Levy Wealth Management Group, LLC Incresed Positions in Q2 2024

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17.3K
+ 9.92%
$170.63 - $199.67 $2.96M - $3.46M
192K $37.8M
VIG
Vanguard Dividend Appreciation

ETFs
27.7K
+ 11.84%
$173.33 - $185.29 $4.81M - $5.14M
262K $47.8M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
85.6K
+ 15.6%
$49.78 - $53.44 $4.26M - $4.58M
634K $33.6M
VTI
Vanguard Total Stock Market Et

ETFs
8.15K
+ 2.97%
$245.23 - $269.4 $2M - $2.19M
283K $75.6M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
62K
+ 10.95%
$24.54 - $25.28 $1.52M - $1.57M
629K $15.8M
SPSB
Spdr Portfolio Short Term Corp

ETFs
42.7K
+ 48.92%
$29.51 - $29.7 $1.26M - $1.27M
130K $3.86M
NVDA
Nvidia Corp

Technology
11.1K
+ 1010.46%
$118.11 - $1224.4 $1.31M - $13.6M
12.2K $1.51M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.01K
+ 29.81%
$60.69 - $66.83 $304K - $335K
21.8K $1.45M
WMT
Walmart Inc.

Consumer Defensive
4.9K
+ 202.39%
$58.85 - $68.9 $289K - $338K
7.33K $496K
MSFT
Microsoft Corp

Technology
41
+ 0.34%
$389.33 - $452.85 $16K - $18.6K
12K $5.35M
IWB
Ishares Tr Russell 1000 ETF

ETFs
742
+ 50.48%
$272.21 - $298.72 $202K - $222K
2.21K $658K
TSLA
Tesla, Inc.

Consumer Cyclical
460
+ 7.56%
$142.05 - $197.88 $65.3K - $91K
6.55K $1.3M
IWV
Ishares Russell 3000 ETF

ETFs
15
+ 0.08%
$283.16 - $309.9 $4.25K - $4.65K
18.4K $5.68M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2.96K
+ 10.27%
$48.55 - $49.3 $144K - $146K
31.8K $1.56M
IVV
Ishares Core S&P 500 ETF

ETFs
224
+ 33.68%
$497.53 - $549.64 $111K - $123K
889 $486K
AMZN
Amazon Com Inc

Consumer Cyclical
106
+ 1.21%
$173.67 - $197.85 $18.4K - $21K
8.89K $1.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
172
+ 8.05%
$455.1 - $504.28 $78.3K - $86.7K
2.31K $1.15M
AXP
American Express CO

Financial Services
401
+ 36.36%
$217.5 - $243.08 $87.2K - $97.5K
1.5K $348K
MRK
Merck & Co., Inc.

Healthcare
1.72K
+ 11.14%
$123.8 - $132.96 $213K - $229K
17.2K $2.13M
MCK
Mckesson Corp

Healthcare
3
+ 0.26%
$518.81 - $607.81 $1.56K - $1.82K
1.16K $677K
HD
Home Depot, Inc.

Consumer Cyclical
257
+ 23.86%
$325.1 - $368.03 $83.6K - $94.6K
1.33K $459K
JPM
Jpmorgan Chase & CO

Financial Services
193
+ 6.16%
$180.08 - $204.79 $34.8K - $39.5K
3.33K $672K
AMGN
Amgen Inc

Healthcare
14
+ 1.1%
$262.75 - $319.31 $3.68K - $4.47K
1.28K $400K
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.13%
$155.33 - $168.56 $2.02K - $2.19K
10.4K $1.71M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
43
+ 0.75%
$105.42 - $112.82 $4.53K - $4.85K
5.8K $653K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
61
+ 1.11%
$57.33 - $65.34 $3.5K - $3.99K
5.57K $353K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.16%
$430.17 - $527.34 $430 - $527
641 $323K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
571
+ 5.59%
$54.64 - $57.88 $31.2K - $33K
10.8K $608K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
471
+ 1.64%
$45.65 - $47.02 $21.5K - $22.1K
29.2K $1.36M
WTRG
Essential Utilities, Inc.

Utilities
107
+ 0.75%
$33.88 - $39.67 $3.63K - $4.24K
14.3K $533K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
29
+ 0.44%
$52.5 - $56.42 $1.52K - $1.64K
6.56K $370K
DGRO
Ishares Core Dividend Growth E

ETFs
91
+ 1.28%
$55.23 - $58.55 $5.03K - $5.33K
7.2K $414K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
50
+ 0.08%
$24.19 - $24.51 $1.21K - $1.23K
60.7K $1.49M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
385
+ 2.67%
$19.15 - $20.2 $7.37K - $7.78K
14.8K $291K
FSCO
Fs Cr Opportunities Corp Com
2.69K
+ 3.01%
N/A
92K $0
BOTZ
Global X Fds

ETFs
158
+ 2.05%
$28.65 - $31.95 $4.53K - $5.05K
7.85K $242K
PFF
Ishares Trust Ishares Pfd And

ETFs
200
+ 1.65%
$30.65 - $32.13 $6.13K - $6.43K
12.3K $388K
EPD
Enterprise Products Partners L.P.

Energy
122
+ 0.28%
$27.74 - $29.88 $3.38K - $3.65K
43K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.36%
$234.99 - $248.98 $1.41K - $1.49K
1.7K $410K
V
Visa Inc.

Financial Services
8
+ 0.86%
$262.47 - $281.5 $2.1K - $2.25K
939 $246K
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.25%
$154.79 - $180.76 $2.48K - $2.89K
6.47K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.03%
$396.73 - $420.24 $793 - $840
5.82K $2.37M
ABT
Abbott Laboratories

Healthcare
20
+ 0.11%
$100.73 - $112.44 $2.01K - $2.25K
18.2K $1.9M
Activity Summary
Buys All Purchases 48 New Holdings 4 Increased Positions 44 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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