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.