Mb, Levis & Associates, LLC Incresed Positions 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
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
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
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
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
NYT
New York Times CO

Communication Services
1
+ 0.24%
$54.66 - $64.49 $54.7 - $64.5
424 $29.5M
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.76%
N/A
659 $145M
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.19%
$459.47 - $491.71 $459 - $492
526 $249M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.78%
$248.1 - $260.08 $744 - $780
388 $100M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 1.02%
$321.8 - $337.95 $644 - $676
199 $66.6M
SEE
Sealed Air Corp

Consumer Cyclical
1
+ 0.36%
$33.49 - $43.28 $33.5 - $43.3
281 $11.7M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
13
+ 8.67%
$93.79 - $100.35 $1.22K - $1.3K
163 $16M
CVS
Cvs Health Corp

Healthcare
3
+ 0.96%
$76.69 - $83.04 $230 - $249
316 $25.1M
IEFA
Ishares Tr

ETFs
7
+ 2.06%
$86.09 - $89.88 $603 - $629
346 $31M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.31%
$310.75 - $335.0 $311 - $335
326 $105M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.2%
$293.81 - $310.11 $294 - $310
494 $151M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2
+ 1.05%
$79.18 - $82.25 $158 - $165
192 $16.1M
FDVV
Fidelity High Dividend ETF

ETFs
4
+ 0.74%
$54.66 - $56.68 $219 - $227
548 $31.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 1.83%
$92.24 - $96.56 $277 - $290
167 $16M
AAXJ
Ishares Msci All Country Asia

ETFs
3
+ 1.53%
$89.0 - $96.2 $267 - $289
199 $18.5M
DVN
Devon Energy Corp

Energy
1
+ 0.29%
$31.74 - $35.84 $31.7 - $35.8
351 $12.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11
+ 0.98%
$26.44 - $27.53 $291 - $303
1.13K $31.1M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
7
+ 2.37%
$66.27 - $69.46 $464 - $486
302 $20.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7
+ 1.43%
$74.09 - $75.1 $519 - $526
498 $36.9M
Kenvue Inc
3
+ 1.16%
N/A
261 $4.5M
SHEL
Shell PLC

Energy
1
+ 0.93%
$71.37 - $77.01 $71.4 - $77
109 $8.04M
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 3.85%
$371.33 - $389.89 $371 - $390
27 $10.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
8
+ 1.31%
$47.34 - $48.01 $379 - $384
620 $29.3M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
11
+ 1.29%
$19.82 - $20.01 $218 - $220
867 $17.2M
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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