Leverty Financial Group

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

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

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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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 34.1 $84M +45% 3.8M 22.08
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 20.0 $49M +3% 2.5M 19.78
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 14.6 $36M NEW 1.4M 26.28
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Ishares Tr Core S&p500 Etf (IVV) 10.8 $27M 47k 561.90
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Ab Active Etfs Tax Aware Interm (TAFM) 3.2 $7.9M NEW 314k 25.16
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $6.3M 11k 559.39
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.9 $4.6M +438% 71k 65.76
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Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $4.4M -5% 75k 58.35
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 1.8 $4.4M NEW 163k 26.82
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Ishares Tr Msci Eafe Etf (EFA) 1.6 $3.8M +5% 47k 81.73
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3M Company (MMM) 1.2 $2.9M +15% 20k 146.86
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Ecolab (ECL) 0.8 $1.8M -4% 7.3k 253.52
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $1.3M +11% 50k 26.20
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.3M 13k 104.57
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $968k NEW 19k 50.85
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $902k -73% 18k 49.62
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $897k -22% 25k 36.41
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Eli Lilly & Co. (LLY) 0.3 $847k 1.0k 825.91
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $773k -10% 33k 23.43
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Victory Portfolios Ii Victoryshares We (MODL) 0.3 $681k -5% 18k 38.82
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Apple (AAPL) 0.2 $476k -5% 2.1k 222.14
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Sherwin-Williams Company (SHW) 0.2 $447k 1.3k 349.19
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $442k NEW 9.8k 45.26
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $416k 5.5k 75.64
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Ishares Tr Esg Scrnd S&p500 (XVV) 0.2 $405k -2% 9.5k 42.78
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Boston Scientific Corporation (BSX) 0.2 $401k +29% 4.0k 100.88
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Microsoft Corporation (MSFT) 0.1 $329k 877.00 375.52
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $313k 9.8k 31.85
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $311k 2.6k 121.91
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $275k 3.4k 81.69
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $264k NEW 6.5k 40.76
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Ishares Esg Awr Msci Em (ESGE) 0.1 $260k 7.4k 34.95
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $254k NEW 5.1k 50.00
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SPS Commerce (SPSC) 0.1 $251k -3% 1.9k 132.74
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $242k NEW 4.7k 51.18
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Exxon Mobil Corporation (XOM) 0.1 $239k 2.0k 118.91
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Xcel Energy (XEL) 0.1 $224k 3.2k 70.79
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $220k +18% 4.9k 44.88
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $214k +10% 457.00 468.92
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Gabelli Utility Trust (GUT) 0.1 $167k 31k 5.34
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Volatility Shs Tr 2x Ether Etf (ETHU) 0.0 $62k +85% 34k 1.83
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Cemex Sab De Cv Spon Adr New (CX) 0.0 $56k 10k 5.61
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Rocky Mtn Chocolate Factory (RMCF) 0.0 $49k 40k 1.22
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Past Filings by Leverty Financial Group

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