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Home > Institutional Investor > Leverty Financial Group, Llc > Profile

Instuitional Investor - Leverty Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Leverty Financial Group, Llc
Portfolio Value $244,617,779
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,780,762 $83,477,100 34.13%
2.
Schwab Strategic Trust
 FNDF 2,468,385 $48,827,725 19.96%
3.
Capital Grp Fixed Incm Etf T - CORE BOND ETF
 1,357,211 $35,667,105 14.58%
4.
Ishares Trust
 IEF 47,118 $26,475,677 10.82%
5.
Ab Active Etfs Inc
 313,506 $7,889,378 3.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)