Mb, Levis & Associates, LLC Portfolio Holdings

Mb, Levis & Associates, LLC

  • $228 Billion
  • Q2 2025

Mb, Levis & Associates, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 266 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $18.3B, Vanguard Ftse All World Ex Us with a value of $17.5B, Wisdomtree Tr U.S with a value of $15.3B, Vanguard Mun Bd Fds Tax Exempt with a value of $15B, and Wisdomtree Tr Us Quality Divid with a value of $14.1B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $215B to 228B.

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 $228 Billion
ETFs: $111 Billion
Technology: $15.2 Billion
Industrials: $12.6 Billion
Healthcare: $8.94 Billion
Financial Services: $8.32 Billion
Consumer Defensive: $5.95 Billion
Consumer Cyclical: $3.54 Billion
Energy: $1.96 Billion
Other: $3.49 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$171M
$22.1 Million 0.01% of portfolio
2,373
Q4 2022 New
$73.7M
$459,000 0.0% of portfolio
350
Q2 2024 New
$81.1M
$4.33 Million 0.0% of portfolio
8,950
Q4 2022 New
$218M
$375,000 0.0% of portfolio
125
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $228 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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