Leverty Financial Group, LLC
- SEC CIK
- 0001908386
- 最新申報
- 2026/7/10
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/9 申報。只含多頭部位。
- 持股檔數
- 133
- 2021 年第 3 季沒有申報
- 總值
- $1.30 億
- 2021 年第 3 季沒有申報
Leverty Financial Group, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 143,249 | $6,833 萬 | 52.7% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 850,286 | $3,305 萬 | 25.5% | – | – | – |
| MMM3M Co | Stock | 33,594 | $596.7 萬 | 4.6% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 68,284 | $537.2 萬 | 4.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,651 | $499.6 萬 | 3.9% | – | – | – |
| ECLEcolab Inc. | Stock | 10,917 | $256.1 萬 | 2.0% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,707 | $191.3 萬 | 1.5% | – | – | – |
| SHWSherwin Williams Co | COM | 1,395 | $49.1 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,015 | $46.6 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,992 | $42.7 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,032 | $34.7 萬 | 0.3% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 3,340 | $34.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,354 | $31.8 萬 | 0.2% | – | – | – |
| EXASExact Sciences Corp | COM | 4,000 | $31.1 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 583 | $27.6 萬 | 0.2% | – | – | 歷史 |
| GUTGabelli Utility Trust | COM | 25,748 | $21.2 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,677 | $19.6 萬 | 0.2% | – | – | 歷史 |
| SPSCSPS Commerce Inc | COM | 1,184 | $16.8 萬 | 0.1% | – | – | 歷史 |
| APGAPi Group Corp | COM STK | 6,321 | $16.2 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 393 | $15.6 萬 | 0.1% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 2,036 | $14.8 萬 | 0.1% | – | – | – |
| NVSNovartis AG | ADR | 1,627 | $14.2 萬 | 0.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 805 | $14.2 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 708 | $12.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 696 | $11.9 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 100 | $10.5 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 673 | $9.70 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 317 | $9.60 萬 | 0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 615 | $9.60 萬 | 0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,726 | $9.50 萬 | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 306 | $8.20 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 944 | $7.80 萬 | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 272 | $7.00 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 1,558 | $7.00 萬 | 0.1% | – | – | – |
| CXCemex SAB de CV | SPON ADR NEW | 10,000 | $6.70 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 179 | $6.30 萬 | <0.1% | – | – | 歷史 |
| PODDInsulet Corp | Stock | 234 | $6.20 萬 | <0.1% | – | – | 歷史 |
| CSLCarlisle Companies Inc | COM | 249 | $6.10 萬 | <0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 180 | $6.00 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 200 | $5.90 萬 | <0.1% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 1,525 | $5.90 萬 | <0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 966 | $5.70 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 346 | $5.40 萬 | <0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 128 | $5.30 萬 | <0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 1,410 | $5.30 萬 | <0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 766 | $5.10 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 321 | $4.90 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 1,001 | $4.90 萬 | <0.1% | – | – | – |
| BPBP PLC | ADR | 1,813 | $4.80 萬 | <0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 900 | $4.50 萬 | <0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 254 | $4.30 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 390 | $4.20 萬 | <0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 140 | $4.10 萬 | <0.1% | – | – | 歷史 |
| PIIPolaris Inc. | Stock | 361 | $3.90 萬 | <0.1% | – | – | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 332 | $3.90 萬 | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 222 | $3.80 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 600 | $3.70 萬 | <0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 11 | $3.60 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 593 | $3.50 萬 | <0.1% | – | – | 歷史 |
| SGENSeagen Inc. | COM | 230 | $3.50 萬 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 68 | $3.40 萬 | <0.1% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 675 | $3.20 萬 | <0.1% | – | – | 歷史 |
| NIONIO Inc. | ADR | 1,000 | $3.10 萬 | <0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 269 | $3.00 萬 | <0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 106 | $2.90 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46436E767 | ESG MSCI USA ETF | 666 | $2.60 萬 | <0.1% | – | – | – |
| INSPInspire Medical Systems, Inc. | COM | 110 | $2.50 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 303 | $2.40 萬 | <0.1% | – | – | – |
| CPCanadian Pacific Kansas City Ltd | COM | 346 | $2.40 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 333 | $2.30 萬 | <0.1% | – | – | – |
| FASTFastenal Co | Stock | 371 | $2.30 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 250 | $2.30 萬 | <0.1% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 260 | $2.30 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 311 | $2.20 萬 | <0.1% | – | – | – |
| SJMJ M SMUCKER Co | Stock | 160 | $2.10 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 126 | $2.10 萬 | <0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 186 | $2.00 萬 | <0.1% | – | – | – |
| SOSouthern Co | Stock | 291 | $1.90 萬 | <0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 76 | $1.90 萬 | <0.1% | – | – | 歷史 |
| NNINelnet Inc | CL A | 200 | $1.90 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 207 | $1.80 萬 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 53 | $1.80 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 229 | $1.80 萬 | <0.1% | – | – | – |
| FFord Motor Co | Stock | 857 | $1.70 萬 | <0.1% | – | – | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 247 | $1.70 萬 | <0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 241 | $1.60 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 419 | $1.60 萬 | <0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 684 | $1.40 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 100 | $1.40 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 80 | $1.30 萬 | <0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 545 | $1.30 萬 | <0.1% | – | – | – |
| MGMMGM Resorts International | Stock | 275 | $1.20 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 52 | $1.10 萬 | <0.1% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 109 | $1.10 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 171 | $1.10 萬 | <0.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 133 | $1.00 萬 | <0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 174 | $1.00 萬 | <0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 213 | $1.00 萬 | <0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 17 | $9,000 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 126 | $9,000 | <0.1% | – | – | 歷史 |