Mb, Levis & Associates, LLC Purchases in Q4 2025

Mb, Levis & Associates, LLC

  • $238 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGMU
Capital Group Core Plus Income
81.4K
+ 29.28%
N/A
359K $9.84B
Vanguard Mun Bd Fds
11.8K
+ 7.02%
N/A
180K $13.6B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.59K
+ 3.33%
$87.0 - $90.6 $486K - $506K
173K $15.5B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.5K
New
$79.55 - $80.13 $199K - $201K
2.5K $200M
TDVG
T Rowe Price Exchange Traded F

Technology
3.47K
+ 24.07%
$43.17 - $44.88 $150K - $156K
17.9K $804M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.1K
+ 1.57%
$21.09 - $21.35 $213K - $215K
650K $13.8B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
7.07K
+ 1.4%
$25.43 - $25.82 $180K - $183K
513K $13.1B
Ishares Tr
6.9K
+ 1.32%
N/A
530K $13.7B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
891
+ 1.05%
$111.17 - $117.03 $99.1K - $104K
86K $9.85B
Ishares Tr
6.09K
+ 1.22%
N/A
504K $13.3B
Ishares Tr
4.51K
+ 0.94%
N/A
482K $12.6B
PLD
Prologis, Inc.

Real Estate
40
+ 0.8%
$111.23 - $127.18 $4.45K - $5.09K
5.06K $646M
IWN
Ishares Russell2000 Val ETF

ETFs
61
+ 0.52%
$172.34 - $181.51 $10.5K - $11.1K
11.8K $2.14B
XOM
Exxon Mobil Corp

Energy
13
+ 0.2%
$110.64 - $119.78 $1.44K - $1.56K
6.55K $788M
Unilever PLC
722
New
N/A
722 $47.2M
LMT
Lockheed Martin Corp

Industrials
102
+ 22.32%
$452.1 - $514.24 $46.1K - $52.5K
559 $271M
AMAT
Applied Materials Inc

Technology
1
+ 0.14%
$209.95 - $240.89 $210 - $241
714 $183M
CSCO
Cisco Systems, Inc.

Technology
11
+ 0.26%
$67.46 - $78.0 $742 - $858
4.21K $324M
IBM
International Business Machines Corp

Technology
1
+ 0.04%
$275.97 - $314.98 $276 - $315
2.44K $722M
VUG
Vanguard Growth ETF

ETFs
6
+ 0.2%
$470.44 - $504.26 $2.82K - $3.03K
3.02K $1.47B
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 10.44%
$589.5 - $635.77 $19.5K - $21K
349 $214M
VBR
Vanguard Small Cap Value ETF

ETFs
90
+ 7.31%
$201.42 - $211.15 $18.1K - $19K
1.32K $280M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
203
+ 11.2%
$50.33 - $50.81 $10.2K - $10.3K
2.02K $102M
BAC
Bank Of America Corp

Financial Services
12
+ 0.43%
$48.65 - $54.11 $584 - $649
2.81K $154M
IAI
Ishares Tr Us Broker Dealers &

ETFs
50
New
$170.22 - $179.29 $8.51K - $8.96K
50 $8.97M
GLW
Corning Inc

Technology
2
+ 0.13%
$82.06 - $90.29 $164 - $181
1.52K $133M
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 47.62%
$429.59 - $576.2 $4.3K - $5.76K
31 $17.6M
OMC
Omnicom Group Inc.

Communication Services
97
New
$72.23 - $81.23 $7.01K - $7.88K
97 $7.83M
Bkv Corp
250
New
N/A
250 $6.79M
IYW
Ishares Dj Us Tech ETF

ETFs
30
New
$192.8 - $211.27 $5.78K - $6.34K
30 $5.99M
NYT
New York Times CO

Communication Services
1
+ 0.24%
$54.66 - $64.49 $54.7 - $64.5
424 $29.5M
Solstice Advanced Matls Inc
104
New
N/A
104 $5.05M
STT
State Street Corp

Financial Services
37
New
$111.0 - $121.11 $4.11K - $4.48K
37 $4.77M
GFI
Gold Fields LTD

Basic Materials
100
New
$35.68 - $46.62 $3.57K - $4.66K
100 $4.37M
QCRH
Qcr Holdings Inc

Financial Services
50
New
$67.04 - $78.36 $3.35K - $3.92K
50 $4.17M
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.76%
N/A
659 $145M
BFH
Bread Financial Holdings, Inc.

Financial Services
50
New
$54.08 - $66.26 $2.7K - $3.31K
50 $3.7M
CMC
Commercial Metals CO

Basic Materials
50
New
$55.35 - $62.05 $2.77K - $3.1K
50 $3.46M
Tidal Trust I
125
+ 83.33%
N/A
275 $6.81M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.1%
$31.41 - $33.69 $126 - $135
4.03K $131M
ECPG
Encore Capital Group Inc

Financial Services
50
New
$40.53 - $49.71 $2.03K - $2.49K
50 $2.72M
EVER
Ever Quote, Inc.

Communication Services
100
New
$19.35 - $26.45 $1.94K - $2.65K
100 $2.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.19%
$459.47 - $491.71 $459 - $492
526 $249M
STRT
Strattec Security Corp

Consumer Cyclical
35
New
$62.51 - $70.4 $2.19K - $2.46K
35 $2.67M
Magnum Ice Cream CO Nv
162
New
N/A
162 $2.57M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.78%
$248.1 - $260.08 $744 - $780
388 $100M
BCAL
Southern Calif Bancorp Com

Financial Services
100
New
$15.99 - $19.07 $1.6K - $1.91K
100 $1.87M
NRIM
Northrim Bancorp Inc

Financial Services
70
New
$20.12 - $23.5 $1.41K - $1.65K
70 $1.86M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 1.02%
$321.8 - $337.95 $644 - $676
199 $66.6M
Activity Summary
Buys All Purchases 101 New Holdings 19 Increased Positions 82 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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