StockDriftsStockDriftsTop 50 Levy Wealth Management Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 19.36% | 282.7K | $75.6M | +2.97%(+8.14K) | — | 2024-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 12.25% | 262.0K | $47.8M | +11.84%(+27.73K) | — | 2024-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 11.45% | 583.2K | $44.7M | -18.65%(-133.72K) | — | 2024-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 9.69% | 192.0K | $37.8M | +9.92%(+17.33K) | — | 2024-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 8.6% | 634.3K | $33.6M | +15.60%(+85.62K) | — | 2024-06-30 | |
| SPAB | SPDR SER TR | 4.04% | 628.7K | $15.8M | +10.95%(+62.04K) | — | 2024-06-30 | |
| SPYG | SPDR SER TR | 2.88% | 140.2K | $11.2M | -3.04%(-4.39K) | — | 2024-06-30 | |
| AAPL | APPLE INC | 2.52% | 46.7K | $9.8M | -4.44%(-2.17K) | — | 2024-06-30 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 1.72% | 132.1K | $6.7M | -6.07%(-8.53K) | — | 2024-06-30 | |
| IWV | ISHARES TR | 1.45% | 18.4K | $5.7M | +0.08%(+15) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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