Leverty Financial Group, LLC Portfolio Holdings by Sector
Leverty Financial Group, LLC
- $195 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX SCHF JEPI IVV SPY IJH VTEB EFA 20 stocks |
$187,357
95.89% of portfolio
|
  13  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL SHW 2 stocks |
$2,224
1.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$2,213
1.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$792
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SPSC 2 stocks |
$729
0.37% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$568
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$273
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$262
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
EXAS 1 stocks |
$224
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$216
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
XEL 1 stocks |
$213
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
GUT 1 stocks |
$157
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
RMCF 1 stocks |
$97
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
CX 1 stocks |
$56
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|