Leverty Financial Group, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $195 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $60.3M, Schwab Strategic Tr Intl Eqty with a value of $44.2M, J P Morgan Exchange Traded Fd with a value of $29.6M, Ishares Core S&P 500 ETF with a value of $27.2M, and Spdr S&P 500 ETF Trust with a value of $6.47M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $182M to 195M.

Below you can find more details about Leverty Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Million
ETFs: $187 Million
Basic Materials: $2.28 Million
Industrials: $2.21 Million
Technology: $1.3 Million
Healthcare: $1.29 Million
Consumer Cyclical: $262,000
Energy: $216,000
Utilities: $213,000
Other: $254,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $195 Million
  • Prior Value $182 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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