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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

Lebenthal Global Advisors, LLC

Quarter ended Q3 2024 · Filed October 28, 2024 · Accession 0001172661-24-004375

Total Value
$492.6M
Positions
286
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46654Q203849,890$46.7M9.48%
2J P MORGAN EXCHANGE TRADED F46641Q332607,287$36.1M7.34%
3VANGUARD SCOTTSDALE FDS92206C870407,160$34.1M6.92%
4ISHARES TR464287804238,908$27.9M5.67%
5ISHARES TR464287432284,825$27.9M5.67%
6VANGUARD INDEX FDS922908744120,631$21.1M4.28%
7ISHARES TR464289867330,501$19.6M3.97%
8ISHARES TR46435G102227,871$19.1M3.87%
9ISHARES TR464288414173,473$18.8M3.83%
10SPDR S&P 500 ETF TRSPY31,148$17.9M3.63%
11SELECT SECTOR SPDR TR81369Y506149,823$13.2M2.67%
12VANGUARD SCOTTSDALE FDS92206C680109,511$10.6M2.15%
13VANGUARD ADMIRAL FDS INC92193288559,367$6.3M1.27%
14APPLE INCAAPL26,406$6.2M1.25%
15VANGUARD ADMIRAL FDS INC92193282856,558$6.1M1.24%
16ISHARES TR46428750795,120$5.9M1.20%
17VANGUARD SCOTTSDALE FDS92206C84795,009$5.8M1.19%
18APPLE INCAAPL23,083$5.4M1.09%
19INVESCO EXCH TRADED FD TR IIIVZ26,701$5.4M1.09%
20NVIDIA CORPORATIONNVDA40,255$4.9M0.99%
21VANGUARD INDEX FDS92290876915,036$4.3M0.86%
22VANGUARD WHITEHALL FDS92194679457,279$4.2M0.85%
23ISHARES TR46435G52450,936$3.8M0.77%
24META PLATFORMS INCMETA6,517$3.7M0.76%
25VANGUARD BD INDEX FDS92193783538,770$2.9M0.59%
26ALPHABET INCGOOG17,220$2.9M0.58%
27VANGUARD WORLD FD92204A30623,240$2.8M0.58%
28SPDR SER TR78468R40899,590$2.6M0.52%
29MICROSOFT CORPMSFT5,621$2.4M0.49%
30QUANTA SVCS INC74762E1027,795$2.3M0.47%
31VANGUARD WHITEHALL FDS92194640616,910$2.2M0.44%
32INVESCO EXCH TRADED FD TR IIIVZ87,884$2.1M0.43%
33JPMORGAN CHASE & CO.VYLD8,888$1.9M0.38%
34NOVO-NORDISK A SNONOF15,603$1.9M0.38%
35MCKESSON CORPMCK3,744$1.9M0.38%
36VANGUARD INDEX FDS9229087364,583$1.8M0.36%
37BOSTON SCIENTIFIC CORPBSX20,399$1.7M0.35%
38ELI LILLY & COLLY1,875$1.7M0.34%
39PHILIP MORRIS INTL INC71817210913,218$1.6M0.33%
40ARISTA NETWORKS INCANET4,091$1.6M0.32%
41SPDR SER TR78468R85334,006$1.5M0.31%
42MERCK & CO INCMRK13,613$1.5M0.31%
43AMAZON COM INCAMZN8,241$1.5M0.31%
44FISERV INCFISV8,393$1.5M0.31%
45TAIWAN SEMICONDUCTOR MFG LTD8740391008,667$1.5M0.31%
46ORACLE CORPORCL-PD8,754$1.5M0.30%
47UNITED RENTALS INCURI1,831$1.5M0.30%
48SERVICENOW INCNOW1,646$1.5M0.30%
49AXON ENTERPRISE INCAXON3,478$1.4M0.28%
50KROGER COKR23,986$1.4M0.28%
51VISA INCV4,836$1.3M0.27%
52BLACKROCK INCBLK1,381$1.3M0.27%
53AMERICAN EXPRESS COAXP4,708$1.3M0.26%
54SELECT SECTOR SPDR TR81369Y8035,647$1.3M0.26%
55TRANE TECHNOLOGIES PLCTT3,168$1.2M0.25%
56INTUITIVE SURGICAL INCISRG2,487$1.2M0.25%
57BANK NEW YORK MELLON CORP06405810016,949$1.2M0.25%
58SALESFORCE INCCRM4,422$1.2M0.25%
59VANGUARD BD INDEX FDS92203C30324,149$1.2M0.24%
60PALO ALTO NETWORKS INCPANW3,467$1.2M0.24%
61S&P GLOBAL INCSPGI2,272$1.2M0.24%
62CHIPOTLE MEXICAN GRILL INCCMG19,462$1.1M0.23%
63STRYKER CORPORATIONSYK2,979$1.1M0.22%
64SCHWAB CHARLES CORPSCHW-PJ16,603$1.1M0.22%
65LENNAR CORPLEN-B5,723$1.1M0.22%
66VANGUARD STAR FDS92190976816,311$1.1M0.21%
67SELECT SECTOR SPDR TR81369Y50611,924$1.0M0.21%
68BERKSHIRE HATHAWAY INC DELBRK-A2,266$1.0M0.21%
69ADOBE INCADBE2,005$1.0M0.21%
70GALLAGHER ARTHUR J & CO3635761093,616$1.0M0.21%
71APPLIED MATLS INC0382221055,021$1.0M0.21%
72ANALOG DEVICES INCADI4,406$1.0M0.21%
73INTERACTIVE BROKERS GROUP IN45841N1077,109$990,7100.20%
74T-MOBILE US INCTMUSZ4,783$987,0200.20%
75AMERIPRISE FINL INC03076C1062,055$965,4600.20%
76COSTCO WHSL CORP NEW22160K1051,083$960,1010.19%
77NETFLIX INCNFLX1,343$952,5500.19%
78WASTE MGMT INC DEL94106L1094,544$943,3850.19%
79DICKS SPORTING GOODS INC2533931024,391$916,4020.19%
80BLACKSTONE INCBX5,822$891,5230.18%
81VANGUARD MUN BD FDS92290774617,338$886,3190.18%
82EXXON MOBIL CORPXOM7,481$876,9070.18%
83TRUIST FINL CORP89832Q10919,902$851,2090.17%
84INGREDION INCINGR6,170$847,9430.17%
85WELLS FARGO CO NEW94974610114,576$823,3980.17%
86DISCOVER FINL SVCS2547091085,845$819,9950.17%
87ISHARES TR46432F3394,496$806,1330.16%
88MACYS INC55616P10449,510$776,8120.16%
89AMERICAN AIRLS GROUP INC02376R10266,338$745,6390.15%
90MASTERCARD INCORPORATEDMA1,497$739,2190.15%
91NXP SEMICONDUCTORS N VNXPI3,073$737,5510.15%
92FIDELITY NATL INFORMATION SV31620M1068,722$730,4680.15%
93NEXTERA ENERGY INCNEE-PW8,499$718,4200.15%
94FORD MTR CO34537086067,153$709,1360.14%
95BP PLCBPPFF21,766$683,2350.14%
96DUPONT DE NEMOURS INCDD7,550$672,7810.14%
97SOUTHERN COSOMN7,440$670,9390.14%
98QUALCOMM INCQCOM3,862$656,7330.13%
99CARNIVAL CORPCUKPF35,534$656,6680.13%
100IQVIA HLDGS INCIQV2,721$644,7950.13%
101AMGEN INCAMGN1,955$629,9210.13%
102BRISTOL-MYERS SQUIBB COCELG-RI12,156$628,9510.13%
103MICRON TECHNOLOGY INCMU5,981$620,2900.13%
104HOME DEPOT INCHD1,526$618,3150.13%
105TOLL BROTHERS INCTOL3,962$612,0890.12%
106DEVON ENERGY CORP NEW25179M10315,476$605,4210.12%
107PARAMOUNT GLOBAL92556H20656,245$597,3220.12%
108BARRICK GOLD CORP06790110829,982$596,3420.12%
109GOLDMAN SACHS GROUP INCGSCE1,192$590,1710.12%
110MARRIOTT INTL INC NEW5719032022,340$581,7240.12%
111JACOBS SOLUTIONS INCJ4,435$580,5420.12%
112SHELL PLCRYDAF8,776$578,7770.12%
113INSPIRE MED SYS INC4577301092,715$573,0010.12%
114INTERNATIONAL BUSINESS MACHSINTR2,544$562,4280.11%
115HP INCHPQ15,502$556,0570.11%
116PFIZER INCPFE19,136$553,7960.11%
117EXXON MOBIL CORPXOM4,717$552,9270.11%
118VANGUARD TAX-MANAGED FDS92194385810,461$552,4590.11%
119KINDER MORGAN INC DELEP-PC24,966$551,4990.11%
120UNION PAC CORPUNP2,126$524,0160.11%
121ANNALY CAPITAL MANAGEMENT INNLY-PJ25,713$516,0600.10%
122MORGAN STANLEYMS-PQ4,938$514,6970.10%
123COMCAST CORP NEWCCZ12,026$502,3260.10%
124FORTUNE BRANDS INNOVATIONS IFBIN5,592$500,6520.10%
125GAMING & LEISURE PPTYS INC36467J1089,576$492,6850.10%
126RESTAURANT BRANDS INTL INC76131D1036,696$482,9160.10%
127AMGEN INCAMGN1,497$482,4780.10%
128META PLATFORMS INCMETA843$482,3030.10%
129SOUTHERN COSOMN5,241$472,6330.10%
130PHILLIPS 66PSX3,558$467,6990.09%
131CISCO SYS INCCSCO8,719$464,0250.09%
132AMAZON COM INCAMZN2,460$458,3720.09%
133INTERPUBLIC GROUP COS INCINTR14,428$456,3580.09%
134ARK ETF TR00214Q1049,338$443,8350.09%
135CAESARS ENTERTAINMENT INC NE12769G10010,303$430,0470.09%
136HOME DEPOT INCHD1,055$427,4860.09%
137AVALONBAY CMNTYS INCAWX1,879$423,2450.09%
138DOUGLAS EMMETT INCDEI23,875$419,4840.09%
139IRON MTN INC DEL46284V1013,461$411,2710.08%
140BECTON DICKINSON & COBDX1,685$406,2540.08%
141HEWLETT PACKARD ENTERPRISE CHPE-PC19,649$402,0190.08%
142FIDELITY COVINGTON TRUST3160928082,300$401,3500.08%
143VANGUARD INDEX FDS922908363755$398,3910.08%
144BEST BUY INCBBY3,850$397,7050.08%
145NVIDIA CORPORATIONNVDA3,273$397,4950.08%
146SCHLUMBERGER LTDSLB9,203$386,0660.08%
147ANNALY CAPITAL MANAGEMENT INNLY-PJ19,066$382,6550.08%
148FREEPORT-MCMORAN INCFCX7,442$371,5050.08%
149PULTE GROUP INC7458671012,556$366,8630.07%
150BAUSCH HEALTH COS INC07173410744,682$364,6050.07%
151JOHNSON & JOHNSONJNJ2,231$361,5560.07%
152TAPESTRY INCTPR7,660$359,8670.07%
153UWM HOLDINGS CORPORATIONUWMC41,974$357,6180.07%
154MICROSOFT CORPMSFT813$350,0060.07%
155VAIL RESORTS INCMTN1,982$345,4430.07%
156TESLA INCTSLA1,315$344,0430.07%
157VERIZON COMMUNICATIONS INCVZ7,659$343,9660.07%
158DOLLAR TREE INCDLTR4,879$343,0910.07%
159VANGUARD BD INDEX FDS9219378194,370$342,4730.07%
160ABBVIE INCABBV1,730$341,6400.07%
161REINSURANCE GRP OF AMERICA I7593516041,564$340,7490.07%
162PAYPAL HLDGS INCPYPL4,342$338,8060.07%
163THE CIGNA GROUP125523100912$315,9530.06%
164WALGREENS BOOTS ALLIANCE INC93142710835,073$314,2560.06%
165BROADCOM INCAVGO1,816$313,2600.06%
166TJX COS INC NEW8725401092,618$307,7200.06%
167SELECT SECTOR SPDR TR81369Y8523,395$306,9080.06%
168LULULEMON ATHLETICA INCLULU1,121$304,1830.06%
169SYSCO CORPSYY3,890$303,6530.06%
170CARLISLE COS INC142339100666$299,5340.06%
171KIMBERLY-CLARK CORPKMB2,022$287,6900.06%
172MICROCHIP TECHNOLOGY INC.MCHPP3,577$287,1970.06%
173CORSAIR GAMING INCCRSR39,299$273,5210.06%
174MERCK & CO INCMRK2,391$271,4700.06%
175ELEVANCE HEALTH INCELV516$268,3200.05%
176ELI LILLY & COLLY302$267,3690.05%
177FIDELITY COMWLTH TR3159128083,666$262,4860.05%
178NEXTERA ENERGY INCNEE-PW3,092$261,3670.05%
179WORKDAY INCWDAY1,043$254,9200.05%
180CLEAN HARBORS INCCLH1,048$253,3120.05%
181ZOETIS INCZTS1,242$242,6620.05%
182INVESCO EXCHANGE TRADED FD TIVZ2,040$234,5390.05%
183RESMED INCRSMDF941$229,7170.05%
184INVESCO EXCHANGE TRADED FD TIVZ3,950$227,2040.05%
185DELL TECHNOLOGIES INCDELL1,834$217,4020.04%
186GRAPHIC PACKAGING HLDG COGPK7,201$213,0780.04%
187TRAVELERS COMPANIES INCTRV871$203,9190.04%
188BANK AMERICA CORP0605051044,991$198,0510.04%
189ALPHABET INCGOOG1,165$194,8020.04%
190QUALCOMM INCQCOM1,120$190,4560.04%
191SPDR S&P 500 ETF TRSPY308$176,7180.04%
192AMERICAN EXPRESS COAXP622$168,6860.03%
193TESLA INCTSLA626$163,7800.03%
194ALPHABET INCGOOG960$160,5020.03%
195BROADCOM INCAVGO900$155,2500.03%
196MICRON TECHNOLOGY INCMU1,379$143,0160.03%
197MAGNITE INCMGNI10,195$141,2010.03%
198AT&T INCT-PC6,384$140,4480.03%
199VERIZON COMMUNICATIONS INCVZ3,107$139,5350.03%
200VISA INCV504$138,4690.03%
201AT&T INCT-PC6,164$135,6080.03%
202AMERICAN ELEC PWR CO INC0255371011,268$130,0540.03%
203ISHARES TR4642874321,300$127,5300.03%
204MCDONALDS CORPMCD415$126,3720.03%
205JOHNSON & JOHNSONJNJ763$123,6520.03%
206COSTCO WHSL CORP NEW22160K105126$111,4490.02%
207CONSOLIDATED EDISON INCED1,048$109,1280.02%
208PROCTER AND GAMBLE CO742718109596$103,2270.02%
209CONSOLIDATED EDISON INCED960$99,9650.02%
210PROCTER AND GAMBLE CO742718109566$98,1070.02%
211ISHARES TR464287804805$94,1530.02%
212NETFLIX INCNFLX130$92,2050.02%
213AMERICAN ELEC PWR CO INC025537101894$91,7240.02%
214JPMORGAN CHASE & CO.VYLD424$89,3770.02%
215SPDR SER TR78468R4083,350$86,2630.02%
216ALPHABET INCGOOG484$80,3510.02%
217COMCAST CORP NEWCCZ1,906$79,6180.02%
218MCDONALDS CORPMCD253$77,0410.02%
219SERVICENOW INCNOW68$60,8190.01%
220BRISTOL-MYERS SQUIBB COCELG-RI1,167$60,3810.01%
221AMERIPRISE FINL INC03076C106120$56,3770.01%
222ARK ETF TR00214Q1041,140$54,1840.01%
223TAIWAN SEMICONDUCTOR MFG LTD874039100290$50,4390.01%
224VANGUARD INDEX FDS922908769176$49,8600.01%
225VANGUARD SCOTTSDALE FDS92206C870567$47,4860.01%
226BLACKROCK INCBLK50$47,3900.01%
227CHIPOTLE MEXICAN GRILL INCCMG750$43,2150.01%
228APPLIED MATLS INC038222105200$40,4100.01%
229PAYPAL HLDGS INCPYPL500$39,0150.01%
230ORACLE CORPORCL-PD200$34,0800.01%
231PHILLIPS 66PSX255$33,5500.01%
232SHELL PLCRYDAF500$32,9750.01%
233INTUITIVE SURGICAL INCISRG60$29,4760.01%
234VANGUARD BD INDEX FDS921937835330$24,7860.01%
235FIDELITY NATL INFORMATION SV31620M106271$22,6980.00%
236FORD MTR CO3453708602,000$21,1200.00%
237SALESFORCE INCCRM76$20,8020.00%
238APPLIED MATLS INC038222105100$20,2050.00%
239ARISTA NETWORKS INCANET50$19,1910.00%
240ISHARES TR46435G524256$19,0950.00%
241SELECT SECTOR SPDR TR81369Y80384$18,9640.00%
242BLACKSTONE INCBX123$18,9050.00%
243BERKSHIRE HATHAWAY INC DELBRK-A41$18,8710.00%
244CARNIVAL CORPCUKPF1,000$18,4800.00%
245INTERNATIONAL BUSINESS MACHSINTR82$18,2010.00%
246BANK AMERICA CORP060505104433$17,1810.00%
247J P MORGAN EXCHANGE TRADED F46641Q332265$15,7700.00%
248MCKESSON CORPMCK30$14,9060.00%
249MASTERCARD INCORPORATEDMA30$14,9000.00%
250NXP SEMICONDUCTORS N VNXPI61$14,6200.00%
251BP PLCBPPFF389$12,2110.00%
252PHILIP MORRIS INTL INC718172109100$12,1400.00%
253SCHLUMBERGER LTDSLB286$11,9980.00%
254JACOBS SOLUTIONS INCJ91$11,8740.00%
255KINDER MORGAN INC DELEP-PC525$11,5970.00%
256VANGUARD INDEX FDS92290874462$10,8230.00%
257VANGUARD WHITEHALL FDS921946794113$8,2960.00%
258BANK NEW YORK MELLON CORP064058100108$7,7610.00%
259IRON MTN INC DEL46284V10165$7,7240.00%
260DUPONT DE NEMOURS INCDD87$7,7230.00%
261TAPESTRY INCTPR153$7,1880.00%
262BOSTON SCIENTIFIC CORPBSX84$7,0390.00%
263VANGUARD BD INDEX FDS92203C303128$6,3920.00%
264FISERV INCFISV35$6,2880.00%
265REINSURANCE GRP OF AMERICA I75935160428$6,1000.00%
266J P MORGAN EXCHANGE TRADED F46654Q203108$5,9150.00%
267WELLS FARGO CO NEW949746101100$5,6490.00%
268PULTE GROUP INC74586710139$5,5980.00%
269SYSCO CORPSYY69$5,3860.00%
270KIMBERLY-CLARK CORPKMB37$5,2640.00%
271WORKDAY INCWDAY21$5,1330.00%
272ZOETIS INCZTS24$4,6890.00%
273ELEVANCE HEALTH INCELV9$4,6800.00%
274INTERPUBLIC GROUP COS INCINTR136$4,3020.00%
275IQVIA HLDGS INCIQV18$4,2650.00%
276GRAPHIC PACKAGING HLDG COGPK139$4,1130.00%
277MICROCHIP TECHNOLOGY INC.MCHPP51$4,0950.00%
278VANGUARD INDEX FDS9229087369$3,4550.00%
279LULULEMON ATHLETICA INCLULU12$3,2560.00%
280VANGUARD SCOTTSDALE FDS92206C68030$2,8960.00%
281VANGUARD TAX-MANAGED FDS92194385851$2,6930.00%
282VANGUARD ADMIRAL FDS INC92193282817$1,8390.00%
283VANGUARD WHITEHALL FDS92194640612$1,5380.00%
284VANGUARD ADMIRAL FDS INC92193288512$1,2680.00%
285VANGUARD SCOTTSDALE FDS92206C84720$1,2310.00%
286VANGUARD WORLD FD92204A3066$7350.00%