Leverty Financial Group, LLC Portfolio Holdings
Leverty Financial Group, LLC
- $196 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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