0001606587-22-000709.txt : 20220420 0001606587-22-000709.hdr.sgml : 20220420 20220420143741 ACCESSION NUMBER: 0001606587-22-000709 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220420 DATE AS OF CHANGE: 20220420 EFFECTIVENESS DATE: 20220420 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Leverty Financial Group, LLC CENTRAL INDEX KEY: 0001908386 IRS NUMBER: 853028301 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21686 FILM NUMBER: 22837618 BUSINESS ADDRESS: STREET 1: 201 2ND STREET SOUTH CITY: HUDSON STATE: WI ZIP: 54016 BUSINESS PHONE: 715-377-2080 MAIL ADDRESS: STREET 1: 201 2ND STREET SOUTH CITY: HUDSON STATE: WI ZIP: 54016 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001908386 XXXXXXXX 03-31-2022 03-31-2022 false Leverty Financial Group, LLC

201 2nd Street South Hudson WI 54016

13F HOLDINGS REPORT 028-21686 N Luke Edward Keene 715-377-2092 Luke Edward Keene Hudson WI 04-20-2022 0 24 126777 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE MEDTRONIC PLC SHS SHS G5960L103 370 3340 SH SOLE NONE 0 0 3340 ISHARES MSCI EAFE ESG SELECT ETF ESG AW MSCI EAFE 46435G516 616 8367 SH SOLE NONE 0 0 8367 SPDR S&P 500 ETF TR UNIT 78462F103 1351 2992 SH SOLE NONE 0 0 2992 EXACT SCIENCES CORP COM COM 30063P105 290 4150 SH SOLE NONE 0 0 4150 SHERWIN WILLIAMS CO COM COM 824348106 348 1395 SH SOLE NONE 0 0 1395 XCEL ENERGY INC COM COM 98389B100 320 4437 SH SOLE NONE 0 0 4437 SCHWAB INTERNATIONAL EQUITY ETF INTL EQTY ETF 808524805 34475 938882 SH SOLE NONE 0 0 938882 ISHARES S&P SMALL-CAP FUND CORE S&P SCP ETF 464287804 1737 16105 SH SOLE NONE 0 0 16105 MICROSOFT CORP COM COM 594918104 318 1032 SH SOLE NONE 0 0 1032 SPS COMM INC COM COM 78463M107 211 1611 SH SOLE NONE 0 0 1611 ISHARES ESG SCREENED S&P 500 ETF ESG SCRND S&P500 46436E569 528 15379 SH SOLE NONE 0 0 15379 CEMEX SAB DE CV SPON ADR NEW SPON ADR NEW 151290889 52 10000 SH SOLE NONE 0 0 10000 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 2265 32597 SH SOLE NONE 0 0 32597 ISHARES MSCI EM ESG SELECT ETF ESG AWR MSCI EM 46434G863 352 9584 SH SOLE NONE 0 0 9584 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 65443 144247 SH SOLE NONE 0 0 144247 ECOLAB INC COM COM 278865100 1947 11031 SH SOLE NONE 0 0 11031 CHEVRON CORP NEW COM COM 166764100 273 1677 SH SOLE NONE 0 0 1677 TARGET CORP COM COM 87612E106 431 2032 SH SOLE NONE 0 0 2032 3M CO COM COM 88579Y101 4428 29744 SH SOLE NONE 0 0 29744 GABELLI UTIL TR COM COM 36240A101 183 25748 SH SOLE NONE 0 0 25748 EXXON MOBIL CORP COM COM 30231G102 577 6992 SH SOLE NONE 0 0 6992 ISHARES S&P MIDCAP FUND CORE S&P MCP ETF 464287507 4726 17612 SH SOLE NONE 0 0 17612 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 4968 67507 SH SOLE NONE 0 0 67507 APPLE INC COM COM 037833100 568 3253 SH SOLE NONE 0 0 3253