13F Filings History of Levy Wealth Management Group, LLC

Latest 13F report
Q2 2024 - 25 Jul 2024
Value $
$390,551,911
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 $390,551,911 as of Q2 2024. Top holdings included VTI, VIG, BSV, QQQM, and JQUA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2024 101 $390,551,911 +$20,858,004 -$16,431,643 +$4,426,361 VTI, VIG, BSV, QQQM, JQUA 13F-HR 25 Jul 2024, 17:04
Q1 2024 104 $352,954,648 $0 $0 $0 VTI, BSV, VIG, QQQM, JQUA 13F-HR 16 Apr 2024, 07:54
Q4 2023 104 $356,419,771 +$16,061,899 -$8,752,863 +$7,309,036 VTI, BSV, VIG, QQQM, JQUA 13F-HR 23 Jan 2024, 14:07
Q3 2023 107 $322,568,252 +$2,697,920 -$8,338,520 -$5,640,600 VTI, BSV, VIG, QQQM, JQUA 13F-HR 24 Oct 2023, 21:40
Q2 2023 108 $337,718,431 +$5,998,950 -$11,282,492 -$5,283,542 VTI, BSV, VIG, QQQM, JQUA 13F-HR 21 Jul 2023, 10:40
Q1 2023 107 $324,641,284 +$19,848,791 -$10,373,547 +$9,475,244 BSV, VTI, VIG, QQQM, JQUA 13F-HR 04 May 2023, 21:45
Q4 2022 94 $298,929,161 +$61,654,455 -$4,240,502 +$57,413,953 BSV, VTI, VIG, QQQM, JQUA 13F-HR 08 Feb 2023, 16:59
Q3 2022 81 $232,212,000 +$42,512,389 -$19,004,443 +$23,507,946 BSV, VTI, VIG, QQQM, AAPL 13F-HR 28 Oct 2022, 06:30
Q2 2022 69 $218,550,000 +$11,211,431 -$3,870,119 +$7,341,312 BSV, VTI, VIG, QQQ, SPYG 13F-HR 27 Jul 2022, 08:34
Q1 2022 76 $240,806,000 +$40,410,543 -$9,347,903 +$31,062,640 VTI, BSV, VIG, QQQ, SPYG 13F-HR 04 May 2022, 21:45
Q4 2021 77 $220,257,000 +$23,817,621 -$3,176,385 +$20,641,236 VTI, QQQ, VIG, BSV, SPYG 13F-HR 10 Feb 2022, 16:16
Q3 2021 67 $182,200,000 +$9,727,749 -$1,846,483 +$7,881,266 VTI, QQQ, VIG, SPYG, AAPL 13F-HR 26 Oct 2021, 11:55
Q2 2021 69 $173,945,000 +$13,573,395 -$2,259,790 +$11,313,605 VTI, QQQ, VIG, SPYG, AAPL 13F-HR 09 Aug 2021, 21:51
Q1 2021 67 $152,110,000 +$15,635,199 -$9,438,201 +$6,196,998 VTI, QQQ, VIG, SPYG, AAPL 13F-HR 10 May 2021, 16:55
Q4 2020 62 $141,019,000 $0 $0 $0 VTI, VIG, QQQ, USMV, AAPL 13F-HR 09 Feb 2021, 21:32