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Size ($ in 1000's)
At 03/31/2024: $167,609 At 12/31/2023: $157,711
Leverty Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Leverty Financial Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Leverty Financial Group LLC top holdings by largest position size, as per the latest 13f filing made by Leverty Financial Group LLC.
In the Leverty Financial Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Leverty Financial Group LLC in that top holding, then the share count change between reporting periods, and finally the Leverty Financial Group LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
570,226 |
+16,572 |
$35,387 | SCHX | 570,226 | +16,572 | $35,387 | SCHWAB STRATEGIC TR |
756,820 |
-26,595 |
$29,531 | SCHF | 756,820 | -26,595 | $29,531 | J P MORGAN EXCHANGE TRADED F (JEPI) |
474,801 |
-36,262 |
$27,471 | JEPI | 474,801 | -36,262 | $27,471 | ISHARES TR (IVV) |
46,792 |
-505 |
$24,600 | IVV | 46,792 | -505 | $24,600 | VICTORY PORTFOLIOS II |
584,081 |
+21,658 |
$20,910 | MODL | 584,081 | +21,658 | $20,910 | ISHARES TR (IJH) |
83,066 |
+66,785 |
$5,045 | IJH | 83,066 | +66,785 | $5,045 | SPDR S&P 500 ETF TR (SPY) |
9,104 |
-122 |
$4,762 | SPY | 9,104 | -122 | $4,762 | ISHARES TR (EFA) |
47,392 |
-1,096 |
$3,785 | EFA | 47,392 | -1,096 | $3,785 | VANGUARD MUN BD FDS (VTEB) |
62,024 |
+268 |
$3,138 | VTEB | 62,024 | +268 | $3,138 | 3M CO |
22,012 |
+1,282 |
$2,335 | MMM | 22,012 | +1,282 | $2,335 | ECOLAB INC |
9,207 |
-615 |
$2,126 | ECL | 9,207 | -615 | $2,126 | ISHARES TR (IJR) |
13,162 |
+372 |
$1,455 | IJR | 13,162 | +372 | $1,455 | APPLE INC |
4,252 |
-179 |
$729 | AAPL | 4,252 | -179 | $729 | SPDR SER TR (SPLG) |
9,645 |
+742 |
$593 | SPLG | 9,645 | +742 | $593 | SCHWAB STRATEGIC TR |
10,792 |
+541 |
$531 | SCHA | 10,792 | +541 | $531 | SHERWIN WILLIAMS CO |
1,336 |
UNCH |
$464 | SHW | 1,336 | UNCH | $464 | SCHWAB STRATEGIC TR |
5,279 |
-2,212 |
$430 | SCHM | 5,279 | -2,212 | $430 | ISHARES TR (IEFA) |
5,635 |
-139 |
$418 | IEFA | 5,635 | -139 | $418 | MICROSOFT CORP |
947 |
+43 |
$399 | MSFT | 947 | +43 | $399 | ISHARES TR (ESGD) |
4,690 |
-775 |
$375 | ESGD | 4,690 | -775 | $375 | SPS COMM INC |
1,984 |
+14 |
$367 | SPSC | 1,984 | +14 | $367 | MEDTRONIC PLC |
4,014 |
UNCH |
$350 | MDT | 4,014 | UNCH | $350 | SPDR INDEX SHS FDS (SPDW) |
8,671 |
+171 |
$311 | SPDW | 8,671 | +171 | $311 | TARGET CORP |
1,714 |
+17 |
$304 | TGT | 1,714 | +17 | $304 | EXACT SCIENCES CORP |
4,000 |
UNCH |
$276 | EXAS | 4,000 | UNCH | $276 | ISHARES TR (XVV) |
6,710 |
UNCH |
$270 | XVV | 6,710 | UNCH | $270 | CHEVRON CORP NEW |
1,555 |
-28 |
$245 | CVX | 1,555 | -28 | $245 | ISHARES TR (ESGU) |
2,031 |
+2,031 |
$233 | ESGU | 2,031 | +2,031 | $233 | BOSTON SCIENTIFIC CORP |
3,195 |
+3,195 |
$219 | BSX | 3,195 | +3,195 | $219 | ISHARES INC (ESGE) |
6,595 |
-762 |
$213 | ESGE | 6,595 | -762 | $213 | GABELLI UTIL TR |
31,267 |
UNCH |
$174 | GUT | 31,267 | UNCH | $174 | CEMEX SAB DE CV |
10,000 |
UNCH |
$90 | CX | 10,000 | UNCH | $90 |
See Full List: All Stocks Held By Leverty Financial Group LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Leverty Financial Group LLC
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