Leverty-Financial-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "SPSC", null, "MMM", "BSX", null, null, null, "BITB", null, "IJH", "RMCF", null, "MSFT", "IJR", "IVV", "AAPL", "SPY", "ECL", null, "IEFA", "SCHX", "SHW", "SPDW", null, null, "SPLG", "VWO", "GUT", null, "ESGD", "VTEB", "XEL", null, null, "SCHF", "SCHA", null, "ESGU", "CX", "EFA", "QQQ", "XOM", "LLY" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-10
- Total Holdings
- 43
- Total Value
- 244617779
- Accession Number
- 0001908386-25-000003
- Form Type
- 13F-HR
- Manager Name
- Leverty-Financial-Group
Data Enrichment
70% identified30 identified13 unidentified
Holdings
43 positions • $244.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip92864M400)✕ | 34.0K | YoY NEW(+34.0K) | All Managers (Combined) | $62.4K | 0.0% ($62.4K/$244.6M) | YoY NEW(+$62.4K) |
CEMEX SAB DE CV(CXcusip151290889) | 10.0K | All Managers (Combined) | $56.1K | 0.0% ($56.1K/$244.6M) | ||
| 40.4K | All Managers (Combined) | $49.3K | 0.0% ($49.3K/$244.6M) |