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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 $157,710,200
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 553,654 $31,226,590 19.79%
2.
Schwab Strategic Trust
 FNDF 783,415 $28,955,046 18.35%
3.
J P Morgan Exchange Traded F
 511,063 $28,098,259 17.81%
4.
Ishares Trust
 IEF 47,297 $22,590,508 14.32%
5.
Victory Portfolios Ii
 562,423 $18,301,258 11.6%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)