Leverty Financial Group, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Million distributed in 33 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 $35.4M, Schwab Strategic Tr Intl Eqty with a value of $29.7M, J P Morgan Exchange Traded Fd with a value of $28.9M, Ishares Core S&P 500 ETF with a value of $25.4M, and Ishares Core S&P Mid Cap ETF with a value of $4.87M.
Examining the 13F form we can see an increase of $1.16M in the current position value, from $147M to 148M.
Below you can find more details about Leverty Financial Group, LLC portfolio as well as his latest detailed transactions.