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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 Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001918

Total Value
$533.6M
Positions
260
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY70,098$39.2M7.35%
2J P MORGAN EXCHANGE TRADED F46654Q203718,571$37.2M6.97%
3J P MORGAN EXCHANGE TRADED F46641Q332631,249$36.1M6.76%
4ISHARES TR46435G102417,681$34.9M6.54%
5VANGUARD SCOTTSDALE FDS92206C870402,352$32.9M6.16%
6FIDELITY COMWLTH TR315912808455,496$31.0M5.81%
7VANGUARD INDEX FDS922908744124,152$21.4M4.02%
8ISHARES TR464289867343,120$19.8M3.70%
9ISHARES TR464287804188,717$19.7M3.70%
10ISHARES TR464288414174,867$18.4M3.46%
11VANGUARD SCOTTSDALE FDS92206C680143,903$13.4M2.50%
12SPDR SER TR78468R770114,558$12.5M2.35%
13VANGUARD INDEX FDS92290876943,148$11.9M2.22%
14ISHARES TR46428761432,125$11.6M2.17%
15VANGUARD ADMIRAL FDS INC92193288578,778$7.8M1.46%
16ISHARES TR464287507131,030$7.6M1.43%
17VANGUARD WHITEHALL FDS92194640641,782$5.4M1.01%
18APPLE INCAAPL23,660$5.3M0.98%
19APPLE INCAAPL23,143$5.1M0.96%
20VANGUARD ADMIRAL FDS INC92193282849,867$4.8M0.90%
21SPDR SER TR78468R408173,554$4.4M0.82%
22ISHARES TR46428840655,382$4.1M0.77%
23NVIDIA CORPORATIONNVDA36,170$3.9M0.73%
24VANGUARD WELLINGTON FD92193580529,178$3.3M0.62%
25VANGUARD WHITEHALL FDS92194679444,667$3.3M0.62%
26META PLATFORMS INCMETA5,560$3.2M0.60%
27SPDR SER TR78464A85448,212$3.2M0.59%
28JPMORGAN CHASE & CO.VYLD11,424$2.8M0.53%
29VANGUARD BD INDEX FDS92193783538,101$2.8M0.52%
30ALPHABET INCGOOG15,914$2.5M0.46%
31AMAZON COM INCAMZN11,622$2.2M0.41%
32QUANTA SVCS INC74762E1028,658$2.2M0.41%
33ORACLE CORPORCL-PD15,324$2.1M0.40%
34PHILIP MORRIS INTL INC71817210912,312$2.0M0.37%
35MICROSOFT CORPMSFT5,141$1.9M0.36%
36BOSTON SCIENTIFIC CORPBSX18,647$1.9M0.35%
37COSTCO WHSL CORP NEW22160K1051,915$1.8M0.34%
38KROGER COKR26,519$1.8M0.34%
39ELI LILLY & COLLY2,132$1.8M0.33%
40TAIWAN SEMICONDUCTOR MFG LTD87403910010,138$1.7M0.32%
41VISA INCV4,690$1.6M0.31%
42FISERV INCFISV7,334$1.6M0.30%
43SCHWAB CHARLES CORPSCHW-PJ20,049$1.6M0.29%
44SPDR SER TR78468R85336,404$1.5M0.28%
45NETFLIX INCNFLX1,553$1.4M0.27%
46AXON ENTERPRISE INCAXON2,700$1.4M0.27%
47T-MOBILE US INCTMUSZ5,313$1.4M0.27%
48BLACKROCK INCBLK1,433$1.4M0.25%
49GALLAGHER ARTHUR J & CO3635761093,892$1.3M0.25%
50INTUITIVE SURGICAL INCISRG2,668$1.3M0.25%
51UNITED RENTALS INCURI2,060$1.3M0.24%
52PALO ALTO NETWORKS INCPANW7,489$1.3M0.24%
53S&P GLOBAL INCSPGI2,504$1.3M0.24%
54INVESCO EXCH TRADED FD TR IIIVZ55,106$1.3M0.24%
55AMERICAN EXPRESS COAXP4,705$1.3M0.24%
56TRANE TECHNOLOGIES PLCTT3,722$1.3M0.23%
57SERVICENOW INCNOW1,560$1.2M0.23%
58STRYKER CORPORATIONSYK3,186$1.2M0.22%
59CHIPOTLE MEXICAN GRILL INCCMG23,584$1.2M0.22%
60AMERIPRISE FINL INC03076C1062,437$1.2M0.22%
61SELECT SECTOR SPDR TR81369Y8035,690$1.2M0.22%
62WASTE MGMT INC DEL94106L1094,983$1.2M0.22%
63VANGUARD BD INDEX FDS92203C30322,926$1.1M0.21%
64SALESFORCE INCCRM4,141$1.1M0.21%
65WELLS FARGO CO NEW94974610115,190$1.1M0.20%
66DEVON ENERGY CORP NEW25179M10328,084$1.1M0.20%
67TARGA RES CORPTRGP5,237$1.0M0.20%
68SELECT SECTOR SPDR TR81369Y50611,114$1.0M0.19%
69GE HEALTHCARE TECHNOLOGIES IGEHC12,673$1.0M0.19%
70DICKS SPORTING GOODS INC2533931024,964$1.0M0.19%
71BLACKSTONE INCBX6,947$971,0520.18%
72PHILLIPS 66PSX7,834$967,3420.18%
73ANALOG DEVICES INCADI4,770$961,8830.18%
74MASTERCARD INCORPORATEDMA1,728$947,1510.18%
75BP PLCBPPFF26,805$905,7410.17%
76QUALCOMM INCQCOM5,685$873,2730.16%
77TRUIST FINL CORP89832Q10920,830$857,1550.16%
78INGREDION INCINGR6,284$849,6600.16%
79BLACKROCK ETF TRUST IIBLK16,557$820,0600.15%
80AMGEN INCAMGN2,607$812,2110.15%
81PROCTER AND GAMBLE CO7427181094,749$809,3250.15%
82FORD MTR CO34537086079,854$800,9360.15%
83MACYS INC55616P10463,726$800,3990.15%
84APPLIED MATLS INC0382221055,451$791,0160.15%
85ISHARES TR46432F3394,611$787,9740.15%
86LULULEMON ATHLETICA INCLULU2,751$778,6980.15%
87SOUTHERN COSOMN8,463$778,1730.15%
88SHELL PLCRYDAF10,563$774,0570.15%
89BRISTOL-MYERS SQUIBB COCELG-RI12,629$770,2430.14%
90AMGEN INCAMGN2,468$768,8540.14%
91PFIZER INCPFE30,131$763,5200.14%
92FIDELITY NATL INFORMATION SV31620M10610,219$763,1550.14%
93INTERACTIVE BROKERS GROUP IN45841N1074,604$762,3760.14%
94VANGUARD MUN BD FDS92290774615,323$760,3270.14%
95MICRON TECHNOLOGY INCMU8,746$759,9400.14%
96AMERICAN AIRLS GROUP INC02376R10270,845$747,4150.14%
97MERCK & CO INCMRK8,307$745,5960.14%
98ARISTA NETWORKS INCANET9,613$744,8150.14%
99VANGUARD STAR FDS92190976811,383$706,8930.13%
100UNITEDHEALTH GROUP INCUNH1,336$699,7800.13%
101INTERNATIONAL BUSINESS MACHSINTR2,800$696,2480.13%
102BEST BUY INCBBY9,309$685,2350.13%
103VISTRA CORPVST5,792$680,2120.13%
104BARRICK GOLD CORP06790110834,741$675,3650.13%
105DUPONT DE NEMOURS INCDD9,030$674,3600.13%
106NXP SEMICONDUCTORS N VNXPI3,544$673,5730.13%
107PARAMOUNT GLOBAL92556H20656,226$672,4630.13%
108JACOBS SOLUTIONS INCJ5,252$634,9280.12%
109GOLDMAN SACHS GROUP INCGSCE1,152$629,3260.12%
110FREEPORT-MCMORAN INCFCX16,597$628,3620.12%
111NEXTERA ENERGY INCNEE-PW8,844$626,9510.12%
112HP INCHPQ22,616$626,2370.12%
113ZOETIS INCZTS3,740$615,7910.12%
114KINDER MORGAN INC DELEP-PC21,344$608,9440.11%
115ALPHABET INCGOOG3,883$606,6410.11%
116UNION PAC CORPUNP2,538$599,5770.11%
117IQVIA HLDGS INCIQV3,269$576,3250.11%
118UWM HOLDINGS CORPORATIONUWMC105,482$575,9320.11%
119EXXON MOBIL CORPXOM4,789$569,5560.11%
120EXXON MOBIL CORPXOM4,785$569,0570.11%
121ELEVANCE HEALTH INCELV1,307$568,4930.11%
122SOUTHERN COSOMN6,129$563,5160.11%
123ANNALY CAPITAL MANAGEMENT INNLY-PJ27,453$557,5700.10%
124DISCOVER FINL SVCS2547091083,253$555,2870.10%
125MORGAN STANLEYMS-PQ4,731$552,0070.10%
126DIAMONDBACK ENERGY INCFANG3,450$551,5860.10%
127NORFOLK SOUTHN CORP6558441082,261$535,5180.10%
128INTERNATIONAL BUSINESS MACHSINTR2,152$535,1160.10%
129SAP SESAPGF1,971$529,0950.10%
130AMAZON COM INCAMZN2,760$525,1180.10%
131CISCO SYS INCCSCO8,483$523,4860.10%
132GAMING & LEISURE PPTYS INC36467J10810,185$518,4170.10%
133TOLL BROTHERS INCTOL4,822$509,1550.10%
134EXELIXIS INCEXEL13,476$497,5340.09%
135HOME DEPOT INCHD1,355$496,6960.09%
136CARNIVAL CORPCUKPF25,374$495,5540.09%
137ARK ETF TR00214Q10410,338$491,8820.09%
138AGNICO EAGLE MINES LTDAEM4,514$489,3630.09%
139AVALONBAY CMNTYS INCAWX2,248$482,4660.09%
140RESTAURANT BRANDS INTL INC76131D1037,151$476,5430.09%
141GENUINE PARTS COGPC3,860$459,8800.09%
142REPUBLIC SVCS INC7607591001,898$459,6200.09%
143COMCAST CORP NEWCCZ12,432$458,7410.09%
144META PLATFORMS INCMETA793$456,9700.09%
145PAN AMERN SILVER CORP69790010817,433$450,2940.08%
146FORTINET INCFTNT4,609$443,6620.08%
147KEURIG DR PEPPER INCKDP12,863$440,1720.08%
148BROOKFIELD RENEWABLE CORPBEPC15,349$428,5440.08%
149ANNALY CAPITAL MANAGEMENT INNLY-PJ20,959$425,6770.08%
150INNODATA INCINOD11,720$420,7480.08%
151DOUGLAS EMMETT INCDEI26,069$417,1040.08%
152INSPIRE MED SYS INC4577301092,615$416,5170.08%
153FIDELITY COVINGTON TRUST3160928082,575$415,2700.08%
154SCHLUMBERGER LTDSLB9,931$415,1160.08%
155NVIDIA CORPORATIONNVDA3,715$402,6610.08%
156DOXIMITY INCDOCS6,697$388,6270.07%
157BAUSCH HEALTH COS INC07173410758,661$379,5370.07%
158PPG INDS INC6935061073,462$378,5700.07%
159QUEST DIAGNOSTICS INCDGX2,227$376,8080.07%
160JOHNSON & JOHNSONJNJ2,231$369,9890.07%
161ABBVIE INCABBV1,730$362,4700.07%
162FORTUNE BRANDS INNOVATIONS IFBIN5,822$354,4430.07%
163VAIL RESORTS INCMTN2,145$343,2430.06%
164PAYPAL HLDGS INCPYPL4,915$320,7040.06%
165SELECT SECTOR SPDR TR81369Y8523,245$312,9800.06%
166VANGUARD INDEX FDS922908363609$312,9710.06%
167DOLLAR TREE INCDLTR4,134$310,3390.06%
168BANK NEW YORK MELLON CORP0640581003,655$306,5750.06%
169ROCKET LAB USA INCRKLB17,123$306,1590.06%
170TESLA INCTSLA1,175$304,5130.06%
171VERIZON COMMUNICATIONS INCVZ6,584$298,6500.06%
172MICROSOFT CORPMSFT786$294,9220.06%
173CAESARS ENTERTAINMENT INC NE12769G10011,090$277,2500.05%
174CORSAIR GAMING INCCRSR29,924$265,1270.05%
175BROADCOM INCAVGO1,525$255,3770.05%
176HOME DEPOT INCHD673$246,6990.05%
177ROYAL CARIBBEAN GROUPV7780T1031,197$246,0100.05%
178FIRST SOLAR INCFSLR1,894$239,4580.04%
179TRAVELERS COMPANIES INCTRV882$233,2540.04%
180ELI LILLY & COLLY282$233,0970.04%
181CARLISLE COS INC142339100666$226,7730.04%
182MERCK & CO INCMRK2,400$215,4490.04%
183SPDR S&P 500 ETF TRSPY383$214,2460.04%
184BANK AMERICA CORP0605051045,011$209,1280.04%
185FORTINET INCFTNT2,160$207,9220.04%
186ALPHABET INCGOOG1,260$196,8970.04%
187AMERICAN ELEC PWR CO INC0255371011,773$193,6880.04%
188AMERICAN EXPRESS COAXP700$188,3940.04%
189AT&T INCT-PC6,164$174,3180.03%
190AT&T INCT-PC5,384$152,2600.03%
191TESLA INCTSLA585$151,6090.03%
192VISA INCV431$151,0750.03%
193BROADCOM INCAVGO900$150,6870.03%
194VERIZON COMMUNICATIONS INCVZ3,306$149,9600.03%
195BANK AMERICA CORP0605051043,336$139,2110.03%
196CISCO SYS INCCSCO2,242$138,3540.03%
197MCDONALDS CORPMCD415$129,6340.02%
198JOHNSON & JOHNSONJNJ763$126,5360.02%
199NETFLIX INCNFLX130$121,2290.02%
200COSTCO WHSL CORP NEW22160K105126$118,9570.02%
201JPMORGAN CHASE & CO.VYLD426$104,5360.02%
202TAIWAN SEMICONDUCTOR MFG LTD874039100591$98,1690.02%
203AMERICAN ELEC PWR CO INC025537101894$97,6870.02%
204PROCTER AND GAMBLE CO742718109569$96,9460.02%
205ISHARES TR464287804805$84,1790.02%
206MCDONALDS CORPMCD253$79,0300.01%
207MICROSOFT CORPMSFT200$75,0780.01%
208BRISTOL-MYERS SQUIBB COCELG-RI1,167$71,1750.01%
209ALPHABET INCGOOG401$62,0010.01%
210AMERIPRISE FINL INC03076C106120$58,0930.01%
211SERVICENOW INCNOW62$49,3610.01%
212J P MORGAN EXCHANGE TRADED F46654Q203952$49,3190.01%
213ISHARES TR464287614135$48,7470.01%
214BLACKROCK INCBLK50$47,7330.01%
215GE HEALTHCARE TECHNOLOGIES IGEHC550$44,4040.01%
216VANGUARD SCOTTSDALE FDS92206C870536$43,8230.01%
217VANGUARD INDEX FDS922908769158$43,4250.01%
218DICKS SPORTING GOODS INC253393102201$40,5030.01%
219QUALCOMM INCQCOM260$39,9390.01%
220SPDR SER TR78468R4081,550$38,9980.01%
221CHIPOTLE MEXICAN GRILL INCCMG750$37,6580.01%
222SHELL PLCRYDAF500$36,6400.01%
223J P MORGAN EXCHANGE TRADED F46641Q332604$34,5130.01%
224PAYPAL HLDGS INCPYPL500$32,6250.01%
225PHILLIPS 66PSX260$32,0870.01%
226COMCAST CORP NEWCCZ850$31,3650.01%
227INTUITIVE SURGICAL INCISRG60$29,7160.01%
228APPLIED MATLS INC038222105200$29,0240.01%
229LULULEMON ATHLETICA INCLULU100$28,3060.01%
230ORACLE CORPORCL-PD200$27,9620.01%
231TRANE TECHNOLOGIES PLCTT75$25,3260.00%
232VANGUARD INDEX FDS922908744144$24,8750.00%
233VANGUARD BD INDEX FDS921937835323$23,7240.00%
234AVALONBAY CMNTYS INCAWX101$21,6300.00%
235SELECT SECTOR SPDR TR81369Y506220$20,5150.00%
236FIDELITY NATL INFORMATION SV31620M106274$20,4400.00%
237BLACKSTONE INCBX125$17,4950.00%
238SALESFORCE INCCRM65$17,4430.00%
239SELECT SECTOR SPDR TR81369Y80384$17,3440.00%
240MASTERCARD INCORPORATEDMA30$16,5830.00%
241PHILIP MORRIS INTL INC718172109100$15,8730.00%
242VANGUARD SCOTTSDALE FDS92206C680169$15,6820.00%
243ARISTA NETWORKS INCANET200$15,4960.00%
244KINDER MORGAN INC DELEP-PC525$14,9780.00%
245BP PLCBPPFF389$13,1440.00%
246ARK ETF TR00214Q104260$12,3710.00%
247SCHLUMBERGER LTDSLB286$11,9550.00%
248NXP SEMICONDUCTORS N VNXPI61$11,6680.00%
249JACOBS SOLUTIONS INCJ91$11,0180.00%
250ROYAL CARIBBEAN GROUPV7780T10350$10,2720.00%
251WELLS FARGO CO NEW949746101100$7,1790.00%
252DUPONT DE NEMOURS INCDD88$6,5370.00%
253VANGUARD BD INDEX FDS92203C303128$6,3810.00%
254VANGUARD WHITEHALL FDS92194679462$4,5690.00%
255VANGUARD WHITEHALL FDS92194640627$3,4820.00%
256TRAVELERS COMPANIES INCTRV12$3,1740.00%
257SPDR SER TR78464A85421$1,3810.00%
258VANGUARD STAR FDS92190976813$8070.00%
259ISHARES TR46428986711$6330.00%
260VANGUARD ADMIRAL FDS INC9219328285$4830.00%