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 $10 Billions to $200 Billions
