0001908386-24-000001.txt : 20240110
0001908386-24-000001.hdr.sgml : 20240110
20240110121155
ACCESSION NUMBER: 0001908386-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240110
DATE AS OF CHANGE: 20240110
EFFECTIVENESS DATE: 20240110
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Leverty Financial Group, LLC
CENTRAL INDEX KEY: 0001908386
ORGANIZATION NAME:
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: 24525665
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
12-31-2023
12-31-2023
Leverty Financial Group, LLC
201 2ND STREET SOUTH
HUDSON
WI
54016
13F HOLDINGS REPORT
028-21686
N
Luke Keene
Chief Compliance Officer
715.377.2092
Luke Keene
Hudson
WI
01-10-2024
0
34
157710200
false
INFORMATION TABLE
2
lfg-2023q413f.xml
3M CO
COM
88579Y101
2266284
20730
SH
SOLE
0
0
20730
API GROUP CORP
COM STK
00187Y100
218707
6321
SH
SOLE
0
0
6321
APPLE INC
COM
037833100
853187
4431
SH
SOLE
0
0
4431
CEMEX SAB DE CV
SPON ADR NEW
151290889
77500
10000
SH
SOLE
0
0
10000
CHEVRON CORP NEW
COM
166764100
236212
1583
SH
SOLE
0
0
1583
EA SERIES TRUST
STRIVE US ENERGY
02072L722
224182
7992
SH
SOLE
0
0
7992
ECOLAB INC
COM
278865100
1948233
9822
SH
SOLE
0
0
9822
EXACT SCIENCES CORP
COM
30063P105
295920
4000
SH
SOLE
0
0
4000
GABELLI UTIL TR
COM
36240A101
169467
31267
SH
SOLE
0
0
31267
ISHARES INC
ESG AWR MSCI EM
46434G863
235865
7357
SH
SOLE
0
0
7357
ISHARES TR
ESG AW MSCI EAFE
46435G516
412826
5465
SH
SOLE
0
0
5465
ISHARES TR
CORE S&P SCP ETF
464287804
1384595
12790
SH
SOLE
0
0
12790
ISHARES TR
ESG SCRND S&P500
46436E569
244149
6710
SH
SOLE
0
0
6710
ISHARES TR
CORE MSCI EAFE
46432F842
406261
5774
SH
SOLE
0
0
5774
ISHARES TR
CORE S&P500 ETF
464287200
22590508
47297
SH
SOLE
0
0
47297
ISHARES TR
CORE S&P MCP ETF
464287507
4512280
16281
SH
SOLE
0
0
16281
ISHARES TR
MSCI EAFE ETF
464287465
3653571
48488
SH
SOLE
0
0
48488
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
28098259
511063
SH
SOLE
0
0
511063
MEDTRONIC PLC
SHS
G5960L103
330673
4014
SH
SOLE
0
0
4014
MICROSOFT CORP
COM
594918104
340058
904
SH
SOLE
0
0
904
ROCKY MTN CHOCOLATE FACTORY
COM
77467X101
54193
11781
SH
SOLE
0
0
11781
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
484299
10251
SH
SOLE
0
0
10251
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
28955046
783415
SH
SOLE
0
0
783415
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
31226590
553654
SH
SOLE
0
0
553654
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
564222
7491
SH
SOLE
0
0
7491
SHERWIN WILLIAMS CO
COM
824348106
416698
1336
SH
SOLE
0
0
1336
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
289085
8500
SH
SOLE
0
0
8500
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4385210
9226
SH
SOLE
0
0
9226
SPDR SER TR
PORTFOLIO S&P500
78464A854
497678
8903
SH
SOLE
0
0
8903
SPS COMM INC
COM
78463M107
381897
1970
SH
SOLE
0
0
1970
TARGET CORP
COM
87612E106
241717
1697
SH
SOLE
0
0
1697
TESLA INC
COM
88160R101
260904
1050
SH
SOLE
0
0
1050
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
3152666
61756
SH
SOLE
0
0
61756
VICTORY PORTFOLIOS II
VICTORYSHARES WE
92647P126
18301258
562423
SH
SOLE
0
0
562423