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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 2025-06-30, filed 2025-07-17, with 44 holding rows worth $334,968,357.

Accession
0001908386-25-000004
Filer
CIK 1908386
Filed
2025-07-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 44 entries on the cover page, a total value of $334,968,357 stated on the cover page (in dollars after the unit check, H1), rows summing to $334,968,357 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
ISHARES TR CORE S&P 500 ETF464287200SHS225,722$140,137,478dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS578,398$48,281,292dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y508CORE BOND ETF1,427,371$37,538,293dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS419,203$25,158,249dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q781EQUITY FOCUS ETF285,994$20,059,036dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS425,566$10,400,834dollars as filed
AB ACTIVE ETFS INC00039J889TAX AW INTER ETF324,172$8,079,339dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF304,488$6,729,187dollars as filed
IJH464287507COM97,978$6,076,002dollars as filed
SPY78462F103SHS9,127$5,639,117dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q647MUNICIPAL ETF89,830$4,459,150dollars as filed
ISHARES TR464287465MSCI EAFE ETF46,973$4,198,916dollars as filed
3M CO COM88579Y101Stock18,773$2,858,009dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS19,201$2,098,477dollars as filed
ECOLAB INC COM278865100Stock6,623$1,784,508dollars as filed
SPDW78463X889COM24,313$984,433dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF18,110$922,161dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS10,986$798,572dollars as filed
VICTORY PORTFOLIOS II92647P126VICT WES U S ETF17,438$751,578dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y201MUN INM ETF21,635$577,449dollars as filed
Bit Digital, Inc. Ordinary Shares09174C104COM9,185$538,149dollars as filed
BLACKROCK ETF TRUST092528843ISHARES HIGH YIE10,674$519,077dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS18,844$476,741dollars as filed
ISHARES ESG SELECT SCREENED S&P 500 ETF46436E569ETF9,463$451,279dollars as filed
SHERWIN WILLIAMS CO824348106COM1,280$439,501dollars as filed
Schwab US Mid-Cap ETF808524508SHS15,038$421,816dollars as filed
Apple Inc037833100COM2,036$417,737dollars as filed
Microsoft Corp594918104COM831$413,503dollars as filed
NUSHARES ETF TR67092P805NUVEEN ESG INTL9,831$348,902dollars as filed
ISHARES TR46435G425COM2,552$345,286dollars as filed
Boston Scientific Corporation101137107COM3,013$323,626dollars as filed
ISHARES TR46435G516COM3,365$300,225dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF5,585$273,833dollars as filed
ISHARES INC46434G863COM6,810$266,748dollars as filed
SPS COMM INC COM78463M107Stock1,901$258,686dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF4,088$232,403dollars as filed
INVESCO QQQ TR46090E103COM415$228,931dollars as filed
Tesla Motors, Inc88160R101COM706$224,268dollars as filed
Amazon.com, Inc023135106COM1,002$219,829dollars as filed
XCELENERGY INC98389B100COM3,166$215,605dollars as filed
EXACT SCIENCES CORP COM30063P105Stock4,000$212,560dollars as filed
GABELLI UTIL TR36240A101COM31,267$181,349dollars as filed
CEMEX SAB DE CV SPON ADR NEW151290889ADR10,000$69,300dollars as filed
ROCKY MTN CHOCOLATE FACT77467X101Equity40,371$56,923dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001908386-25-000004this filing2025-07-17acceptance time not in the bulk data set