Levy Wealth Management Group, LLC

Q2 2024 13F Holdings

  • Location
    philadelphia, PA
  • Num holdings

    101

  • Value ($000)

    $390,552

  • Date Filed
    07/25/2024
  • Form type
    13F-HR
  • CIK
    0001843138
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$75.62M
19 %

282,681

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$47.83M
12 %

262,020

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$44.73M
12 %

583,236

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$37.84M
10 %

191,972

JQUA
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$33.59M
9 %

634,321

KRE
KRE

SPDR SER TR

PORTFOLIO AGRGTE
78464A649
$15.77M
4 %

628,721

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
78464A409
$11.23M
3 %

140,197

AAPL
AAPL

APPLE INC

COM
037833100
$9.83M
3 %

46,671

JMST
JMST

J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL
46641Q654
$6.70M
2 %

132,112

IWV
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$5.68M
2 %

18,402

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