Leverty Financial Group, LLC Portfolio Holdings
Leverty Financial Group, LLC
- $264 Million
- Q2 2025
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.
Portfolio value
$264 Million
ETFs: $257 Million
Industrials: $2.86 Million
Basic Materials: $2.29 Million
Technology: $1.09 Million
Healthcare: $535,000
Consumer Cyclical: $443,000
Utilities: $215,000
Financial Services: $181,000
Other: $56,000
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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