Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $336 Million
  • Prior Value $311 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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.