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 34 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 19.8 $31M +4% 554k 56.40
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 18.4 $29M +2% 783k 36.96
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J P Morgan Exchange Traded F Equity Premium (JEPI) 17.8 $28M +4% 511k 54.98
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Ishares Tr Core S&p500 Etf (IVV) 14.3 $23M 47k 477.63
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Victory Portfolios Ii Victoryshares We (MODL) 11.6 $18M +6% 562k 32.54
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Ishares Tr Core S&p Mcp Etf (IJH) 2.9 $4.5M 16k 277.15
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $4.4M -7% 9.2k 475.31
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Ishares Tr Msci Eafe Etf (EFA) 2.3 $3.7M -4% 49k 75.35
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $3.2M NEW 62k 51.05
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3M Company (MMM) 1.4 $2.3M -19% 21k 109.32
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Ecolab (ECL) 1.2 $1.9M -2% 9.8k 198.35
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Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.4M -2% 13k 108.26
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Apple (AAPL) 0.5 $853k +2% 4.4k 192.55
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $564k +97% 7.5k 75.32
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $498k NEW 8.9k 55.90
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $484k +60% 10k 47.24
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Sherwin-Williams Company (SHW) 0.3 $417k -4% 1.3k 311.90
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $413k 5.5k 75.54
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $406k +2% 5.8k 70.36
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SPS Commerce (SPSC) 0.2 $382k 2.0k 193.86
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Microsoft Corporation (MSFT) 0.2 $340k 904.00 376.17
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Medtronic SHS (MDT) 0.2 $331k 4.0k 82.38
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EXACT Sciences Corporation (EXAS) 0.2 $296k 4.0k 73.98
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $289k NEW 8.5k 34.01
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Tesla Motors (TSLA) 0.2 $261k +23% 1.1k 248.48
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Ishares Tr Esg Scrnd S&p500 (XVV) 0.2 $244k 6.7k 36.39
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Target Corporation (TGT) 0.2 $242k NEW 1.7k 142.44
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Chevron Corporation (CVX) 0.1 $236k 1.6k 149.22
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Ishares Esg Awr Msci Em (ESGE) 0.1 $236k 7.4k 32.06
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Ea Series Trust Strive Us Energy (DRLL) 0.1 $224k 8.0k 28.05
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Api Group Corp Com Stk (APG) 0.1 $219k NEW 6.3k 34.60
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Gabelli Utility Trust (GUT) 0.1 $170k 31k 5.42
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Cemex Sab De Cv Spon Adr New (CX) 0.0 $78k 10k 7.75
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Rocky Mtn Chocolate Factory (RMCF) 0.0 $54k NEW 12k 4.60
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Past Filings by Leverty Financial Group

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