Leverty Financial Group, LLC Top Holdings and 13F Report (2025) About Leverty Financial Group, LLCInvestment ActivityLeverty Financial Group, LLC has $196.51 million in total holdings as of December 31, 2024.Leverty Financial Group, LLC owns shares of 38 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 37.59% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, Leverty Financial Group, LLC has purchased 36 new stocks and bought additional shares in 12 stocks.Leverty Financial Group, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $60,296,310Schwab International Equity ETF $44,192,865JPMorgan Equity Premium Income ETF $29,559,234iShares Core S&P 500 ETF $27,222,996SPDR S&P 500 ETF Trust $6,474,426 Largest New Holdings this Quarter Tesla $262,496 HoldingiShares ESG Aware MSCI EAFE ETF $256,211 HoldingBITWISE BITCOIN ETF TR $210,366 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,726,389 shares (about $40.02M)Schwab International Equity ETF 1,614,879 shares (about $29.88M)Schwab U.S. Mid-Cap ETF 33,271 shares (about $921.94K)SPDR Portfolio Developed World ex-US ETF 16,625 shares (about $567.41K)JPMorgan Equity Premium Income ETF 9,069 shares (about $521.77K) Largest Sales this Quarter iShares Core S&P 500 ETF 438 shares (about $257.84K)Ecolab 1,080 shares (about $253.07K)iShares MSCI EAFE ETF 2,289 shares (about $173.07K)VictoryShares WestEnd US Sector ETF 3,312 shares (about $133.24K)Apple 350 shares (about $87.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeverty Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$60,296,310$40,018,148 ▲197.3%2,601,19230.7%ETFSCHFSchwab International Equity ETF$44,192,865$29,875,368 ▲208.7%2,388,79522.5%ETFJEPIJPMorgan Equity Premium Income ETF$29,559,234$521,770 ▲1.8%513,77615.0%ETFIVViShares Core S&P 500 ETF$27,222,996$257,843 ▼-0.9%46,24413.9%ETFSPYSPDR S&P 500 ETF Trust$6,474,426$58,608 ▲0.9%11,0473.3%FinanceIJHiShares Core S&P Mid-Cap ETF$4,983,118$87,234 ▼-1.7%79,9732.5%ETFVTEBVanguard Tax-Exempt Bond ETF$3,471,249$468,364 ▲15.6%69,2451.8%ETFEFAiShares MSCI EAFE ETF$3,356,630$173,071 ▼-4.9%44,3941.7%FinanceMMM3M$2,213,705$45,180 ▼-2.0%17,1491.1%Multi-Sector ConglomeratesECLEcolab$1,789,742$253,066 ▼-12.4%7,6380.9%Basic MaterialsIJRiShares Core S&P Small-Cap ETF$1,457,616$5,761 ▲0.4%12,6510.7%ETFSCHMSchwab U.S. Mid-Cap ETF$1,247,785$921,942 ▲282.9%45,0300.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,083,764$567,411 ▲109.9%31,7540.6%ETFSCHASchwab US Small-Cap ETF$950,885$512,357 ▲116.8%36,7710.5%ETFSPLGSPDR Portfolio S&P 500 ETF$904,631$17,166 ▼-1.9%13,1220.5%ETFLLYEli Lilly and Company$792,0720.0%1,0260.4%MedicalMODLVictoryShares WestEnd US Sector ETF$750,465$133,244 ▼-15.1%18,6540.4%ETFAAPLApple$568,439$87,645 ▼-13.4%2,2700.3%Computer and TechnologyXVViShares ESG Screened S&P 500 ETF$437,863$185,772 ▲73.7%9,6660.2%ETFSHWSherwin-Williams$435,1100.0%1,2800.2%Basic MaterialsIEFAiShares Core MSCI EAFE ETF$393,996$703 ▼-0.2%5,6060.2%ETFMSFTMicrosoft$369,787$10,120 ▼-2.7%8770.2%Computer and TechnologySPSCSPS Commerce$360,426$5,152 ▼-1.4%1,9590.2%Business ServicesESGUiShares ESG Aware MSCI USA ETF$328,749$5,797 ▲1.8%2,5520.2%ManufacturingNUDMNuShares ESG International Developed Markets Equity ETF$295,5200.0%9,8310.2%ETFBSXBoston Scientific$273,9440.0%3,0670.1%MedicalTSLATesla$262,496$262,496 ▲New Holding6500.1%Auto/Tires/TrucksESGDiShares ESG Aware MSCI EAFE ETF$256,211$256,211 ▲New Holding3,3650.1%ManufacturingESGEiShares ESG Aware MSCI EM ETF$246,886$3,539 ▲1.5%7,3940.1%ManufacturingEXASExact Sciences$224,7600.0%4,0000.1%MedicalXOMExxon Mobil$216,5010.0%2,0130.1%Oils/EnergyXELXcel Energy$213,7680.0%3,1660.1%UtilitiesQQQInvesco QQQ$211,1380.0%4130.1%FinanceBITWISE BITCOIN ETF TR$210,366$210,366 ▲New Holding4,1370.1%SHS BEN INTGUTThe Gabelli Utility Trust$157,2730.0%31,2670.1%Financial ServicesVOLATILITY SHS TR$142,662$61,448 ▼-30.1%18,2900.1%2X ETHER ETFRMCFRocky Mountain Chocolate Factory$98,1020.0%40,3710.0%Retail/WholesaleCXCEMEX$56,4000.0%10,0000.0%ConstructionSOLVENTUM CORP$0$268,590 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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