Mb, Levis & Associates, LLC Reduced Holdings in Q3 2025

Mb, Levis & Associates, LLC

  • $231 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-243K
- 79.14%
$48.5 - $50.19 $11.8M - $12.2M
64K $3.2B
MSFT
Microsoft Corp

Technology
-3.55K
- 31.7%
$491.09 - $535.64 $1.75M - $1.9M
7.66K $3.97B
ADP
Automatic Data Processing Inc

Industrials
-705
- 8.01%
$288.69 - $310.94 $204K - $219K
8.09K $2.38B
NVDA
Nvidia Corp

Technology
-2.31K
- 43.19%
$153.3 - $186.58 $354K - $430K
3.03K $566M
ABT
Abbott Laboratories

Healthcare
-1.54K
- 8.93%
$120.51 - $136.62 $186K - $211K
15.7K $2.11B
JPM
Jpmorgan Chase & CO

Financial Services
-1.87K
- 13.11%
$282.78 - $316.06 $528K - $590K
12.4K $3.9B
PG
Procter & Gamble CO

Consumer Defensive
-959
- 8.31%
$150.47 - $161.22 $144K - $155K
10.6K $1.63B
TSLA
Tesla, Inc.

Consumer Cyclical
-685
- 91.58%
$293.94 - $444.72 $201K - $305K
63 $28M
WMT
Walmart Inc.

Consumer Defensive
-2.95K
- 15.93%
$94.4 - $104.27 $278K - $307K
15.5K $1.6B
AMGN
Amgen Inc

Healthcare
-694
- 18.26%
$271.18 - $309.22 $188K - $215K
3.11K $876M
META
Meta Platforms, Inc.

Communication Services
-201
- 34.42%
$695.21 - $791.73 $140K - $159K
383 $281M
AMZN
Amazon Com Inc

Consumer Cyclical
-680
- 32.26%
$211.65 - $238.24 $144K - $162K
1.43K $314M
CSCO
Cisco Systems, Inc.

Technology
-2.08K
- 33.15%
$66.2 - $71.79 $138K - $149K
4.2K $287M
GOOGL
Alphabet Inc.

Communication Services
-821
- 61.64%
$174.36 - $254.72 $143K - $209K
511 $124M
IBM
International Business Machines Corp

Technology
-231
- 8.66%
$234.77 - $292.47 $54.2K - $67.6K
2.44K $687M
VGT
Vanguard Information Technolog

ETFs
-199
- 32.95%
$656.44 - $753.15 $131K - $150K
405 $302M
FDX
Fedex Corp

Industrials
-532
- 14.39%
$217.1 - $243.2 $115K - $129K
3.17K $747M
MCD
Mcdonalds Corp

Consumer Cyclical
-328
- 39.95%
$291.67 - $316.99 $95.7K - $104K
493 $150M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.21K
- 74.12%
$26.38 - $27.95 $84.8K - $89.8K
1.12K $30.6M
MA
Mastercard Inc

Financial Services
-150
- 29.01%
$550.18 - $598.96 $82.5K - $89.8K
367 $209M
MO
Altria Group, Inc.

Consumer Defensive
-1.65K
- 42.45%
$57.75 - $67.68 $95.2K - $112K
2.24K $148M
V
Visa Inc.

Financial Services
-200
- 28.57%
$332.09 - $358.86 $66.4K - $71.8K
500 $171M
QCOM
Qualcomm Inc

Technology
-991
- 8.08%
$145.84 - $173.55 $145K - $172K
11.3K $1.88B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-150
- 28.3%
$459.11 - $506.91 $68.9K - $76K
380 $191M
XOM
Exxon Mobil Corp

Energy
-898
- 12.08%
$105.83 - $117.22 $95K - $105K
6.54K $737M
MRK
Merck & Co., Inc.

Healthcare
-1.56K
- 11.13%
$77.6 - $87.37 $121K - $136K
12.5K $1.05B
SBUX
Starbucks Corp

Consumer Cyclical
-557
- 60.74%
$81.9 - $96.86 $45.6K - $54K
360 $30.5M
LLY
Eli Lilly & CO

Healthcare
-66
- 34.55%
$625.65 - $812.69 $41.3K - $53.6K
125 $95.5M
HON
Honeywell International Inc

Industrials
-136
- 24.59%
$207.7 - $240.4 $28.2K - $32.7K
417 $87.8M
HSY
Hershey CO

Consumer Defensive
-230
- 93.12%
$161.95 - $193.45 $37.2K - $44.5K
17 $3.2M
TRV
Travelers Companies, Inc.

Financial Services
-389
- 6.33%
$250.62 - $279.43 $97.5K - $109K
5.76K $1.61B
UNH
Unitedhealth Group Inc

Healthcare
-150
- 31.98%
$237.77 - $353.61 $35.7K - $53K
319 $110M
NEE
Nextera Energy Inc

Utilities
-1.29K
- 12.09%
$69.77 - $77.54 $89.7K - $99.7K
9.35K $706M
KO
Coca Cola CO

Consumer Defensive
-300
- 12.44%
$65.67 - $71.67 $19.7K - $21.5K
2.11K $140M
KMI
Kinder Morgan, Inc.

Energy
-731
- 9.22%
$26.23 - $28.5 $19.2K - $20.8K
7.2K $204M
LMT
Lockheed Martin Corp

Industrials
-96
- 17.36%
$410.74 - $499.21 $39.4K - $47.9K
457 $228M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-357
- 11.62%
$185.88 - $207.44 $66.4K - $74.1K
2.72K $546M
BAC
Bank Of America Corp

Financial Services
-747
- 21.08%
$44.92 - $52.42 $33.6K - $39.2K
2.8K $144M
BMY
Bristol Myers Squibb CO

Healthcare
-383
- 24.23%
$43.31 - $48.98 $16.6K - $18.8K
1.2K $54M
CSX
Csx Corp

Industrials
-782
- 25.77%
$32.05 - $36.52 $25.1K - $28.6K
2.25K $80M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-253
- 40.94%
$60.9 - $70.75 $15.4K - $17.9K
365 $22.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-30
- 36.14%
$617.65 - $666.84 $18.5K - $20K
53 $35.3M
DIS
Walt Disney CO

Communication Services
-110
- 43.65%
$112.25 - $124.0 $12.3K - $13.6K
142 $16.2M
RTX
Raytheon Technologies Corp

Industrials
-1.58K
- 13.35%
$144.19 - $167.33 $227K - $264K
10.2K $1.71B
GLD
Spdr Gold Trust

ETFs
-56
- 27.18%
$300.96 - $355.47 $16.9K - $19.9K
150 $53.3M
ITA
Ishares Tr

ETFs
-123
- 14.07%
$184.73 - $209.26 $22.7K - $25.7K
751 $157M
PLTR
Palantir Technologies Inc.

Technology
-50
- 83.33%
$130.68 - $186.97 $6.53K - $9.35K
10 $1.82M
PFE
Pfizer Inc

Healthcare
-548
- 6.39%
$23.29 - $25.88 $12.8K - $14.2K
8.03K $204M
CVX
Chevron Corp

Energy
-161
- 8.27%
$145.57 - $161.83 $23.4K - $26.1K
1.79K $277M
Activity Summary
Buys All Purchases 86 New Holdings 29 Increased Positions 57 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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