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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Levy Wealth Management Group, Llc reports $390.55M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are VTI (19.4%), VIG (12.3%) and BSV (11.4%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Levy Wealth Management Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843138). View Levy Wealth Management Group, Llc’s 13F filings on SEC