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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 $548,511,528
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 250,359 $191,737,347 34.96%
2.
Ishares Trust
 HYG 688,238 $66,676,543 12.16%
3.
J P Morgan Exchange Traded F - INCOME ETF
 977,616 $43,885,202 8%
4.
Ishares Trust
 IEF 587,929 $42,301,522 7.71%
5.
Ishares Inc - CORE MSCI EMKT
 471,894 $38,298,899 6.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.