Portfolio (Quarterly)
Guide ↗
Leverty Financial Group, LLC
· CIK 0001908386| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | BLACKROCK ETF TRUST II | — | 8,952 | $436K | 0.10% | SOLD |
| 2 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 6,558 | $312K | 0.07% | SOLD |
| 3 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,003 | $286K | 0.07% | SOLD |
| 4 | SLV | ISHARES SILVER TR | Financial Services | 4,088 | $263K | 0.06% | SOLD |
| 5 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,014 | $234K | 0.06% | SOLD |
| 6 | GLD | SPDR GOLD TR | Financial Services | 517 | $205K | 0.05% | SOLD |
| 7 | HD | HOME DEPOT INC | Consumer Cyclical | 594 | $204K | 0.05% | SOLD |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 3,656 | $182K | 0.04% | SOLD |
| 9 | IBIT CALL | ISHARES BITCOIN TRUST ETF | Financial Services | 2,000 | $99K | 0.02% | SOLD |
Sector Allocation
Financial Services
41.9%
Industrials
22.1%
Basic Materials
19.8%
Technology
5.5%
Consumer Cyclical
3.8%
Healthcare
2.2%
Utilities
2.2%
Energy
1.9%
Consumer Defensive
0.6%