Leverty Financial Group, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $147 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 $29.5M, J P Morgan Exchange Traded Fd with a value of $27.5M, Ishares Core S&P 500 ETF with a value of $24.6M, and Ishares Core S&P Mid Cap ETF with a value of $5.05M.

Examining the 13F form we can see an increase of $7.52M in the current position value, from $139M to 147M.

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

Portfolio value $147 Million
ETFs: $139 Million
Basic Materials: $2.68 Million
Industrials: $2.33 Million
Technology: $1.49 Million
Healthcare: $843,000
Consumer Defensive: $375,000
Energy: $245,000
Financial Services: $173,000
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $147 Million
  • Prior Value $139 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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