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.

Portfolio value $390 Million
ETFs: $343 Million
Technology: $18 Million
Healthcare: $8.36 Million
Financial Services: $7.09 Million
Consumer Cyclical: $3.99 Million
Consumer Defensive: $2.75 Million
Energy: $2.17 Million
Communication Services: $1.82 Million
Other: $2.51 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $390 Million
  • Prior Value $376 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track Levy Wealth Management Group, LLC Portfolio

Follow Levy Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Levy Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.