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Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
WMT -2,423-$382
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VTI UNCH$UNCH
BSV UNCH$UNCH
VIG UNCH$UNCH
QQQM UNCH$UNCH
JQUA UNCH+$2,749
SPAB UNCH$UNCH
SPYG UNCH+$1,170
AAPL UNCH-$1,028
JMST UNCH$UNCH
JPST UNCH$UNCH
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
WMT UNCH-$236
EDOC UNCH$UNCH
CMCSA UNCH$UNCH
OLLI UNCH$UNCH
PEG UNCH$UNCH
IVOG UNCH+$32
V UNCH$UNCH
DIA UNCH$UNCH
VOE UNCH$UNCH
Levy Wealth Management Group LLC Info
Size ($ in 1000's)
At 03/31/2024: $362,306
At 12/31/2023: $356,422

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

All Stocks Held By Levy Wealth Management Group LLC
As of  03/31/2024, we find all stocks held by Levy Wealth Management Group LLC to be as follows, presented in the table below with each row detailing each Levy Wealth Management Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Levy Wealth Management Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Levy Wealth Management Group LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 274,536 UNCH $65,125
     VTI274,536UNCH$65,125
VANGUARD BD INDEX FDS (BSV) 716,959 UNCH $55,220
     BSV716,959UNCH$55,220
VANGUARD SPECIALIZED FUNDS (VIG) 234,290 UNCH $39,923
     VIG234,290UNCH$39,923
INVESCO EXCH TRADED FD TR II (QQQM) 174,641 UNCH $29,434
     QQQM174,641UNCH$29,434
J P MORGAN EXCHANGE TRADED F (JQUA) 548,704 UNCH $29,010
     JQUA548,704UNCH$29,010
SPDR SER TR (SPAB) 566,685 UNCH $14,530
     SPAB566,685UNCH$14,530
SPDR SER TR (SPYG) 144,588 UNCH $10,577
     SPYG144,588UNCH$10,577
APPLE INC 48,837 UNCH $8,375
     AAPL48,837UNCH$8,375
J P MORGAN EXCHANGE TRADED F (JMST) 140,645 UNCH $7,136
     JMST140,645UNCH$7,136
J P MORGAN EXCHANGE TRADED F (JPST) 115,977 UNCH $5,826
     JPST115,977UNCH$5,826
SPDR INDEX SHS FDS (QEFA) 73,506 UNCH $5,372
     QEFA73,506UNCH$5,372
ISHARES TR (IWV) 18,387 UNCH $5,033
     IWV18,387UNCH$5,033
MICROSOFT CORP 11,924 UNCH $5,017
     MSFT11,924UNCH$5,017
SPDR SER TR (SPMD) 95,681 UNCH $4,662
     SPMD95,681UNCH$4,662
INVESCO QQQ TR 11,228 UNCH $4,598
     QQQ11,228UNCH$4,598
VANGUARD ADMIRAL FDS INC (VOOG) 13,995 UNCH $4,264
     VOOG13,995UNCH$4,264
GALLAGHER ARTHUR J & CO 14,172 UNCH $3,544
     AJG14,172UNCH$3,544
VANGUARD WORLD FD (MGV) 25,611 UNCH $2,801
     MGV25,611UNCH$2,801
SPDR SER TR (SPSB) 87,259 UNCH $2,599
     SPSB87,259UNCH$2,599
ISHARES TR (USMV) 27,086 UNCH $2,114
     USMV27,086UNCH$2,114
BERKSHIRE HATHAWAY INC DEL      $2,075
     BRK.B5,819UNCH$2,075
MERCK & CO INC 15,444 UNCH $2,038
     MRK15,444UNCH$2,038
ABBOTT LABS 18,226 UNCH $2,006
     ABT18,226UNCH$2,006
JOHNSON & JOHNSON 12,154 UNCH $1,905
     JNJ12,154UNCH$1,905
PIMCO ETF TR (SMMU) 37,225 UNCH $1,862
     SMMU37,225UNCH$1,862
PIMCO ETF TR (MINT) 17,764 UNCH $1,773
     MINT17,764UNCH$1,773
PROCTER AND GAMBLE CO 10,358 UNCH $1,681
     PG10,358UNCH$1,681
AMAZON COM INC 8,781 UNCH $1,584
     AMZN8,781UNCH$1,584
ISHARES TR (ESGD) 20,458 UNCH $1,545
     ESGD20,458UNCH$1,545
VANGUARD SCOTTSDALE FDS (VCSH) 19,458 UNCH $1,505
     VCSH19,458UNCH$1,505
ISHARES TR (SUSB) 60,611 UNCH $1,484
     SUSB60,611UNCH$1,484
FIDELITY MERRIMACK STR TR 28,822 UNCH $1,418
     FLTB28,822UNCH$1,418
ISHARES TR (EAGG) 28,746 UNCH $1,372
     EAGG28,746UNCH$1,372
SSGA ACTIVE ETF TR (ULST) 32,782 UNCH $1,324
     ULST32,782UNCH$1,324
ENTERPRISE PRODS PARTNERS L 42,903 UNCH $1,252
     EPD42,903UNCH$1,252
SPDR S&P 500 ETF TR (SPY) 2,346 UNCH $1,227
     SPY2,346UNCH$1,227
ISHARES TR (SUSA) 11,998 UNCH $1,206
     SUSA11,998UNCH$1,206
ABBVIE INC 6,452 UNCH $1,175
     ABBV6,452UNCH$1,175
TESLA INC 6,087 UNCH $1,070
     TSLA6,087UNCH$1,070
VANGUARD INDEX FDS (VOO) 2,136 UNCH $1,027
     VOO2,136UNCH$1,027
NVIDIA CORPORATION 1,099 UNCH $993
     NVDA1,099UNCH$993
SPDR SER TR (SPTM) 16,815 UNCH $983
     SPTM16,815UNCH$983
ISHARES TR (ESGU) 8,916 UNCH $936
     ESGU8,916UNCH$936
ISHARES TR (EFA) 11,623 UNCH $876
     EFA11,623UNCH$876
ALPHABET INC 5,931 UNCH $828
     GOOGL5,931UNCH$828
INVESCO EXCH TRADED FD TR II (PGX) 60,846 UNCH $698
     PGX60,846UNCH$698
SPDR SER TR (HYMB) 26,450 UNCH $669
     HYMB26,450UNCH$669
CSX CORP 18,950 UNCH $657
     CSX18,950UNCH$657
JPMORGAN CHASE & CO 3,133 UNCH $628
     JPM3,133UNCH$628
WISDOMTREE TR 5,752 UNCH $624
     DXJ5,752UNCH$624
MCKESSON CORP 1,157 UNCH $621
     MCK1,157UNCH$621
J P MORGAN EXCHANGE TRADED F (BBJP) 10,216 UNCH $598
     BBJP10,216UNCH$598
UNION PAC CORP 2,428 UNCH $596
     UNP2,428UNCH$596
BOEING CO 3,069 UNCH $592
     BA3,069UNCH$592
ISHARES TR (IJR) 5,081 UNCH $550
     IJR5,081UNCH$550
ESSENTIAL UTILS INC 14,192 UNCH $530
     WTRG14,192UNCH$530
UNITEDHEALTH GROUP INC 1,002 UNCH $528
     UNH1,002UNCH$528
ISHARES TR (SUB) 4,915 UNCH $518
     SUB4,915UNCH$518
ADOBE INC 1,010 UNCH $510
     ADBE1,010UNCH$510
FS CREDIT OPPORTUNITIES CORP 89,348 UNCH $507
     FSCO89,348UNCH$507
ENERGY TRANSFER L P 28,842 UNCH $454
     ET28,842UNCH$454
ISHARES TR (SDG) 5,496 UNCH $445
     SDG5,496UNCH$445
LOWES COS INC 1,638 UNCH $417
     LOW1,638UNCH$417
HOME DEPOT INC 1,077 UNCH $413
     HD1,077UNCH$413
VANGUARD INDEX FDS (VO) 1,690 UNCH $393
     VO1,690UNCH$393
ALPHABET INC 2,747 UNCH $387
     GOOG2,747UNCH$387
ISHARES TR (IWB) 1,470 UNCH $385
     IWB1,470UNCH$385
ISHARES TR (DGRO) 7,109 UNCH $383
     DGRO7,109UNCH$383
ISHARES TR (PFF) 12,116 UNCH $378
     PFF12,116UNCH$378
AMGEN INC 1,268 UNCH $365
     AMGN1,268UNCH$365
FIRST TR EXCHANGE TRADED FD (CIBR) 6,535 UNCH $352
     CIBR6,535UNCH$352
ISHARES TR (IVV) 665 UNCH $350
     IVV665UNCH$350
ORACLE CORP 2,722 UNCH $342
     ORCL2,722UNCH$342
INVESCO EXCHANGE TRADED FD T (SPHQ) 5,510 UNCH $333
     SPHQ5,510UNCH$333
INVESCO EXCH TRADED FD TR II (SPLV) 4,996 UNCH $313
     SPLV4,996UNCH$313
INVESCO EXCH TRD SLF IDX FD 12,497 UNCH $311
     BSMO12,497UNCH$311
META PLATFORMS INC 640 UNCH $311
     META640UNCH$311
INVESCO EXCH TRD SLF IDX FD 15,894 UNCH $307
     BSCQ15,894UNCH$307
INVESCO EXCH TRD SLF IDX FD 14,908 UNCH $305
     BSCP14,908UNCH$305
INVESCO EXCH TRD SLF IDX FD 14,547 UNCH $304
     BSCO14,547UNCH$304
INVESCO EXCH TRD SLF IDX FD 12,342 UNCH $303
     BSMP12,342UNCH$303
PRUDENTIAL FINL INC 2,537 UNCH $298
     PRU2,537UNCH$298
INVESCO EXCH TRD SLF IDX FD 12,259 UNCH $291
     BSMQ12,259UNCH$291
ISHARES TR (IWM) 1,397 UNCH $280
     IWM1,397UNCH$280
GLOBAL X FDS 14,425 UNCH $280
     PFFD14,425UNCH$280
PEPSICO INC 1,574 UNCH $267
     PEP1,574UNCH$267
MCDONALDS CORP 890 UNCH $264
     MCD890UNCH$264
EXXON MOBIL CORP 2,266 UNCH $263
     XOM2,266UNCH$263
AMERICAN EXPRESS CO 1,103 UNCH $251
     AXP1,103UNCH$251
INVESCO EXCH TRD SLF IDX FD 12,875 UNCH $250
     BSCR12,875UNCH$250
INVESCO EXCH TRD SLF IDX FD 10,475 UNCH $250
     BSMR10,475UNCH$250
ONEOK INC NEW 3,088 UNCH $248
     OKE3,088UNCH$248
ISHARES TR (SHV) 2,250 UNCH $248
     SHV2,250UNCH$248
GLOBAL X FDS 7,695 UNCH $245
     BOTZ7,695UNCH$245
ISHARES TR (ICLN) 17,468 UNCH $244
     ICLN17,468UNCH$244
VANGUARD INDEX FDS (VOE) 1,673 UNCH $243
     VOE1,673UNCH$243
SPDR DOW JONES INDL AVERAGE (DIA) 642 UNCH $242
     DIA642UNCH$242
VISA INC 931 UNCH $242
     V931UNCH$242
VANGUARD ADMIRAL FDS INC (IVOG) 2,101 UNCH $238
     IVOG2,101UNCH$238
PUBLIC SVC ENTERPRISE GRP IN 3,893 UNCH $238
     PEG3,893UNCH$238
OLLIES BARGAIN OUTLET HLDGS 3,000 UNCH $228
     OLLI3,000UNCH$228
COMCAST CORP NEW 4,868 UNCH $213
     CMCSA4,868UNCH$213
GLOBAL X FDS 15,285 UNCH $155
     EDOC15,285UNCH$155
WALMART INC 2,423 +0 $146
     WMT2,423UNCH$146

See Summary: Levy Wealth Management Group LLC Top Holdings
See Details: Top 10 Stocks Held By Levy Wealth Management Group LLC

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