Levy Wealth Management Group, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Levy Wealth Management Group, LLC opened 2 positions, added to 19, reduced 11, sold out of 3 and left 7 unchanged. The largest increase in value was NVDA (+$963,582); the largest decrease was BA (-$291,428).
- NVDA: Country of operation United States; Class COM; Shares 2024-03-31 1,099; Shares 2024-06-30 12,204.
- MSFT: Country of operation United States; Class COM; Shares 2024-03-31 11,924; Shares 2024-06-30 11,965.
- MRK: Country of operation United States; Class COM; Shares 2024-03-31 15,444; Shares 2024-06-30 17,165.
- AMZN: Country of operation United States; Class COM; Shares 2024-03-31 8,781; Shares 2024-06-30 8,887.
Two Form 13F-HR filings compared (SEC CIK 1843138): 2024-03-31 (filed 2024-04-16) and 2024-06-30 (filed 2024-07-25). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-03-31 | Shares 2024-06-30 | Share change | Value 2024-03-31 | Value 2024-06-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 1,099 | 12,204 | +11,105 | $544,094 | $1,507,676 | +$963,582 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 11,924 | 11,965 | +41 | $4,483,769 | $5,347,752 | +$863,983 |
|---|
MRK
MERCK & CO INC | United States | COM | 15,444 | 17,165 | +1,721 | $1,683,749 | $2,124,995 | +$441,246 |
|---|
AMZN
AMAZON COM INC | United States | COM | 8,781 | 8,887 | +106 | $1,334,184 | $1,717,413 | +$383,229 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 5,819 | 5,821 | +2 | $2,075,405 | $2,367,982 | +$292,577 |
|---|
TSLA
TESLA INC | United States | COM | 6,087 | 6,547 | +460 | $1,512,497 | $1,295,520 | -$216,977 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 10,358 | 10,371 | +13 | $1,517,795 | $1,710,317 | +$192,522 |
|---|
MCK
MCKESSON CORP | United States | COM | 1,157 | 1,160 | +3 | $535,604 | $677,342 | +$141,738 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 1,103 | 1,504 | +401 | $206,703 | $348,162 | +$141,459 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 3,133 | 3,326 | +193 | $532,967 | $672,667 | +$139,700 |
|---|
EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 42,903 | 43,025 | +122 | $1,130,499 | $1,246,854 | +$116,355 |
|---|
WMT
WALMART INC | United States | COM | 2,423 | 7,327 | +4,904 | $382,032 | $496,133 | +$114,101 |
|---|
ABT
ABBOTT LABS | United States | COM | 18,226 | 18,246 | +20 | $2,006,118 | $1,895,892 | -$110,226 |
|---|
ABBV
ABBVIE INC | United States | COM | 6,452 | 6,468 | +16 | $999,877 | $1,109,388 | +$109,511 |
|---|
META
META PLATFORMS INC | United States | CL A | 640 | 641 | +1 | $226,535 | $323,258 | +$96,723 |
|---|
HD
HOME DEPOT INC | United States | COM | 1,077 | 1,334 | +257 | $373,273 | $459,111 | +$85,838 |
|---|
AMGN
AMGEN INC | United States | COM | 1,268 | 1,282 | +14 | $365,182 | $400,441 | +$35,259 |
|---|
V
VISA INC | United States | COM CL A | 931 | 939 | +8 | $242,329 | $246,428 | +$4,099 |
|---|
WTRG
ESSENTIAL UTILS INC | United States | COM | 14,192 | 14,299 | +107 | $530,065 | $533,780 | +$3,715 |
|---|
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