Levy Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$391M
Signature - Title
Victor Levy - President
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by Levy Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Levy Wealth Management Group, LLC reported 101 stock holdings with total value $391M as of Q2 2024. Top holdings included VTI, VIG, BSV, QQQM, and JQUA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 101 $391M +$20.9M -$16.4M +$4.43M VTI, VIG, BSV, QQQM, JQUA 13F-HR 7/25/2024, 05:04 PM
Q1 2024 104 $353M $0 $0 VTI, BSV, VIG, QQQM, JQUA 13F-HR 4/16/2024, 07:54 AM
Q4 2023 104 $356M +$16.1M -$8.75M +$7.31M VTI, BSV, VIG, QQQM, JQUA 13F-HR 1/23/2024, 02:07 PM
Q3 2023 107 $323M +$2.7M -$8.34M -$5.64M VTI, BSV, VIG, QQQM, JQUA 13F-HR 10/24/2023, 09:40 PM
Q2 2023 108 $338M +$6M -$11.3M -$5.28M VTI, BSV, VIG, QQQM, JQUA 13F-HR 7/21/2023, 10:40 AM
Q1 2023 107 $325M +$19.8M -$10.4M +$9.48M BSV, VTI, VIG, QQQM, JQUA 13F-HR 5/4/2023, 09:45 PM
Q4 2022 94 $299M +$61.7M -$4.24M +$57.4M BSV, VTI, VIG, QQQM, JQUA 13F-HR 2/8/2023, 04:59 PM
Q3 2022 81 $232M +$42.5M -$19M +$23.5M BSV, VTI, VIG, QQQM, AAPL 13F-HR 10/28/2022, 06:30 AM
Q2 2022 69 $219M +$11.2M -$3.87M +$7.34M BSV, VTI, VIG, QQQ, SPYG 13F-HR 7/27/2022, 08:34 AM
Q1 2022 76 $241M +$40.4M -$9.35M +$31.1M VTI, BSV, VIG, QQQ, SPYG 13F-HR 5/4/2022, 09:45 PM
Q4 2021 77 $220M +$23.8M -$3.18M +$20.6M VTI, QQQ, VIG, BSV, SPYG 13F-HR 2/10/2022, 04:16 PM
Q3 2021 67 $182M +$9.73M -$1.85M +$7.88M VTI, QQQ, VIG, SPYG, AAPL 13F-HR 10/26/2021, 11:55 AM
Q2 2021 69 $174M +$13.6M -$2.26M +$11.3M VTI, QQQ, VIG, SPYG, AAPL 13F-HR 8/9/2021, 09:51 PM
Q1 2021 67 $152M +$15.6M -$9.44M +$6.2M VTI, QQQ, VIG, SPYG, AAPL 13F-HR 5/10/2021, 04:55 PM
Q4 2020 62 $141M $0 $0 VTI, VIG, QQQ, USMV, AAPL 13F-HR 2/9/2021, 09:32 PM