Levy Wealth Management Group, LLC Reduced Holdings in Q2 2024

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-134K
- 18.65%
$75.81 - $76.76 $10.1M - $10.3M
583K $44.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-15.9K
- 13.67%
$50.22 - $50.48 $796K - $800K
100K $5.05M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-4.62K
- 6.28%
$72.83 - $78.0 $336K - $360K
68.9K $5.15M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.53K
- 6.07%
$50.57 - $50.75 $432K - $433K
132K $6.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.81K
- 10.39%
$79.92 - $84.63 $225K - $238K
24.3K $2.04M
JNJ
Johnson & Johnson

Healthcare
-489
- 4.02%
$144.38 - $157.78 $70.6K - $77.2K
11.7K $1.7M
SPMD
Spdr Portfolio

ETFs
-253
- 0.26%
$49.54 - $53.39 $12.5K - $13.5K
95.4K $4.9M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-3.37K
- 9.06%
$49.57 - $49.94 $167K - $168K
33.9K $1.69M
SUB
Ishares Short Term National Mu

ETFs
-1.22K
- 24.82%
$104.04 - $104.8 $127K - $128K
3.7K $386K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.46K
- 7.48%
$76.35 - $77.35 $111K - $113K
18K $1.39M
IWM
Ishares Russell 2000 ETF

ETFs
-393
- 28.13%
$192.84 - $209.44 $75.8K - $82.3K
1K $203K
BA
Boeing CO

Industrials
-275
- 8.96%
$164.33 - $191.42 $45.2K - $52.6K
2.79K $508K
AJG
Arthur J. Gallagher & Co.

Financial Services
-830
- 5.86%
$230.52 - $265.19 $191K - $220K
13.3K $3.46M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-745
- 3.64%
$76.22 - $82.36 $56.8K - $61.4K
19.7K $1.55M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-688
- 3.87%
$100.13 - $100.67 $68.9K - $69.3K
17.1K $1.72M
GOOG
Alphabet Inc.

Communication Services
-799
- 29.09%
$151.94 - $186.86 $121K - $149K
1.95K $357K
XOM
Exxon Mobil Corp

Energy
-506
- 22.33%
$108.36 - $122.2 $54.8K - $61.8K
1.76K $202K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-789
- 15.79%
$62.61 - $66.18 $49.4K - $52.2K
4.21K $273K
MGV
Vanguard Mega Cap Value

ETFs
-216
- 0.84%
$113.61 - $120.34 $24.5K - $26K
25.4K $3.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-102
- 11.46%
$249.37 - $280.22 $25.4K - $28.6K
788 $200K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
-2K
- 16.0%
$24.74 - $24.86 $49.5K - $49.7K
10.5K $260K
UNH
Unitedhealth Group Inc

Healthcare
-110
- 10.98%
$439.2 - $524.63 $48.3K - $57.7K
892 $454K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-125
- 1.08%
$76.09 - $82.16 $9.51K - $10.3K
11.5K $900K
SPY
Spdr S&P 500 ETF Trust

ETFs
-137
- 5.84%
$495.16 - $548.49 $67.8K - $75.1K
2.21K $1.2M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-575
- 1.75%
$40.27 - $40.47 $23.2K - $23.3K
32.2K $1.3M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-301
- 0.49%
$11.3 - $11.9 $3.4K - $3.58K
60.5K $699K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19
- 0.37%
$102.13 - $110.88 $1.94K - $2.11K
5.06K $539K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-2
- 0.04%
$74.48 - $81.76 $149 - $164
5.49K $412K
ICLN
Ishares

ETFs
-411
- 2.35%
$13.02 - $15.08 $5.35K - $6.2K
17.1K $227K
VOE
Vanguard Mid Cap Value Index F

ETFs
-11
- 0.66%
$146.82 - $155.77 $1.62K - $1.71K
1.66K $250K
ORCL
Oracle Corp

Technology
-206
- 7.57%
$113.75 - $144.64 $23.4K - $29.8K
2.52K $355K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-138
- 1.55%
$108.69 - $119.84 $15K - $16.5K
8.78K $1.05M
GOOGL
Alphabet Inc.

Communication Services
-775
- 13.07%
$150.53 - $185.41 $117K - $144K
5.16K $939K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-427
- 3.05%
$286.24 - $337.0 $122K - $144K
13.6K $4.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-174
- 1.55%
$414.65 - $485.21 $72.1K - $84.4K
11.1K $5.3M
SPYG
Spdr Portfolio

ETFs
-4.39K
- 3.04%
$68.71 - $80.95 $302K - $355K
140K $11.2M
AAPL
Apple Inc.

Technology
-2.17K
- 4.44%
$165.0 - $216.67 $357K - $469K
46.7K $9.83M
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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