Leverty Financial Group, LLC Top Holdings and 13F Report (2025) About Leverty Financial Group, LLCInvestment ActivityLeverty Financial Group, LLC has $334.97 million in total holdings as of June 30, 2025.Leverty Financial Group, LLC owns shares of 44 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 63.90% of the portfolio was purchased this quarter.About 42.95% of the portfolio was sold this quarter.This quarter, Leverty Financial Group, LLC has purchased 43 new stocks and bought additional shares in 10 stocks.Leverty Financial Group, LLC sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $140,137,478iShares Core MSCI EAFE ETF $48,281,292CAPITAL GRP FIXED INCM ETF T $37,538,293iShares Core MSCI Emerging Markets ETF $25,158,249J P MORGAN EXCHANGE TRADED F $20,059,036 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $25,158,249 Holding46654Q781 - J P MORGAN EXCHANGE TRADED F $20,059,036 Holding092528843 - BLACKROCK ETF TRUST II $519,077 Holding46641Q332 - JPMorgan Equity Premium Income ETF $232,403 Holding88160R101 - Tesla $224,268 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 178,604 shares (about $110.88M)iShares Core MSCI EAFE ETF 572,896 shares (about $47.82M)iShares Core MSCI Emerging Markets ETF 419,203 shares (about $25.16M)J P MORGAN EXCHANGE TRADED F 285,994 shares (about $20.06M)JPMorgan Municipal ETF 84,747 shares (about $4.21M) Largest Sales this Quarter Schwab US Large-Cap ETF 3,355,196 shares (about $82.00M)Schwab International Equity ETF 2,163,897 shares (about $47.82M)SPDR Portfolio S&P 500 ETF 59,714 shares (about $4.34M)Capital Group Municipal Income ETF 141,625 shares (about $3.78M)SPDR S&P 500 ETF Trust 2,060 shares (about $1.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeverty Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$140,137,478$110,884,691 ▲379.1%225,72241.8%ETFIEFAiShares Core MSCI EAFE ETF$48,281,292$47,822,017 ▲10,412.5%578,39814.4%ETFCAPITAL GRP FIXED INCM ETF T$37,538,293$1,845,131 ▲5.2%1,427,37111.2%CORE BOND ETFIEMGiShares Core MSCI Emerging Markets ETF$25,158,249$25,158,249 ▲New Holding419,2037.5%ETFJ P MORGAN EXCHANGE TRADED F$20,059,036$20,059,036 ▲New Holding285,9946.0%EQUITY FOCUS ETFSCHXSchwab US Large-Cap ETF$10,400,834$82,000,998 ▼-88.7%425,5663.1%ETFAB ACTIVE ETFS INC$8,079,339$265,829 ▲3.4%324,1722.4%TAX AWARE INTERMSCHFSchwab International Equity ETF$6,729,187$47,822,139 ▼-87.7%304,4882.0%ETFIJHiShares Core S&P Mid-Cap ETF$6,076,002$1,409,453 ▲30.2%97,9781.8%ETFSPYSPDR S&P 500 ETF Trust$5,639,117$1,272,771 ▼-18.4%9,1271.7%FinanceJMUBJPMorgan Municipal ETF$4,459,150$4,206,831 ▲1,667.3%89,8301.3%ETFEFAiShares MSCI EAFE ETF$4,198,916$715 ▲0.0%46,9731.3%FinanceMMM3M$2,858,009$149,957 ▼-5.0%18,7730.9%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$2,098,477$727,871 ▲53.1%19,2010.6%ETFECLEcolab$1,784,508$174,867 ▼-8.9%6,6230.5%Basic MaterialsSPDWSPDR Portfolio Developed World ex-US ETF$984,433$13,159 ▼-1.3%24,3130.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$922,161$47,508 ▼-4.9%18,1100.3%ETFSPLGSPDR Portfolio S&P 500 ETF$798,572$4,340,609 ▼-84.5%10,9860.2%ETFMODLVictoryShares WestEnd US Sector ETF$751,578$4,741 ▼-0.6%17,4380.2%ETFCGMUCapital Group Municipal Income ETF$577,449$3,780,042 ▼-86.7%21,6350.2%ETFBITWISE BITCOIN ETF TR$538,149$250,589 ▲87.1%9,1850.2%SHS BEN INTBLACKROCK ETF TRUST II$519,077$519,077 ▲New Holding10,6740.2%ISHARES HIGH YIESCHASchwab US Small-Cap ETF$476,741$357,910 ▼-42.9%18,8440.1%ETFXVViShares ESG Select Screened S&P 500 ETF$451,2790.0%9,4630.1%ETFSHWSherwin-Williams$439,5010.0%1,2800.1%Basic MaterialsSCHMSchwab U.S. Mid-Cap ETF$421,816$992,325 ▼-70.2%15,0380.1%ETFAAPLApple$417,737$21,543 ▼-4.9%2,0360.1%Computer and TechnologyMSFTMicrosoft$413,503$22,889 ▼-5.2%8310.1%Computer and TechnologyNUDMNuveen ESG International Developed Markets Equity ETF$348,9020.0%9,8310.1%ETFESGUiShares ESG Aware MSCI USA ETF$345,2860.0%2,5520.1%ManufacturingBSXBoston Scientific$323,626$103,543 ▼-24.2%3,0130.1%MedicalESGDiShares ESG Aware MSCI EAFE ETF$300,2250.0%3,3650.1%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$273,833$617,093 ▼-69.3%5,5850.1%ETFESGEiShares ESG Aware MSCI EM ETF$266,748$24,168 ▼-8.3%6,8100.1%ManufacturingSPSCSPS Commerce$258,686$953 ▲0.4%1,9010.1%Business ServicesJEPIJPMorgan Equity Premium Income ETF$232,403$232,403 ▲New Holding4,0880.1%ETFQQQInvesco QQQ$228,931$23,169 ▼-9.2%4150.1%FinanceTSLATesla$224,268$224,268 ▲New Holding7060.1%Auto/Tires/TrucksAMZNAmazon.com$219,829$219,829 ▲New Holding1,0020.1%Retail/WholesaleXELXcel Energy$215,6050.0%3,1660.1%UtilitiesEXASExact Sciences$212,560$212,560 ▲New Holding4,0000.1%MedicalGUTThe Gabelli Utility Trust$181,3490.0%31,2670.1%Financial ServicesCXCemex$69,3000.0%10,0000.0%ConstructionRMCFRocky Mountain Chocolate Factory$56,9230.0%40,3710.0%Retail/WholesaleLLYEli Lilly and Company$0$847,384 ▼-100.0%00.0%MedicalVWOVanguard FTSE Emerging Markets ETF$0$441,919 ▼-100.0%00.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$0$264,410 ▼-100.0%00.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$242,235 ▼-100.0%00.0%ETFXOMExxon Mobil$0$239,364 ▼-100.0%00.0%EnergyVOLATILITY SHS TR$0$62,361 ▼-100.0%00.0%2X ETHER ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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