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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BLB&B Advisors, LLC

Quarter ended Q1 2025 · Filed April 28, 2025 · Accession 0001085146-25-002370

Total Value
$1.97B
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438583,277,956$166.6M8.48%
2ISHARES TR464287200237,748$133.6M6.80%
3ISHARES TR4642875072,189,702$127.8M6.50%
4VANGUARD INTL EQUITY INDEX F9220428582,481,904$112.3M5.72%
5BARCLAYS BANK PLCVXZ2,051,304$72.4M3.69%
6APPLE INCAAPL316,530$70.3M3.58%
7ISHARES TR464287804672,202$70.3M3.58%
8ISHARES TR464287226637,819$63.1M3.21%
9MICROSOFT CORPMSFT152,764$57.3M2.92%
10NVIDIA CORPORATIONNVDA527,456$57.2M2.91%
11ISHARES TR464287150345,598$42.2M2.15%
12SPDR SER TR78468R622410,043$39.1M1.99%
13SCHWAB STRATEGIC TR8085245081,387,851$36.4M1.85%
14ISHARES TR46432F842470,371$35.6M1.81%
15VANGUARD INDEX FDS922908629126,490$32.7M1.66%
16JPMORGAN CHASE & CO.VYLD130,518$32.0M1.63%
17AMAZON COM INCAMZN154,540$29.4M1.50%
18ISHARES INC46434G103543,157$29.3M1.49%
19BERKSHIRE HATHAWAY INC DELBRK-A54,870$29.2M1.49%
20VANGUARD INDEX FDS922908751115,303$25.6M1.30%
21COSTCO WHSL CORP NEW22160K10525,241$23.9M1.21%
22ALPHABET INCGOOG148,677$23.0M1.17%
23VISA INCV62,796$22.0M1.12%
24CHEVRON CORP NEWCVX127,526$21.3M1.09%
25SPDR S&P 500 ETF TRSPY37,859$21.2M1.08%
26PROCTER AND GAMBLE CO742718109114,470$19.5M0.99%
27PROLOGIS INC.PLDGP172,576$19.3M0.98%
28ABBVIE INCABBV88,258$18.5M0.94%
29ISHARES TR464288281196,294$17.8M0.90%
30VANGUARD INTL EQUITY INDEX F922042775260,971$15.8M0.81%
31PALO ALTO NETWORKS INCPANW85,355$14.6M0.74%
32STRYKER CORPORATIONSYK38,432$14.3M0.73%
33NEXTERA ENERGY INCNEE-PW195,682$13.9M0.71%
34DEERE & CODE28,032$13.2M0.67%
35SALESFORCE INCCRM48,164$12.9M0.66%
36CADENCE DESIGN SYSTEM INCCDNS49,343$12.5M0.64%
37MCDONALDS CORPMCD39,991$12.5M0.64%
38ZOETIS INCZTS72,902$12.0M0.61%
39WASTE MGMT INC DEL94106L10951,724$12.0M0.61%
40TAKE-TWO INTERACTIVE SOFTWARTTWO55,470$11.5M0.59%
41ARISTA NETWORKS INCANET143,622$11.1M0.57%
42S&P GLOBAL INCSPGI21,647$11.0M0.56%
43JOHNSON & JOHNSONJNJ65,870$10.9M0.56%
44VANGUARD INDEX FDS92290873627,991$10.4M0.53%
45DANAHER CORPORATION23585110249,920$10.2M0.52%
46TJX COS INC NEW87254010982,879$10.1M0.51%
47SCHWAB STRATEGIC TR808524300369,427$9.3M0.47%
48VANGUARD INDEX FDS92290874453,272$9.2M0.47%
49LINDE PLCLIN19,602$9.1M0.46%
50META PLATFORMS INCMETA15,103$8.7M0.44%
51REALTY INCOME CORPO135,531$7.9M0.40%
52D R HORTON INC23331A10960,106$7.6M0.39%
53GE VERNOVA INCGEV22,676$6.9M0.35%
54EXXON MOBIL CORPXOM57,431$6.8M0.35%
55INVESCO QQQ TRIVZ12,604$5.9M0.30%
56AUTOMATIC DATA PROCESSING INADP17,640$5.4M0.27%
57INTERNATIONAL BUSINESS MACHSINTR21,413$5.3M0.27%
58MONOLITHIC PWR SYS INC6098391058,437$4.9M0.25%
59IONIS PHARMACEUTICALS INCIONS152,200$4.6M0.23%
60ABBOTT LABSABLZF33,413$4.4M0.23%
61CAPITAL ONE FINL CORP14040H10524,014$4.3M0.22%
62VANGUARD INDEX FDS92290863715,776$4.1M0.21%
63SELECT SECTOR SPDR TR81369Y80319,436$4.0M0.20%
64MERCK & CO INCMRK44,513$4.0M0.20%
65PNC FINL SVCS GROUP INC69347510522,431$3.9M0.20%
66TOLL BROTHERS INCTOL34,523$3.6M0.19%
67CATERPILLAR INCCAT10,521$3.5M0.18%
68AMERICAN EXPRESS COAXP12,893$3.5M0.18%
69PEPSICO INCPEP23,101$3.5M0.18%
70VANGUARD INDEX FDS9229083636,566$3.4M0.17%
71DIAMONDBACK ENERGY INCFANG20,840$3.3M0.17%
72COCA COLA COKO46,520$3.3M0.17%
73HONEYWELL INTL INC43851610615,212$3.2M0.16%
74SELECT SECTOR SPDR TR81369Y50633,086$3.1M0.16%
75SELECT SECTOR SPDR TR81369Y85231,998$3.1M0.16%
76SELECT SECTOR SPDR TR81369Y70422,766$3.0M0.15%
77VANGUARD INDEX FDS92290876910,725$2.9M0.15%
78VANGUARD BD INDEX FDS92193782737,536$2.9M0.15%
79DUKE ENERGY CORP NEWDUKB23,538$2.9M0.15%
80SELECT SECTOR SPDR TR81369Y60555,681$2.8M0.14%
81VANGUARD BD INDEX FDS92193781934,337$2.6M0.13%
82SCHWAB STRATEGIC TR80852479789,920$2.5M0.13%
83ELI LILLY & COLLY2,962$2.4M0.12%
84SELECT SECTOR SPDR TR81369Y20916,508$2.4M0.12%
85ISHARES TR46428746528,988$2.4M0.12%
86VANGUARD CHARLOTTE FDS92203J40747,225$2.3M0.12%
87EMERSON ELEC COEMR20,729$2.3M0.12%
88ESSENTIAL UTILS INC29670G10256,813$2.2M0.11%
89VANGUARD WORLD FD92204A7023,923$2.1M0.11%
90LOCKHEED MARTIN CORPLMT4,678$2.1M0.11%
91BENTLEY SYS INCBSY52,100$2.0M0.10%
92MASTERCARD INCORPORATEDMA3,615$2.0M0.10%
93PAYCHEX INCPAYX11,842$1.8M0.09%
94CISCO SYS INCCSCO28,790$1.8M0.09%
95BROADCOM INCAVGO10,113$1.7M0.09%
96SPDR SER TR78464A40920,231$1.6M0.08%
97SPDR SER TR78464A37548,692$1.6M0.08%
98VERIZON COMMUNICATIONS INCVZ34,651$1.6M0.08%
99J P MORGAN EXCHANGE TRADED F46641Q83730,803$1.6M0.08%
100TESLA INCTSLA5,858$1.5M0.08%
101NETFLIX INCNFLX1,624$1.5M0.08%
102FS KKR CAP CORPFSK71,798$1.5M0.08%
103HOME DEPOT INCHD3,975$1.5M0.07%
104ISHARES TR46428723432,494$1.4M0.07%
105CORNING INCGLW30,233$1.4M0.07%
106TRANE TECHNOLOGIES PLCTT4,081$1.4M0.07%
107BRISTOL-MYERS SQUIBB COCELG-RI22,455$1.4M0.07%
108SPDR SER TR78464A47444,439$1.3M0.07%
109CENTERPOINT ENERGY INCCNP36,753$1.3M0.07%
110ISHARES TR46428851316,393$1.3M0.07%
1113M COMMM8,769$1.3M0.07%
112PFIZER INCPFE50,414$1.3M0.07%
113ALPHABET INCGOOG8,010$1.3M0.06%
114ADOBE INCADBE3,247$1.2M0.06%
115ISHARES TR46435G42510,141$1.2M0.06%
116CSX CORPCSX41,484$1.2M0.06%
117WELLS FARGO CO NEW94974610116,836$1.2M0.06%
118QUALCOMM INCQCOM7,815$1.2M0.06%
119VANGUARD MUN BD FDS92290774624,130$1.2M0.06%
120VANGUARD WORLD FD92204A4059,937$1.2M0.06%
121GE AEROSPACE3696043015,803$1.2M0.06%
122SELECT SECTOR SPDR TR81369Y86027,676$1.2M0.06%
123VANGUARD WELLINGTON FD9219355087,250$1.1M0.06%
124ISHARES TR4642872429,712$1.1M0.05%
125VANGUARD SCOTTSDALE FDS92206C77122,584$1.0M0.05%
126VANGUARD BD INDEX FDS92193779314,498$1.0M0.05%
127AMGEN INCAMGN3,227$1.0M0.05%
128VANGUARD WHITEHALL FDS92194688515,402$988,7860.05%
129BLACKROCK INCBLK1,042$985,9080.05%
130ENBRIDGE INCENNPF21,918$970,0180.05%
131SHOPIFY INCSHOP10,100$964,3480.05%
132VANGUARD STAR FDS92190976815,521$963,8600.05%
133BANK AMERICA CORP06050510422,934$957,0210.05%
134CMS ENERGY CORPCMS-PC12,391$930,6880.05%
135ENERGY TRANSFER L PET-PI50,051$930,4480.05%
136ORACLE CORPORCL-PD6,572$918,8310.05%
137ISHARES TR4642874817,678$902,1300.05%
138CARLISLE COS INC1423391002,581$878,8310.04%
139SCHWAB STRATEGIC TR80852410238,577$830,5580.04%
140ISHARES TR4642871013,009$814,9270.04%
141VANGUARD WHITEHALL FDS9219468109,800$812,8120.04%
142BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.04%
143PPL CORPPPLC21,965$793,1560.04%
144SCHWAB STRATEGIC TR80852460733,259$779,2580.04%
145TEXAS INSTRS INC8825081044,279$768,9360.04%
146WALMART INCWMT8,701$763,8610.04%
147SPDR GOLD TRGLD2,625$756,3680.04%
148BOEING COBA-PA4,304$734,0470.04%
149WILLIAMS COS INC96945710012,244$731,7010.04%
150UNIVEST FINANCIAL CORPORATIOUVSP25,417$720,8350.04%
151ISHARES TR46435U54915,092$716,5680.04%
152THE CIGNA GROUP1255231002,174$715,2460.04%
153ISHARES TR4642874998,399$714,5030.04%
154TARGET CORPTGT6,826$712,3610.04%
155CONSTELLATION ENERGY CORPCEG3,518$709,3340.04%
156WP CAREY INC92936U10911,045$697,0550.04%
157AIR PRODS & CHEMS INCAIIR2,352$693,6520.04%
158ISHARES TR4642876222,224$682,1160.03%
159VANGUARD INDEX FDS9229085952,661$669,8580.03%
160CONOCOPHILLIPSCOP6,321$663,8310.03%
161EXELON CORPEXC14,175$653,1840.03%
162SPDR S&P MIDCAP 400 ETF TRMDY1,219$650,3120.03%
163HERSHEY COHSY3,770$644,7830.03%
164ISHARES GOLD TRIAU10,790$636,1780.03%
165SPDR SER TR78464A6313,873$622,3520.03%
166SHERWIN WILLIAMS COSHW1,762$615,2730.03%
167VANGUARD SPECIALIZED FUNDS9219088443,135$608,2260.03%
168VANGUARD INDEX FDS9229085123,735$599,6190.03%
169VANGUARD INDEX FDS9229085536,597$597,2920.03%
170SELECT SECTOR SPDR TR81369Y4072,914$575,3980.03%
171SPROTT PHYSICAL GOLD & SILVESII20,000$568,2000.03%
172COMCAST CORP NEWCCZ15,361$566,8210.03%
173BLACKSTONE INCBX3,985$557,0230.03%
174PPG INDS INC6935061075,075$554,9510.03%
175AMERIPRISE FINL INC03076C1061,143$553,3380.03%
176KIMBERLY-CLARK CORPKMB3,823$543,7070.03%
177AT&T INCT-PC19,166$542,0210.03%
178MONDELEZ INTL INC6092071057,947$539,1980.03%
179RTX CORPORATIONRTX4,015$531,8270.03%
180DISNEY WALT CO2546871065,307$523,8010.03%
181SPDR SER TR78468R85312,705$517,8560.03%
182ZIMMER BIOMET HOLDINGS INCZBH4,475$506,4810.03%
183TEXAS PACIFIC LAND CORPORATITPL365$483,6210.02%
184FORTINET INCFTNT4,976$478,9900.02%
185ECOLAB INCECL1,886$478,2180.02%
186ACCENTURE PLC IRELANDACN1,527$476,4850.02%
187BECTON DICKINSON & COBDX2,076$475,5290.02%
188WESTERN DIGITAL CORPWDC11,690$472,6270.02%
189LOWES COS INC5486611072,023$471,8520.02%
190VANGUARD WORLD FD92204A1081,446$470,6870.02%
191CUMMINS INCCMI1,501$470,4730.02%
192VANGUARD WORLD FD92204A5041,734$458,9820.02%
193PALANTIR TECHNOLOGIES INCPLTR5,419$457,3640.02%
194TRUIST FINL CORP89832Q10911,040$454,2970.02%
195ISHARES TR46436E55111,141$435,2790.02%
196UNION PAC CORPUNP1,836$433,7370.02%
197TEXTRON INCTXT5,882$424,9750.02%
198PHILIP MORRIS INTL INC7181721092,674$424,4440.02%
199ATMOS ENERGY CORPATO2,671$412,8830.02%
200VANGUARD INDEX FDS9229086112,178$405,8260.02%
201EATON CORP PLCETN1,460$396,8720.02%
202ALLSTATE CORPALL-PJ1,903$394,0540.02%
203DOMINION ENERGY INCD7,003$392,6580.02%
204ISHARES INC46434G86311,152$389,7620.02%
205J P MORGAN EXCHANGE TRADED F46641Q3326,800$388,5520.02%
206ILLINOIS TOOL WKS INC4523081091,564$387,7820.02%
207VANGUARD INDEX FDS9229085381,547$378,4580.02%
208TRAVELERS COMPANIES INCTRV1,424$376,5910.02%
209SOUTHERN COSOMN3,979$365,8690.02%
210SCHLUMBERGER LTDSLB8,698$363,5760.02%
211INTUITIVE SURGICAL INCISRG732$362,5380.02%
212CORTEVA INCCTVA5,527$347,8320.02%
213AMERICAN ELEC PWR CO INC0255371013,178$347,2600.02%
214ISHARES TR4642871682,568$344,8240.02%
215BANK NEW YORK MELLON CORP0640581004,065$340,9320.02%
216MORGAN STANLEYMS-PQ2,833$330,5260.02%
217EDWARDS LIFESCIENCES CORPEW4,559$330,4360.02%
218MCKESSON CORPMCK489$329,0920.02%
219NBT BANCORP INCNBTB7,656$328,4420.02%
220GENERAL MLS INC3703341045,237$313,1200.02%
221DIMENSIONAL ETF TRUST25434V7089,455$311,9200.02%
222WEYERHAEUSER CO MTN BEWY10,627$311,1590.02%
223MUELLER WTR PRODS INC62475810812,136$308,4970.02%
224MASCO CORPMAS4,400$305,9760.02%
225T-MOBILE US INCTMUSZ1,147$305,9160.02%
226COLGATE PALMOLIVE COCL3,242$303,7750.02%
227SELECT SECTOR SPDR TR81369Y8863,833$302,2320.02%
228INVESCO PA VALUE MUN INC TRIVZ29,554$301,1550.02%
229CANADIAN PACIFIC KANSAS CITYCP4,230$296,8430.02%
230CROWDSTRIKE HLDGS INCCRWD834$294,0520.01%
231APPLIED MATLS INC0382221052,012$291,9810.01%
232AMEREN CORPAEE2,905$291,6620.01%
233VANGUARD ADMIRAL FDS INC9219328692,822$291,1460.01%
234WSFS FINL CORP9293281025,610$290,9910.01%
235NORTHROP GRUMMAN CORPNOC565$289,2860.01%
236M & T BK CORP55261F1041,602$286,3580.01%
237ISHARES TR46435G5163,439$280,9320.01%
238EASTMAN CHEM COEMN3,069$270,3970.01%
239AMERICAN TOWER CORP NEW03027X1001,208$262,9170.01%
240PUBLIC SVC ENTERPRISE GRP IN7445731063,156$259,7390.01%
241SHELL PLCRYDAF3,509$257,1400.01%
242ISHARES SILVER TRSLV8,077$250,3060.01%
243VANGUARD SCOTTSDALE FDS92206C7064,211$250,1330.01%
244VERTEX PHARMACEUTICALS INCVRTX514$249,1970.01%
245ISHARES TR46435U6636,328$243,0580.01%
246CHUBB LIMITEDCB802$242,1960.01%
247ADVANCED MICRO DEVICES INCAMD2,332$239,5900.01%
248ISHARES TR4642886464,485$234,8790.01%
249SCHWAB STRATEGIC TR80852420110,634$234,7990.01%
250SCHWAB STRATEGIC TR80852480511,826$233,9180.01%
251ISHARES TR464287614647$233,6250.01%
252ISHARES TR4642873092,492$231,3680.01%
253WISDOMTREE TRWT4,866$231,0380.01%
254BOOKING HOLDINGS INCBKNG50$230,3460.01%
255CENCORA INCCOR815$226,6430.01%
256GSK PLCGLAXF5,814$225,2340.01%
257UNITED PARCEL SERVICE INCUPS2,035$223,8450.01%
258STARBUCKS CORPSBUX2,271$222,7620.01%
259INVESCO ACTVELY MNGD ETC FDIVZ16,145$220,0560.01%
260UNITEDHEALTH GROUP INCUNH419$219,4510.01%
261DARDEN RESTAURANTS INCDRI1,051$218,3120.01%
262ISHARES TR4642878461,570$213,6770.01%
263GOLDMAN SACHS GROUP INCGSCE385$210,3220.01%
264VANGUARD WHITEHALL FDS9219464061,616$208,3790.01%
265TRANSDIGM GROUP INCTDG150$207,4940.01%
266THE CAMPBELLS COMPANYCPB5,183$206,9050.01%
267STANLEY BLACK & DECKER INCSWK2,676$205,7310.01%
268SPDR SER TR78464A6072,072$205,3770.01%
269NRG ENERGY INCNRG2,133$203,6160.01%
270PHILLIPS 66PSX1,648$203,4950.01%
271ISHARES TR46434V8783,999$202,7490.01%
272UBER TECHNOLOGIES INCUBER2,762$201,2390.01%
273THE TRADE DESK INC88339J1053,660$200,2750.01%
274FS CREDIT OPPORTUNITIES CORPFSCO23,972$169,0030.01%
275AGNC INVT CORP00123Q10416,805$160,9920.01%
276KARYOPHARM THERAPEUTICS INCKPTI75,000$56,7290.00%