LF
| |
Leverty Financial Group, LLC13F | |
| Leverty Financial Group, LLC | |
| Last update 2025-07-18 | 44 Stocks (7 new) |
| Value $335.00 Mil | Turnover 64 % |
Leverty Financial Group, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 225,722 | 140,137.5 | +379.06% | 41.840 | +33.11% | 0.020 | +15.76% | +9.12% | 643,247.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 578,398 | 48,281.3 | +10,412.50% | 14.410 | +14.27% | 0.030 | +9.84% | +22.03% | 145,344.6 | ||
CGCB | Capital Group Core Bond ETF | 1,427,371 | 37,538.3 | +5.17% | 11.210 | +0.55% | 1.520 | +0.60% | +3.37% | 2,736.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 419,203 | 25,158.3 | New Holding | 7.510 | +7.51% | 0.030 | +15.43% | +18.83% | 99,565.3 | ||
JPEF | JPMorgan Equity Focus ETF | 285,994 | 20,059.0 | New Holding | 5.990 | +5.99% | 1.280 | +13.52% | +5.87% | 1,590.1 | ||
SCHX | Schwab U.S. Large-Cap ETF | 425,566 | 10,400.8 | -88.74% | 3.110 | -30.29% | 0.020 | +15.95% | +9.17% | 57,684.2 | ||
TAFM |
AB Tax-Aware Intermediate Municipal ETF
AB Tax-Aware Intermediate Municipal ETF
| 324,172 | 8,079.3 | +3.40% | 2.410 | +0.08% | 2.740 | +0.12% | -0.91% | 294.2 | ||
SCHF | Schwab International Equity ETF | 304,488 | 6,729.2 | -87.66% | 2.010 | -17.50% | 0.010 | +10.29% | +21.56% | 49,483.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 97,978 | 6,076.0 | +30.20% | 1.810 | +0.42% | 0.010 | +13.15% | +3.05% | 97,843.3 | ||
SPY | SPDR S&P 500 ETF Trust | 9,127 | 5,639.1 | -18.41% | 1.680 | -0.47% | 0.000 | +15.72% | +9.05% | 655,511.8 |
Leverty Financial Group, LLC's Historical Top Holdings Breakdowns
Leverty Financial Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +33.11% | 498.8 ($573.99) 620.9 | $638.36 | 11.21% | Add 379.06% | 225,722 | 178,604 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-06-30 | Reduce Reduce | -30.29% | 19.6 ($22.6) 24.44 | $25.16 | 11.31% | Reduce -88.74% | 425,566 | -3,355,196 | |
SCHF | Schwab International Equity ETF | 2025-06-30 | Reduce Reduce | -17.50% | 17.76 ($20.8) 22.1 | $22.34 | 7.40% | Reduce -87.66% | 304,488 | -2,163,897 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +14.27% | 67.83 ($79.31) 84.09 | $84.25 | 6.23% | Add 10412.5% | 578,398 | 572,896 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | New Buy New Buy | +7.51% | 47.74 ($55.77) 60.03 | $61.30 | 9.92% | New holding | 419,203 | 419,203 | |
JPEF | JPMorgan Equity Focus ETF | 2025-06-30 | New Buy New Buy | +5.99% | 57.32 ($65.1) 70.14 | $71.05 | 9.14% | New holding | 285,994 | 285,994 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Reduce Reduce | -1.60% | 58.41 ($67.22) 72.69 | $74.72 | 11.16% | Reduce -84.46% | 10,986 | -59,714 | |
CGMU | Capital Group Municipal Income ETF | 2025-06-30 | Reduce Reduce | -1.55% | 26.2 ($26.57) 26.97 | $26.63 | 0.21% | Reduce -86.75% | 21,635 | -141,625 | |
JMUB | JPMorgan Municipal ETF | 2025-06-30 | Add Add | +1.25% | 48.46 ($49.41) 50.2 | $49.21 | -0.41% | Add 1667.26% | 89,830 | 84,747 | |
CGCB | Capital Group Core Bond ETF | 2025-06-30 | Add Add | +0.55% | 25.77 ($26.07) 26.52 | $26.14 | 0.25% | Add 5.17% | 1,427,371 | 70,160 |
Leverty Financial Group, LLC Total Holding History ($B)
Leverty Financial Group, LLC's Asset Allocation
Leverty Financial Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Leverty Financial Group, LLC's Hypothetical Growth since 2025-06-30
Leverty Financial Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Leverty Financial Group, LLC's Holdings Heat Map
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Leverty Financial Group, LLC's Holdings Bubble Chart
Leverty Financial Group, LLC News
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