Levy Wealth Management Group, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2023-12-31 to 2024-06-30, Levy Wealth Management Group, LLC opened 2 positions, added to 19, reduced 11 and sold out of 3.
- Q2 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 1,099.
- Q2 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 11,924.
- Q2 2024: Stock MRK; Country of operation United States; Class COM; Shares before 15,444.
- Q2 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 8,781.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1843138), 2 quarters: Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 1,099 | 12,204 | +11,105 | $544,094 | $1,507,676 | +$963,582 | 2024-07-25 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 11,924 | 11,965 | +41 | $4,483,769 | $5,347,752 | +$863,983 | 2024-07-25 |
|---|
| Q2 2024 | MRK
MERCK & CO INC | United States | COM | 15,444 | 17,165 | +1,721 | $1,683,749 | $2,124,995 | +$441,246 | 2024-07-25 |
|---|
| Q2 2024 | AMZN
AMAZON COM INC | United States | COM | 8,781 | 8,887 | +106 | $1,334,184 | $1,717,413 | +$383,229 | 2024-07-25 |
|---|
| Q2 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 5,819 | 5,821 | +2 | $2,075,405 | $2,367,982 | +$292,577 | 2024-07-25 |
|---|
| Q2 2024 | TSLA
TESLA INC | United States | COM | 6,087 | 6,547 | +460 | $1,512,497 | $1,295,520 | -$216,977 | 2024-07-25 |
|---|
| Q2 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 10,358 | 10,371 | +13 | $1,517,795 | $1,710,317 | +$192,522 | 2024-07-25 |
|---|
| Q2 2024 | MCK
MCKESSON CORP | United States | COM | 1,157 | 1,160 | +3 | $535,604 | $677,342 | +$141,738 | 2024-07-25 |
|---|
| Q2 2024 | AXP
AMERICAN EXPRESS CO | United States | COM | 1,103 | 1,504 | +401 | $206,703 | $348,162 | +$141,459 | 2024-07-25 |
|---|
| Q2 2024 | JPM
JPMORGAN CHASE & CO. | United States | COM | 3,133 | 3,326 | +193 | $532,967 | $672,667 | +$139,700 | 2024-07-25 |
|---|
| Q2 2024 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 42,903 | 43,025 | +122 | $1,130,499 | $1,246,854 | +$116,355 | 2024-07-25 |
|---|
| Q2 2024 | WMT
WALMART INC | United States | COM | 2,423 | 7,327 | +4,904 | $382,032 | $496,133 | +$114,101 | 2024-07-25 |
|---|
| Q2 2024 | ABT
ABBOTT LABS | United States | COM | 18,226 | 18,246 | +20 | $2,006,118 | $1,895,892 | -$110,226 | 2024-07-25 |
|---|
| Q2 2024 | ABBV
ABBVIE INC | United States | COM | 6,452 | 6,468 | +16 | $999,877 | $1,109,388 | +$109,511 | 2024-07-25 |
|---|
| Q2 2024 | META
META PLATFORMS INC | United States | CL A | 640 | 641 | +1 | $226,535 | $323,258 | +$96,723 | 2024-07-25 |
|---|
| Q2 2024 | HD
HOME DEPOT INC | United States | COM | 1,077 | 1,334 | +257 | $373,273 | $459,111 | +$85,838 | 2024-07-25 |
|---|
| Q2 2024 | AMGN
AMGEN INC | United States | COM | 1,268 | 1,282 | +14 | $365,182 | $400,441 | +$35,259 | 2024-07-25 |
|---|
| Q2 2024 | V
VISA INC | United States | COM CL A | 931 | 939 | +8 | $242,329 | $246,428 | +$4,099 | 2024-07-25 |
|---|
| Q2 2024 | WTRG
ESSENTIAL UTILS INC | United States | COM | 14,192 | 14,299 | +107 | $530,065 | $533,780 | +$3,715 | 2024-07-25 |
|---|
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