Leverty Financial Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $196 Million distributed in 43 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 $83M, Schwab Strategic Tr Intl Eqty with a value of $49.3M, Ishares Core S&P 500 ETF with a value of $26.3M, Spdr S&P 500 ETF Trust with a value of $6.26M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $4.62M.

Examining the 13F form we can see an increase of $132K in the current position value, from $195M to 196M.

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

Portfolio value $196 Million
ETFs: $187 Million
Industrials: $2.9 Million
Basic Materials: $2.35 Million
Healthcare: $1.25 Million
Technology: $1.06 Million
Energy: $239,000
Utilities: $224,000
Financial Services: $167,000
Other: $49,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $196 Million
  • Prior Value $195 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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