Instuitional Investor - Levy Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Levy Wealth Management Group, Llc |
| Portfolio Value | $390,551,911 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 282,681 | $75,619,980 | 19.36% | |
| 2. | Vanguard Specialized Funds - DIV APP ETF | 262,020 | $47,831,690 | 12.25% | |
| 3. | BND | 583,236 | $44,734,190 | 11.45% | |
| 4. | Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF | 191,972 | $37,839,608 | 9.69% | |
| 5. | J P Morgan Exchange Traded F | 634,321 | $33,587,278 | 8.6% |
