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Disclosery

13F-HR filed by Leverty Financial Group, LLC

Leverty Financial Group, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-24, with 38 holding rows worth $196,507,890.

Accession
0001908386-25-000002
Filer
CIK 1908386
Filed
2025-01-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 38 entries on the cover page, a total value of $196,507,890 stated on the cover page (in dollars after the unit check, H1), rows summing to $196,507,890 with VALUE read as dollars as filed, 13F file number 028-21686. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Schwab U.S. Large-Cap ETF808524201SHS2,601,192$60,296,310dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF2,388,795$44,192,865dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF513,776$29,559,234dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS46,244$27,222,996dollars as filed
SPY78462F103SHS11,047$6,474,426dollars as filed
IJH464287507COM79,973$4,983,118dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF69,245$3,471,249dollars as filed
ISHARES TR464287465MSCI EAFE ETF44,394$3,356,630dollars as filed
3M CO COM88579Y101Stock17,149$2,213,705dollars as filed
ECOLAB INC COM278865100Stock7,638$1,789,742dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS12,651$1,457,616dollars as filed
Schwab US Mid-Cap ETF808524508SHS45,030$1,247,785dollars as filed
SPDW78463X889COM31,754$1,083,764dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS36,771$950,885dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS13,122$904,631dollars as filed
Eli Lilly and Company532457108COM1,026$792,072dollars as filed
VICTORY PORTFOLIOS II92647P126VICT WES U S ETF18,654$750,465dollars as filed
Apple Inc037833100COM2,270$568,439dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF9,666$437,863dollars as filed
SHERWIN WILLIAMS CO824348106COM1,280$435,110dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS5,606$393,996dollars as filed
Microsoft Corp594918104COM877$369,787dollars as filed
SPS COMM INC COM78463M107Stock1,959$360,426dollars as filed
ISHARES TR46435G425COM2,552$328,749dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL9,831$295,520dollars as filed
Boston Scientific Corporation101137107COM3,067$273,944dollars as filed
Tesla Motors, Inc88160R101COM650$262,496dollars as filed
ISHARES TR46435G516COM3,365$256,211dollars as filed
ISHARES INC46434G863COM7,394$246,886dollars as filed
EXACT SCIENCES CORP COM30063P105Stock4,000$224,760dollars as filed
EXXON MOBIL CORP30231G102COM2,013$216,501dollars as filed
XCELENERGY INC98389B100COM3,166$213,768dollars as filed
INVESCO QQQ TR46090E103COM413$211,138dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM4,137$210,366dollars as filed
GABELLI UTIL TR36240A101COM31,267$157,273dollars as filed
VOLATILITY SHS TR92864M4002X ETHER ETF18,290$142,662dollars as filed
ROCKY MTN CHOCOLATE FACT77467X101Equity40,371$98,102dollars as filed
CEMEX SAB DE CV SPON ADR NEW151290889ADR10,000$56,400dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001908386-25-000002this filing2025-01-24acceptance time not in the bulk data set