• 13F History

Leverty Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$245M
Signature - Title
Holly Pizzi - Chief Compliance Officer
Location
Hudson, WI
Summary
This page shows a list of all the recent 13F filings made by Leverty Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leverty Financial Group, LLC reported 43 stock holdings with total value $245M as of Q1 2025. Top holdings included SCHX, SCHF, CGCB, IVV, and TAFM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 43 $245M +$83M -$33.4M +$49.6M SCHX, SCHF, CGCB, IVV, TAFM 13F-HR 4/10/2025, 03:14 PM
Q4 2024 38 $197M +$73.9M -$1.4M +$72.5M SCHX, SCHF, JEPI, IVV, SPY 13F-HR 1/24/2025, 01:44 PM
Q3 2024 36 $183M +$26.5M -$22.9M +$3.63M SCHX, SCHF, JEPI, IVV, SPY 13F-HR 10/16/2024, 03:15 PM
Q2 2024 33 $169M +$3.76M -$4.4M -$641K SCHX, SCHF, JEPI, IVV, MODL 13F-HR 7/15/2024, 10:50 AM
Q1 2024 33 $168M +$6.64M -$4.71M +$1.92M SCHX, SCHF, JEPI, IVV, MODL 13F-HR 4/23/2024, 10:30 AM
Q4 2023 34 $158M +$9.3M -$1.77M +$7.53M SCHX, SCHF, JEPI, IVV, MODL 13F-HR 1/10/2024, 12:11 PM
Q3 2023 30 $138M +$26.8M -$20.4M +$6.34M SCHX, JEPI, SCHF, IVV, MODL 13F-HR 10/18/2023, 09:49 AM
Q2 2023 28 $137M +$3.41M -$772K +$2.64M SCHX, SCHF, IVV, JEPI, SPY 13F-HR 7/27/2023, 09:42 AM
Q1 2023 28 $127M +$4.8M -$430K +$4.37M SCHX, SCHF, IVV, JEPI, SPY Restatement 4/21/2023, 02:24 PM
Q4 2022 29 $117M +$54M -$50.5M +$3.45M SCHX, SCHF, IVV, JEPI, IJH 13F-HR 1/30/2023, 09:13 AM
Q3 2022 24 $103M +$4.3M -$332K +$3.97M IVV, SCHF, SPY, IJH, EFA 13F-HR 10/20/2022, 10:03 AM
Q2 2022 23 $107M +$3.7M -$3.15M +$548K IVV, SCHF, SPY, EFA, MMM 13F-HR 7/18/2022, 04:09 PM
Q1 2022 24 $127M +$9.35M -$706K +$8.65M IVV, SCHF, EFA, IJH, MMM 13F-HR 4/20/2022, 02:37 PM
Q4 2021 120 $130M IVV, SCHF, MMM, EFA, IJH 13F-HR 2/9/2022, 12:46 PM