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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

MB, LEVIS & ASSOCIATES, LLC

Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0002065807-25-000004

Total Value
$143.7M
Positions
279
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042775247,775$13.2M9.22%
2WISDOMTREE TRWT160,113$13.2M9.17%
3VANGUARD INDEX FDS92290863757,557$10.8M7.48%
4VANGUARD MUN BD FDS922907746203,175$10.3M7.16%
5ISHARES TR46436E726435,047$9.4M6.52%
6ISHARES TR46436E486448,693$9.3M6.44%
7ISHARES TR46436E205403,487$9.2M6.42%
8ISHARES TR46436E312306,195$7.7M5.34%
9AMERICAN CENTY ETF TR02507230766,608$4.3M2.98%
10APPLE INCAAPL22,034$3.6M2.53%
11MICROSOFT CORPMSFT11,359$3.3M2.28%
12ISHARES TR46436E833127,877$2.9M2.00%
13LOWES COS INC54866110710,938$2.2M1.52%
14AUTOMATIC DATA PROCESSING INADP8,694$1.9M1.35%
15JPMORGAN CHASE & COVYLD14,485$1.9M1.31%
16CATERPILLAR INCCAT8,116$1.9M1.29%
17JOHNSON & JOHNSONJNJ11,453$1.8M1.24%
18ABBOTT LABSABLZF17,058$1.7M1.20%
19PROCTER AND GAMBLE CO74271810911,310$1.7M1.17%
20ISHARES TR46428763011,425$1.6M1.09%
21QUALCOMM INCQCOM12,035$1.5M1.07%
22MERCK & CO INCMRK13,295$1.4M0.98%
23ISHARES TR46435U28352,887$1.3M0.94%
24EMERSON ELEC COEMR14,920$1.3M0.90%
25NORFOLK SOUTHN CORP6558441086,065$1.3M0.89%
26PEPSICO INCPEP6,722$1.2M0.85%
27BECTON DICKINSON & COBDX4,451$1.1M0.77%
28RAYTHEON TECHNOLOGIES CORPRTX11,073$1.1M0.75%
29TRAVELERS COMPANIES INCTRV5,974$1.0M0.71%
30CLOROX CO DELCLX5,790$916,1330.64%
31EXXON MOBIL CORPXOM7,834$859,0940.60%
32FEDEX CORPFDX3,623$827,8470.58%
33NEXTERA ENERGY INCNEE-PW10,414$802,7350.56%
34TARGET CORPTGT4,675$774,2850.54%
35VANGUARD INDEX FDS9229087362,976$742,3120.52%
36PROLOGIS INC.PLDGP4,626$577,1860.40%
373M COMMM5,135$539,7870.38%
38INTERNATIONAL BUSINESS MACHSINTR3,912$512,8750.36%
39NOVARTIS AGNVSEF5,410$497,7200.35%
40ISHARES TR46435U32519,432$497,4720.35%
41INVESCO EXCH TRD SLF IDX FDIVZ17,663$413,0770.29%
42INVESCO EXCH TRD SLF IDX FDIVZ18,176$404,0560.28%
43PNC FINL SVCS GROUP INC6934751052,972$377,7780.26%
44ISHARES TR46435U25914,731$376,0860.26%
45CHEVRON CORP NEWCVX2,069$337,6410.23%
46AMGEN INCAMGN1,371$331,4700.23%
47CISCO SYS INCCSCO6,302$329,4320.23%
48PFIZER INCPFE7,733$315,5250.22%
49BLACKROCK HEALTH SCIENCES TRBLK7,300$305,5780.21%
50VANGUARD WORLD FDS92204A702759$292,3810.20%
51INVESCO EXCH TRD SLF IDX FDIVZ13,182$282,3450.20%
52ALPHABET INCGOOG2,599$270,2960.19%
53WALMART INCWMT1,805$266,1340.19%
54SPROTT PHYSICAL GOLD & SILVESII13,667$258,4430.18%
55MCDONALDS CORPMCD814$227,7040.16%
56NVIDIA CORPORATIONNVDA809$224,6580.16%
57KINDER MORGAN INC DELEP-PC12,531$219,4100.15%
58UNITEDHEALTH GROUP INCUNH443$209,3310.15%
59AMAZON COM INCAMZN1,920$198,3170.14%
60ENTERPRISE PRODS PARTNERS L2937921077,382$191,2020.13%
61AIR PRODS & CHEMS INCAIIR661$189,8460.13%
62MASTERCARD INCORPORATEDMA516$187,5730.13%
63VISA INCV700$157,8840.11%
64INTEL CORPINTC4,767$155,7380.11%
65ALPHABET INCGOOG1,466$152,0680.11%
66ALTRIA GROUP INCMO3,359$149,8740.10%
67BERKSHIRE HATHAWAY INC DELBRK-A474$146,3570.10%
68COCA COLA COKO2,300$142,6690.10%
69TESLA INCTSLA663$137,5700.10%
70VANGUARD SPECIALIZED FUNDS921908844867$133,4980.09%
71META PLATFORMS INCMETA608$128,8600.09%
72ZEBRA TECHNOLOGIES CORPORATIZBRA402$127,8360.09%
73ISHARES TR464287614522$127,6570.09%
74LOCKHEED MARTIN CORPLMT257$121,6380.08%
75ISHARES TR464287556871$112,4970.08%
76ALCON AGALC1,582$111,5940.08%
77HONEYWELL INTL INC438516106540$103,2140.07%
78VANGUARD INDEX FDS922908629485$102,2460.07%
79BOEING COBA-PA473$100,4960.07%
80ASTRAZENECA PLCAZN1,420$98,5640.07%
81BANK AMERICA CORP0605051043,361$96,1230.07%
82STARBUCKS CORPSBUX894$93,1250.06%
83ISHARES TR464288760796$91,6500.06%
84BROOKFIELD INFRAST PARTNERSG162521012,696$91,0390.06%
85CSX CORPCSX3,005$89,9580.06%
86CONOCOPHILLIPSCOP900$89,2890.06%
87APPLIED MATLS INC038222105700$85,9810.06%
88ABBVIE INCABBV529$84,3650.06%
89J P MORGAN EXCHANGE TRADED F46641Q6471,665$84,3010.06%
90BRISTOL-MYERS SQUIBB COCELG-RI1,120$77,6430.05%
91VERIZON COMMUNICATIONS INCVZ1,947$75,7300.05%
92ISHARES TR464287648320$72,4770.05%
93AT&T INCT-PC3,726$71,7160.05%
94CORNING INCGLW2,013$71,0180.05%
95VANGUARD INDEX FDS922908751372$70,5760.05%
96SERVICENOW INCNOW145$67,3840.05%
97HERSHEY COHSY262$66,5780.05%
98DEERE & CODE160$66,0270.05%
99ILLINOIS TOOL WKS INC452308109270$65,7320.05%
100SCHWAB STRATEGIC TR808524300995$64,8290.05%
101VANGUARD WORLD FDS92204A504269$64,1680.04%
102OCCIDENTAL PETE CORP6745991051,000$62,4300.04%
103SALESFORCE INCCRM311$62,1320.04%
104MOODYS CORPMCO200$61,2040.04%
105BROOKFIELD RENEWABLE PARTNERG162581081,874$59,0390.04%
106VEEVA SYS INCVEEV321$58,9970.04%
107MICROSTRATEGY INCSTRK200$58,4640.04%
108EXELIXIS INCEXEL3,000$58,2300.04%
109VANGUARD BD INDEX FDS921937835759$56,0620.04%
110CHUBB LIMITEDCB273$53,0110.04%
111RPM INTL INC749685103606$52,8260.04%
112OBSIDIAN ENERGY LTDOBE7,500$48,0000.03%
113VANGUARD WHITEHALL FDS921946406428$45,1540.03%
114HOME DEPOT INCHD152$44,8510.03%
115LILLY ELI & COLLY130$44,7400.03%
116CVS HEALTH CORPCVS600$44,5860.03%
117AFLAC INCAFL666$42,9760.03%
118INVESCO QQQ TRIVZ133$42,7350.03%
119T ROWE PRICE ETF INC87283Q4041,335$42,6740.03%
120PHILIP MORRIS INTL INC718172109437$42,4870.03%
121UNILEVER PLCUNLYF813$42,2190.03%
122ISHARES TR464287598274$41,7190.03%
123ADOBE SYSTEMS INCORPORATEDADBE105$40,4640.03%
124VANGUARD INDEX FDS922908769197$40,1210.03%
125SYNOVUS FINL CORP87161C5011,300$40,0790.03%
126AMERICAN TOWER CORP NEW03027X100190$38,8250.03%
127ORIGIN MATERIALS INCORGNW8,950$38,2170.03%
128SPDR GOLD TRGLD206$37,7430.03%
129MAGELLAN MIDSTREAM PRTNRS LP559080106696$37,7400.03%
130NETFLIX INCNFLX109$37,6570.03%
131EXPEDITORS INTL WASH INC302130109338$37,2060.03%
132TEXAS INSTRS INC882508104200$37,2020.03%
133FIRST TR EXCHANGE-TRADED FD33733E302250$36,9630.03%
134CME GROUP INCCME192$36,7850.03%
135TORONTO DOMINION BK ONTTORO600$35,9400.03%
136MONDELEZ INTL INC609207105502$35,0120.02%
137CANADIAN NATL RY CO136375102282$33,2970.02%
138CORTEVA INCCTVA534$32,2250.02%
139GABELLI DIVID & INCOME TR36242H1041,508$31,3550.02%
140VANGUARD WORLD FDS92204A108124$31,3160.02%
141CROWN CASTLE INCCCI230$30,7830.02%
142REALTY INCOME CORPO461$29,1630.02%
143SOUTHERN COSOMN413$28,7310.02%
144ORACLE CORPORCL-PD300$27,8760.02%
145PPL CORPPPLC982$27,3010.02%
146CITIGROUP INCC-PR575$26,9830.02%
147ISHARES TR464287622114$25,6760.02%
148ECOLAB INCECL150$24,8300.02%
149CALAMOS GLOBAL TOTAL RETURNCGO2,595$24,3930.02%
150T-MOBILE US INCTMUSZ165$23,8990.02%
151VANGUARD INDEX FDS922908611150$23,8140.02%
152DISNEY WALT CO254687106234$23,4300.02%
153ISHARES TR46434V878452$22,7080.02%
154MARRIOTT INTL INC NEW571903202135$22,3720.02%
155PRUDENTIAL FINL INCPUKPF267$22,0920.02%
156CONSOLIDATED EDISON INCED222$21,2390.01%
157ISHARES TR464287473198$21,0280.01%
158MODERNA INCMRNA127$19,5050.01%
159STRYKER CORPORATIONSYK68$19,4120.01%
160WELLS FARGO CO NEW949746101513$19,1900.01%
161VANGUARD WORLD FDS92204A20797$18,7710.01%
162DEVON ENERGY CORP NEW25179M103370$18,7240.01%
163CROSSAMERICA PARTNERS LPCAPL867$18,6420.01%
164DTE ENERGY CODTK164$17,9650.01%
165PLUG POWER INCPLUG1,500$17,5800.01%
166EATON CORP PLCETN101$17,3050.01%
167CHARTER COMMUNICATIONS INC N16119P10848$17,1610.01%
168AMICUS THERAPEUTICS INCFOLD1,500$16,6200.01%
169GILEAD SCIENCES INCGILD200$16,5960.01%
170BROOKFIELD RENEWABLE CORPBEPC461$16,1110.01%
171GENERAL DYNAMICS CORPGD70$15,9750.01%
172BP PLCBPPFF400$15,1760.01%
173APTIV PLCAPTV125$14,0240.01%
174ISHARES INC464286475278$14,0050.01%
175ISHARES TR46429B465227$13,9230.01%
176COMPASS INCCOMP4,300$13,8890.01%
177NUTRIEN LTDNTR187$13,8100.01%
178ISHARES TR46429B614277$13,8020.01%
179ISHARES TR464287150147$13,3110.01%
180WALGREENS BOOTS ALLIANCE INC931427108384$13,2790.01%
181ISHARES TR464288182188$12,7520.01%
182VANGUARD INDEX FDS92290851295$12,7370.01%
183WARNER BROS DISCOVERY INCWBD826$12,4730.01%
184BLACKSTONE MTG TR INCBX692$12,3540.01%
185ARCHER DANIELS MIDLAND COADM154$12,2680.01%
186SEALED AIR CORP NEWSE267$12,2580.01%
187BROOKFIELD INFRASTRUCTURE COBIPC261$12,0160.01%
188ISHARES TR46428765567$11,9530.01%
189IMMUNOME INCIMNM2,373$11,8410.01%
190WESCO INTL INC95082P10575$11,5910.01%
191J P MORGAN EXCHANGE TRADED F46641Q332200$10,9200.01%
192VANGUARD WORLD FDS92204A405137$10,6710.01%
193GARMIN LTDGRMN106$10,6570.01%
194ISHARES TR46429B671211$10,5250.01%
195ISHARES TR46432F842154$10,2950.01%
196ISHARES TR464287481112$10,1980.01%
197FRESENIUS MED CARE AG&CO KGAFMCQF478$10,1620.01%
198VANGUARD BD INDEX FDS921937819131$10,0530.01%
199SPROTT INCSII275$10,0160.01%
200STAR BULK CARRIERS CORP.SBLK474$10,0130.01%
201SELECT SECTOR SPDR TR81369Y605300$9,6450.01%
202TAIWAN SEMICONDUCTOR MFG LTD874039100102$9,4940.01%
203INTERPUBLIC GROUP COS INCINTR254$9,4510.01%
204VANGUARD INDEX FDS92290874458$8,0100.01%
205ESSEX PPTY TR INC29717810537$7,7380.01%
206SYSCO CORPSYY100$7,7230.01%
207BLACKROCK MUNIHLDGS NJ QLTYBLK648$7,4200.01%
208DOMINION ENERGY INCD125$6,9750.00%
209ISHARES TR464288638132$6,7690.00%
210DOLLAR GEN CORP NEW25667710532$6,7350.00%
211KRAFT HEINZ COKHC168$6,4850.00%
212APOLLO GLOBAL MGMT INC03769M106100$6,3160.00%
213ISHARES TR46428768926$6,0490.00%
214PRICE T ROWE GROUP INCTROW52$5,8910.00%
215ISHARES TR46428866150$5,8830.00%
216KARYOPHARM THERAPEUTICS INCKPTI1,500$5,8350.00%
217SHELL PLCRYDAF100$5,7540.00%
218INTUITIVE SURGICAL INCISRG21$5,3650.00%
219SUPER MICRO COMPUTER INCSMCI50$5,3280.00%
220ISHARES TR464288687167$5,2140.00%
221HP INCHPQ172$5,0380.00%
222UNITED PARCEL SERVICE INCUPS25$4,8500.00%
223SPDR INDEX SHS FDS78463X509135$4,6080.00%
224ISHARES TR46435UAA9193$4,6060.00%
225MSC INDL DIRECT INC55353010654$4,5160.00%
226SPDR SER TR78464A474142$4,2070.00%
227AIRBNB INCABNB33$4,1050.00%
228DT MIDSTREAM INCDTM82$4,0480.00%
229OAK STR HEALTH INC67181A107100$3,8680.00%
230COMCAST CORP NEWCCZ100$3,7910.00%
231DEXCOM INCDXCM32$3,7180.00%
232KYNDRYL HLDGS INCKD230$3,3950.00%
233UNDER ARMOUR INCUA390$3,3270.00%
234FORTIS INCFTRSF77$3,2750.00%
235FIRSTENERGY CORPFE81$3,2480.00%
236VYNE THERAPEUTICS INCVYNE1,041$3,2060.00%
237EQT CORPEQT100$3,1910.00%
238VIATRIS INCVTRS314$3,0180.00%
239NISOURCE INCNI107$2,9910.00%
240SPDR INDEX SHS FDS78463X88992$2,9550.00%
241AMERICAN ELEC PWR CO INC02553710132$2,9200.00%
242ISHARES TR46428828131$2,6750.00%
243ORGANON & COOGN100$2,3520.00%
244ISHARES TR46428947942$2,2570.00%
245PINTEREST INCPINS80$2,1820.00%
246TAKE-TWO INTERACTIVE SOFTWARTTWO18$2,1470.00%
247THE CIGNA GROUP1255231008$2,1260.00%
248SELECT SECTOR SPDR TR81369Y50625$2,0710.00%
249MARRIOTT VACATIONS WORLDWIDEVAC13$1,7070.00%
250ISHARES TR46428766323$1,6970.00%
251CROWDSTRIKE HLDGS INCCRWD10$1,3730.00%
252VANECK ETF TRUST92189F70016$1,3610.00%
253ORIGIN MATERIALS INCORGNW2,000$1,3590.00%
254FIVERR INTL LTDM4R82T10632$1,1170.00%
255JD.COM INCJDCMF25$1,0970.00%
256FREEPORT-MCMORAN INCFCX25$1,0170.00%
257TWILIO INCTWLO15$9990.00%
258ISHARES TR46428827316$9520.00%
259UIPATH INCPATH50$8780.00%
260LEMONADE INCLMND60$8560.00%
261EVGO INCEVGOW100$7790.00%
262SPROTT FDS TRSII25$7770.00%
263ORASURE TECHNOLOGIES INCOSUR125$7560.00%
264CRONOS GROUP INCCRON330$6400.00%
265DOCUSIGN INCDOCU10$5830.00%
266VANGUARD STAR FDS9219097688$4550.00%
267NOKIA CORPNOKBF69$3390.00%
268BANDWIDTH INCBAND19$2890.00%
269CANOPY GROWTH CORPCGC150$2630.00%
270RUMBLE INCRUMBW23$2300.00%
271TILRAY BRANDS INCTLRY90$2280.00%
272DENISON MINES CORPDNN152$1660.00%
273ORION OFFICE REIT INCONL21$1410.00%
274ENERGY FUELS INCUUUU19$1060.00%
275PALANTIR TECHNOLOGIES INCPLTR10$850.00%
276SKILLZ INCSKLZ140$830.00%
277NIKOLA CORPNODK38$460.00%
278VUZIX CORPVUZI10$410.00%
279BLACKBERRY LTDBB4$180.00%