Leverty Financial Group, LLC Closed Holding Positions

Leverty Financial Group, LLC

  • $182 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
317
$246.62 - $307.78 $78.2K - $97.6K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
275
$37.48 - $48.52 $10.3K - $13.3K
MOS
Mosaic CO

Basic Materials
Q1 2022 Filed on Apr 20, 2022
129
$39.0 - $71.34 $5.03K - $9.2K
NNI
Nelnet Inc

Financial Services
Q1 2022 Filed on Apr 20, 2022
200
$79.55 - $97.36 $15.9K - $19.5K
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
1,000
$14.1 - $33.47 $14.1K - $33.5K
NVS
Novartis Ag

Healthcare
Q1 2022 Filed on Apr 20, 2022
1,627
$80.11 - $90.62 $130K - $147K
NVDA
Nvidia Corp

Technology
Q1 2022 Filed on Apr 20, 2022
140
$213.3 - $301.21 $29.9K - $42.2K
ORCL
Oracle Corp

Technology
Q1 2022 Filed on Apr 20, 2022
207
$72.47 - $89.28 $15K - $18.5K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
20
$93.61 - $194.94 $1.87K - $3.9K
PEP
Pepsico Inc

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
222
$153.73 - $175.64 $34.1K - $39K
PSTHWS
Pershing Square Tontine Holdin
Q1 2022 Filed on Apr 20, 2022
2,250
N/A
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on Apr 20, 2022
966
$45.75 - $56.69 $44.2K - $54.8K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on Apr 20, 2022
180
$186.63 - $338.54 $33.6K - $60.9K
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
306
$222.0 - $269.69 $67.9K - $82.5K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
126
$157.15 - $170.51 $19.8K - $21.5K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
52
$191.52 - $225.32 $9.96K - $11.7K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
615
$147.46 - $159.06 $90.7K - $97.8K
SLV
I Shares Silver Trust

ETFs
Q1 2022 Filed on Apr 20, 2022
684
$20.51 - $24.45 $14K - $16.7K
JNJ
Johnson & Johnson

Healthcare
Q1 2022 Filed on Apr 20, 2022
708
$158.14 - $179.59 $112K - $127K
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2022 Filed on Apr 20, 2022
346
$128.3 - $168.44 $44.4K - $58.3K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
92
$32.09 - $47.76 $2.95K - $4.39K
LMT
Lockheed Martin Corp

Industrials
Q1 2022 Filed on Apr 20, 2022
179
$354.36 - $466.15 $63.4K - $83.4K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
272
$202.19 - $259.81 $55K - $70.7K
LITE
Lumentum Holdings Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
12
$85.01 - $107.61 $1.02K - $1.29K
PII
Polaris Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
361
$103.73 - $126.73 $37.4K - $45.7K
PFG
Principal Financial Group Inc

Financial Services
Q1 2022 Filed on Apr 20, 2022
247
$64.37 - $78.95 $15.9K - $19.5K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
19
$143.22 - $164.21 $2.72K - $3.12K
TTD
Trade Desk, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
100
$52.48 - $90.11 $5.25K - $9.01K
TIG
Trean Insurance Group, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
200
$3.35 - $8.86 $670 - $1.77K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2022 Filed on Apr 20, 2022
68
$455.89 - $520.82 $31K - $35.4K
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2022 Filed on Apr 20, 2022
696
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2022 Filed on Apr 20, 2022
174
$53.45 - $62.56 $9.3K - $10.9K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2022 Filed on Apr 20, 2022
213
$42.79 - $51.23 $9.11K - $10.9K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2022 Filed on Apr 20, 2022
186
$107.24 - $115.01 $19.9K - $21.4K
VTV
Vanguard Value ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
100
$140.46 - $150.33 $14K - $15K
VIAV
Viavi Solutions Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
60
$15.26 - $17.9 $916 - $1.07K
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
673
$133.53 - $149.87 $89.9K - $101K
WBT
Welbilt, Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
337
$23.6 - $23.88 $7.95K - $8.05K
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
142
$32.12 - $41.65 $4.56K - $5.91K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q1 2022 Filed on Apr 20, 2022
20
$13.54 - $15.35 $271 - $307
RAD
Rite Aid Corp

Healthcare
Q1 2022 Filed on Apr 20, 2022
47
$8.58 - $15.03 $403 - $706
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 20, 2022
80
$65.63 - $82.62 $5.25K - $6.61K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on Apr 20, 2022
311
$67.71 - $74.19 $21.1K - $23.1K
SGEN
Seagen Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
230
$119.61 - $157.85 $27.5K - $36.3K
SENS
Senseonics Holdings, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
3,000
$1.54 - $3.71 $4.62K - $11.1K
SKYT
Sky Water Technology, Inc

Technology
Q1 2022 Filed on Apr 20, 2022
300
$8.7 - $15.55 $2.61K - $4.67K
SJM
J M Smucker CO

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
160
$126.32 - $145.35 $20.2K - $23.3K
IPOFWS
Social Cap Hedosophia Hldgs CO
Q1 2022 Filed on Apr 20, 2022
0
N/A
SO
Southern CO

Utilities
Q1 2022 Filed on Apr 20, 2022
291
$62.84 - $72.51 $18.3K - $21.1K
Track This Portfolio

Track Leverty Financial Group, LLC Portfolio

Follow Leverty Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leverty Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leverty Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email