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 Market Cap. of $10 Billions to $200 Billions
