0001606587-22-001925.txt : 20221020
0001606587-22-001925.hdr.sgml : 20221020
20221020100339
ACCESSION NUMBER: 0001606587-22-001925
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221020
DATE AS OF CHANGE: 20221020
EFFECTIVENESS DATE: 20221020
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: 221320206
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
13F-HR
LIVE
false
true
false
0001908386
XXXXXXXX
09-30-2022
09-30-2022
false
Leverty Financial Group, LLC
201 2nd Street South
Hudson
WI
54016
13F HOLDINGS REPORT
028-21686
N
Luke Edward Keene
Chief Compliance Officer
715-377-2092
Luke Edward Keene
Hudson
WI
10-12-2022
0
24
103413
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO COM
COM
88579Y101
3363
30437
SH
SOLE
None
0
0
30437
APPLE INC COM
COM
037833100
449
3253
SH
SOLE
None
0
0
3253
CEMEX SAB DE CV SPON ADR NEW
SPON ADR NEW
151290889
34
10000
SH
SOLE
None
0
0
10000
CHEVRON CORP NEW COM
COM
166764100
241
1677
SH
SOLE
None
0
0
1677
ECOLAB INC COM
COM
278865100
1532
10609
SH
SOLE
None
0
0
10609
EXXON MOBIL CORP COM
COM
30231G102
610
6992
SH
SOLE
None
0
0
6992
GABELLI UTIL TR COM
COM
36240A101
215
31267
SH
SOLE
None
0
0
31267
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
46432F842
2758
52374
SH
SOLE
None
0
0
52374
ISHARES CORE SP 500 ETF
CORE S&P500 ETF
464287200
50318
140231
SH
SOLE
None
0
0
140231
ISHARES CORE SP MIDCAP ETF
CORE S&P MCP ETF
464287507
3769
17191
SH
SOLE
None
0
0
17191
ISHARES CORE SP SMALL CAP ETF
CORE S&P SCP ETF
464287804
1227
14071
SH
SOLE
None
0
0
14071
ISHARES ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE
46435G516
519
9257
SH
SOLE
None
0
0
9257
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
46434G863
239
8665
SH
SOLE
None
0
0
8665
ISHARES ESG SCREENED SP 500 ETF
ESG SCRND S&P500
46436E569
378
14117
SH
SOLE
None
0
0
14117
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
3695
65974
SH
SOLE
None
0
0
65974
MEDTRONIC PLC SHS
SHS
G5960L103
269
3340
SH
SOLE
None
0
0
3340
MICROSOFT CORP COM
COM
594918104
238
1023
SH
SOLE
None
0
0
1023
SCHWAB INTERNATIONAL EQUITY ETF
INTL EQTY ETF
808524805
28397
1009227
SH
SOLE
None
0
0
1009227
SHERWIN WILLIAMS CO COM
COM
824348106
285
1395
SH
SOLE
None
0
0
1395
SPDR PORTFOLIO SP 600 SMALL CAP ETF
PORTFOLIO S&P600
78468R853
248
7282
SH
SOLE
None
0
0
7282
SPDR SP 500 ETF TRUST
TR UNIT
78462F103
3801
10644
SH
SOLE
None
0
0
10644
SPS COMM INC COM
COM
78463M107
218
1757
SH
SOLE
None
0
0
1757
TARGET CORP COM
COM
87612E106
327
2209
SH
SOLE
None
0
0
2209
XCEL ENERGY INC COM
COM
98389B100
283
4437
SH
SOLE
None
0
0
4437