CIK 2065807
MB, LEVIS & ASSOCIATES, LLC
Institutional 13F holdings & portfolio
Holdings
245
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 245
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INC | 383 | $100K–$500K | SH |
| IWF | ISHARES TR | 526 | $100K–$500K | SH |
| MSTR | STRATEGY INC | 2K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 349 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 367 | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 380 | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 7K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 714 | $100K–$500K | SH |
| V | VISA INC | 500 | $100K–$500K | SH |
| ITA | ISHARES TR | 751 | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 494 | $100K–$500K | SH |
| KO | COCA COLA CO | 2K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 659 | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 463 | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 125 | $100K–$500K | SH |
| GLW | CORNING INC | 2K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 547 | $100K–$500K | SH |
| ALC | ALCON AG | 2K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 407 | $100K–$500K | SH |
| NOW | SERVICENOW INC | 725 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 320 | $100K–$500K | SH |
| IWO | ISHARES TR | 326 | $100K–$500K | SH |
| MCO | MOODYS CORP | 200 | $100K–$500K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 388 | $50K–$100K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 1K | $50K–$100K | SH |
| HLNE | HAMILTON LANE INC | 722 | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC | 597 | $50K–$100K | SH |
| PFE | PFIZER INC | 4K | $50K–$100K | SH |
| APD | AIR PRODS & CHEMS INC | 356 | $50K–$100K | SH |
| CB | CHUBB LIMITED | 277 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 311 | $50K–$100K | SH |
| FT | FRANKLIN UNVL TR | 10K | $50K–$100K | SH |
| CSX | CSX CORP | 2K | $50K–$100K | SH |
| HON | HONEYWELL INTL INC | 417 | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 2K | $50K–$100K | SH |
| AFL | AFLAC INC | 707 | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 817 | $50K–$100K | SH |
| VEEV | VEEVA SYS INC | 321 | $50K–$100K | SH |
| ORCL | ORACLE CORP | 357 | $50K–$100K | SH |
| DE | DEERE & CO | 149 | $50K–$100K | SH |
| VTI | VANGUARD INDEX FDS | 199 | $50K–$100K | SH |
| BA | BOEING CO | 290 | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC | 243 | $50K–$100K | SH |
| GLD | SPDR GOLD TR | 150 | $50K–$100K | SH |