Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Mb, Levis & Associates, Llc > Profile

Instuitional Investor - Mb, Levis & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Mb, Levis & Associates, Llc
Portfolio Value $237,545,737
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 65,619 $20,656,925 8.7%
2.
Vanguard Intl Equity Index Funds
 VWO 265,497 $19,529,990 8.22%
3.
Watford Holdings Ltd.
 WTRE 156,567 $15,941,605 6.71%
4.
Wisdomtree Tr
 173,373 $15,504,729 6.53%
5.
Ishares Tr
 650,494 $13,757,939 5.79%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.