The Analysis of Leverty Financial Group, LLC's Holdings
Currently, Leverty Financial Group, LLC holds 48 types of securities in its portfolio with a total value $418.0M. In the most recent quarter, they have increased their positions in IVV (+27.7K shares, valued at $19.0M), IEFA (+32.6K shares, valued at $2.9M), TAFM (+83.7K shares, valued at $2.1M); decreased their positions in IJR (-5.7K shares, valued at $684.7K), JMUB (-12.4K shares, valued at $627.9K), SPYM (-3.1K shares, valued at $248.8K); initiated new positions in SOLV (+4.0K shares, valued at $319.4K), SLV (+4.1K shares, valued at $263.3K), GLD (+517 shares, valued at $204.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR251.4K shares12.39%2025-12-312026-01-09
IEFA ISHARES TR602.0K shares5.72%2025-12-312026-01-09 CGCB CAPITAL GRP FIXED INCM ETF T1.6M shares0.96%2025-12-312026-01-09 IJH ISHARES TR487.5K shares1.84%2025-12-312026-01-09 IEMG ISHARES INC433.9K shares0.08%2025-12-312026-01-09 JPEF J P MORGAN EXCHANGE TRADED F322.1K shares0.35%2025-12-312026-01-09 SCHX SCHWAB STRATEGIC TR438.5K shares4.14%2025-12-312026-01-09 JMUB J P MORGAN EXCHANGE TRADED F228.0K shares-5.17%2025-12-312026-01-09 SCHF SCHWAB STRATEGIC TR297.4K shares0.24%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR8.9K shares-0.36%2025-12-312026-01-09 EFA ISHARES TR47.7K shares-0.23%2025-12-312026-01-09 MMM 3M CO18.9K shares0.32%2025-12-312026-01-09 TAFM AB ACTIVE ETFS INC92.3K shares975.20%2025-12-312026-01-09 CGMU CAPITAL GRP FIXED INCM ETF T72.2K shares45.57%2025-12-312026-01-09 ECL ECOLAB INC7.0K shares19.43%2025-12-312026-01-09 IJR ISHARES TR14.7K shares-27.88%2025-12-312026-01-09 JMST J P MORGAN EXCHANGE TRADED F28.6K shares46.94%2025-12-312026-01-09 SPDW SPDR INDEX SHS FDS20.6K shares0.00%2025-12-312026-01-09 MODL VICTORY PORTFOLIOS II14.8K shares-8.75%2025-12-312026-01-09 SCHM SCHWAB STRATEGIC TR22.8K shares58.56%2025-12-312026-01-09 TSLA TESLA INC1.5K shares41.49%2025-12-312026-01-09 SCHA SCHWAB STRATEGIC TR18.0K shares-12.55%2025-12-312026-01-09 SPYM SPDR SERIES TRUST6.4K shares-32.76%2025-12-312026-01-09 HIMU BLACKROCK ETF TRUST II9.0K shares-15.13%2025-12-312026-01-09 SHW SHERWIN WILLIAMS CO1.3K shares-0.16%2025-12-312026-01-09 MSFT MICROSOFT CORP853 shares0.00%2025-12-312026-01-09 CAT CATERPILLAR INC670 shares6.35%2025-12-312026-01-09 ESGU ISHARES TR2.6K shares0.00%2025-12-312026-01-09 NUDM NUSHARES ETF TR10.3K shares0.00%2025-12-312026-01-09 AAPL APPLE INC1.3K shares-22.39%2025-12-312026-01-09 HWKN HAWKINS INC2.4K shares-20.12%2025-12-312026-01-09 SOLV SOLVENTUM CORP4.0K sharesnew addition2025-12-312026-01-09 BITB BITWISE BITCOIN ETF TR6.6K shares-30.30%2025-12-312026-01-09 ESGD ISHARES TR3.2K shares-3.43%2025-12-312026-01-09 XEL XCEL ENERGY INC4.1K shares28.17%2025-12-312026-01-09 BSX BOSTON SCIENTIFIC CORP3.0K shares-0.73%2025-12-312026-01-09 SLV ISHARES SILVER TR4.1K sharesnew addition2025-12-312026-01-09 VTEB VANGUARD MUN BD FDS5.2K shares0.00%2025-12-312026-01-09 JEPI J P MORGAN EXCHANGE TRADED F4.4K shares21.63%2025-12-312026-01-09 AMZN AMAZON COM INC1.0K shares-1.07%2025-12-312026-01-09 GLD SPDR GOLD TR517 sharesnew addition2025-12-312026-01-09 HD HOME DEPOT INC594 sharesnew addition2025-12-312026-01-09 XOM EXXON MOBIL CORP1.7K sharesnew addition2025-12-312026-01-09 GUT GABELLI UTIL TR31.3K shares0.00%2025-12-312026-01-09 IBIT ISHARES BITCOIN TRUST ETF3.7K shares7.15%2025-12-312026-01-09 CX CEMEX SAB DE CV10.0K shares0.00%2025-12-312026-01-09 RMCF ROCKY MTN CHOCOLATE FACTORY40.4K shares0.00%2025-12-312026-01-09 Call Option Holdings
IBIT Call CallISHARES BITCOIN TRUST ETF2.0K sharesnew addition2025-12-312026-01-09 Put Option Holdings
No put option holdings data available