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  Name: Leverty Financial Group LLC
  City: Hudson
  State: WI
  Zip: 54016
   
Achive data
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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 : 13     View All Holdings Currently Viewing:  Increased 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
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 1 - $61.75 $35,387,000 570,226 21.11% 4,160,000 16,572 0.02    Closed - End Fund - Debt
   (MODL)1 Year Chart         MODL Victoryshares Westend Us Se... 5 - $0.00 $20,910,000 584,081 12.48% 2,609,000 21,658 6.49    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 6 - $59.81 $5,045,000 83,066 3.01% 533,000 66,785 0.036    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 9 - $50.18 $3,138,000 62,024 1.87% -15,000 268 0.004    N/A
   (MMM)1 Year Chart         MMM 3M Co 10 - $98.93 $2,335,000 22,012 1.39% 69,000 1,282 0.004    Conglomerates
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 12 - $108.98 $1,455,000 13,162 0.87% 70,000 372 0.002    Closed - End Fund - E...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 14 - $61.27 $593,000 9,645 0.35% 95,000 742 0.001    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 15 - $48.03 $531,000 10,792 0.32% 47,000 541 0.001    Closed - End Fund - Debt
   (MSFT)1 Year Chart         MSFT Microsoft Corp 19 - $414.74 $399,000 947 0.24% 59,000 43 0    Application Software
   (SPSC)1 Year Chart         SPSC Sps Commerce Inc 21 - $192.45 $367,000 1,984 0.22% -15,000 14 0.005    Networking & Communic...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 23 - $35.97 $311,000 8,671 0.19% 22,000 171 0.001    Closed - End Fund - E...
   (TGT)1 Year Chart         TGT Target Corp 24 - $163.13 $304,000 1,714 0.18% 62,000 17 0    Discount, Variety Stores
   (RMCF)1 Year Chart         RMCF Rocky Mountain Chocolate Fa... 33 - $3.50 $73,000 20,081 0.04% 19,000 8,300 0.34    Confectioners
      13 Records Found
  1    
Page 1 of 1
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