Mb, Levis & Associates, LLC Purchases in Q3 2025

Mb, Levis & Associates, LLC

  • $231 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Tr
523K
New
N/A
523K $13.6B
Vanguard Mun Bd Fds
169K
New
N/A
169K $12.7B
CGMU
Capital Group Core Plus Income
278K
New
N/A
278K $7.59B
VV
Vanguard Large Cap ETF

ETFs
2.58K
+ 4.02%
$285.05 - $309.14 $736K - $799K
66.9K $20.6B
GOOG
Alphabet Inc.

Communication Services
6.22K
+ 241.18%
$175.16 - $255.24 $1.09M - $1.59M
8.8K $2.14B
VEU
Vanguard Ftse All World Ex Us

ETFs
5.27K
+ 2.02%
$66.38 - $71.68 $350K - $378K
266K $19B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.73K
+ 3.31%
$107.5 - $115.86 $293K - $316K
85.1K $9.74B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.88K
+ 0.57%
$24.97 - $25.78 $72K - $74.3K
506K $13B
Ishares Tr
3.07K
+ 0.65%
N/A
478K $12.5B
IWN
Ishares Russell2000 Val ETF

ETFs
47
+ 0.4%
$157.1 - $178.94 $7.38K - $8.41K
11.8K $2.08B
TDVG
T Rowe Price Exchange Traded F

Technology
3.49K
+ 31.97%
$42.05 - $43.96 $147K - $154K
14.4K $634M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.68K
+ 0.26%
$20.77 - $21.32 $34.9K - $35.8K
640K $13.6B
VUG
Vanguard Growth ETF

ETFs
4
+ 0.13%
$433.97 - $484.08 $1.74K - $1.94K
3.01K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
151
+ 91.52%
$546.99 - $602.2 $82.6K - $90.9K
316 $190M
HLNE
Hamilton Lane Inc

Financial Services
722
New
$134.79 - $160.88 $97.3K - $116K
722 $97.3M
VBR
Vanguard Small Cap Value ETF

ETFs
260
+ 26.78%
$195.41 - $212.37 $50.8K - $55.2K
1.23K $257M
PLD
Prologis, Inc.

Real Estate
44
+ 0.88%
$104.08 - $115.35 $4.58K - $5.08K
5.02K $575M
NYT
New York Times CO

Communication Services
423
New
$51.43 - $61.95 $21.8K - $26.2K
423 $24.3M
ORCL
Oracle Corp

Technology
1
+ 0.28%
$218.96 - $328.33 $219 - $328
356 $100M
IEFA
Ishares Tr

ETFs
175
+ 106.71%
$81.7 - $87.53 $14.3K - $15.3K
339 $29.6M
AMAT
Applied Materials Inc

Technology
2
+ 0.28%
$156.25 - $204.95 $313 - $410
713 $146M
EFA
Ishares Tr Msci Eafe ETF

ETFs
164
New
$87.29 - $93.61 $14.3K - $15.4K
164 $15.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
190
New
$75.26 - $80.19 $14.3K - $15.2K
190 $15.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.07%
$28.92 - $32.19 $86.8 - $96.6
4.02K $128M
AZN
Astrazeneca PLC

Healthcare
9
+ 0.61%
$68.72 - $82.11 $618 - $739
1.49K $114M
VTI
Vanguard Total Stock Market Et

ETFs
16
+ 8.84%
$303.93 - $329.86 $4.86K - $5.28K
197 $64.8M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.31%
N/A
654 $141M
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.41%
$279.83 - $293.74 $560 - $587
489 $144M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.26%
$237.58 - $259.17 $238 - $259
385 $97.9M
OXY
Occidental Petroleum Corp

Energy
5
+ 0.49%
$42.54 - $48.1 $213 - $241
1.03K $48.7M
FLS
Flowserve Corp

Industrials
100
New
$51.98 - $57.7 $5.2K - $5.77K
100 $5.31M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
50
New
N/A
50 $4.89M
AFL
Aflac Inc

Financial Services
4
+ 0.57%
$98.09 - $111.7 $392 - $447
703 $78.5M
SCHO
Schwab Short Term Us Treasury

ETFs
193
New
$24.23 - $24.42 $4.68K - $4.71K
193 $4.71M
THG
Hanover Insurance Group, Inc.

Financial Services
25
New
$162.08 - $182.1 $4.05K - $4.55K
25 $4.54M
COP
Conocophillips

Energy
6
+ 0.75%
$91.0 - $98.99 $546 - $594
810 $76.6M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
25
+ 20.0%
$82.22 - $96.68 $2.06K - $2.42K
150 $14.5M
REZI
Resideo Technologies, Inc.

Industrials
100
New
$23.08 - $43.18 $2.31K - $4.32K
100 $4.32M
PPL
Ppl Corp

Utilities
10
+ 0.85%
$33.54 - $37.24 $335 - $372
1.19K $44.1M
OPRX
Optimize Rx Corp

Healthcare
200
New
$12.48 - $20.51 $2.5K - $4.1K
200 $4.1M
Tidal Trust I
150
New
N/A
150 $3.75M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
116
New
$22.82 - $29.26 $2.65K - $3.39K
116 $3.39M
DOOO
Brp Inc.

Consumer Cyclical
50
New
$47.83 - $68.36 $2.39K - $3.42K
50 $3.04M
KE
Kimball Electronics, Inc.

Industrials
100
New
$18.26 - $33.13 $1.83K - $3.31K
100 $2.99M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
12
New
$225.11 - $247.9 $2.7K - $2.97K
12 $2.97M
Okeanis Eco Tankers Cor
100
New
N/A
100 $2.93M
RNGR
Ranger Energy Services, Inc.

Energy
200
New
$11.28 - $14.72 $2.26K - $2.94K
200 $2.81M
IBKR
Interactive Brokers Group, Inc.

Financial Services
40
New
$56.32 - $68.81 $2.25K - $2.75K
40 $2.75M
GVA
Granite Construction Inc

Industrials
25
New
$92.28 - $111.29 $2.31K - $2.78K
25 $2.74M
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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