Leverty Financial Group, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationhudson, WI
- CIK0001908386
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
43 | $244.62 M | SCHX, SCHF, CGCB, IVV | 13F-HR | Apr 10, 2025 | 000190838625000003 | ||
38 | $196.51 M | SCHX, SCHF, JEPI, IVV | 13F-HR | Jan 24, 2025 | 000190838625000002 | ||
36 | $183.01 M | SCHX, SCHF, JEPI, IVV | 13F-HR | Oct 16, 2024 | 000190838624000008 | ||
33 | $169.02 M | SCHX, SCHF, JEPI, IVV | 13F-HR | Jul 15, 2024 | 000190838624000005 | ||
33 | $167.61 M | SCHX, SCHF, JEPI, IVV | 13F-HR | Apr 23, 2024 | 000190838624000004 | ||
34 | $157.71 M | SCHX, SCHF, JEPI, IVV | 13F-HR | Jan 10, 2024 | 000190838624000001 | ||
30 | $137.74 M | SCHX, JEPI, SCHF, IVV | 13F-HR | Oct 18, 2023 | 000190838623000005 | ||
28 | $137.22 M | SCHX, SCHF, IVV, JEPI | 13F-HR | Jul 27, 2023 | 000190838623000004 | ||
28 | $127.40 M | SCHX, SCHF, IVV, JEPI | RESTATEMENT | Apr 21, 2023 | 000190838623000003 | ||
29 | $116.90 M | SCHX, SCHF, IVV, JEPI | 13F-HR | Jan 30, 2023 | 000117266123000344 | ||
24 | $103.41 M | IVV, SCHF, SPY, IJH | 13F-HR | Oct 20, 2022 | 000160658722001925 | ||
23 | $107.29 M | IVV, SCHF, SPY, EFA | 13F-HR | Jul 18, 2022 | 000160658722001337 | ||
24 | $126.78 M | IVV, SCHF, EFA, IJH | 13F-HR | Apr 20, 2022 | 000160658722000709 | ||
134 | $129.66 M | IVV, SCHF, MMM, EFA | 13F-HR | Feb 9, 2022 | 000160658722000436 |