0001908386-23-000004.txt : 20230727 0001908386-23-000004.hdr.sgml : 20230727 20230727094218 ACCESSION NUMBER: 0001908386-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230727 EFFECTIVENESS DATE: 20230727 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: 231115556 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 X0202 13F-HR LIVE false false false 0001908386 XXXXXXXX 06-30-2023 06-30-2023 Leverty Financial Group, LLC

201 2ND STREET SOUTH HUDSON WI 54016

13F HOLDINGS REPORT 028-21686 N Luke Keene 715-377-2092 Luke Keene Hudson WI 07-27-2023 0 28 137219603 false INFORMATION TABLE 2 lfg-2023q213f.xml 3M CO COM 88579Y101 2224905 22229 SH SOLE 0 0 22229 APPLE INC COM 037833100 839890 4330 SH SOLE 0 0 4330 CEMEX SAB DE CV SPON ADR NEW 151290889 70800 10000 SH SOLE 0 0 10000 CHEVRON CORP NEW COM 166764100 249182 1584 SH SOLE 0 0 1584 EA SERIES TRUST STRIVE US ENERGY 02072L722 228900 8366 SH SOLE 0 0 8366 ECOLAB INC COM 278865100 2060721 11038 SH SOLE 0 0 11038 EXACT SCIENCES CORP COM 30063P105 375600 4000 SH SOLE 0 0 4000 GABELLI UTIL TR COM 36240A101 211990 31267 SH SOLE 0 0 31267 ISHARES INC ESG AWR MSCI EM 46434G863 231310 7313 SH SOLE 0 0 7313 ISHARES TR ESG AW MSCI EAFE 46435G516 399073 5472 SH SOLE 0 0 5472 ISHARES TR CORE S&P SCP ETF 464287804 1302298 13069 SH SOLE 0 0 13069 ISHARES TR ESG SCRND S&P500 46436E569 471150 13933 SH SOLE 0 0 13933 ISHARES TR CORE MSCI EAFE 46432F842 388665 5758 SH SOLE 0 0 5758 ISHARES TR CORE S&P500 ETF 464287200 21332312 47861 SH SOLE 0 0 47861 ISHARES TR CORE S&P MCP ETF 464287507 4309714 16482 SH SOLE 0 0 16482 ISHARES TR MSCI EAFE ETF 464287465 3708158 51147 SH SOLE 0 0 51147 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 17369022 313941 SH SOLE 0 0 313941 MEDTRONIC PLC SHS G5960L103 335309 3806 SH SOLE 0 0 3806 MICROSOFT CORP COM 594918104 322257 946 SH SOLE 0 0 946 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 267905 6117 SH SOLE 0 0 6117 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 26303449 737933 SH SOLE 0 0 737933 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 48117340 918874 SH SOLE 0 0 918874 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 292359 4116 SH SOLE 0 0 4116 SHERWIN WILLIAMS CO COM 824348106 370400 1395 SH SOLE 0 0 1395 SPDR S&P 500 ETF TR TR UNIT 78462F103 4558248 10283 SH SOLE 0 0 10283 SPS COMM INC COM 78463M107 376694 1961 SH SOLE 0 0 1961 TARGET CORP COM 87612E106 226104 1714 SH SOLE 0 0 1714 XCEL ENERGY INC COM 98389B100 275848 4437 SH SOLE 0 0 4437