Levy-Wealth-Management-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "OLLI", null, "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "LOW", null, "WTRG", null, "HD", null, "MCD", null, null, "UNP", "FSCO", null, "META", null, null, null, null, null, null, null, null, "MSFT", "IJR", "ORCL", "OKE", null, null, "IVV", null, "UNH", "AAPL", "SPY", "NVDA", "PG", "MRK", "AMGN", null, "SPYG", null, "VO", "VOE", null, "IWV", null, "VIG", "TSM", null, null, null, "AJG", null, "PEG", "AMZN", "ESGD", null, null, "VOOG", null, "MGV", "BSV", "VOO", "V", "WMT", null, null, null, null, "ET", null, "DIA", null, "DGRO", "MCK", "ESGU", "BRK-B", "BA", "COST", "CSX", null, "EFA", "USMV", "IWB", "QQQ", null, "IWM", "EPD", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2024-06-30
Filing Details
13F-HR • 2024-06-30- Report Date
- 2024-06-30
- Filing Date
- 2024-07-25
- Total Holdings
- 101
- Total Value
- 390551911
- Accession Number
- 0001085146-24-003218
- Form Type
- 13F-HR
- Manager Name
- Levy-Wealth-Management-Group
Data Enrichment
62% identified63 identified38 unidentified
Holdings
101 positions • $390.6M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
MCDONALDS CORP(MCDcusip580135101) | 788 | YoY- | All Managers (Combined) | $200.9K | 0.1% ($200.9K/$390.6M) | YoY- |