Mb, Levis & Associates, LLC Incresed Positions in Q3 2025

Mb, Levis & Associates, LLC

  • $231 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
2.58K
+ 4.02%
$285.05 - $309.14 $736K - $799K
66.9K $20.6B
GOOG
Alphabet Inc.

Communication Services
6.22K
+ 241.18%
$175.16 - $255.24 $1.09M - $1.59M
8.8K $2.14B
VEU
Vanguard Ftse All World Ex Us

ETFs
5.27K
+ 2.02%
$66.38 - $71.68 $350K - $378K
266K $19B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.73K
+ 3.31%
$107.5 - $115.86 $293K - $316K
85.1K $9.74B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.88K
+ 0.57%
$24.97 - $25.78 $72K - $74.3K
506K $13B
Ishares Tr
3.07K
+ 0.65%
N/A
478K $12.5B
IWN
Ishares Russell2000 Val ETF

ETFs
47
+ 0.4%
$157.1 - $178.94 $7.38K - $8.41K
11.8K $2.08B
Ishares Tr
1.54K
+ 0.31%
N/A
498K $13.2B
TDVG
T Rowe Price Exchange Traded F

Technology
3.49K
+ 31.97%
$42.05 - $43.96 $147K - $154K
14.4K $634M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.68K
+ 0.26%
$20.77 - $21.32 $34.9K - $35.8K
640K $13.6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
151
+ 91.52%
$546.99 - $602.2 $82.6K - $90.9K
316 $190M
VBR
Vanguard Small Cap Value ETF

ETFs
260
+ 26.78%
$195.41 - $212.37 $50.8K - $55.2K
1.23K $257M
PLD
Prologis, Inc.

Real Estate
44
+ 0.88%
$104.08 - $115.35 $4.58K - $5.08K
5.02K $575M
ORCL
Oracle Corp

Technology
1
+ 0.28%
$218.96 - $328.33 $219 - $328
356 $100M
IEFA
Ishares Tr

ETFs
175
+ 106.71%
$81.7 - $87.53 $14.3K - $15.3K
339 $29.6M
AMAT
Applied Materials Inc

Technology
2
+ 0.28%
$156.25 - $204.95 $313 - $410
713 $146M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.07%
$28.92 - $32.19 $86.8 - $96.6
4.02K $128M
AZN
Astrazeneca PLC

Healthcare
9
+ 0.61%
$68.72 - $82.11 $618 - $739
1.49K $114M
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 8.84%
$303.93 - $329.86 $4.86K - $5.28K
197 $64.8M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.31%
N/A
654 $141M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.41%
$279.83 - $293.74 $560 - $587
489 $144M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.26%
$237.58 - $259.17 $238 - $259
385 $97.9M
OXY
Occidental Petroleum Corp

Energy
5
+ 0.49%
$42.54 - $48.1 $213 - $241
1.03K $48.7M
AFL
Aflac Inc

Financial Services
4
+ 0.57%
$98.09 - $111.7 $392 - $447
703 $78.5M
COP
Conocophillips

Energy
6
+ 0.75%
$91.0 - $98.99 $546 - $594
810 $76.6M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
25
+ 20.0%
$82.22 - $96.68 $2.06K - $2.42K
150 $14.5M
PPL
Ppl Corp

Utilities
10
+ 0.85%
$33.54 - $37.24 $335 - $372
1.19K $44.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16
+ 0.89%
$49.09 - $50.58 $785 - $809
1.81K $91.5M
CVS
Cvs Health Corp

Healthcare
3
+ 0.97%
$58.75 - $76.5 $176 - $230
313 $23.6M
FDVV
Fidelity High Dividend ETF

ETFs
3
+ 0.55%
$52.42 - $55.71 $157 - $167
544 $30.3M
O
Realty Income Corp

Real Estate
4
+ 0.72%
$56.13 - $60.79 $225 - $243
562 $34.2M
VZ
Verizon Communications Inc

Communication Services
11
+ 0.58%
$40.84 - $45.06 $449 - $496
1.92K $84.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.66%
$135.0 - $146.02 $135 - $146
152 $22.1M
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.45%
$118.16 - $123.66 $118 - $124
224 $27.5M
SO
Southern CO

Utilities
1
+ 0.24%
$90.83 - $96.0 $90.8 - $96
424 $40.1M
SEE
Sealed Air Corp

Consumer Cyclical
2
+ 0.72%
$28.47 - $35.35 $56.9 - $70.7
280 $9.9M
DVN
Devon Energy Corp

Energy
1
+ 0.29%
$31.75 - $36.99 $31.8 - $37
350 $12.3M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
3
+ 1.07%
$24.02 - $27.91 $72.1 - $83.7
283 $7.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 1.03%
$72.57 - $74.72 $363 - $374
491 $36.5M
CAPL
Cross America Partners LP

Energy
27
+ 2.5%
$19.62 - $22.22 $530 - $600
1.11K $23.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7
+ 1.16%
$46.37 - $47.77 $325 - $334
612 $29.1M
FE
Firstenergy Corp

Utilities
1
+ 1.12%
$39.76 - $45.82 $39.8 - $45.8
90 $4.13M
NI
Nisource Inc.

Utilities
1
+ 0.87%
$39.0 - $43.33 $39 - $43.3
116 $5.03M
SHEL
Shell PLC

Energy
1
+ 0.93%
$69.82 - $73.93 $69.8 - $73.9
108 $7.75M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
8
+ 0.94%
$19.57 - $19.98 $157 - $160
856 $17M
Vanguard Malvern Fds
1
+ 0.93%
N/A
108 $8.48M
VGIT
Vanguard Intermediate Term Tre

ETFs
1
+ 0.75%
$58.97 - $60.36 $59 - $60.4
135 $8.11M
SPH
Suburban Propane Partners LP

Utilities
4
+ 1.9%
$17.47 - $19.0 $69.9 - $76
215 $4.01M
VGSH
Vanguard

ETFs
1
+ 0.89%
$58.43 - $58.88 $58.4 - $58.9
113 $6.66M
Activity Summary
Buys All Purchases 86 New Holdings 29 Increased Positions 57 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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