| |
|
|
| Name: |
Leverty Financial Group LLC |
| City: |
Hudson |
| State: |
WI |
| Zip: |
54016 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
12 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHF |
Schwab Strategic Trust |
2 |
- |
$39.15 |
$29,531,000 |
756,820 |
17.62% |
576,000 |
-26,595 |
0.084 |
Closed - End Fund - Debt |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
3 |
- |
$0.00 |
$27,471,000 |
474,801 |
16.39% |
-627,000 |
-36,262 |
0.053 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
4 |
- |
$523.39 |
$24,600,000 |
46,792 |
14.68% |
2,009,000 |
-505 |
0.001 |
Closed - End Fund - E... |
|
|
SPY |
Standard & Poors Depository... |
7 |
- |
$520.84 |
$4,762,000 |
9,104 |
2.84% |
377,000 |
-122 |
0 |
Closed - End Fund - E... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
8 |
- |
$80.34 |
$3,785,000 |
47,392 |
2.26% |
131,000 |
-1,096 |
0.007 |
Closed - End Fund - E... |
|
|
ECL |
Ecolab Inc |
11 |
- |
$233.52 |
$2,126,000 |
9,207 |
1.27% |
178,000 |
-615 |
0.003 |
Cleaning Products |
|
|
AAPL |
Apple Inc |
13 |
- |
$183.05 |
$729,000 |
4,252 |
0.43% |
-124,000 |
-179 |
0 |
Personal Computers |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
17 |
- |
$79.78 |
$430,000 |
5,279 |
0.26% |
-134,000 |
-2,212 |
0.004 |
N/A |
|
|
IEFA |
Ishares Core Msci Eafe |
18 |
- |
$0.00 |
$418,000 |
5,635 |
0.25% |
12,000 |
-139 |
0 |
N/A |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
20 |
- |
$80.59 |
$375,000 |
4,690 |
0.22% |
-38,000 |
-775 |
0.001 |
N/A |
|
|
CVX |
Chevron Corp |
27 |
- |
$165.82 |
$245,000 |
1,555 |
0.15% |
9,000 |
-28 |
0 |
Integrated Oil & Gas |
|
|
ESGE |
IShares MSCI EM ESG ETF |
30 |
- |
$33.44 |
$213,000 |
6,595 |
0.13% |
-23,000 |
-762 |
0.004 |
N/A |
|
