Leverty Financial Group, LLC holdings history

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142 is the total number of securities Leverty Financial Group, LLC has owned. The longest Leverty Financial Group, LLC has owned a single stock is 8 quarters.

Leverty Financial Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR8814.86%32.96%52.70%Q4 2021Q3 20238
SCHF SCHWAB STRATEGIC TR8818.83%23.06%27.46%Q4 2021Q3 20238
IJH ISHARES TR882.92%3.46%3.85%Q4 2021Q3 20238
EFA ISHARES TR882.54%3.33%4.14%Q4 2021Q3 20238
MMM 3M CO COM881.62%2.83%4.60%Q4 2021Q3 20238
SPY SPDR SP 500 ETF TRUST880.21%2.75%3.87%Q4 2021Q3 20238
ECL ECOLAB INC COM881.24%1.50%1.98%Q4 2021Q3 20238
IJR ISHARES TR880.90%1.15%1.48%Q4 2021Q3 20238
AAPL APPLE INC COM880.11%0.45%0.61%Q4 2021Q3 20238
ESGD ISHARES TR880.01%0.32%0.50%Q4 2021Q3 20238
SHW SHERWIN WILLIAMS CO COM880.25%0.28%0.38%Q4 2021Q3 20238
MDT MEDTRONIC PLC SHS880.23%0.26%0.29%Q4 2021Q3 20238
MSFT MICROSOFT CORP COM880.20%0.23%0.27%Q4 2021Q3 20238
XEL XCEL ENERGY INC COM880.01%0.22%0.29%Q4 2021Q3 20238
CVX CHEVRON CORP NEW COM880.15%0.20%0.24%Q4 2021Q3 20238
ESGE ISHARES TR880.01%0.18%0.28%Q4 2021Q3 20238
GUT GABELLI UTIL TR COM880.12%0.17%0.21%Q4 2021Q3 20238
CX CEMEX SAB DE CV SPON A...880.02%0.04%0.05%Q4 2021Q3 20238
IEFA ISHARES TR770.26%1.08%2.67%Q1 2022Q3 20237
XVV ISHARES TR770.16%0.34%0.42%Q1 2022Q3 20237
TGT TARGET CORP COM770.16%0.28%0.36%Q4 2021Q2 20237
SPSC SPS COMM INC COM520.13%0.20%0.28%Q4 2021Q3 20237
XOM EXXON MOBIL CORP COM510.15%0.46%0.66%Q4 2021Q3 20236
EXAS EXACT SCIENCES CORP COM420.18%0.22%0.27%Q4 2021Q3 20236
SCHM SCHWAB U.S. MID-CAP ETF410.02%0.19%0.28%Q4 2021Q3 20235
SCHX SCHWAB STRATEGIC TR4419.51%30.04%35.07%Q4 2022Q3 20234
JEPI J P MORGAN EXCHANGE TR...4412.66%14.41%19.03%Q4 2022Q3 20234
SCHA SCHWAB STRATEGIC TR440.18%0.19%0.20%Q4 2022Q3 20234
EA SERIES TRUST440.17%0.19%0.22%Q4 2022Q3 20234
SPSM SPDR PORTFOLIO SP 600 ...220.24%0.26%0.28%Q2 2022Q3 20222
TSLA TESLA INC COM110.08%0.12%0.15%Q4 2021Q3 20232
VICTORY PORTFOLIOS II1111.41%11.41%11.41%Q3 2023Q3 20231
SCZ ISHARES MSCI EAFE SMAL...110.24%0.24%0.24%Q4 2021Q4 20211
APG API GROUP CORP COM STK110.12%0.12%0.12%Q4 2021Q4 20211
QQQ INVESCO QQQ TRUST110.12%0.12%0.12%Q4 2021Q4 20211
AOA ISHARES CORE AGGRESSIV...110.11%0.11%0.11%Q4 2021Q4 20211
NVS NOVARTIS AG SPONSORED ADR110.11%0.11%0.11%Q4 2021Q4 20211
JNJ JOHNSON & JOHNSON COM110.09%0.09%0.09%Q4 2021Q4 20211
VIG VANGUARD DIVIDEND APPR...110.09%0.09%0.09%Q4 2021Q4 20211
WMT WALMART INC COM110.08%0.08%0.08%Q4 2021Q4 20211
IWF ISHARES RUSSELL 1000 G...110.07%0.07%0.07%Q4 2021Q4 20211
IVE ISHARES S&P 500 VALUE ETF110.07%0.07%0.07%Q4 2021Q4 20211
DGRO ISHARES CORE DIVIDEND ...110.07%0.07%0.07%Q4 2021Q4 20211
MCD MCDONALDS CORP COM110.06%0.06%0.06%Q4 2021Q4 20211
IWR ISHARES RUSSELL MID-CA...110.06%0.06%0.06%Q4 2021Q4 20211
AOM ISHARES MODERATE ALLOC...110.05%0.05%0.05%Q4 2021Q4 20211
LOW LOWES COS INC COM110.05%0.05%0.05%Q4 2021Q4 20211
LMT LOCKHEED MARTIN CORP COM110.05%0.05%0.05%Q4 2021Q4 20211
PODD INSULET CORP COM110.05%0.05%0.05%Q4 2021Q4 20211
CSL CARLISLE COS INC COM110.05%0.05%0.05%Q4 2021Q4 20211
FB META PLATFORMS INC CL A110.05%0.05%0.05%Q4 2021Q4 20211
DAL DELTA AIR LINES INC DE...110.05%0.05%0.05%Q4 2021Q4 20211
BRKB BERKSHIRE HATHAWAY INC...110.05%0.05%0.05%Q4 2021Q4 20211
PFE PFIZER INC COM110.04%0.04%0.04%Q4 2021Q4 20211
JPM JPMORGAN CHASE & CO COM110.04%0.04%0.04%Q4 2021Q4 20211
CSX CSX CORP COM110.04%0.04%0.04%Q4 2021Q4 20211
HD HOME DEPOT INC COM110.04%0.04%0.04%Q4 2021Q4 20211
GIS GENERAL MLS INC COM110.04%0.04%0.04%Q4 2021Q4 20211
EUSB ISHARES ESG ADVANCED T...110.04%0.04%0.04%Q4 2021Q4 20211
DIS DISNEY WALT CO COM110.04%0.04%0.04%Q4 2021Q4 20211
BP BP PLC SPONSORED ADR110.04%0.04%0.04%Q4 2021Q4 20211
CMCSA COMCAST CORP NEW CL A110.04%0.04%0.04%Q4 2021Q4 20211
GLD SPDR GOLD SHARES110.03%0.03%0.03%Q4 2021Q4 20211
NVDA NVIDIA CORPORATION COM110.03%0.03%0.03%Q4 2021Q4 20211
ESGU ISHARES ESG AWARE MSCI...110.03%0.03%0.03%Q4 2021Q4 20211
PII POLARIS INC COM110.03%0.03%0.03%Q4 2021Q4 20211
ARKW ARK NEXT GENERATION IN...110.03%0.03%0.03%Q4 2021Q4 20211
PEP PEPSICO INC COM110.03%0.03%0.03%Q4 2021Q4 20211
BMY BRISTOL-MYERS SQUIBB C...110.03%0.03%0.03%Q4 2021Q4 20211
AMZN AMAZON COM INC COM110.03%0.03%0.03%Q4 2021Q4 20211
SGEN SEAGEN INC COM110.03%0.03%0.03%Q4 2021Q4 20211
KO COCA COLA CO COM110.03%0.03%0.03%Q4 2021Q4 20211
UNH UNITEDHEALTH GROUP INC...110.03%0.03%0.03%Q4 2021Q4 20211
HRL HORMEL FOODS CORP COM110.02%0.02%0.02%Q4 2021Q4 20211
NIO NIO INC SPON ADS110.02%0.02%0.02%Q4 2021Q4 20211
AGG ISHARES CORE U.S. AGGR...110.02%0.02%0.02%Q4 2021Q4 20211
LLY LILLY ELI & CO COM110.02%0.02%0.02%Q4 2021Q4 20211
USXF ISHARES ESG ADVANCED M...110.02%0.02%0.02%Q4 2021Q4 20211
CP CANADIAN PAC RY LTD COM110.02%0.02%0.02%Q4 2021Q4 20211
INSP INSPIRE MED SYS INC COM110.02%0.02%0.02%Q4 2021Q4 20211
CTSH COGNIZANT TECHNOLOGY S...110.02%0.02%0.02%Q4 2021Q4 20211
GENERAL ELECTRIC CO CO...110.02%0.02%0.02%Q4 2021Q4 20211
FAST FASTENAL CO COM110.02%0.02%0.02%Q4 2021Q4 20211
IXUS ISHARES CORE MSCI TOTA...110.02%0.02%0.02%Q4 2021Q4 20211
SCHV SCHWAB U.S. LARGE-CAP ...110.02%0.02%0.02%Q4 2021Q4 20211
IWD ISHARES RUSSELL 1000 V...110.02%0.02%0.02%Q4 2021Q4 20211
SJM SMUCKER J M CO COM NEW110.02%0.02%0.02%Q4 2021Q4 20211
SO SOUTHERN CO COM110.02%0.02%0.02%Q4 2021Q4 20211
NNI NELNET INC CL A110.02%0.02%0.02%Q4 2021Q4 20211
VYM VANGUARD HIGH DIVIDEND...110.02%0.02%0.02%Q4 2021Q4 20211
BDX BECTON DICKINSON & CO COM110.02%0.02%0.02%Q4 2021Q4 20211
DE DEERE & CO COM110.01%0.01%0.01%Q4 2021Q4 20211
ORCL ORACLE CORP COM110.01%0.01%0.01%Q4 2021Q4 20211
PFG PRINCIPAL FINANCIAL GR...110.01%0.01%0.01%Q4 2021Q4 20211
F FORD MTR CO DEL COM110.01%0.01%0.01%Q4 2021Q4 20211
ESML ISHARES ESG AWARE MSCI...110.01%0.01%0.01%Q4 2021Q4 20211
VTV VANGUARD VALUE INDEX FUND110.01%0.01%0.01%Q4 2021Q4 20211
SLV ISHARES SILVER TRUST110.01%0.01%0.01%Q4 2021Q4 20211
SCHG SCHWAB U.S. LARGE-CAP ...110.01%0.01%0.01%Q4 2021Q4 20211
SUSB ISHARES ESG AWARE 1-5 ...110.01%0.01%0.01%Q4 2021Q4 20211
MGM MGM RESORTS INTERNATIO...110.01%0.01%0.01%Q4 2021Q4 20211
FIS FIDELITY NATL INFORMAT...110.01%0.01%0.01%Q4 2021Q4 20211
IWM ISHARES RUSSELL 2000 ETF110.01%0.01%0.01%Q4 2021Q4 20211
USMV ISHARES MSCI USA MIN V...110.01%0.01%0.01%Q4 2021Q4 20211
DMXF ISHARES ESG ADVANCED M...110.01%0.01%0.01%Q4 2021Q4 20211
VEU VANGUARD FTSE ALL-WORL...110.01%0.01%0.01%Q4 2021Q4 20211
VWO VANGUARD FTSE EMERGING...110.01%0.01%0.01%Q4 2021Q4 20211
COP CONOCOPHILLIPS COM110.01%0.01%0.01%Q4 2021Q4 20211
TTD THE TRADE DESK INC COM...110.01%0.01%0.01%Q4 2021Q4 20211
COST COSTCO WHSL CORP NEW COM110.01%0.01%0.01%Q4 2021Q4 20211
SENS SENSEONICS HLDGS INC COM110.01%0.01%0.01%Q4 2021Q4 20211
LIT GLOBAL X LITHIUM & BAT...110.01%0.01%0.01%Q4 2021Q4 20211
GNTX GENTEX CORP COM110.01%0.01%0.01%Q4 2021Q4 20211
WBT WELBILT INC COM110.01%0.01%0.01%Q4 2021Q4 20211
CAT CATERPILLAR INC COM110.01%0.01%0.01%Q4 2021Q4 20211
HIG HARTFORD FINL SVCS GRO...110.01%0.01%0.01%Q4 2021Q4 20211
EFAV ISHARES MSCI EAFE MIN ...110.00%0.00%0.00%Q4 2021Q4 20211
MOS MOSAIC CO NEW COM110.00%0.00%0.00%Q4 2021Q4 20211
TPR TAPESTRY INC COM110.00%0.00%0.00%Q4 2021Q4 20211
MO ALTRIA GROUP INC COM110.00%0.00%0.00%Q4 2021Q4 20211
SKYT SKYWATER TECHNOLOGY IN...110.00%0.00%0.00%Q4 2021Q4 20211
AOR ISHARES GROWTH ALLOCAT...110.00%0.00%0.00%Q4 2021Q4 20211
PSTHWS PERSHING SQUARE TONTIN...110.00%0.00%0.00%Q4 2021Q4 20211
PYPL PAYPAL HLDGS INC COM110.00%0.00%0.00%Q4 2021Q4 20211
LVS LAS VEGAS SANDS CORP COM110.00%0.00%0.00%Q4 2021Q4 20211
BAX BAXTER INTL INC COM110.00%0.00%0.00%Q4 2021Q4 20211
AMC AMC ENTMT HLDGS INC CL...110.00%0.00%0.00%Q4 2021Q4 20211
WFC WELLS FARGO CO NEW COM110.00%0.00%0.00%Q4 2021Q4 20211
PG PROCTER AND GAMBLE CO COM110.00%0.00%0.00%Q4 2021Q4 20211
GPS GAP INC COM110.00%0.00%0.00%Q4 2021Q4 20211
LITE LUMENTUM HLDGS INC COM110.00%0.00%0.00%Q4 2021Q4 20211
VIAV VIAVI SOLUTIONS INC COM110.00%0.00%0.00%Q4 2021Q4 20211
GPRO GOPRO INC CL A110.00%0.00%0.00%Q4 2021Q4 20211
GM GENERAL MTRS CO COM110.00%0.00%0.00%Q4 2021Q4 20211
TIG TREAN INS GROUP INC COM110.00%0.00%0.00%Q4 2021Q4 20211
RAD RITE AID CORP COM110.00%0.00%0.00%Q4 2021Q4 20211
SYN SYNTHETIC BIOLOGICS IN...110.00%0.00%0.00%Q4 2021Q4 20211
FIVG DEFIANCE NEXT GEN CONN...110.00%0.00%0.00%Q4 2021Q4 20211
HTZZ HERTZ GLOBAL HLDGS INC...110.00%0.00%0.00%Q4 2021Q4 20211
IPOFWS SOCIAL CAPITAL HEDOSOP...110.00%0.00%0.00%Q4 2021Q4 20211
TAK TAKEDA PHARMACEUTICAL ...110.00%0.00%0.00%Q4 2021Q4 20211
BMO BANK MONTREAL QUE COM110.00%0.00%0.00%Q4 2021Q4 20211
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The securities at the top of the list , including ISHARES TR, SCHWAB STRATEGIC TR, and ISHARES TR, are the highest-conviction holdings of Leverty Financial Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Leverty Financial Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Leverty Financial Group, LLC owns currently or has owned in the past.