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Levy Wealth Management Group, LLC Historic Quarter Change: USA Stocks, Reduced

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Levy Wealth Management Group, LLC historic quarter change: USA Stocks, Reduced

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 AAPL; Country of operation United States; Class COM; Shares before 48,837.
  • Q2 2024: Stock BA; Country of operation United States; Class COM; Shares before 3,069.
  • Q2 2024: Stock AJG; Country of operation United States; Class COM; Shares before 14,172.
  • Q2 2024: Stock JNJ; Country of operation United States; Class COM; Shares before 12,154.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024AAPL
APPLE INC		United StatesCOM48,83746,671-2,166$9,402,518$9,829,759+$427,2412024-07-25
Q2 2024BA
BOEING CO		United StatesCOM3,0692,794-275$799,965$508,537-$291,4282024-07-25
Q2 2024AJG
GALLAGHER ARTHUR J & CO		United StatesCOM14,17213,342-830$3,186,990$3,459,663+$272,6732024-07-25
Q2 2024JNJ
JOHNSON & JOHNSON		United StatesCOM12,15411,665-489$1,905,058$1,705,016-$200,0422024-07-25
Q2 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A5,9315,156-775$828,500$939,125+$110,6252024-07-25
Q2 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM1,002892-110$527,610$454,040-$73,5702024-07-25
Q2 2024ORCL
ORACLE CORP		United StatesCOM2,7222,516-206$286,936$355,198+$68,2622024-07-25
Q2 2024MCD
MCDONALDS CORP		United StatesCOM890788-102$263,752$200,870-$62,8822024-07-25
Q2 2024LOW
LOWES COS INC		United StatesCOM1,6381,439-199$364,600$317,132-$47,4682024-07-25
Q2 2024GOOG
ALPHABET INC		United StatesCAP STK CL C2,7471,948-799$387,135$357,332-$29,8032024-07-25
Q2 2024XOMXXXX
EXXON MOBIL CORP		COM2,2661,760-506$226,585$202,580-$24,0052024-07-25

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