0001085146-22-001735.txt : 20220506 0001085146-22-001735.hdr.sgml : 20220506 20220504214544 ACCESSION NUMBER: 0001085146-22-001735 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220504 EFFECTIVENESS DATE: 20220505 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: 22893751 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 03-31-2022 03-31-2022 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 04-22-2022 0 76 240806 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 2033 17175 SH SOLE 0 0 17175 ABBVIE INC COM 00287Y109 1037 6395 SH SOLE 0 0 6395 ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 36 17590 SH SOLE 0 0 17590 ALPHABET INC CAP STK CL A 02079K305 286 103 SH SOLE 0 0 103 AMAZON COM INC COM 023135106 688 211 SH SOLE 0 0 211 APPLE INC COM 037833100 8596 49230 SH SOLE 0 0 49230 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1343 3806 SH SOLE 0 0 3806 BOEING CO COM 097023105 538 2811 SH SOLE 0 0 2811 BRISTOL-MYERS SQUIBB CO COM 110122108 563 7705 SH SOLE 0 0 7705 COMCAST CORP NEW CL A 20030N101 220 4691 SH SOLE 0 0 4691 CSX CORP COM 126408103 709 18921 SH SOLE 0 0 18921 DISNEY WALT CO COM 254687106 325 2370 SH SOLE 0 0 2370 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 341 30442 SH SOLE 0 0 30442 ENTERPRISE PRODS PARTNERS L COM 293792107 1117 43286 SH 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