The Analysis of Leverty Financial Group, LLC's Holdings
Currently, Leverty Financial Group, LLC holds 44 types of securities in its portfolio with a total value $385.2M. In the most recent quarter, they have increased their positions in IJH (+380.7K shares, valued at $24.8M), JMUB (+150.6K shares, valued at $7.6M), CGCB (+139.5K shares, valued at $3.7M); decreased their positions in TAFM (-315.6K shares, valued at $8.0M), IVV (-2.0K shares, valued at $1.3M), IEFA (-8.9K shares, valued at $780.6K); initiated new positions in HWKN (+3.1K shares, valued at $557.5K), CAT (+630 shares, valued at $300.4K), IBIT (+3.4K shares, valued at $221.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR223.7K shares-0.89%2025-09-302025-10-08
IEFA ISHARES TR569.5K shares-1.55%2025-09-302025-10-08 CGCB CAPITAL GRP FIXED INCM ETF T1.6M shares9.77%2025-09-302025-10-08 IJH ISHARES TR478.7K shares388.59%2025-09-302025-10-08 IEMG ISHARES INC433.5K shares3.42%2025-09-302025-10-08 JPEF J P MORGAN EXCHANGE TRADED F321.0K shares12.24%2025-09-302025-10-08 JMUB J P MORGAN EXCHANGE TRADED F240.4K shares167.61%2025-09-302025-10-08 SCHX SCHWAB STRATEGIC TR421.1K shares-1.05%2025-09-302025-10-08 SCHF SCHWAB STRATEGIC TR296.7K shares-2.56%2025-09-302025-10-08 SPY SPDR S&P 500 ETF TR8.9K shares-2.03%2025-09-302025-10-08 EFA ISHARES TR47.8K shares1.84%2025-09-302025-10-08 MMM 3M CO18.9K shares0.50%2025-09-302025-10-08 IJR ISHARES TR20.4K shares6.41%2025-09-302025-10-08 ECL ECOLAB INC5.9K shares-10.87%2025-09-302025-10-08 CGMU CAPITAL GRP FIXED INCM ETF T49.6K shares129.11%2025-09-302025-10-08 JMST J P MORGAN EXCHANGE TRADED F19.5K shares7.44%2025-09-302025-10-08 SPDW SPDR INDEX SHS FDS20.6K shares-15.13%2025-09-302025-10-08 MODL VICTORY PORTFOLIOS II16.2K shares-7.11%2025-09-302025-10-08 SPYM SPDR SERIES TRUST9.5K shares-13.81%2025-09-302025-10-08 BITB BITWISE BITCOIN ETF TR9.4K shares2.44%2025-09-302025-10-08 SCHA SCHWAB STRATEGIC TR20.5K shares8.97%2025-09-302025-10-08 HWKN HAWKINS INC3.1K sharesnew addition2025-09-302025-10-08 HIMU BLACKROCK ETF TRUST II10.5K shares-1.18%2025-09-302025-10-08 TSLA TESLA INC1.1K shares49.86%2025-09-302025-10-08 SHW SHERWIN WILLIAMS CO1.3K shares0.16%2025-09-302025-10-08 MSFT MICROSOFT CORP853 shares2.65%2025-09-302025-10-08 AAPL APPLE INC1.7K shares-15.32%2025-09-302025-10-08 SCHM SCHWAB STRATEGIC TR14.3K shares-4.58%2025-09-302025-10-08 NUDM NUSHARES ETF TR10.3K shares5.00%2025-09-302025-10-08 ESGU ISHARES TR2.6K shares0.00%2025-09-302025-10-08 ESGD ISHARES TR3.3K shares-0.51%2025-09-302025-10-08 CAT CATERPILLAR INC630 sharesnew addition2025-09-302025-10-08 BSX BOSTON SCIENTIFIC CORP3.0K shares0.40%2025-09-302025-10-08 VTEB VANGUARD MUN BD FDS5.2K shares-6.88%2025-09-302025-10-08 XEL XCEL ENERGY INC3.2K shares0.00%2025-09-302025-10-08 QQQ INVESCO QQQ TR420 shares1.20%2025-09-302025-10-08 AMZN AMAZON COM INC1.0K shares2.30%2025-09-302025-10-08 IBIT ISHARES BITCOIN TRUST ETF3.4K sharesnew addition2025-09-302025-10-08 EXAS EXACT SCIENCES CORP4.0K shares0.00%2025-09-302025-10-08 TAFM AB ACTIVE ETFS INC8.6K shares-97.35%2025-09-302025-10-08 JEPI J P MORGAN EXCHANGE TRADED F3.6K shares-11.69%2025-09-302025-10-08 GUT GABELLI UTIL TR31.3K shares0.00%2025-09-302025-10-08 CX CEMEX SAB DE CV10.0K shares0.00%2025-09-302025-10-08 RMCF ROCKY MTN CHOCOLATE FACTORY40.4K shares0.00%2025-09-302025-10-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available