverty Financial Group 2024 Q4 filed Jan. 24, 2025
- Leverty Financial Group 2024 Q3 filed Oct. 16, 2024
- Leverty Financial Group 2024 Q2 filed July 15, 2024
- Leverty Financial Group 2024 Q1 filed April 23, 2024
- Leverty Financial Group 2023 Q4 filed Jan. 10, 2024
- Leverty Financial Group 2023 Q3 filed Oct. 18, 2023
- Leverty Financial Group 2023 Q2 filed July 27, 2023
- Leverty Financial Group 2023 Q1 restated filed April 21, 2023
- Leverty Financial Group 2023 Q1 filed April 21, 2023
- Leverty Financial Group 2022 Q4 filed Jan. 30, 2023
- Leverty Financial Group 2022 Q3 filed Oct. 20, 2022
- Leverty Financial Group 2022 Q2 filed July 18, 2022
- Leverty Financial Group 2022 Q1 filed April 20, 2022
- Leverty Financial Group 2021 Q4 filed Feb. 9, 2022