News + Filings Holdings
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Leverty Financial Group, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB US LC ETF
| SCHX | Equities | 918,874 | 88,568 | 48,117,340,000 | 10,629,044,000 | 35.07 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 737,933 | 34,460 | 26,303,449,000 | 3,643,805,000 | 19.17 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 313,941 | 32,464 | 17,369,022,000 | 2,031,333,000 | 12.66 | |
Hist
| 06/30/2023 |
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ECOLAB INC.
| ECL | Common | 11,038 | 865 | 2,060,721,000 | 579,911,000 | 1.50 | 0.00 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 4,330 | 43 | 839,890,000 | 282,880,000 | 0.61 | |
Hist
| 06/30/2023 |
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SPS COMMERCE INC
| SPSC | Common | 1,961 | 199 | 376,694,000 | 150,384,000 | 0.27 | |
Hist
| 06/30/2023 |
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SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 6,117 | 1,026 | 267,905,000 | 61,658,000 | 0.20 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 5,758 | 328 | 388,665,000 | 53,960,000 | 0.28 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGE | Common | 7,313 | 156 | 231,310,000 | 16,099,000 | 0.17 | |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 1,584 | 29 | 249,182,000 | -29,856,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
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3M CO
| MMM | Common | 22,229 | 1,169 | 2,224,905,000 | -300,554,000 | 1.62 | |
Hist
| 06/30/2023 |
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