Leverty Financial Group, LLC
Q4 2024 13F Holdings
- Locationhudson, WI
- Num holdings
38
- Value ($000)
$196,508
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001908386
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $60.30M | 31 % | 2,601,192 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $44.19M | 23 % | 2,388,795 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $29.56M | 15 % | 513,776 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $27.22M | 14 % | 46,244 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.47M | 3 % | 11,047 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $4.98M | 3 % | 79,973 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.47M | 2 % | 69,245 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $3.36M | 2 % | 44,394 | ||
MMM 3M CO | COM | 88579Y101 | $2.21M | 1 % | 17,149 | ||
ECL ECOLAB INC | COM | 278865100 | $1.79M | 1 % | 7,638 |
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