$117 Million is the total value of Leverty Financial Group, LLC's 29 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPSM | Exit | SPDR PORTFOLIO SP 600 SMALL CAP ETFportfolio s&p600 | $0 | – | -7,282 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
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.