Leverty Financial Group, LLC Portfolio Holdings by Sector
Leverty Financial Group, LLC
- $182 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX SCHF JEPI IVV SPY IJH EFA VTEB 19 stocks |
$173,048
95.23% of portfolio
|
  11  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL SHW 2 stocks |
$2,712
1.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$2,391
1.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$908
0.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SPSC 2 stocks |
$772
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$610
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
EXAS 1 stocks |
$272
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$257
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$235
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
XEL 1 stocks |
$206
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
GUT 1 stocks |
$162
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
RMCF 1 stocks |
$80
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
CX 1 stocks |
$60
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|