Leverty Financial Group, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $264 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $140M, Ishares Tr with a value of $48.3M, Ishares Inc with a value of $22.5M, Schwab Strategic Tr Us Large C with a value of $10.4M, and Schwab Strategic Tr Intl Eqty with a value of $6.73M.

Examining the 13F form we can see an increase of $68.7M in the current position value, from $196M to 264M.

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

Portfolio value $264 Million
ETFs: $257 Million
Industrials: $2.86 Million
Basic Materials: $2.29 Million
Technology: $1.09 Million
Healthcare: $535,000
Consumer Cyclical: $443,000
Utilities: $215,000
Financial Services: $181,000
Other: $56,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $264 Million
  • Prior Value $196 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Leverty Financial Group, LLC Portfolio

Follow Leverty Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leverty Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leverty Financial Group, LLC with notifications on news.