Leverty Financial Group, LLC Closed Holding Positions

Leverty Financial Group, LLC

  • $195 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GLD
Spdr Gold Trust

ETFs
Q1 2022 Filed on Apr 20, 2022
254
$166.99 - $191.51 $42.4K - $48.6K
SYN
Synthetic Biologics, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
143
$2.3 - $4.3 $329 - $615
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on Apr 20, 2022
64
$45.81 - $59.06 $2.93K - $3.78K
MO
Altria Group, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
86
$47.97 - $53.62 $4.13K - $4.61K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2022 Filed on Apr 20, 2022
260
$81.79 - $93.12 $21.3K - $24.2K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on Apr 20, 2022
900
$44.97 - $51.68 $40.5K - $46.5K
COP
Conocophillips

Energy
Q1 2022 Filed on Apr 20, 2022
126
$73.77 - $107.5 $9.3K - $13.5K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
17
$477.32 - $576.47 $8.11K - $9.8K
CSX
Csx Corp

Industrials
Q1 2022 Filed on Apr 20, 2022
1,410
$33.34 - $37.8 $47K - $53.3K
DE
Deere & CO

Industrials
Q1 2022 Filed on Apr 20, 2022
53
$337.52 - $436.45 $17.9K - $23.1K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q1 2022 Filed on Apr 20, 2022
17
$34.88 - $42.11 $593 - $716
DAL
Delta Air Lines, Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
1,525
$30.11 - $44.49 $45.9K - $67.8K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 20, 2022
321
$129.03 - $157.89 $41.4K - $50.7K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on Apr 20, 2022
371
$49.62 - $62.33 $18.4K - $23.1K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
109
$86.25 - $121.71 $9.4K - $13.3K
KO
Coca Cola CO

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
593
$57.88 - $62.85 $34.3K - $37.3K
AMZN
Amazon Com Inc

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
11
$136.01 - $170.4 $1.5K - $1.87K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2022 Filed on Apr 20, 2022
100
$13.56 - $29.44 $1.36K - $2.94K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on Apr 20, 2022
332
$68.48 - $120.67 $22.7K - $40.1K
BMO
Bank Of Montreal

Financial Services
Q1 2022 Filed on Apr 20, 2022
4
$108.89 - $122.34 $436 - $489
BAX
Baxter International Inc

Healthcare
Q1 2022 Filed on Apr 20, 2022
28
$76.85 - $89.45 $2.15K - $2.5K
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on Apr 20, 2022
76
$243.64 - $270.48 $18.5K - $20.6K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q1 2022 Filed on Apr 20, 2022
200
N/A
BP
Bp PLC

Energy
Q1 2022 Filed on Apr 20, 2022
1,813
$27.37 - $33.34 $49.6K - $60.4K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2022 Filed on Apr 20, 2022
600
$61.48 - $73.72 $36.9K - $44.2K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on Apr 20, 2022
346
$68.8 - $83.58 $23.8K - $28.9K
CSL
Carlisle Companies Inc

Industrials
Q1 2022 Filed on Apr 20, 2022
249
$215.5 - $253.27 $53.7K - $63.1K
F
Ford Motor CO

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
857
$15.74 - $25.19 $13.5K - $21.6K
GPS
Gap Inc

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
67
$13.57 - $18.65 $909 - $1.25K
GE
General Electric CO

Industrials
Q1 2022 Filed on Apr 20, 2022
250
$85.38 - $103.16 $21.3K - $25.8K
IXUS
Ishares Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
333
$61.54 - $72.2 $20.5K - $24K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on Apr 20, 2022
269
$106.1 - $113.3 $28.5K - $30.5K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
Q1 2022 Filed on Apr 20, 2022
171
$56.09 - $69.19 $9.59K - $11.8K
USXF
Ishares Esg Advanced Msci Usa

Technology
Q1 2022 Filed on Apr 20, 2022
666
$32.88 - $39.25 $21.9K - $26.1K
EUSB
Ishares Tr Esg Advanced Total

Technology
Q1 2022 Filed on Apr 20, 2022
1,001
$45.92 - $49.05 $46K - $49.1K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q1 2022 Filed on Apr 20, 2022
545
$24.54 - $25.63 $13.4K - $14K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
Q1 2022 Filed on Apr 20, 2022
419
$35.57 - $40.83 $14.9K - $17.1K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q1 2022 Filed on Apr 20, 2022
74
$51.69 - $57.18 $3.83K - $4.23K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on Apr 20, 2022
1,558
$41.74 - $45.45 $65K - $70.8K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on Apr 20, 2022
75
$67.73 - $76.65 $5.08K - $5.75K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2022 Filed on Apr 20, 2022
4,354
$61.01 - $73.65 $266K - $321K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2022 Filed on Apr 20, 2022
1,726
$50.66 - $56.06 $87.4K - $96.8K
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2022 Filed on Apr 20, 2022
2,036
$65.0 - $73.15 $132K - $149K
GIS
General Mills Inc

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
766
$62.27 - $69.9 $47.7K - $53.5K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
32
$39.83 - $65.74 $1.27K - $2.1K
GNTX
Gentex Corp

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
240
$27.65 - $36.18 $6.64K - $8.68K
LIT
Global X Fds Global X Lithium

ETFs
Q1 2022 Filed on Apr 20, 2022
100
$66.06 - $85.93 $6.61K - $8.59K
GPRO
Go Pro, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
125
$7.44 - $10.91 $930 - $1.36K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
90
$65.38 - $73.52 $5.88K - $6.62K
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