Mb, Levis & Associates, LLC Portfolio Holdings

Mb, Levis & Associates, LLC

  • $215 Billion
  • Q1 2025

Mb, Levis & Associates, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $215 Billion distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $16B, Wisdomtree Tr U.S with a value of $15.8B, Vanguard Ftse All World Ex Us with a value of $15.7B, Vanguard Mun Bd Fds Tax Exempt with a value of $14.9B, and Wisdomtree Tr Us Quality Divid with a value of $13.4B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $200B to 215B. Also it can be appreciated an additional of 6 stocks purchases and 14 closed positions.

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 $215 Billion
ETFs: $103 Billion
Technology: $13.4 Billion
Industrials: $11.5 Billion
Healthcare: $9.48 Billion
Financial Services: $7.64 Billion
Consumer Defensive: $6.09 Billion
Consumer Cyclical: $3.58 Billion
Energy: $2.2 Billion
Other: $3.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.06 Million 0.0% of portfolio
16
Q4 2022 New
$0
$10.3 Million 0.0% of portfolio
135
Q4 2024 Added 0.75%
$0
$8.36 Million 0.0% of portfolio
26
Q4 2022 New
$0
$9.43 Million 0.0% of portfolio
250
Q1 2025 Added 16.28%
$0
$2.2 Million 0.0% of portfolio
24
Q3 2024 Added 4.35%
$0
$4.45 Million 0.0% of portfolio
50
Q1 2025 Reduced 50.0%
$0
$4.17 Million 0.0% of portfolio
149
Q1 2025 Added 20.16%
$0
$10.5 Million 0.0% of portfolio
61
Q1 2025 Added 1.67%
$0
$6.51 Million 0.0% of portfolio
111
Q1 2025 Added 0.91%
$0
$1.25 Million 0.0% of portfolio
20
Q1 2025 Added 17.65%
$0
$7.87 Million 0.0% of portfolio
132
Q4 2024 Added 1.54%
$0
$8.53 Million 0.0% of portfolio
125
Q4 2024 Added 25.0%
$0
$3.01 Million 0.0% of portfolio
19
Q3 2024 Added 5.56%
$0
$1.07 Million 0.0% of portfolio
17
Q4 2024 Added 6.25%
$0
$5.55 Million 0.0% of portfolio
141
Q4 2024 Added 1.44%
$0
$3.49 Million 0.0% of portfolio
96
Q4 2024 Added 1.05%
$0
$4.63 Million 0.0% of portfolio
154
Q1 2025 Added 1.32%
$0
$803,000 0.0% of portfolio
25
Q4 2022 New
$0
$3.06 Million 0.0% of portfolio
34
Q1 2025 Added 3.03%
$0
$5.91 Million 0.0% of portfolio
50
Q3 2023 Reduced 16.67%
$0
$5.13 Million 0.0% of portfolio
167
Q4 2022 New
$0
$2.27 Million 0.0% of portfolio
45
Q4 2024 Added 2.27%
$0
$89,000 0.0% of portfolio
2
Q2 2023 Reduced 99.56%
$0
$3.74 Million 0.0% of portfolio
75
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $215 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 98 stocks
  • Sold out of 14 stocks
  • Reduced holdings in 21 stocks
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