Leverty Financial Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $172.21M | 41.2% |
| ISHARES TR | $53.86M | 12.9% |
| CAPITAL GRP FIXED INCM ETF T | $41.95M | 10.0% |
| ISHARES TR | $32.18M | 7.7% |
| ISHARES INC | $29.16M | 7.0% |
| J P MORGAN EXCHANGE TRADED F | $24.06M | 5.8% |
| SCHWAB STRATEGIC TR | $11.80M | 2.8% |
| J P MORGAN EXCHANGE TRADED F | $11.51M | 2.8% |
| SCHWAB STRATEGIC TR | $7.15M | 1.7% |
| SPDR S&P 500 ETF TR | $6.08M | 1.5% |
| ISHARES TR | $4.58M | 1.1% |
| 3M CO | $3.03M | 0.7% |
| AB ACTIVE ETFS INC | $2.35M | 0.6% |
| CAPITAL GRP FIXED INCM ETF T | $1.98M | 0.5% |
| ECOLAB INC. | $1.85M | 0.4% |
| ISHARES TR | $1.77M | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $1.46M | 0.3% |
| SPDR INDEX SHS FDS | $916.4K | 0.2% |
| VICTORY PORTFOLIOS II | $702.4K | 0.2% |
| SCHWAB STRATEGIC TR | $684.2K | 0.2% |
| Tesla Inc | $673.2K | 0.2% |
| SCHWAB STRATEGIC TR | $511.4K | 0.1% |
| SPDR SERIES TRUST | $510.8K | 0.1% |
| BLACKROCK ETF TRUST II | $435.8K | 0.1% |
| SHERWIN WILLIAMS CO | $414.8K | 0.1% |
| MICROSOFT CORP | $412.7K | 0.1% |
| CATERPILLAR INC | $383.6K | 0.1% |
| ISHARES TR | $380.2K | 0.1% |
| NUSHARES ETF TR | $373.8K | 0.1% |
| Apple Inc. | $363.8K | 0.1% |
| Hawkins Inc | $346.2K | 0.1% |
| Solventum Corp | $319.4K | 0.1% |
| BITWISE BITCOIN ETF TR | $311.9K | 0.1% |
| ISHARES TR | $307.4K | 0.1% |
| XCEL ENERGY INC | $299.8K | 0.1% |
| BOSTON SCIENTIFIC CORP | $286.3K | 0.1% |
| ISHARES SILVER TR | $263.3K | 0.1% |
| VANGUARD MUN BD FDS | $261.6K | 0.1% |
| INVESCO QQQ TR | $256.8K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $251.3K | 0.1% |
| Amazon.com Inc | $234.1K | 0.1% |
| SPDR GOLD TR | $204.9K | 0.0% |
| HOME DEPOT, INC. | $204.3K | 0.0% |
| EXXON MOBIL CORP | $202.2K | 0.0% |
| GABELLI UTIL TR | $188.5K | 0.0% |
| ISHARES BITCOIN TRUST ETF | $181.5K | 0.0% |
| CEMEX SAB DE CVCX | $114.9K | 0.0% |
| Rocky Mountain Chocolate Factory, Inc.RMCF | $76.7K | 0.0% |