Mb, Levis & Associates, LLC Incresed Positions in Q2 2025

Mb, Levis & Associates, LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
2.22K
+ 3.57%
$228.25 - $285.3 $506K - $632K
64.3K $18.3B
VEU
Vanguard Ftse All World Ex Us

ETFs
2.31K
+ 0.89%
$54.19 - $67.22 $125K - $155K
261K $17.5B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
3.38K
+ 4.28%
$83.67 - $109.12 $283K - $369K
82.4K $8.99B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
694
+ 0.41%
$71.28 - $83.74 $49.5K - $58.1K
169K $14.1B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
11.9K
+ 2.42%
$24.31 - $25.29 $289K - $301K
503K $12.7B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10K
+ 1.6%
$20.23 - $21.04 $203K - $211K
639K $13.4B
Ishares Tr
8.15K
+ 1.67%
N/A
497K $13B
IBDV
Ishares Tr

Technology
9.89K
+ 1.67%
$21.28 - $21.98 $210K - $217K
604K $13.3B
Ishares Tr
8.06K
+ 1.73%
N/A
475K $12.3B
WMT
Walmart Inc.

Consumer Defensive
347
+ 1.91%
$81.79 - $99.98 $28.4K - $34.7K
18.5K $1.81B
Invesco Exch Trd Slf Idx Fd
5.66K
+ 11.65%
N/A
54.2K $1.29B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.01K
+ 2.0%
$48.13 - $49.85 $289K - $300K
307K $15B
NSC
Norfolk Southern Corp

Industrials
1
+ 0.02%
$206.34 - $257.46 $206 - $257
6.06K $1.55B
TDVG
T Rowe Price Exchange Traded F

Technology
2.21K
+ 25.36%
$36.12 - $42.38 $79.8K - $93.7K
10.9K $463M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.19K
+ 2810.07%
$24.32 - $27.87 $102K - $117K
4.34K $115M
BSMU
Invesco Exchange Self Ind Tr

ETFs
4.75K
+ 7.82%
$20.97 - $21.71 $99.7K - $103K
65.5K $1.41B
Invesco Exch Trd Slf Idx Fd
3.79K
+ 7.59%
N/A
53.8K $1.35B
QCOM
Qualcomm Inc

Technology
24
+ 0.2%
$124.66 - $159.48 $2.99K - $3.83K
12.3K $1.95B
ABT
Abbott Laboratories

Healthcare
17
+ 0.1%
$123.95 - $138.08 $2.11K - $2.35K
17.3K $2.35B
TRV
Travelers Companies, Inc.

Financial Services
136
+ 2.26%
$233.83 - $276.34 $31.8K - $37.6K
6.15K $1.65B
VBR
Vanguard Small Cap Value ETF

ETFs
244
+ 33.56%
$162.76 - $195.77 $39.7K - $47.8K
971 $189M
CSCO
Cisco Systems, Inc.

Technology
13
+ 0.21%
$53.19 - $69.38 $691 - $902
6.28K $435M
PM
Philip Morris International Inc.

Consumer Defensive
157
+ 35.93%
$149.23 - $184.95 $23.4K - $29K
594 $108M
PNC
Pnc Financial Services Group, Inc.

Financial Services
24
+ 0.79%
$149.76 - $186.42 $3.59K - $4.47K
3.07K $573M
ITA
Ishares Tr

ETFs
1
+ 0.11%
$135.31 - $188.64 $135 - $189
874 $165M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.08%
$144.7 - $178.6 $145 - $179
1.33K $235M
ORCL
Oracle Corp

Technology
1
+ 0.28%
$122.82 - $218.63 $123 - $219
355 $77.7M
AMAT
Applied Materials Inc

Technology
2
+ 0.28%
$126.95 - $183.52 $254 - $367
711 $130M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.03%
$276.76 - $326.81 $830 - $980
8.8K $2.71B
BAC
Bank Of America Corp

Financial Services
13
+ 0.37%
$34.39 - $47.46 $447 - $617
3.54K $168M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.1%
$22.27 - $29.21 $89.1 - $117
4.02K $117M
LLY
Eli Lilly & CO

Healthcare
29
+ 17.9%
$713.71 - $898.95 $20.7K - $26.1K
191 $149M
GLW
Corning Inc

Technology
4
+ 0.19%
$39.07 - $52.59 $156 - $210
2.1K $110M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.36%
$430.82 - $486.45 $862 - $973
553 $256M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.31%
$224.16 - $285.86 $224 - $286
325 $92.8M
Schwab Strategic Tr
172
+ 1.67%
N/A
10.5K $279M
PLTR
Palantir Technologies Inc.

Technology
50
+ 500.0%
$74.01 - $144.25 $3.7K - $7.21K
60 $8.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
103
+ 20.0%
$63.54 - $68.5 $6.54K - $7.06K
618 $41.7M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 2.84%
$243.75 - $303.93 $1.22K - $1.52K
181 $55M
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.37%
$55.52 - $74.53 $111 - $149
548 $40.8M
TXN
Texas Instruments Inc

Technology
1
+ 0.48%
N/A
210 $43.7M
MO
Altria Group, Inc.

Consumer Defensive
182
+ 4.91%
$55.56 - $60.91 $10.1K - $11.1K
3.89K $228M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
587
+ 0.95%
$20.08 - $20.98 $11.8K - $12.3K
62.6K $1.29B
CGO
Calamos Global Total Return Fund

Financial Services
42
+ 2.16%
$8.91 - $11.71 $374 - $492
1.98K $23.2M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
2
+ 0.68%
$50.48 - $64.85 $101 - $130
295 $19.1M
AAXJ
Ishares Msci All Country Asia

ETFs
1
+ 0.51%
$65.0 - $82.89 $65 - $82.9
196 $16.2M
FOLD
Amicus Therapeutics, Inc.

Healthcare
500
+ 100.0%
$5.64 - $8.0 $2.82K - $4K
1K $5.73M
IEFA
Ishares Tr

ETFs
2
+ 1.23%
$67.83 - $84.09 $136 - $168
164 $13.7M
T
At&T Inc.

Communication Services
4
+ 0.2%
$26.33 - $28.94 $105 - $116
2K $57.9M
Activity Summary
Buys All Purchases 92 New Holdings 3 Increased Positions 89 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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