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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69B
$647 Million 0.28% of portfolio
1,600
Q4 2024 Reduced 20.0%
$6.85B
$51.9 Million 0.02% of portfolio
2,035
Q4 2024 Added 1.29%
$3.36B
$27 Million 0.01% of portfolio
4,300
Q4 2022 New
$4.98B
$640,000 0.0% of portfolio
50
Q4 2022 New
$6.96B
$8.81 Million 0.0% of portfolio
210
Q2 2023 Reduced 8.7%
$3.38B
$2.63 Million 0.0% of portfolio
60
Q4 2022 New
$2.1B
$2.2 Million 0.0% of portfolio
100
Q3 2024 New
$2.34B
$1.94 Million 0.0% of portfolio
200
Q4 2023 Added 100.0%
$9.68B
$6.84 Million 0.0% of portfolio
280
Q2 2025 Added 1.45%
$2.21B
$207,000 0.0% of portfolio
23
Q4 2022 New
$4.26B
$8.64 Million 0.0% of portfolio
278
Q2 2025 Added 0.36%

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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