Leverty Financial Group, LLC
Net buyer this quarter
$514M
21
+$347K
2.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $6.23M | 1.21% | Not reported | -1.7% | Q4 2021 |
 MMM | $3.04M | 0.59% | 0.00% | -1.9% | Q4 2021 |
 ECL | $2.12M | 0.41% | 0.00% | +8.0% | Q4 2021 |
 CAT | $713K | 0.14% | 0.00% | Not reported | Q4 2021 |
 MODL | $669K | 0.13% | Not reported | -10.7% | Q3 2023 |
 TSLA | $632K | 0.12% | 0.00% | Not reported | Q4 2021 |
 AAPL | $570K | 0.11% | 0.00% | Not reported | Q4 2021 |
 SOLV | $410K | 0.08% | 0.00% | +5.4% | Q2 2024 |
 SHW | $408K | 0.08% | 0.00% | Not reported | Q4 2021 |
 XEL | $326K | 0.06% | 0.00% | Not reported | Q4 2021 |
 MSFT | $318K | 0.06% | 0.00% | Not reported | Q4 2021 |
 QQQ | $314K | 0.06% | Not reported | +0.2% | Q4 2021 |
 IBIT | $253K | 0.05% | 0.00% | Not reported | Q3 2025 |
 XOM | $230K | 0.04% | 0.00% | Not reported | Q4 2021 |
 TSM | $223K | 0.04% | 0.00% | New | Q2 2026 |
 NVDA | $216K | 0.04% | 0.00% | Not reported | Q4 2021 |
 HD | $208K | 0.04% | 0.00% | Not reported | Q4 2021 |
 GUT | $206K | 0.04% | Not reported | Not reported | Q4 2021 |
 APG | $201K | 0.04% | 0.00% | Not reported | Q4 2021 |
 CX | $120K | 0.02% | 0.00% | Not reported | Q4 2021 |
 RMCF | $35.9K | 0.01% | 0.43% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| SPY | $5.52M | 1.22% | Not reported | -4.8% | Q4 2021 |
| MMM | $2.78M | 0.61% | 0.00% | +1.0% | Q4 2021 |
| ECL | $1.87M | 0.41% | 0.00% | -0.2% | Q4 2021 |
| MODL | $657K | 0.15% | Not reported | -0.5% | Q3 2023 |
| TSLA | $558K | 0.12% | 0.00% | +0.3% | Q4 2021 |
| AAPL | $500K | 0.11% | 0.00% | +47.2% | Q4 2021 |
| CAT | $474K | 0.10% | 0.00% | Not reported | Q4 2021 |
| SHW | $380K | 0.08% | 0.00% | -7.5% | Q4 2021 |
| SOLV | $329K | 0.07% | 0.00% | +25.2% | Q2 2024 |
 HWKN | $323K | 0.07% | 0.01% | -13.6% | Q3 2025 |
| XEL | $322K | 0.07% | 0.00% | Not reported | Q4 2021 |
| MSFT | $316K | 0.07% | 0.00% | Not reported | Q4 2021 |
| XOM | $285K | 0.06% | 0.00% | Not reported | Q4 2021 |
| QQQ | $245K | 0.05% | Not reported | +1.7% | Q4 2021 |
 BTC | $226K | 0.05% | 0.01% | New | Q1 2026 |
 WPM | $223K | 0.05% | 0.00% | New | Q1 2026 |
| GUT | $189K | 0.04% | Not reported | Not reported | Q4 2021 |
| CX | $114K | 0.03% | 0.00% | Not reported | Q4 2021 |
| RMCF | $90.8K | 0.02% | 0.52% | Not reported | Q4 2023 |
| Q4 2025 | |||||
| SPY | $6.08M | 1.45% | Not reported | -0.4% | Q4 2021 |
| MMM | $3.03M | 0.72% | 0.00% | +0.3% | Q4 2021 |
| ECL | $1.85M | 0.44% | 0.00% | +19.4% | Q4 2021 |
| MODL | $702K | 0.17% | Not reported | -8.8% | Q3 2023 |
| TSLA | $673K | 0.16% | 0.00% | +41.5% | Q4 2021 |
| SHW | $415K | 0.10% | 0.00% | -0.2% | Q4 2021 |
| MSFT | $413K | 0.10% | 0.00% | Not reported | Q4 2021 |
| CAT | $384K | 0.09% | 0.00% | +6.4% | Q4 2021 |
| AAPL | $364K | 0.09% | 0.00% | -22.4% | Q4 2021 |
| HWKN | $346K | 0.08% | 0.01% | -20.1% | Q3 2025 |
| SOLV | $319K | 0.08% | 0.00% | Not reported | Q2 2024 |
 BITB | $312K | 0.07% | 0.01% | -30.3% | Q4 2024 |
| XEL | $300K | 0.07% | 0.00% | +28.2% | Q4 2021 |
 BSX | $286K | 0.07% | 0.00% | -0.7% | Q1 2024 |
| SLV | $263K | 0.06% | 0.00% | Not reported | Q4 2021 |
| QQQ | $257K | 0.06% | Not reported | -0.5% | Q4 2021 |
 AMZN | $234K | 0.06% | 0.00% | -1.1% | Q4 2021 |
| GLD | $205K | 0.05% | 0.00% | Not reported | Q4 2021 |
| HD | $204K | 0.05% | 0.00% | Not reported | Q4 2021 |
| XOM | $202K | 0.05% | 0.00% | Not reported | Q4 2021 |
| GUT | $189K | 0.05% | Not reported | Not reported | Q4 2021 |
| IBIT | $182K | 0.04% | 0.00% | +7.2% | Q3 2025 |
| CX | $115K | 0.03% | 0.00% | Not reported | Q4 2021 |
| RMCF | $76.7K | 0.02% | 0.52% | Not reported | Q4 2023 |
| Q3 2025 | |||||
| SPY | $5.96M | 1.55% | Not reported | -2.0% | Q4 2021 |
| MMM | $2.93M | 0.76% | 0.00% | +0.5% | Q4 2021 |
| ECL | $1.62M | 0.42% | 0.00% | -10.9% | Q4 2021 |
| MODL | $749K | 0.19% | Not reported | -7.1% | Q3 2023 |
| BITB | $585K | 0.15% | 0.01% | +2.4% | Q4 2024 |
| HWKN | $557K | 0.14% | 0.01% | New | Q3 2025 |
| TSLA | $471K | 0.12% | 0.00% | +49.9% | Q4 2021 |
| SHW | $444K | 0.12% | 0.00% | +0.2% | Q4 2021 |
| MSFT | $442K | 0.11% | 0.00% | +2.7% | Q4 2021 |
| AAPL | $439K | 0.11% | 0.00% | -15.3% | Q4 2021 |
| CAT | $300K | 0.08% | 0.00% | Not reported | Q4 2021 |
| BSX | $295K | 0.08% | 0.00% | +0.4% | Q1 2024 |
| XEL | $255K | 0.07% | 0.00% | Not reported | Q4 2021 |
| QQQ | $252K | 0.07% | Not reported | +1.2% | Q4 2021 |
| AMZN | $225K | 0.06% | 0.00% | +2.3% | Q4 2021 |
| IBIT | $222K | 0.06% | 0.00% | New | Q3 2025 |
 EXK | $219K | 0.06% | 0.00% | Not reported | Q4 2021 |
| GUT | $190K | 0.05% | Not reported | Not reported | Q4 2021 |
| CX | $89.9K | 0.02% | 0.00% | Not reported | Q4 2021 |
| RMCF | $64.2K | 0.02% | 0.52% | Not reported | Q4 2023 |