Leverty Financial Group, LLC Portfolio Holdings by Sector
Leverty Financial Group, LLC
- $196 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX SCHF IVV SPY SPLG IJH EFA SCHM 24 stocks |
$187,284
95.79% of portfolio
|
  14  
|
  7  
|
  5  
|
- |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$2,901
1.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL SHW 2 stocks |
$2,289
1.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$847
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SPSC 2 stocks |
$581
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$475
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$401
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$239
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
XEL 1 stocks |
$224
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
GUT 1 stocks |
$167
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
CX 1 stocks |
$56
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
RMCF 1 stocks |
$49
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|