0001085146-22-000778.txt : 20220210 0001085146-22-000778.hdr.sgml : 20220210 20220210161630 ACCESSION NUMBER: 0001085146-22-000778 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Levy Wealth Management Group, LLC CENTRAL INDEX KEY: 0001843138 IRS NUMBER: 455378898 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20637 FILM NUMBER: 22614140 BUSINESS ADDRESS: STREET 1: 1818 MARKET STREET STREET 2: SUITE 3232 CITY: PHILADELPHIA STATE: PA ZIP: 19103 BUSINESS PHONE: 215-875-8720 MAIL ADDRESS: STREET 1: 1818 MARKET STREET STREET 2: SUITE 3232 CITY: PHILADELPHIA STATE: PA ZIP: 19103 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001843138 XXXXXXXX 12-31-2021 12-31-2021 false Levy Wealth Management Group, LLC

1818 MARKET STREET SUITE 3232 PHILADELPHIA PA 19103

13F HOLDINGS REPORT 028-20637 N Victor Levy 215-875-8720 /s/Victor Levy Philadelphia PA 02-09-2022 0 77 220257 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 2411 17132 SH SOLE 0 0 17132 ABBVIE INC COM 00287Y109 865 6387 SH SOLE 0 0 6387 ALPHABET INC CAP STK CL A 02079K305 351 121 SH SOLE 0 0 121 ALPHABET INC CAP STK CL C 02079K107 205 71 SH SOLE 0 0 71 ALPS ETF TR DISRUPTIVE TECH 00162Q478 223 4610 SH SOLE 0 0 4610 AMAZON COM INC COM 023135106 800 240 SH SOLE 0 0 240 APPLE INC COM 037833100 8354 47044 SH SOLE 0 0 47044 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1061 3548 SH SOLE 0 0 3548 BOEING CO COM 097023105 566 2811 SH SOLE 0 0 2811 BRISTOL-MYERS SQUIBB CO COM 110122108 477 7650 SH SOLE 0 0 7650 COMCAST CORP NEW CL A 20030N101 300 5962 SH SOLE 0 0 5962 CSX CORP COM 126408103 711 18897 SH SOLE 0 0 18897 DISNEY WALT CO COM 254687106 367 2370 SH SOLE 0 0 2370 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 251 30442 SH SOLE 0 0 30442 ENTERPRISE 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332 5965 SH SOLE 0 0 5965 ISHARES TR CORE S&P SCP ETF 464287804 785 6858 SH SOLE 0 0 6858 ISHARES TR CORE S&P500 ETF 464287200 214 449 SH SOLE 0 0 449 ISHARES TR ESG AW MSCI EAFE 46435G516 497 6253 SH SOLE 0 0 6253 ISHARES TR ESG AWR MSCI USA 46435G425 499 4629 SH SOLE 0 0 4629 ISHARES TR ESG AWR US AGRGT 46435U549 427 7727 SH SOLE 0 0 7727 ISHARES TR GL CLEAN ENE ETF 464288224 238 11221 SH SOLE 0 0 11221 ISHARES TR MSCI GBL SUS DEV 46435G532 477 5250 SH SOLE 0 0 5250 ISHARES TR MSCI USA MIN VOL 46429B697 3017 37291 SH SOLE 0 0 37291 ISHARES TR PFD AND INCM SEC 464288687 231 5861 SH SOLE 0 0 5861 ISHARES TR RUS 1000 ETF 464287622 342 1291 SH SOLE 0 0 1291 ISHARES TR RUS 2000 GRW ETF 464287648 3190 10887 SH SOLE 0 0 10887 ISHARES TR RUSSELL 2000 ETF 464287655 219 984 SH SOLE 0 0 984 ISHARES TR RUSSELL 3000 ETF 464287689 4680 16866 SH SOLE 0 0 16866 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 5932 117512 SH SOLE 0 0 117512 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 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