| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 52.7% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 27.5% |
| ISHARES TR | 8 | Q3 2023 | 3.9% |
| ISHARES TR | 8 | Q3 2023 | 4.1% |
| 3M CO COM | 8 | Q3 2023 | 4.6% |
| SPDR SP 500 ETF TRUST | 8 | Q3 2023 | 3.9% |
| ECOLAB INC COM | 8 | Q3 2023 | 2.0% |
| ISHARES TR | 8 | Q3 2023 | 1.5% |
| APPLE INC COM | 8 | Q3 2023 | 0.6% |
| ISHARES TR | 8 | Q3 2023 | 0.5% |
View Leverty Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-04-21 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-20 |
View Leverty Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.