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.