
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
589,029 | +18,100 | $45,232 |
BSV | 589,029 | +18,100 | $45,232 |
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232,009 | +4,031 | $43,762 |
VTI | 232,009 | +4,031 | $43,762 |
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167,691 | +2,460 | $24,059 |
VIG | 167,691 | +2,460 | $24,059 |
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59,765 | +1,406 | $16,751 |
QQQ | 59,765 | +1,406 | $16,751 |
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231,745 | +36,717 | $12,116 |
SPYG | 231,745 | +36,717 | $12,116 |
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49,718 | +488 | $6,797 |
AAPL | 49,718 | +488 | $6,797 |
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119,357 | +62 | $5,979 |
JPST | 119,357 | +62 | $5,979 |
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116,450 | +638 | $5,898 |
JMST | 116,450 | +638 | $5,898 |
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26,666 | +2,600 | $4,348 |
AJG | 26,666 | +2,600 | $4,348 |
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16,839 | +24 | $3,661 |
IWV | 16,839 | +24 | $3,661 |
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14,879 | -177 | $3,238 |
VOOG | 14,879 | -177 | $3,238 |
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26,933 | -1,024 | $2,590 |
MGV | 26,933 | -1,024 | $2,590 |
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34,269 | -945 | $2,406 |
USMV | 34,269 | -945 | $2,406 |
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23,209 | +992 | $2,300 |
MINT | 23,209 | +992 | $2,300 |
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44,020 | +2,295 | $2,185 |
SMMU | 44,020 | +2,295 | $2,185 |
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43,723 | +3,712 | $2,129 |
FLTB | 43,723 | +3,712 | $2,129 |
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10,725 | -62 | $1,904 |
JNJ | 10,725 | -62 | $1,904 |
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2,810 | +504 | $1,892 |
TSLA | 2,810 | +504 | $1,892 |
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24,596 | +1,672 | $1,876 |
VCSH | 24,596 | +1,672 | $1,876 |
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17,225 | +50 | $1,872 |
ABT | 17,225 | +50 | $1,872 |
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6,887 | +10 | $1,769 |
MSFT | 6,887 | +10 | $1,769 |
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60,652 | +60,652 | $1,598 |
SPAB | 60,652 | +60,652 | $1,598 |
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8,059 | -3,534 | $1,587 |
VO | 8,059 | -3,534 | $1,587 |
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9,476 | +23 | $1,363 |
PG | 9,476 | +23 | $1,363 |
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14,590 | +162 | $1,330 |
MRK | 14,590 | +162 | $1,330 |
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13,378 | -6,904 | $1,071 |
VCIT | 13,378 | -6,904 | $1,071 |
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43,337 | +51 | $1,056 |
EPD | 43,337 | +51 | $1,056 |
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$1,039 | ||
BRK.B | 3,806 | UNCH | $1,039 |
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6,402 | +7 | $981 |
ABBV | 6,402 | +7 | $981 |
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12,947 | +4,949 | $813 |
ESGD | 12,947 | +4,949 | $813 |
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20,117 | +20,117 | $798 |
SPMD | 20,117 | +20,117 | $798 |
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1,998 | -2 | $754 |
SPY | 1,998 | -2 | $754 |
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2,047 | -253 | $710 |
VOO | 2,047 | -253 | $710 |
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13,290 | -47 | $650 |
EAGG | 13,290 | -47 | $650 |
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7,887 | +182 | $607 |
BMY | 7,887 | +182 | $607 |
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7,437 | +4,322 | $600 |
SUSA | 7,437 | +4,322 | $600 |
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6,740 | +1,986 | $565 |
ESGU | 6,740 | +1,986 | $565 |
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18,950 | +29 | $551 |
CSX | 18,950 | +29 | $551 |
![]() |
5,861 | -36 | $542 |
IJR | 5,861 | -36 | $542 |
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17,610 | +17,610 | $524 |
SPSB | 17,610 | +17,610 | $524 |
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2,425 | +4 | $517 |
UNP | 2,425 | +4 | $517 |
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9,829 | +68 | $515 |
PFE | 9,829 | +68 | $515 |
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4,700 | +4,489 | $499 |
AMZN | 4,700 | +4,489 | $499 |
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5,709 | +318 | $456 |
SDG | 5,709 | +318 | $456 |
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2,430 | UNCH | $430 |
SGEN | 2,430 | UNCH | $430 |
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9,040 | +1 | $414 |
WTRG | 9,040 | +1 | $414 |
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2,811 | UNCH | $384 |
BA | 2,811 | UNCH | $384 |
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19,086 | +7,625 | $364 |
ICLN | 19,086 | +7,625 | $364 |
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5,709 | +30 | $354 |
SPLV | 5,709 | +30 | $354 |
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8,293 | +2,601 | $334 |
CIBR | 8,293 | +2,601 | $334 |
See Full List: All Stocks Held By Levy Wealth Management Group LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Levy Wealth Management Group LLC
![]() At 06/30/2022: $218,550 At 03/31/2022: $240,806 Levy Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Levy Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings |