Levy Wealth Management Group, LLC Top Holdings and 13F Report (2024) → Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold) (Ad) About Levy Wealth Management Group, LLCInvestment ActivityLevy Wealth Management Group, LLC has $356.42 million in total holdings as of March 31, 2024.Levy Wealth Management Group, LLC owns shares of 104 different stocks, but just 15 companies or ETFs make up 80% of its holdings.This quarter, Levy Wealth Management Group, LLC has purchased 104 new stocks and bought additional shares in 0 stocks.Levy Wealth Management Group, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $65,125,385Vanguard Short-Term Bond ETF $55,220,149Vanguard Dividend Appreciation Index Fund ETF Shares $39,923,013Invesco NASDAQ 100 ETF $29,433,898JPMorgan US Quality Factor ETF $26,260,980 Sector Allocation Over TimeMap of 500 Largest Holdings ofLevy Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$65,125,3850.0%274,53618.3%ETFBSVVanguard Short-Term Bond ETF$55,220,1490.0%716,95915.5%ETFVIGVanguard Dividend Appreciation Index Fund ETF Shares$39,923,0130.0%234,29011.2%ETFQQQMInvesco NASDAQ 100 ETF$29,433,8980.0%174,6418.3%ETFJQUAJPMorgan US Quality Factor ETF$26,260,9800.0%548,7047.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$14,529,8030.0%566,6854.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,406,9220.0%144,5882.6%ETFAAPLApple$9,402,5180.0%48,8372.6%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$7,136,3470.0%140,6452.0%ETFJPSTJPMorgan Ultra-Short Income ETF$5,825,5390.0%115,9771.6%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$5,372,0380.0%73,5061.5%ETFIWViShares Russell 3000 ETF$5,033,1900.0%18,3871.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$4,661,5600.0%95,6811.3%ETFQQQInvesco QQQ$4,597,9550.0%11,2281.3%FinanceMSFTMicrosoft$4,483,7690.0%11,9241.3%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$3,789,7920.0%13,9951.1%ETFAJGArthur J. Gallagher & Co.$3,186,9900.0%14,1720.9%FinanceMGVVanguard Mega Cap Value ETF$2,801,1150.0%25,6110.8%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,598,5660.0%87,2590.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,113,5180.0%27,0860.6%ETFBRK.BBerkshire Hathaway$2,075,4050.0%5,8190.6%FinanceABTAbbott Laboratories$2,006,1180.0%18,2260.6%MedicalJNJJohnson & Johnson$1,905,0580.0%12,1540.5%MedicalSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,862,2570.0%37,2250.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,772,6510.0%17,7640.5%ETFMRKMerck & Co., Inc.$1,683,7490.0%15,4440.5%MedicalESGDiShares ESG Aware MSCI EAFE ETF$1,545,4110.0%20,4580.4%ManufacturingPGProcter & Gamble$1,517,7950.0%10,3580.4%Consumer StaplesTSLATesla$1,512,4970.0%6,0870.4%Auto/Tires/TrucksVCSHVanguard Short-Term Corporate Bond ETF$1,505,4800.0%19,4580.4%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,483,7510.0%60,6110.4%ManufacturingFLTBFidelity Limited Term Bond ETF$1,417,7520.0%28,8220.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,372,3510.0%28,7460.4%ETFAMZNAmazon.com$1,334,1840.0%8,7810.4%Retail/WholesaleULSTSPDR SSgA Ultra Short Term Bond ETF$1,323,7410.0%32,7820.4%ETFSUSAiShares MSCI USA ESG Select ETF$1,205,8880.0%11,9980.3%ETFEPDEnterprise Products Partners$1,130,4990.0%42,9030.3%Oils/EnergySPYSPDR S&P 500 ETF Trust$1,115,0840.0%2,3460.3%FinanceABBVAbbVie$999,8770.0%6,4520.3%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$982,8450.0%16,8150.3%ETFESGUiShares ESG Aware MSCI USA ETF$935,5080.0%8,9160.3%ManufacturingVOOVanguard S&P 500 ETF$932,8130.0%2,1360.3%ETFEFAiShares MSCI EAFE ETF$875,7550.0%11,6230.2%FinanceGOOGLAlphabet$828,5000.0%5,9310.2%Computer and TechnologyBABoeing$799,9650.0%3,0690.2%AerospacePGXInvesco Preferred ETF$697,9000.0%60,8460.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$669,1850.0%26,4500.2%ETFCSXCSX$656,9880.0%18,9500.2%TransportationADBEAdobe$602,5670.0%1,0100.2%Computer and TechnologyUNPUnion Pacific$596,2530.0%2,4280.2%TransportationIJRiShares Core S&P Small-Cap ETF$549,9970.0%5,0810.2%ETFNVDANVIDIA$544,0940.0%1,0990.2%Computer and TechnologyBBJPJPMorgan BetaBuilders Japan ETF$536,5360.0%10,2160.2%ETFMCKMcKesson$535,6040.0%1,1570.2%MedicalJPMJPMorgan Chase & Co.$532,9670.0%3,1330.1%FinanceWTRGEssential Utilities$530,0650.0%14,1920.1%UtilitiesUNHUnitedHealth Group$527,6100.0%1,0020.1%MedicalSUBiShares Short-Term National Muni Bond ETF$518,1850.0%4,9150.1%ETFFSCOFS Credit Opportunities$506,6050.0%89,3480.1%Financial ServicesDXJWisdomTree Japan Hedged Equity Fund$506,0490.0%5,7520.1%FinanceSDGiShares MSCI Global Sustainable Development Goals ETF$445,4420.0%5,4960.1%ManufacturingETEnergy Transfer$398,0200.0%28,8420.1%Oils/EnergyVOVanguard Mid-Cap ETF$393,2380.0%1,6900.1%ETFGOOGAlphabet$387,1350.0%2,7470.1%Computer and TechnologyIWBiShares Russell 1000 ETF$385,4700.0%1,4700.1%ETFDGROiShares Core Dividend Growth ETF$382,5790.0%7,1090.1%ETFWMTWalmart$382,0320.0%2,4230.1%Retail/WholesalePFFiShares Preferred and Income Securities ETF$377,8960.0%12,1160.1%ETFHDHome Depot$373,2730.0%1,0770.1%Retail/WholesaleAMGNAmgen$365,1820.0%1,2680.1%MedicalLOWLowe's Companies$364,6000.0%1,6380.1%Retail/WholesaleCIBRFirst Trust Nasdaq Cybersecurity ETF$351,8420.0%6,5350.1%ManufacturingIVViShares Core S&P 500 ETF$317,7030.0%6650.1%ETFSPLVInvesco S&P 500 Low Volatility ETF$313,0220.0%4,9960.1%ETFBSMOInvesco BulletShares 2024 Municipal Bond ETF$311,3600.0%12,4970.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$306,7570.0%15,8940.1%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$304,9430.0%14,9080.1%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$303,8240.0%14,5470.1%ETFBSMPInvesco BulletShares 2025 Municipal Bond ETF$302,8270.0%12,3420.1%ETFSPHQInvesco S&P 500 Quality ETF$297,9650.0%5,5100.1%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$291,2180.0%12,2590.1%ETFORCLOracle$286,9360.0%2,7220.1%Computer and TechnologyIWMiShares Russell 2000 ETF$280,3880.0%1,3970.1%FinancePFFDGlobal X U.S. Preferred ETF$279,8460.0%14,4250.1%ETFICLNiShares Global Clean Energy ETF$271,9780.0%17,4680.1%ETFPEPPepsiCo$267,2580.0%1,5740.1%Consumer StaplesMCDMcDonald's$263,7520.0%8900.1%Retail/WholesalePRUPrudential Financial$263,0990.0%2,5370.1%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$250,4830.0%12,8750.1%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$250,3830.0%10,4750.1%ETFSHViShares Short Treasury Bond ETF$247,7930.0%2,2500.1%ETFVOEVanguard Mid-Cap Value ETF$242,5380.0%1,6730.1%ETFVVisa$242,3290.0%9310.1%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$241,8190.0%6420.1%FinancePEGPublic Service Enterprise Group$238,0410.0%3,8930.1%UtilitiesOLLIOllie's Bargain Outlet$227,6700.0%3,0000.1%Consumer StaplesXOMExxon Mobil$226,5850.0%2,2660.1%Oils/EnergyMETAMeta Platforms$226,5350.0%6400.1%Computer and TechnologyBOTZGlobal X Robotics & Artificial Intelligence ETF$219,3220.0%7,6950.1%ManufacturingOKEONEOK$216,8400.0%3,0880.1%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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