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 $10 Billions to $200 Billions
