Holdings
Leverty Financial Group, LLC
As of Sep 30, 2026, Leverty Financial Group, LLC reported 13 positions worth US$11.4M. Largest: 3m Company, Ecolab Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| 3m Company | 33,110 | US$5.43M | +14,356 | Sep 30, 2026 |
| Ecolab Inc. | 7,551 | US$2.07M | −45 | Sep 30, 2026 |
| Apple Inc | 1,966 | US$655K | −4 | Sep 30, 2026 |
| Caterpillar, Inc. | 670 | US$543K | no change | Sep 30, 2026 |
| Tesla, Inc. | 1,502 | US$533K | no change | Sep 30, 2026 |
| Microsoft Corp. | 849 | US$435K | −4 | Sep 30, 2026 |
| Sherwin-williams Company (the) | 1,184 | US$383K | no change | Sep 30, 2026 |
| Solventum Corporation | 3,627 | US$320K | −1,691 | Sep 30, 2026 |
| Xcel Energy Inc. | 3,817 | US$269K | −241 | Sep 30, 2026 |
| Nvidia Corporation | 1,079 | US$246K | no change | Sep 30, 2026 |