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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$171M
$27.8 Million 0.01% of portfolio
2,373
Q4 2022 New
$93.9M
$4.64 Million 0.0% of portfolio
8,950
Q4 2022 New

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
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