Leverty Financial Group, LLC Purchases and Sells in Q2 2025

Leverty Financial Group, LLC

$264 Million
Q2 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	179K + 379.06%	$498.8 - $620.9 $89.1M - $111M	226K $140M
IEFA	573K + 10412.5%	$67.83 - $84.09 $38.9M - $48.2M	578K $48.3M
JMUB	84.7K + 1667.26%	$48.46 - $50.2 $4.11M - $4.25M	89.8K $4.46M
IJH	22.7K + 30.2%	$51.16 - $62.02 $1.16M - $1.41M	98K $6.08M
IJR	6.66K + 53.11%	$90.56 - $109.49 $603K - $729K	19.2K $2.1M
EFA	8 + 0.02%	$72.96 - $90.39 $584 - $723	47K $4.2M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	419K New	N/A	419K $22.5M
JEPI	4.09K New	$51.14 - $57.0 $209K - $233K	4.09K $232K
TSLA	706 New	$221.86 - $362.89 $157K - $256K	706 $224K
AMZN	1K New	$167.32 - $223.3 $168K - $224K	1K $219K
EXAS	4K New	$40.31 - $58.08 $161K - $232K	4K $212K
BLACKROCK ETF TRUST II	10.7K New	N/A	10.7K $0

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	-3.36M - 88.74%	$19.6 - $24.44 $65.8M - $82M	426K $10.4M
SCHF	-2.16M - 87.66%	$17.76 - $22.1 $38.4M - $47.8M	304K $6.73M
SPLG	-59.7K - 84.46%	$58.41 - $72.69 $3.49M - $4.34M	11K $798K
SCHM	-35.4K - 70.17%	$22.92 - $28.05 $811K - $992K	15K $421K
VTEB	-12.6K - 69.26%	$48.13 - $49.85 $606K - $627K	5.59K $273K
SPY	-2.06K - 18.41%	$496.48 - $617.85 $1.02M - $1.27M	9.13K $5.64M

Activity Summary All Purchases 17 New Holdings 7 Increased Positions 10 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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