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CIK: 0001908386
Total reported value
$514.1M
$514.1M
38 檔
32.6%
As reported in its official Q4 2024 Form 13F filing, Leverty Financial Group, LLC's tracked investment portfolio stood at $514.1M with 38 total positions.
Leverty Financial Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 1 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 30.68% | +0.11% | +197.35% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 22.49% | -0.02% | +208.66% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 15.04% | -0.05% | EXIT | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.85% | +0.37% | -0.94% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.29% | -0.01% | +0.91% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.54% | +0.26% | -1.72% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.77% | -0.01% | +15.60% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.71% | -0.07% | -4.90% | |
| 9 | MMM | 3m Co | Stock-Industrials | 1.13% | -0.02% | -2.00% | |
| 10 | ECL | Ecolab Inc | Stock-Materials | 0.91% | — | -12.39% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.01% | +0.40% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.63% | -0.02% | +282.94% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.55% | -0.04% | +109.89% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.48% | +0.01% | +116.84% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | -1.86% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | — | — | |
| 17 | MODL | Victoryshares Westend US Sec | ETF-Other | 0.38% | -0.02% | -15.08% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.29% | — | -13.36% | |
| 19 | XVV | Ishares Esg Select Screened | ETF-Other | 0.22% | — | +73.69% | |
| 20 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.22% | — | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | -0.39% | -0.18% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.01% | -2.66% | |
| 23 | SPSC | Sps Commerce Inc | Stock-Tech | 0.18% | — | -1.41% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.17% | — | +1.79% | |
| 25 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.15% | — | — | |
| 26 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.14% | — | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | — | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.13% | — | — | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.13% | +0.05% | NEW | |
| 30 | EXK | Exact Sciences CORP | Stock-Materials | 0.11% | — | — | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.02% | — | |
| 32 | XEL | Xcel Energy Inc | Stock-Utilities | 0.11% | -0.01% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.01% | — | |
| 34 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.11% | — | — | |
| 35 | GUT | Gabelli Utility Trust | Stock-Other | 0.08% | — | — | |
| 36 | ETHUUSD | 2x Ether ETF | ETF-Other | 0.07% | — | -30.11% | |
| 37 | RMCF | Rocky Mountain Choc Fact Inc | Stock-Other | 0.05% | -0.01% | — | |
| 38 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.03% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +5.1% | +208.66% | Add |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +109.89% | Add |
| 3 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | NEW | New buy |
| 5 | SCHM | Schwab US Mid Cap ETF | +0.1% | +282.94% | Add |
| 6 | BITB | Bitwise Bitcoin ETF | +0.1% | NEW | New buy |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +15.60% | Add |
| 8 | XVV | Ishares Esg Select Screened | +0.1% | +73.69% | Add |
| 9 | RMCF | Rocky Mountain Choc Fact Inc | 0% | — | Unchanged |
| 10 | SCHA | Schwab US Small-cap ETF | — | +116.84% | Add |
| 11 | BSX | Boston Scientific CORP | — | — | Unchanged |
| 12 | ESGU | Ishares Esg Aware Msci USA | — | +1.79% | Add |
| 13 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 14 | XEL | Xcel Energy Inc | — | — | Unchanged |
| 15 | CX | Cemex Sab-spons Adr Part Cer | — | — | Unchanged |
| 16 | ESGE | Ishares Inc Ishares Esg Awar | 0% | +1.45% | Add |
| 17 | ETHUUSD | 2x Ether ETF | 0% | -30.11% | Trim |
| 18 | GUT | Gabelli Utility Trust | 0% | — | Unchanged |
| 19 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 20 | MSFT | Microsoft CORP | 0% | -2.66% | Trim |
| 21 | NUDM | Nuveen Esg Intl Devel Mrk Eq | 0% | — | Unchanged |
| 22 | SPSC | Sps Commerce Inc | 0% | -1.41% | Trim |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -1.86% | Trim |
| 24 | EXK | Exact Sciences CORP | 0% | — | Unchanged |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.18% | Trim |
| 26 | AAPL | Apple Inc | 0% | -13.36% | Trim |
| 27 | SHW | Sherwin-williams Co/the | -0.1% | — | Unchanged |
| 28 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.40% | Add |
| 29 | MODL | Victoryshares Westend US Sec | -0.1% | -15.08% | Trim |
| 30 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.91% | Add |
| 32 | SOLV | Solventum CORP | -0.2% | EXIT | Sold out |
| 33 | MMM | 3m Co | -0.2% | -2.00% | Trim |
| 34 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -1.72% | Trim |
| 35 | ECL | Ecolab Inc | -0.3% | -12.39% | Trim |
| 36 | EFA | Ishares Msci Eafe ETF | -0.4% | -4.90% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.9% | -0.94% | Trim |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -1.4% | +1.80% | Add |
| 39 | SCHX | Schwab US Large-cap ETF | -1.8% | +197.35% | Add |
According to official SEC Form 13F filings, Leverty Financial Group, LLC reported a total U.S. public equity portfolio value of $514.1M across 38 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHF, JEPI) accounted for 32.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $262.5K
Top Position Liquidated / Trimmed
SOLV
前期市值: $268.6K
During Q4 2024, Leverty Financial Group, LLC's top holdings by market value included SCHX (30.7%)、SCHF (22.5%)、JEPI (15.0%). The largest single position, SCHX, represented 30.7% of total portfolio value.
In Q4 2024, Leverty Financial Group, LLC made 28 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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