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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 0002065807-25-000005

Total Value
$156.1M
Positions
284
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042775250,126$13.6M8.72%
2WISDOMTREE TRWT160,848$12.8M8.20%
3VANGUARD MUN BD FDS922907746236,995$11.9M7.63%
4VANGUARD INDEX FDS92290863758,342$11.8M7.58%
5ISHARES TR46436E726514,897$10.9M6.99%
6ISHARES TR46436E486532,868$10.8M6.92%
7ISHARES TR46436E205478,757$10.7M6.89%
8ISHARES TR46436E312383,068$9.4M6.04%
9AMERICAN CENTY ETF TR02507230768,091$4.7M3.01%
10APPLE INCAAPL21,698$4.2M2.70%
11MICROSOFT CORPMSFT11,330$3.9M2.47%
12ISHARES TR46436E833128,790$2.8M1.82%
13LOWES COS INC54866110710,881$2.5M1.57%
14JPMORGAN CHASE & COVYLD14,458$2.1M1.35%
15CATERPILLAR INCCAT8,081$2.0M1.27%
16AUTOMATIC DATA PROCESSING INADP8,721$1.9M1.23%
17JOHNSON & JOHNSONJNJ11,425$1.9M1.21%
18ABBOTT LABSABLZF17,083$1.9M1.19%
19PROCTER AND GAMBLE CO74271810911,341$1.7M1.10%
20ISHARES TR46428763011,475$1.6M1.04%
21MERCK & CO INCMRK13,334$1.5M0.99%
22QUALCOMM INCQCOM11,981$1.4M0.91%
23NORFOLK SOUTHN CORP6558441086,047$1.4M0.88%
24EMERSON ELEC COEMR14,844$1.3M0.86%
25ISHARES TR46435U28352,579$1.3M0.84%
26PEPSICO INCPEP6,738$1.2M0.80%
27BECTON DICKINSON & COBDX4,464$1.2M0.75%
28RAYTHEON TECHNOLOGIES CORPRTX11,122$1.1M0.70%
29TRAVELERS COMPANIES INCTRV5,933$1.0M0.66%
30CLOROX CO DELCLX5,818$925,3150.59%
31FEDEX CORPFDX3,638$901,7940.58%
32VANGUARD INDEX FDS9229087362,980$843,3080.54%
33AMGEN INCAMGN3,659$812,4200.52%
34NEXTERA ENERGY INCNEE-PW10,453$775,6240.50%
35EXXON MOBIL CORPXOM6,901$740,1630.47%
36TARGET CORPTGT4,658$614,4070.39%
37PROLOGIS INC.PLDGP4,626$567,2860.36%
38NOVARTIS AGNVSEF5,410$545,9230.35%
39INVESCO EXCH TRD SLF IDX FDIVZ21,236$487,9990.31%
40INVESCO EXCH TRD SLF IDX FDIVZ21,923$481,5500.31%
41ISHARES TR46435U32519,067$479,7340.31%
42INTERNATIONAL BUSINESS MACHSINTR2,915$390,1100.25%
43INVESCO EXCH TRD SLF IDX FDIVZ17,953$379,6160.24%
44PNC FINL SVCS GROUP INC6934751052,947$371,2310.24%
45VANGUARD WORLD FDS92204A702759$335,3800.21%
46ISHARES TR46435U25913,185$331,9920.21%
47CISCO SYS INCCSCO6,339$327,9600.21%
48INVESCO EXCHNG TRAD SLF INDEIVZ12,617$320,7260.21%
49ALPHABET INCGOOG2,599$314,4010.20%
50CHEVRON CORP NEWCVX1,979$311,4210.20%
51BLACKROCK HEALTH SCIENCES TRBLK7,412$301,2430.19%
52WALMART INCWMT1,818$285,7410.18%
53PFIZER INCPFE7,790$285,7380.18%
54NVIDIA CORPORATIONNVDA634$268,1150.17%
55AMAZON COM INCAMZN1,920$250,2910.16%
56SPROTT PHYSICAL GOLD & SILVESII13,667$246,2790.16%
57MCDONALDS CORPMCD815$243,2000.16%
58ENTERPRISE PRODS PARTNERS L2937921078,522$224,5460.14%
59KINDER MORGAN INC DELEP-PC12,703$218,7530.14%
60UNITEDHEALTH GROUP INCUNH443$213,1350.14%
61MASTERCARD INCORPORATEDMA516$203,0970.13%
62ALPHABET INCGOOG1,466$175,4800.11%
63META PLATFORMS INCMETA608$174,4840.11%
64TESLA INCTSLA663$173,5540.11%
65VISA INCV700$166,3340.11%
66BERKSHIRE HATHAWAY INC DELBRK-A474$161,6340.10%
67ALTRIA GROUP INCMO3,411$154,5050.10%
68ISHARES TR464287614523$143,8680.09%
69VANGUARD SPECIALIZED FUNDS921908844864$140,3090.09%
70COCA COLA COKO2,300$138,5060.09%
71ALCON AGALC1,582$129,8980.08%
72BOEING COBA-PA573$121,0110.08%
73ZEBRA TECHNOLOGIES CORPORATIZBRA402$118,9240.08%
74LOCKHEED MARTIN CORPLMT258$118,8190.08%
75HONEYWELL INTL INC438516106543$112,6440.07%
76ISHARES TR464287556871$110,5830.07%
77VANGUARD INDEX FDS922908629487$107,1140.07%
78AIR PRODS & CHEMS INCAIIR356$106,6330.07%
79VANGUARD BD INDEX FDS9219378351,415$102,8710.07%
80CSX CORPCSX3,012$102,6980.07%
81ASTRAZENECA PLCAZN1,420$101,6310.07%
82APPLIED MATLS INC038222105700$101,1780.06%
83BROOKFIELD INFRAST PARTNERSG162521012,724$99,4300.06%
84BANK AMERICA CORP0605051043,383$97,0670.06%
85ISHARES TR464288760798$93,1070.06%
86INTEL CORPINTC2,767$92,5280.06%
87STARBUCKS CORPSBUX897$88,8750.06%
88J P MORGAN EXCHANGE TRADED F46641Q6471,678$84,3060.05%
89CONOCOPHILLIPSCOP804$83,3040.05%
90SERVICENOW INCNOW145$81,4860.05%
91ISHARES TR464287648320$77,6440.05%
92SCHWAB STRATEGIC TR808524300996$74,6490.05%
93VANGUARD INDEX FDS922908751374$74,3350.05%
94ABBVIE INCABBV535$72,0470.05%
95BRISTOL-MYERS SQUIBB COCELG-RI1,126$72,0220.05%
96CORNING INCGLW2,024$70,9070.05%
97MOODYS CORPMCO200$69,5440.04%
98VERIZON COMMUNICATIONS INCVZ1,851$68,8350.04%
99MICROSTRATEGY INCSTRK200$68,4840.04%
100VANGUARD WORLD FDS92204A504269$65,8790.04%
101SALESFORCE INCCRM311$65,7020.04%
102HERSHEY COHSY263$65,6050.04%
103DEERE & CODE160$64,8540.04%
104VEEVA SYS INCVEEV321$63,4710.04%
105LILLY ELI & COLLY130$61,1340.04%
106ILLINOIS TOOL WKS INC452308109243$60,7890.04%
107OCCIDENTAL PETE CORP6745991051,000$58,8000.04%
108EXELIXIS INCEXEL3,000$57,3300.04%
109BROOKFIELD RENEWABLE PARTNERG162581081,892$55,7940.04%
110AT&T INCT-PC3,430$54,7130.04%
111RPM INTL INC749685103609$54,6140.03%
112CHUBB LIMITEDCB273$52,5690.03%
113ADOBE SYSTEMS INCORPORATEDADBE105$51,3440.03%
114INVESCO QQQ TRIVZ133$49,2640.03%
115NETFLIX INCNFLX109$48,0130.03%
116HOME DEPOT INCHD153$47,5380.03%
117AFLAC INCAFL670$46,7890.03%
118VANGUARD WHITEHALL FDS921946406428$45,3980.03%
119T ROWE PRICE ETF INC87283Q4041,340$44,6520.03%
120MAGELLAN MIDSTREAM PRTNRS LP559080106707$44,0590.03%
121OBSIDIAN ENERGY LTDOBE7,500$43,7250.03%
122VANGUARD INDEX FDS922908769198$43,6870.03%
123ISHARES TR464287598274$43,2450.03%
124PHILIP MORRIS INTL INC718172109437$42,6490.03%
125UNILEVER PLCUNLYF813$42,3820.03%
126CVS HEALTH CORPCVS605$41,8220.03%
127EXPEDITORS INTL WASH INC302130109340$41,1770.03%
128FIRST TR EXCHANGE-TRADED FD33733E302250$40,7480.03%
129SYNOVUS FINL CORP87161C5011,317$39,8360.03%
130ORIGIN MATERIALS INCORGNW8,950$38,1270.02%
131TORONTO DOMINION BK ONTTORO600$37,2060.02%
132AMERICAN TOWER CORP NEW03027X100190$36,8490.02%
133MONDELEZ INTL INC609207105503$36,7250.02%
134SPDR GOLD TRGLD206$36,7240.02%
135TEXAS INSTRS INC882508104200$36,0040.02%
136CME GROUP INCCME193$35,8040.02%
137ORACLE CORPORCL-PD300$35,7270.02%
138VANGUARD WORLD FDS92204A108124$35,1170.02%
139CANADIAN NATL RY CO136375102283$34,3150.02%
140GABELLI DIVID & INCOME TR36242H1041,533$32,3820.02%
141CORTEVA INCCTVA536$30,6920.02%
142SOUTHERN COSOMN414$29,0870.02%
143ECOLAB INCECL150$28,0040.02%
144REALTY INCOME CORPO465$27,8240.02%
145ISHARES TR464287622114$27,7860.02%
146COHEN & STEERS LTD DURATION19248C1051,511$27,5030.02%
147PPL CORPPPLC991$26,2220.02%
148CROWN CASTLE INCCCI230$26,2060.02%
149PALO ALTO NETWORKS INCPANW100$25,5510.02%
150MARRIOTT INTL INC NEW571903202135$24,8220.02%
151VANGUARD INDEX FDS922908611150$24,8100.02%
152PRUDENTIAL FINL INCPUKPF267$23,5550.02%
153SPDR S&P 500 ETF TRSPY53$23,4940.02%
154ISHARES TR464287473198$21,7480.01%
155DISNEY WALT CO254687106234$20,8920.01%
156STRYKER CORPORATIONSYK68$20,7460.01%
157T-MOBILE US INCTMUSZ149$20,6960.01%
158EATON CORP PLCETN101$20,3110.01%
159CONSOLIDATED EDISON INCED222$20,0690.01%
160VANGUARD WORLD FDS92204A20797$18,8620.01%
161AMICUS THERAPEUTICS INCFOLD1,500$18,8180.01%
162IMMUNOME INCIMNM2,373$18,7700.01%
163DEVON ENERGY CORP NEW25179M103375$18,1500.01%
164DTE ENERGY CODTK164$18,0430.01%
165WELLS FARGO CO NEW949746101415$17,7170.01%
166CHARTER COMMUNICATIONS INC N16119P10848$17,6330.01%
167CROSSAMERICA PARTNERS LPCAPL891$17,5550.01%
168ISHARES TR46429B614278$16,1370.01%
169CALAMOS GLOBAL TOTAL RETURNCGO1,660$16,1020.01%
170PLUG POWER INCPLUG1,500$15,5930.01%
171MODERNA INCMRNA127$15,4310.01%
172GILEAD SCIENCES INCGILD200$15,4100.01%
173GENERAL DYNAMICS CORPGD70$15,0610.01%
174COMPASS INCCOMP4,300$15,0500.01%
175ISHARES INC464286475280$14,9870.01%
176BLACKSTONE MTG TR INCBX716$14,9050.01%
177BROOKFIELD RENEWABLE CORPBEPC465$14,6620.01%
178ISHARES TR464287150147$14,3820.01%
179BP PLCBPPFF400$14,1160.01%
180ISHARES TR46429B465230$14,0100.01%
181CITIGROUP INCC-PR295$13,5720.01%
182WESCO INTL INC95082P10575$13,4620.01%
183VANGUARD INDEX FDS92290851295$13,1460.01%
184ISHARES TR46428765567$12,5470.01%
185ISHARES TR464288182188$12,5170.01%
186SUPER MICRO COMPUTER INCSMCI50$12,4550.01%
187BROOKFIELD INFRASTRUCTURE COBIPC263$11,9750.01%
188ARCHER DANIELS MIDLAND COADM154$11,6360.01%
189FRESENIUS MED CARE AG&CO KGAFMCQF478$11,4390.01%
190VANGUARD WORLD FDS92204A405137$11,1300.01%
191WALGREENS BOOTS ALLIANCE INC931427108390$11,1040.01%
192GARMIN LTDGRMN106$11,0900.01%
193NUTRIEN LTDNTR187$11,0420.01%
194ISHARES TR464287481112$10,8230.01%
195SEALED AIR CORP NEWSE267$10,6800.01%
196ISHARES TR46432F842154$10,3950.01%
197WARNER BROS DISCOVERY INCWBD826$10,3580.01%
198TAIWAN SEMICONDUCTOR MFG LTD874039100102$10,3420.01%
199INTERPUBLIC GROUP COS INCINTR256$9,8680.01%
200VANGUARD BD INDEX FDS921937819131$9,8550.01%
201ISHARES TR46429B671211$9,4570.01%
202SPROTT INCSII275$8,9100.01%
203ESSEX PPTY TR INC29717810537$8,6690.01%
204STAR BULK CARRIERS CORP.SBLK474$8,3880.01%
205VANGUARD INDEX FDS92290874458$8,2420.01%
206APOLLO GLOBAL MGMT INC03769M106100$7,6810.00%
207SYSCO CORPSYY100$7,4200.00%
208INTUITIVE SURGICAL INCISRG21$7,1810.00%
209ISHARES TR46428866160$6,9160.00%
210ISHARES TR464288638132$6,6750.00%
211ISHARES TR46428768926$6,5560.00%
212DOMINION ENERGY INCD126$6,5430.00%
213SHELL PLCRYDAF100$6,0380.00%
214KRAFT HEINZ COKHC169$5,9860.00%
215J P MORGAN EXCHANGE TRADED F46641Q332100$5,5330.00%
216DOLLAR GEN CORP NEW25667710532$5,4330.00%
217HP INCHPQ173$5,3180.00%
218MSC INDL DIRECT INC55353010654$5,1680.00%
219ISHARES TR464288687167$5,1650.00%
220SPDR INDEX SHS FDS78463X509135$4,6410.00%
221ISHARES TR46435UAA9195$4,5830.00%
222UNITED PARCEL SERVICE INCUPS25$4,4810.00%
223VYNE THERAPEUTICS INCVYNE1,041$4,2680.00%
224AIRBNB INCABNB33$4,2290.00%
225SPDR SER TR78464A474142$4,1800.00%
226COMCAST CORP NEWCCZ100$4,1550.00%
227DEXCOM INCDXCM32$4,1120.00%
228DT MIDSTREAM INCDTM82$4,0650.00%
229J P MORGAN EXCHANGE TRADED F46641Q19165$3,5180.00%
230INVESCO EXCHANGE TRADED FD TIVZ50$3,4220.00%
231FORTIS INCFTRSF77$3,3180.00%
232FIRSTENERGY CORPFE82$3,1850.00%
233VIATRIS INCVTRS315$3,1450.00%
234SPDR INDEX SHS FDS78463X88992$2,9940.00%
235NISOURCE INCNI108$2,9520.00%
236KYNDRYL HLDGS INCKD210$2,7890.00%
237AMERICAN ELEC PWR CO INC02553710132$2,7290.00%
238KARYOPHARM THERAPEUTICS INCKPTI1,500$2,6850.00%
239ISHARES TR46428828131$2,6830.00%
240TAKE-TWO INTERACTIVE SOFTWARTTWO18$2,6490.00%
241UNDER ARMOUR INCUA390$2,6170.00%
242ISHARES TR46428867923$2,5400.00%
243APREA THERAPEUTICS INCAPRE806$2,5390.00%
244J P MORGAN EXCHANGE TRADED F46641Q21746$2,3710.00%
245THE CIGNA GROUP1255231008$2,3450.00%
246ISHARES TR46428947942$2,2090.00%
247PINTEREST INCPINS80$2,1870.00%
248ORGANON & COOGN100$2,0810.00%
249SELECT SECTOR SPDR TR81369Y50625$2,0290.00%
250ISHARES TR46428766323$1,8000.00%
251J P MORGAN EXCHANGE TRADED F46641Q22529$1,7770.00%
252J P MORGAN EXCHANGE TRADED F46641Q23333$1,5780.00%
253MARRIOTT VACATIONS WORLDWIDEVAC13$1,5620.00%
254VANGUARD SCOTTSDALE FDS92206C10227$1,5590.00%
255ORIGIN MATERIALS INCORGNW2,000$1,4800.00%
256CROWDSTRIKE HLDGS INCCRWD10$1,4690.00%
257VANECK ETF TRUST92189F70016$1,2810.00%
258LEMONADE INCLMND60$1,0110.00%
259FREEPORT-MCMORAN INCFCX25$9970.00%
260TWILIO INCTWLO15$9540.00%
261ISHARES TR46428827316$9440.00%
262JD.COM INCJDCMF25$8530.00%
263FIVERR INTL LTDM4R82T10632$8320.00%
264SPROTT FDS TRSII25$8310.00%
265UIPATH INCPATH50$8290.00%
266CRONOS GROUP INCCRON330$6500.00%
267ORASURE TECHNOLOGIES INCOSUR125$6260.00%
268VANGUARD STAR FDS9219097689$5240.00%
269DOCUSIGN INCDOCU10$5110.00%
270EVGO INCEVGOW100$4000.00%
271NOKIA CORPNOKBF69$2870.00%
272BANDWIDTH INCBAND19$2600.00%
273RUMBLE INCRUMBW23$2050.00%
274DENISON MINES CORPDNN152$1900.00%
275PALANTIR TECHNOLOGIES INCPLTR10$1530.00%
276TILRAY BRANDS INCTLRY90$1400.00%
277ORION OFFICE REIT INCONL21$1390.00%
278ENERGY FUELS INCUUUU19$1190.00%
279ISHARES TR46434V8782$800.00%
280SKILLZ INCSKLZ7$640.00%
281CANOPY GROWTH CORPCGC150$580.00%
282NIKOLA CORPNODK38$520.00%
283VUZIX CORPVUZI10$510.00%
284BLACKBERRY LTDBB4$220.00%