HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
570,226 | +16,572 | $35,387 |
| SCHX | 570,226 | +16,572 | $35,387 |
| SCHWAB STRATEGIC TR |
756,820 | -26,595 | $29,531 |
| SCHF | 756,820 | -26,595 | $29,531 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
474,801 | -36,262 | $27,471 |
| JEPI | 474,801 | -36,262 | $27,471 |
| ISHARES TR (IVV) |
46,792 | -505 | $24,600 |
| IVV | 46,792 | -505 | $24,600 |
| VICTORY PORTFOLIOS II |
584,081 | +21,658 | $20,910 |
| MODL | 584,081 | +21,658 | $20,910 |
| ISHARES TR (IJH) |
83,066 | +66,785 | $5,045 |
| IJH | 83,066 | +66,785 | $5,045 |
| SPDR S&P 500 ETF TR (SPY) |
9,104 | -122 | $4,762 |
| SPY | 9,104 | -122 | $4,762 |
| ISHARES TR (EFA) |
47,392 | -1,096 | $3,785 |
| EFA | 47,392 | -1,096 | $3,785 |
| VANGUARD MUN BD FDS (VTEB) |
62,024 | +268 | $3,138 |
| VTEB | 62,024 | +268 | $3,138 |
| 3M CO |
22,012 | +1,282 | $2,335 |
| MMM | 22,012 | +1,282 | $2,335 |
| ECOLAB INC |
9,207 | -615 | $2,126 |
| ECL | 9,207 | -615 | $2,126 |
| ISHARES TR (IJR) |
13,162 | +372 | $1,455 |
| IJR | 13,162 | +372 | $1,455 |
| APPLE INC |
4,252 | -179 | $729 |
| AAPL | 4,252 | -179 | $729 |
| SPDR SER TR (SPLG) |
9,645 | +742 | $593 |
| SPLG | 9,645 | +742 | $593 |
| SCHWAB STRATEGIC TR |
10,792 | +541 | $531 |
| SCHA | 10,792 | +541 | $531 |
| SHERWIN WILLIAMS CO |
1,336 | UNCH | $464 |
| SHW | 1,336 | UNCH | $464 |
| SCHWAB STRATEGIC TR |
5,279 | -2,212 | $430 |
| SCHM | 5,279 | -2,212 | $430 |
| ISHARES TR (IEFA) |
5,635 | -139 | $418 |
| IEFA | 5,635 | -139 | $418 |
| MICROSOFT CORP |
947 | +43 | $399 |
| MSFT | 947 | +43 | $399 |
| ISHARES TR (ESGD) |
4,690 | -775 | $375 |
| ESGD | 4,690 | -775 | $375 |
| SPS COMM INC |
1,984 | +14 | $367 |
| SPSC | 1,984 | +14 | $367 |
| MEDTRONIC PLC |
4,014 | UNCH | $350 |
| MDT | 4,014 | UNCH | $350 |
| SPDR INDEX SHS FDS (SPDW) |
8,671 | +171 | $311 |
| SPDW | 8,671 | +171 | $311 |
| TARGET CORP |
1,714 | +17 | $304 |
| TGT | 1,714 | +17 | $304 |
| EXACT SCIENCES CORP |
4,000 | UNCH | $276 |
| EXAS | 4,000 | UNCH | $276 |
| ISHARES TR (XVV) |
6,710 | UNCH | $270 |
| XVV | 6,710 | UNCH | $270 |
| CHEVRON CORP NEW |
1,555 | -28 | $245 |
| CVX | 1,555 | -28 | $245 |
| ISHARES TR (ESGU) |
2,031 | +2,031 | $233 |
| ESGU | 2,031 | +2,031 | $233 |
| BOSTON SCIENTIFIC CORP |
3,195 | +3,195 | $219 |
| BSX | 3,195 | +3,195 | $219 |
| ISHARES INC (ESGE) |
6,595 | -762 | $213 |
| ESGE | 6,595 | -762 | $213 |
| GABELLI UTIL TR |
31,267 | UNCH | $174 |
| GUT | 31,267 | UNCH | $174 |
| CEMEX SAB DE CV |
10,000 | UNCH | $90 |
| CX | 10,000 | UNCH | $90 |
See Full List: All Stocks Held By Leverty Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Leverty Financial Group LLC
|
Size ($ in 1000's)
At 03/31/2024: $167,609 At 12/31/2023: $157,711 Leverty Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Leverty Financial Group LLC 13F filings. Link to 13F filings: SEC filings |
