Leverty Financial Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LF Leverty Financial Group, LLC | Institutional Filer | ▲ 8.17% | $452.0M | 44 |
Current Portfolio Holdings
Showing all 44 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 258K | $168.3M | 37.23% |
| 2 | IEFA | ISHARES TR | — | 614K | $55.5M | 12.29% |
| 3 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 1.7M | $44.3M | 9.80% |
| 4 | IJH | ISHARES TR | — | 496K | $33.5M | 7.42% |
| 5 | IEMG | ISHARES INC | — | 438K | $30.5M | 6.75% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | — | 517K | $26.2M | 5.79% |
| 7 | JPEF | J P MORGAN EXCHANGE TRADED F | — | 339K | $24.4M | 5.39% |
| 8 | SCHX | SCHWAB STRATEGIC TR | — | 563K | $14.4M | 3.19% |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 244K | $12.2M | 2.70% |
| 10 | SCHF | SCHWAB STRATEGIC TR | — | 302K | $7.5M | 1.66% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 8K | $5.5M | 1.22% |
| 12 | EFA | ISHARES TR | — | 47K | $4.6M | 1.02% |
| 13 | CGMU | CAPITAL GRP FIXED INCM ETF T | — | 144K | $3.9M | 0.87% |
| 14 | JMST | J P MORGAN EXCHANGE TRADED F | — | 76K | $3.9M | 0.85% |
| 15 | MMM | 3M Company | Industrials | 19K | $2.8M | 0.61% |
Showing 1 to 15 of 44 holdings