Long-term investor
Leverty Financial Group, LLC @levertyfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908386).
Record
- Tracked since 2025-06-30 (446 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 37.6% · long · since 2025-06-30
- 46432F842 · 11.9% · long · since 2025-06-30
- 14020Y508 · 8.3% · long · since 2025-06-30
- 464287507 · 7.7% · long · since 2025-06-30
- 46434G103 · 7.0% · long · since 2025-06-30
- 46654Q781 · 5.4% · long · since 2025-06-30
- 46641Q837 · 5.0% · long · since 2026-03-31
- 808524201 · 3.3% · long · since 2025-06-30
- 46641Q647 · 2.2% · long · since 2025-06-30
- 46641Q159 · 2.0% · long · since 2026-06-30
- 808524805 · 1.6% · long · since 2025-06-30
- 78462F103 · 1.2% · long · since 2025-06-30