Levy Wealth Management Group, LLC
13F Portfolio Filings
- Most recent 13FQ2 2024
- Locationphiladelphia, PA
- CIK0001843138
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
101 | $390.55M | VTI, VIG, BSV, QQQM | 13F-HR | Jul 25, 2024 | 000108514624003218 | ||
104 | $356.42M | VTI, BSV, VIG, QQQM | 13F-HR | Apr 16, 2024 | 000108514624001848 | ||
104 | $356.42M | VTI, BSV, VIG, QQQM | 13F-HR | Jan 23, 2024 | 000108514624000405 | ||
107 | $322.57M | VTI, BSV, VIG, QQQM | 13F-HR | Oct 25, 2023 | 000108514623003902 | ||
108 | $337.72M | VTI, BSV, VIG, QQQM | 13F-HR | Jul 21, 2023 | 000108514623002808 | ||
107 | $324.64M | BSV, VTI, VIG, QQQM | 13F-HR | May 5, 2023 | 000108514623002074 | ||
94 | $298.93M | BSV, VTI, VIG, QQQM | 13F-HR | Feb 8, 2023 | 000108514623000815 | ||
81 | $232.21M | BSV, VTI, VIG, QQQM | 13F-HR | Oct 28, 2022 | 000108514622003637 | ||
69 | $218.55M | BSV, VTI, VIG, NDQ | 13F-HR | Jul 27, 2022 | 000108514622002616 | ||
76 | $240.81M | VTI, BSV, VIG, NDQ | 13F-HR | May 5, 2022 | 000108514622001735 | ||
77 | $220.26M | VTI, NDQ, VIG, BSV | 13F-HR | Feb 10, 2022 | 000108514622000778 | ||
67 | $182.20M | VTI, NDQ, VIG, KRE | 13F-HR | Oct 26, 2021 | 000108514621002895 | ||
69 | $173.94M | VTI, NDQ, VIG, KRE | 13F-HR | Aug 10, 2021 | 000108514621002304 | ||
67 | $152.11M | VTI, NDQ, VIG, KRE | 13F-HR | May 10, 2021 | 000108514621001537 | ||
62 | $141.02M | VTI, VIG, NDQ, USMV | 13F-HR | Feb 10, 2021 | 000108514621000542 |