Levy Wealth Management Group, LLC quarter change: USA Stocks, Reduced
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).
- AAPL: Country of operation United States; Class COM; Shares 2024-03-31 48,837; Shares 2024-06-30 46,671.
- BA: Country of operation United States; Class COM; Shares 2024-03-31 3,069; Shares 2024-06-30 2,794.
- AJG: Country of operation United States; Class COM; Shares 2024-03-31 14,172; Shares 2024-06-30 13,342.
- JNJ: Country of operation United States; Class COM; Shares 2024-03-31 12,154; Shares 2024-06-30 11,665.
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.
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