Levy Wealth Management Group, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $376 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $71.4M, Vanguard Bd Index Fd Inc Short with a value of $55M, Vanguard Dividend Appreciation with a value of $42.8M, Invesco Exchange Traded Fd Tr with a value of $31.9M, and J P Morgan ETF Tr U S Quality with a value of $29M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $356M to 376M.
Below you can find more details about Levy Wealth Management Group, LLC portfolio as well as his latest detailed transactions.