Fund HoldingsMB, LEVIS & ASSOCIATES, LLC

Total Portfolio Value
$190.20M
Total Bought
$6.80M
Total Sold
$2.78M
Net Transaction
+$4.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)020,803+20,80304,3822.30%+4,382
VANGUARD INDEX FDS60,03659,960-7614,39414,9677.87%+573
VANGUARD MUN BD FDS281,689294,111+12,42214,25314,7387.75%+484
ISHARES TR426,542448,643+22,10110,86811,3065.94%+438
INVESCO EXCH TRD SLF IDX FD
BULLE MUN ETF
27,08241,391+14,3097111,0730.56%+362
QUALCOMM INC(QCOM)12,03312,040+72,0372,3981.26%+361
INVESCO EXCH TRD SLF IDX FD
INVSC 30 MUNI BD
36,09652,223+16,1277981,1370.60%+339
INVESCO EXCH TRD SLF IDX FD
BULSHS 2029 MUNI
31,89845,487+13,5897411,0420.55%+301
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 32 MUN
34,38446,662+12,2788771,1760.62%+299
MICROSOFT CORP(MSFT)11,31011,309-14,7585,0542.66%+296
ISHARES TR450,612465,469+14,85711,18011,4326.01%+252
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 31 MUN
38,11350,446+12,3338121,0570.56%+245
ISHARES TR559,217573,649+14,43211,96712,1966.41%+229
ISHARES TR588,995605,525+16,53012,06912,2866.46%+218
ISHARES TR521,041533,909+12,86811,89012,1046.36%+214
NVIDIA CORPORATION(NVDA)6346,340+5,7065737830.41%+210
AMERICAN CENTY ETF TR75,53576,767+1,2326,4166,6003.47%+184
WALMART INC(WMT)17,95518,159+2041,0801,2300.65%+149
AMGEN INC(AMGN)03,708+3,70801,1590.61%+1,159
VANGUARD INDEX FDS2,9942,99401,0311,1200.59%+89
NEXTERA ENERGY INC(NEE)10,38910,540+1516647460.39%+82
ALPHABET INC(GOOG)2,5962,597+13954760.25%+81
PFIZER INC(PFE)10,33912,238+1,8992873420.18%+56
NOVARTIS AG(NVS)05,410+5,41005760.30%+576
RTX CORPORATION(RTX)11,87811,963+851,1581,2010.63%+43
ALPHABET INC(GOOG)1,4381,416-222172580.14%+41
FEDEX CORP(FDX)3,7223,730+81,0781,1190.59%+40
PROCTER AND GAMBLE CO(PG)11,43411,489+551,8551,8951.00%+40
JPMORGAN CHASE & CO.(JPM)14,43914,467+282,8922,9261.54%+34
VANGUARD WORLD FD
INF TECH ETF
62562503283600.19%+33
UNITEDHEALTH GROUP INC(UNH)0486+48602480.13%+248
VANGUARD INDEX FDS86251+16517460.02%+29
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
0575+5750270.01%+27
SPROTT PHYSICAL GOLD & SILVE(CEF)13,66713,66702783010.16%+23
APPLIED MATLS INC702704+21451660.09%+21
ELI LILLY & CO(LLY)16616601291500.08%+21
AMAZON COM INC(AMZN)1,8901,873-173413620.19%+21
TESLA INC(TSLA)0748+74801480.08%+148
ISHARES TR0816+8160160.01%+16
ASTRAZENECA PLC(AZN)01,451+1,45101130.06%+113
ISHARES TR52452401771910.10%+14
CORNING INC(GLW)2,0602,070+1068800.04%+13
META PLATFORMS INC(META)60860802953070.16%+11
KINDER MORGAN INC DEL(KMI)010,659+10,65902120.11%+212
ALCON AG(ALC)1,5821,58201321410.07%+9
ALTRIA GROUP INC(MO)3,5743,619+451561650.09%+9
SCHWAB STRATEGIC TR1,0001,0000931010.05%+8
BANK AMERICA CORP3,4533,487+341311390.07%+8
NETFLIX INC(NFLX)108108066730.04%+7
APPLIED INDL TECHNOLOGIES IN(AIT)035+35070.00%+7
COCA COLA CO(KO)2,4112,41101481530.08%+6
AIR PRODS & CHEMS INC0356+3560920.05%+92
MOODYS CORP(MCO)0200+2000840.04%+84
PALO ALTO NETWORKS INC(PANW)0100+1000340.02%+34
ADOBE INC(ADBE)0105+1050580.03%+58
AT&T INC(T)03,441+3,4410660.03%+66
ORACLE CORP(ORCL)301302+138430.02%+5
INVESCO QQQ TR134134059640.03%+5
HONEYWELL INTL INC(HON)0552+55201180.06%+118
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
098+98040.00%+4
TEXAS INSTRS INC(TXN)0205+2050400.02%+40
LOCKHEED MARTIN CORP(LMT)290292+21321360.07%+4
PHILIP MORRIS INTL INC(PM)0437+4370440.02%+44
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0104+1040180.01%+18
UNILEVER PLC(UL)0813+8130450.02%+45
SUBURBAN PROPANE PARTNERS L(SPH)0197+197040.00%+4
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
01,987+1,9870490.03%+49
SERVICENOW INC(NOW)14514501111140.06%+4
ORIGIN MATERIALS INC08,950+8,950080.00%+8
ENTERPRISE PRODS PARTNERS L(EPD)11,03611,224+1883223250.17%+3
COMFORT SYS USA INC(FIX)010+10030.00%+3
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)40240201211240.07%+3
ISHARES TR
MSCI INDIA SM CP
0279+2790230.01%+23
AFLAC INC(AFL)0686+6860610.03%+61
SOUTHERN CO(SO)0419+4190320.02%+32
SCHWAB STRATEGIC TR4,8054,897+922512530.13%+2
BRC INC0350+350020.00%+2
BROOKFIELD RENEWABLE CORP(BEPC)0486+4860140.01%+14
T-MOBILE US INC(TMUS)0149+1490260.01%+26
SPDR GOLD TR(GLD)0206+2060440.02%+44
NORWEGIAN CRUISE LINE HLDG L
SHS
0100+100020.00%+2
CALAMOS GLOBAL TOTAL RETURN01,829+1,8290200.01%+20
GARMIN LTD(GRMN)0108+1080180.01%+18
MERCURY GENL CORP NEW(MCY)030+30020.00%+2
MODERNA INC(MRNA)0127+1270150.01%+15
RIVIAN AUTOMOTIVE INC(RIVN)5005000570.00%+1
SPROTT INC(SII)0275+2750110.01%+11
T ROWE PRICE ETF INC
PRICE DIV GRWT
2,0432,047+478790.04%+1
ONEOK INC NEW(OKE)493499+640410.02%+1
SPDR S&P 500 ETF TR(SPY)053+530290.02%+29
ISHARES TR0114+1140340.02%+34
ECOLAB INC(ECL)150150035360.02%+1
ESSEX PPTY TR INC(ESS)037+370100.01%+10
INTUITIVE SURGICAL INC021+21090.00%+9
KYNDRYL HLDGS INC(KD)0210+210060.00%+6
ISHARES TR0192+1920140.01%+14
HP INC(HPQ)0178+178060.00%+6
DT MIDSTREAM INC(DTM)082+82060.00%+6
PINTEREST INC(PINS)080+80040.00%+4
ISHARES INC0287+2870180.01%+18
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