Leverty Financial Group, LLC Portfolio Holdings by Sector
Leverty Financial Group, LLC
- $311 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IEFA IJH IEMG JMUB SCHX SCHF SPY 21 stocks |
$302,318
97.26% of portfolio
|
  9  
|
  11  
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$2,927
0.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL HWKN SHW 3 stocks |
$2,616
0.84% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$470
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$441
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$438
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$300
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX 1 stocks |
$295
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
XEL 1 stocks |
$255
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$225
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
EXAS 1 stocks |
$218
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GUT 1 stocks |
$189
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CX 1 stocks |
$89
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
RMCF 1 stocks |
$64
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|