Leverty Financial Group, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $59.4M, Schwab Strategic Tr Intl Eqty with a value of $31.8M, J P Morgan Exchange Traded Fd with a value of $30M, Ishares Core S&P 500 ETF with a value of $26.9M, and Spdr S&P 500 ETF Trust with a value of $6.28M.
Examining the 13F form we can see an increase of $33.9M in the current position value, from $148M to 182M.
Below you can find more details about Leverty Financial Group, LLC portfolio as well as his latest detailed transactions.
