Mb, Levis & Associates, LLC Portfolio Holdings

Mb, Levis & Associates, LLC

  • $231 Billion
  • Q3 2025

Mb, Levis & Associates, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $231 Billion distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $20.6B, Vanguard Ftse All World Ex Us with a value of $19B, Wisdomtree Tr U.S with a value of $16B, Wisdomtree Tr Us Quality Divid with a value of $14.9B, and Ishares Tr with a value of $13.6B.

Examining the 13F form we can see an increase of $3.47B in the current position value, from $228B to 231B.

Mb, Levis & Associates, LLC is based out at Center Valley, PA

Below you can find more details about Mb, Levis & Associates, LLC portfolio as well as his latest detailed transactions.

Portfolio value $231 Billion
ETFs: $102 Billion
Technology: $13 Billion
Industrials: $12.3 Billion
Financial Services: $7.87 Billion
Healthcare: $7.8 Billion
Consumer Defensive: $4.62 Billion
Consumer Cyclical: $3.12 Billion
Communication Services: $2.97 Billion
Other: $3.09 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$7.59 Billion 3.28% of portfolio
-
Q3 2025 New
$3.98T
$4.35 Billion 1.88% of portfolio
17,088
Q3 2025 Reduced 14.17%
$3.81T
$3.97 Billion 1.72% of portfolio
7,657
Q3 2025 Reduced 31.7%
$876B
$3.9 Billion 1.69% of portfolio
12,373
Q3 2025 Reduced 13.11%
$286B
$3.26 Billion 1.41% of portfolio
6,840
Q3 2025 Reduced 11.41%
$151B
$2.58 Billion 1.11% of portfolio
10,248
Q3 2025 Reduced 5.35%
$116B
$2.38 Billion 1.03% of portfolio
8,093
Q3 2025 Reduced 8.01%
$1.53T
$2.14 Billion 0.93% of portfolio
8,799
Q3 2025 Added 241.18%
$224B
$2.11 Billion 0.91% of portfolio
15,727
Q3 2025 Reduced 8.93%
$502B
$2.01 Billion 0.87% of portfolio
10,828
Q3 2025 Reduced 7.26%
$184B
$1.88 Billion 0.81% of portfolio
11,275
Q3 2025 Reduced 8.08%
$76.2B
$1.82 Billion 0.79% of portfolio
13,889
Q3 2025 Reduced 6.53%
$231B
$1.71 Billion 0.74% of portfolio
10,236
Q3 2025 Reduced 13.35%
$66.8B
$1.68 Billion 0.73% of portfolio
5,594
Q3 2025 Reduced 7.74%
$355B
$1.63 Billion 0.7% of portfolio
10,578
Q3 2025 Reduced 8.31%
$61.3B
$1.61 Billion 0.7% of portfolio
5,761
Q3 2025 Reduced 6.33%
$213B
$1.05 Billion 0.45% of portfolio
12,470
Q3 2025 Reduced 11.13%
$210B
$914 Million 0.4% of portfolio
6,506
Q3 2025 Reduced 5.91%
$158B
$876 Million 0.38% of portfolio
3,106
Q3 2025 Reduced 18.26%
$461B
$737 Million 0.32% of portfolio
6,536
Q3 2025 Reduced 12.08%
$61.6B
$747 Million 0.32% of portfolio
3,166
Q3 2025 Reduced 14.39%
$167B
$706 Million 0.31% of portfolio
9,350
Q3 2025 Reduced 12.09%
$247B
$687 Million 0.3% of portfolio
2,436
Q3 2025 Reduced 8.66%
$281B
$694 Million 0.3% of portfolio
5,410
Q4 2022 New
$112B
$575 Million 0.25% of portfolio
5,019
Q3 2025 Added 0.88%
$453B
$566 Million 0.24% of portfolio
3,034
Q3 2025 Reduced 43.19%
$72.1B
$546 Million 0.24% of portfolio
2,715
Q3 2025 Reduced 11.62%
$0
$501 Million 0.22% of portfolio
13,667
Q4 2022 New
$2.65B
$516 Million 0.22% of portfolio
1,600
Q4 2024 Reduced 20.0%
$2.18T
$314 Million 0.14% of portfolio
1,428
Q3 2025 Reduced 32.26%
$297B
$277 Million 0.12% of portfolio
1,785
Q3 2025 Reduced 8.27%
$1.61T
$281 Million 0.12% of portfolio
383
Q3 2025 Reduced 34.42%
$284B
$287 Million 0.12% of portfolio
4,195
Q3 2025 Reduced 33.15%
$129B
$228 Million 0.1% of portfolio
457
Q3 2025 Reduced 17.36%
$524B
$209 Million 0.09% of portfolio
367
Q3 2025 Reduced 29.01%
$136B
$204 Million 0.09% of portfolio
8,025
Q3 2025 Reduced 6.39%
$61.2B
$204 Million 0.09% of portfolio
7,196
Q3 2025 Reduced 9.22%
$646B
$191 Million 0.08% of portfolio
380
Q3 2025 Reduced 28.3%
$548B
$171 Million 0.07% of portfolio
500
Q3 2025 Reduced 28.57%
$405B
$144 Million 0.06% of portfolio
2,796
Q3 2025 Reduced 21.08%
$196B
$146 Million 0.06% of portfolio
713
Q3 2025 Added 0.28%
$181B
$133 Million 0.06% of portfolio
145
Q4 2022 New
$527B
$129 Million 0.06% of portfolio
108
Q3 2023 Reduced 0.92%
$292B
$140 Million 0.06% of portfolio
2,111
Q3 2025 Reduced 12.44%
$225B
$150 Million 0.06% of portfolio
493
Q3 2025 Reduced 39.95%
$115B
$148 Million 0.06% of portfolio
2,236
Q3 2025 Reduced 42.45%
$37B
$118 Million 0.05% of portfolio
1,582
Q4 2022 New
$1.5T
$124 Million 0.05% of portfolio
511
Q3 2025 Reduced 61.64%
$401B
$127 Million 0.05% of portfolio
547
Q1 2024 Added 0.74%

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $231 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Mb, Levis & Associates, LLC Portfolio

Follow Mb, Levis & Associates, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mb, Levis & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb, Levis & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email