Levy Wealth Management Group, LLC Portfolio Holdings
Levy Wealth Management Group, LLC
- $390 Million
- Q2 2024
Levy Wealth Management Group, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $390 Million distributed in 101 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 $75.6M, Vanguard Dividend Appreciation with a value of $47.8M, Vanguard Bd Index Fd Inc Short with a value of $44.7M, Invesco Exchange Traded Fd Tr with a value of $37.8M, and J P Morgan ETF Tr U S Quality with a value of $33.6M.
Examining the 13F form we can see an increase of $13.9M in the current position value, from $376M to 390M.
Below you can find more details about Levy Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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