Leverty Financial Group, LLC Top Holdings and 13F Report (2025) About Leverty Financial Group, LLCInvestment ActivityLeverty Financial Group, LLC has $244.62 million in total holdings as of March 31, 2025.Leverty Financial Group, LLC owns shares of 43 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 33.93% of the portfolio was purchased this quarter.About 13.66% of the portfolio was sold this quarter.This quarter, Leverty Financial Group, LLC has purchased 38 new stocks and bought additional shares in 13 stocks.Leverty Financial Group, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $83,477,100Schwab International Equity ETF $48,827,725CAPITAL GRP FIXED INCM ETF T $35,667,105iShares Core S&P 500 ETF $26,475,677AB ACTIVE ETFS INC $7,889,378 Largest New Holdings this Quarter 14020Y508 - CAPITAL GRP FIXED INCM ETF T $35,667,105 Holding00039J889 - AB ACTIVE ETFS INC $7,889,378 Holding14020Y201 - Capital Group Municipal Income ETF $4,378,621 Holding46641Q654 - JPMorgan Ultra-Short Municipal ETF $968,337 Holding922042858 - Vanguard FTSE Emerging Markets ETF $441,919 Holding Largest Purchases this Quarter CAPITAL GRP FIXED INCM ETF T 1,357,211 shares (about $35.67M)Schwab US Large-Cap ETF 1,179,570 shares (about $26.04M)AB ACTIVE ETFS INC 313,506 shares (about $7.89M)Capital Group Municipal Income ETF 163,260 shares (about $4.38M)SPDR Portfolio S&P 500 ETF 57,578 shares (about $3.79M) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 51,074 shares (about $2.53M)iShares Core S&P Mid-Cap ETF 4,723 shares (about $275.59K)SPDR Portfolio Developed World ex-US ETF 7,116 shares (about $259.09K)Ecolab 366 shares (about $92.79K)Schwab US Small-Cap ETF 3,780 shares (about $88.56K) 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$83,477,100$26,044,243 ▲45.3%3,780,76234.1%ETFSCHFSchwab International Equity ETF$48,827,725$1,574,389 ▲3.3%2,468,38520.0%ETFCAPITAL GRP FIXED INCM ETF T$35,667,105$35,667,105 ▲New Holding1,357,21114.6%CORE BOND ETFIVViShares Core S&P 500 ETF$26,475,677$491,102 ▲1.9%47,11810.8%ETFAB ACTIVE ETFS INC$7,889,378$7,889,378 ▲New Holding313,5063.2%TAX AWARE INTERMSPYSPDR S&P 500 ETF Trust$6,257,896$78,315 ▲1.3%11,1872.6%FinanceSPLGSPDR Portfolio S&P 500 ETF$4,649,232$3,786,329 ▲438.8%70,7001.9%ETFIJHiShares Core S&P Mid-Cap ETF$4,390,838$275,587 ▼-5.9%75,2501.8%ETFCGMUCapital Group Municipal Income ETF$4,378,621$4,378,621 ▲New Holding163,2601.8%ETFEFAiShares MSCI EAFE ETF$3,838,449$210,128 ▲5.8%46,9651.6%FinanceMMM3M$2,901,593$383,149 ▲15.2%19,7581.2%Multi-Sector ConglomeratesECLEcolab$1,843,604$92,789 ▼-4.8%7,2720.8%Basic MaterialsSCHMSchwab U.S. Mid-Cap ETF$1,320,869$141,087 ▲12.0%50,4150.5%ETFIJRiShares Core S&P Small-Cap ETF$1,311,383$11,502 ▼-0.9%12,5410.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$968,337$968,337 ▲New Holding19,0430.4%ETFVTEBVanguard Tax-Exempt Bond ETF$901,645$2,534,292 ▼-73.8%18,1710.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$897,070$259,094 ▼-22.4%24,6380.4%ETFLLYEli Lilly and Company$847,3840.0%1,0260.3%MedicalSCHASchwab US Small-Cap ETF$772,968$88,564 ▼-10.3%32,9910.3%ETFMODLVictoryShares WestEnd US Sector ETF$681,213$42,935 ▼-5.9%17,5480.3%ETFAAPLApple$475,592$28,655 ▼-5.7%2,1410.2%Computer and TechnologySHWSherwin-Williams$446,9630.0%1,2800.2%Basic MaterialsVWOVanguard FTSE Emerging Markets ETF$441,919$441,919 ▲New Holding9,7640.2%ETFIEFAiShares Core MSCI EAFE ETF$416,197$7,867 ▼-1.9%5,5020.2%ETFXVViShares ESG Select Screened S&P 500 ETF$404,853$8,685 ▼-2.1%9,4630.2%ETFBSXBoston Scientific$401,200$91,801 ▲29.7%3,9770.2%MedicalMSFTMicrosoft$329,3350.0%8770.1%Computer and TechnologyNUDMNuShares ESG International Developed Markets Equity ETF$313,1170.0%9,8310.1%ETFESGUiShares ESG Aware MSCI USA ETF$311,1140.0%2,5520.1%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$274,8870.0%3,3650.1%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$264,410$264,410 ▲New Holding6,4870.1%ETFESGEiShares ESG Aware MSCI EM ETF$259,574$1,153 ▲0.4%7,4270.1%ManufacturingJMUBJPMorgan Municipal ETF$254,150$254,150 ▲New Holding5,0830.1%ETFSPSCSPS Commerce$251,414$8,628 ▼-3.3%1,8940.1%Business ServicesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$242,235$242,235 ▲New Holding4,7330.1%ETFXOMExxon Mobil$239,3640.0%2,0130.1%EnergyXELXcel Energy$224,1210.0%3,1660.1%UtilitiesBITWISE BITCOIN ETF TR$220,271$34,602 ▲18.6%4,9080.1%SHS BEN INTQQQInvesco QQQ$214,296$20,632 ▲10.7%4570.1%FinanceGUTThe Gabelli Utility Trust$166,9660.0%31,2670.1%Financial ServicesVOLATILITY SHS TR$62,361$28,799 ▲85.8%33,9840.0%2X ETHER ETFCXCEMEX$56,1000.0%10,0000.0%ConstructionRMCFRocky Mountain Chocolate Factory$49,2530.0%40,3710.0%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$0$29,559,234 ▼-100.0%00.0%ETFTSLATesla$0$262,496 ▼-100.0%00.0%Auto/Tires/TrucksEXASExact Sciences$0$224,760 ▼-100.0%00.0%MedicalShowing 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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