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  Name: Leverty Financial Group LLC
  City: Hudson
  State: WI
  Zip: 54016
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $167,609,000
  Total Value Change : $9,898,000
  Securities Held Change : -1
   
All Securities Held : 33
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 13
  Unchanged Positions : 6
  Decreased Positions : 12

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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SHW)1 Year Chart         SHW Sherwin Williams Co 16 - $320.86 $464,000 1,336 0.28% 47,000 0 0    General Building Mate...
   (MDT)1 Year Chart         MDT Medtronic Plc 22 - $82.84 $350,000 4,014 0.21% 19,000 0 0    Medical Appliances & ...
   (EXAS)1 Year Chart         EXAS Exact Sciences Corp 25 - $53.51 $276,000 4,000 0.16% -20,000 0 0.002    Biotechnology
   (XVV)1 Year Chart         XVV Ishares Esg Screened S&p 50... 26 - $0.00 $270,000 6,710 0.16% 26,000 0 0.007    N/A
   (GUT)1 Year Chart         GUT Gabelli Utility Trust 31 - $6.10 $174,000 31,267 0.1% 5,000 0 0.073    Closed - End Fund - E...
   (CX)1 Year Chart         CX CEMEX S.A. de C.V. (ADR) 32 - $7.95 $90,000 10,000 0.05% 12,000 0 0.001    General Building Mate...

      6 Records Found
  1    
Page 1 of 1
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