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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 2025-03-31, filed 2025-04-10, with 43 holding rows worth $244,617,779.

Accession
0001908386-25-000003
Filer
CIK 1908386
Filed
2025-04-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 43 entries on the cover page, a total value of $244,617,779 stated on the cover page (in dollars after the unit check, H1), rows summing to $244,617,779 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 ETF808524201SHS3,780,762$83,477,100dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF2,468,385$48,827,725dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y508CORE BOND ETF1,357,211$35,667,105dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS47,118$26,475,677dollars as filed
AB ACTIVE ETFS INC00039J889TAX AW INTER ETF313,506$7,889,378dollars as filed
SPY78462F103SHS11,187$6,257,896dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS70,700$4,649,232dollars as filed
IJH464287507COM75,250$4,390,838dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF163,260$4,378,621dollars as filed
ISHARES TR464287465MSCI EAFE ETF46,965$3,838,449dollars as filed
3M CO COM88579Y101Stock19,758$2,901,593dollars as filed
ECOLAB INC COM278865100Stock7,272$1,843,604dollars as filed
Schwab US Mid-Cap ETF808524508SHS50,415$1,320,869dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS12,541$1,311,383dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF19,043$968,337dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF18,171$901,645dollars as filed
SPDW78463X889COM24,638$897,070dollars as filed
Eli Lilly and Company532457108COM1,026$847,384dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS32,991$772,968dollars as filed
VICTORY PORTFOLIOS II92647P126VICT WES U S ETF17,548$681,213dollars as filed
Apple Inc037833100COM2,141$475,592dollars as filed
SHERWIN WILLIAMS CO824348106COM1,280$446,963dollars as filed
VWO922042858SHS9,764$441,919dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS5,502$416,197dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF9,463$404,853dollars as filed
Boston Scientific Corporation101137107COM3,977$401,200dollars as filed
Microsoft Corp594918104COM877$329,335dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL9,831$313,117dollars as filed
ISHARES TR46435G425COM2,552$311,114dollars as filed
ISHARES TR46435G516COM3,365$274,887dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS6,487$264,410dollars as filed
ISHARES INC46434G863COM7,427$259,574dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF5,083$254,150dollars as filed
SPS COMM INC COM78463M107Stock1,894$251,414dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS4,733$242,235dollars as filed
EXXON MOBIL CORP30231G102COM2,013$239,364dollars as filed
XCELENERGY INC98389B100COM3,166$224,121dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM4,908$220,271dollars as filed
INVESCO QQQ TR46090E103COM457$214,296dollars as filed
GABELLI UTIL TR36240A101COM31,267$166,966dollars as filed
VOLATILITY SHS TR92864M4002X ETHER ETF33,984$62,361dollars as filed
CEMEX SAB DE CV SPON ADR NEW151290889ADR10,000$56,100dollars as filed
ROCKY MTN CHOCOLATE FACT77467X101Equity40,371$49,253dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001908386-25-000003this filing2025-04-10acceptance time not in the bulk data set