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| MB Levis & Associates LLC
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|---|---|
| CRD # | 164197 |
| SEC # | 801-76841 |
| CIK # | 0002065807 |
| AUM | $411.6 M (2026-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-419-9690 |
| Address | 4647 Saucon Creek Road Center Valley, PA 18034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 4.7 | ||
| Apple Inc | 4.3 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Microsoft Corp | 2.8 | ||
| Johnson & Johnson | 2.6 | ||
| Alphabet Inc | 2.5 | ||
| Lowes Companies Inc | 2.4 | ||
| Wal Mart Stores Inc | 1.9 | ||
| United Technologies Corp /DE/ | 1.9 | ||
| Emerson Electric Co | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 39.9 |
| (b) Individuals (high net worth individuals) | 78 | 364.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 575 | 411.6 |
| By Discretionary | ||
| Discretionary | 575 | 411.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 575 | 411.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.6 | |
| Total | 575 | 411.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065807] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altamont Capital Management LLC
✚
|
NC | 0.4 |
|
Kerberos Capital Management LLC
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IL | 0.4 |
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Lakeside Advisors Inc
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WA | 0.4 |
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Bay Harbor Wealth Management LLC
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MD | 0.4 |
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Petix & Botte Company
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CA | 0.4 |
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Foundation Wealth Management LLC
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|
Curbstone Financial Management Corporation
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NH | 0.4 |
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Hall Capital Management Company Inc
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|
RI | 0.4 |
|
BDFS Capital LLC
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DE | 0.4 |
|
Everest Private Wealth
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|
CA | 0.4 |