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Levy Wealth Management Group LLC Top Holdings
As of  06/30/2022, below is a summary of the Levy Wealth Management Group LLC top holdings by largest position size, as per the latest 13f filing made by Levy Wealth Management Group LLC. In the Levy Wealth Management Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Levy Wealth Management Group LLC in that top holding, then the share count change between reporting periods, and finally the Levy Wealth Management Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BSV) 589,029 +18,100 $45,232
     BSV589,029+18,100$45,232
VANGUARD INDEX FDS (VTI) 232,009 +4,031 $43,762
     VTI232,009+4,031$43,762
VANGUARD SPECIALIZED FUNDS (VIG) 167,691 +2,460 $24,059
     VIG167,691+2,460$24,059
INVESCO QQQ TR 59,765 +1,406 $16,751
     QQQ59,765+1,406$16,751
SPDR SER TR (SPYG) 231,745 +36,717 $12,116
     SPYG231,745+36,717$12,116
APPLE INC 49,718 +488 $6,797
     AAPL49,718+488$6,797
J P MORGAN EXCHANGE TRADED F (JPST) 119,357 +62 $5,979
     JPST119,357+62$5,979
J P MORGAN EXCHANGE TRADED F (JMST) 116,450 +638 $5,898
     JMST116,450+638$5,898
GALLAGHER ARTHUR J & CO 26,666 +2,600 $4,348
     AJG26,666+2,600$4,348
ISHARES TR (IWV) 16,839 +24 $3,661
     IWV16,839+24$3,661
VANGUARD ADMIRAL FDS INC (VOOG) 14,879 -177 $3,238
     VOOG14,879-177$3,238
VANGUARD WORLD FD (MGV) 26,933 -1,024 $2,590
     MGV26,933-1,024$2,590
ISHARES TR (USMV) 34,269 -945 $2,406
     USMV34,269-945$2,406
PIMCO ETF TR (MINT) 23,209 +992 $2,300
     MINT23,209+992$2,300
PIMCO ETF TR (SMMU) 44,020 +2,295 $2,185
     SMMU44,020+2,295$2,185
FIDELITY MERRIMACK STR TR 43,723 +3,712 $2,129
     FLTB43,723+3,712$2,129
JOHNSON & JOHNSON 10,725 -62 $1,904
     JNJ10,725-62$1,904
TESLA INC 2,810 +504 $1,892
     TSLA2,810+504$1,892
VANGUARD SCOTTSDALE FDS (VCSH) 24,596 +1,672 $1,876
     VCSH24,596+1,672$1,876
ABBOTT LABS 17,225 +50 $1,872
     ABT17,225+50$1,872
MICROSOFT CORP 6,887 +10 $1,769
     MSFT6,887+10$1,769
SPDR SER TR (SPAB) 60,652 +60,652 $1,598
     SPAB60,652+60,652$1,598
VANGUARD INDEX FDS (VO) 8,059 -3,534 $1,587
     VO8,059-3,534$1,587
PROCTER AND GAMBLE CO 9,476 +23 $1,363
     PG9,476+23$1,363
MERCK & CO INC 14,590 +162 $1,330
     MRK14,590+162$1,330
VANGUARD SCOTTSDALE FDS (VCIT) 13,378 -6,904 $1,071
     VCIT13,378-6,904$1,071
ENTERPRISE PRODS PARTNERS L 43,337 +51 $1,056
     EPD43,337+51$1,056
BERKSHIRE HATHAWAY INC DEL      $1,039
     BRK.B3,806UNCH$1,039
ABBVIE INC 6,402 +7 $981
     ABBV6,402+7$981
ISHARES TR (ESGD) 12,947 +4,949 $813
     ESGD12,947+4,949$813
SPDR SER TR (SPMD) 20,117 +20,117 $798
     SPMD20,117+20,117$798
SPDR S&P 500 ETF TR (SPY) 1,998 -2 $754
     SPY1,998-2$754
VANGUARD INDEX FDS (VOO) 2,047 -253 $710
     VOO2,047-253$710
ISHARES TR (EAGG) 13,290 -47 $650
     EAGG13,290-47$650
BRISTOL MYERS SQUIBB CO 7,887 +182 $607
     BMY7,887+182$607
ISHARES TR (SUSA) 7,437 +4,322 $600
     SUSA7,437+4,322$600
ISHARES TR (ESGU) 6,740 +1,986 $565
     ESGU6,740+1,986$565
CSX CORP 18,950 +29 $551
     CSX18,950+29$551
ISHARES TR (IJR) 5,861 -36 $542
     IJR5,861-36$542
SPDR SER TR (SPSB) 17,610 +17,610 $524
     SPSB17,610+17,610$524
UNION PAC CORP 2,425 +4 $517
     UNP2,425+4$517
PFIZER INC 9,829 +68 $515
     PFE9,829+68$515
AMAZON COM INC 4,700 +4,489 $499
     AMZN4,700+4,489$499
ISHARES TR (SDG) 5,709 +318 $456
     SDG5,709+318$456
SEAGEN INC 2,430 UNCH $430
     SGEN2,430UNCH$430
ESSENTIAL UTILS INC 9,040 +1 $414
     WTRG9,040+1$414
BOEING CO 2,811 UNCH $384
     BA2,811UNCH$384
ISHARES TR (ICLN) 19,086 +7,625 $364
     ICLN19,086+7,625$364
INVESCO EXCH TRADED FD TR II (SPLV) 5,709 +30 $354
     SPLV5,709+30$354
FIRST TR EXCHANGE TRADED FD (CIBR) 8,293 +2,601 $334
     CIBR8,293+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

Size ($ in 1000's)
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

Levy Wealth Management Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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