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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 0002065807-25-000006

Total Value
$154.2M
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042775251,106$13.0M8.45%
2WISDOMTREE TRWT164,301$12.8M8.32%
3VANGUARD INDEX FDS92290863758,385$11.4M7.41%
4VANGUARD MUN BD FDS922907746231,275$11.1M7.21%
5ISHARES TR46436E205486,146$10.6M6.90%
6ISHARES TR46436E726519,940$10.6M6.87%
7ISHARES TR46436E486542,323$10.5M6.82%
8ISHARES TR46436E312394,881$9.3M6.01%
9ISHARES TR46436E130249,149$6.0M3.87%
10AMERICAN CENTY ETF TR02507230770,071$4.7M3.06%
11APPLE INCAAPL21,676$3.7M2.41%
12MICROSOFT CORPMSFT11,335$3.6M2.32%
13LOWES COS INC54866110710,870$2.3M1.47%
14CATERPILLAR INCCAT8,079$2.2M1.43%
15AUTOMATIC DATA PROCESSING INADP8,731$2.1M1.36%
16JPMORGAN CHASE & COVYLD14,393$2.1M1.35%
17JOHNSON & JOHNSONJNJ11,434$1.8M1.15%
18PROCTER AND GAMBLE CO74271810911,358$1.7M1.07%
19ABBOTT LABSABLZF17,102$1.7M1.07%
20ISHARES TR46428763011,475$1.6M1.01%
21EMERSON ELEC COEMR14,838$1.4M0.93%
22MERCK & CO INCMRK13,262$1.4M0.89%
23QUALCOMM INCQCOM11,998$1.3M0.86%
24NORFOLK SOUTHN CORP6558441086,054$1.2M0.77%
25ISHARES TR46435U28347,145$1.2M0.75%
26BECTON DICKINSON & COBDX4,460$1.2M0.75%
27PEPSICO INCPEP6,744$1.1M0.74%
28AMGEN INCAMGN3,643$979,0780.63%
29TRAVELERS COMPANIES INCTRV5,935$969,3250.63%
30FEDEX CORPFDX3,643$965,2110.63%
31EXXON MOBIL CORPXOM6,917$813,3130.53%
32VANGUARD INDEX FDS9229087362,984$812,6990.53%
33RTX CORPORATIONRTX11,137$801,5010.52%
34CLOROX CO DELCLX5,818$762,5070.49%
35NEXTERA ENERGY INCNEE-PW10,345$592,6640.38%
36NOVARTIS AGNVSEF5,410$551,0630.36%
37PROLOGIS INC.PLDGP4,658$522,7130.34%
38INVESCO EXCH TRD SLF IDX FDIVZ22,947$507,6000.33%
39TARGET CORPTGT4,561$504,2800.33%
40INVESCO EXCH TRD SLF IDX FDIVZ24,062$502,6520.33%
41INVESCO EXCHNG TRAD SLF INDEIVZ19,834$475,0270.31%
42ISHARES TR46435U32519,161$467,7110.30%
43INTERNATIONAL BUSINESS MACHSINTR2,932$411,3320.27%
44INVESCO EXCH TRD SLF IDX FDIVZ19,539$390,9580.25%
45PNC FINL SVCS GROUP INC6934751052,969$364,4620.24%
46ALPHABET INCGOOG2,596$342,2830.22%
47CISCO SYS INCCSCO6,330$340,2840.22%
48CHEVRON CORP NEWCVX1,989$335,3260.22%
49ISHARES TR46435U25912,960$321,5490.21%
50VANGUARD WORLD FDS92204A702759$315,0650.20%
51BLACKROCK HEALTH SCIENCES TRBLK7,531$294,8330.19%
52WALMART INCWMT1,824$291,6360.19%
53NVIDIA CORPORATIONNVDA634$275,7420.18%
54AMAZON COM INCAMZN1,920$244,0700.16%
55PFIZER INCPFE7,288$241,7280.16%
56ENTERPRISE PRODS PARTNERS L2937921078,680$237,5850.15%
57SPROTT PHYSICAL GOLD & SILVESII13,667$236,7120.15%
58UNITEDHEALTH GROUP INCUNH435$219,2090.14%
59MCDONALDS CORPMCD816$214,8750.14%
60KINDER MORGAN INC DELEP-PC12,869$213,3760.14%
61MASTERCARD INCORPORATEDMA517$204,5380.13%
62ALPHABET INCGOOG1,466$191,8410.12%
63META PLATFORMS INCMETA608$182,5280.12%
64BERKSHIRE HATHAWAY INC DELBRK-A474$166,0420.11%
65TESLA INCTSLA663$165,9380.11%
66VISA INCV700$161,1020.10%
67ALTRIA GROUP INCMO3,460$145,4830.09%
68ISHARES TR464287614523$139,0640.09%
69COCA COLA COKO2,300$128,7540.08%
70ALCON AGALC1,582$121,9090.08%
71BOEING COBA-PA573$109,8480.07%
72VANGUARD SPECIALIZED FUNDS921908844686$106,6340.07%
73ISHARES TR464287556871$106,5160.07%
74LOCKHEED MARTIN CORPLMT259$105,8220.07%
75VANGUARD INDEX FDS922908629488$101,6940.07%
76AIR PRODS & CHEMS INCAIIR356$100,8900.07%
77HONEYWELL INTL INC438516106546$100,8390.07%
78VANGUARD BD INDEX FDS9219378351,425$99,4610.06%
79INTEL CORPINTC2,775$98,6470.06%
80APPLIED MATLS INC038222105700$96,9150.06%
81ASTRAZENECA PLCAZN1,430$96,8290.06%
82CONOCOPHILLIPSCOP807$96,7170.06%
83ZEBRA TECHNOLOGIES CORPORATIZBRA402$95,0850.06%
84BANK AMERICA CORP0605051043,406$93,2460.06%
85CSX CORPCSX3,020$92,8750.06%
86ISHARES TR464288760798$84,5680.05%
87STARBUCKS CORPSBUX900$82,1580.05%
88J P MORGAN EXCHANGE TRADED F46641Q6471,692$81,8460.05%
89BROOKFIELD INFRAST PARTNERSG162521012,757$81,0610.05%
90SERVICENOW INCNOW145$81,0490.05%
91ABBVIE INCABBV539$80,3030.05%
92SCHWAB STRATEGIC TR808524300997$72,5120.05%
93ISHARES TR464287648320$71,7210.05%
94VANGUARD INDEX FDS922908751375$70,9410.05%
95ELI LILLY & COLLY130$70,0500.05%
96BRISTOL-MYERS SQUIBB COCELG-RI1,133$65,7560.04%
97MICROSTRATEGY INCSTRK200$65,6560.04%
98EXELIXIS INCEXEL3,000$65,5500.04%
99VEEVA SYS INCVEEV321$65,3070.04%
100OCCIDENTAL PETE CORP6745991051,000$64,8800.04%
101VANGUARD WORLD FDS92204A504270$63,4090.04%
102MOODYS CORPMCO200$63,2340.04%
103SALESFORCE INCCRM311$63,0650.04%
104CORNING INCGLW2,036$62,0330.04%
105DEERE & CODE160$60,4020.04%
106VERIZON COMMUNICATIONS INCVZ1,859$60,2440.04%
107RPM INTL INC749685103609$57,7060.04%
108CHUBB LIMITEDCB274$57,0550.04%
109ILLINOIS TOOL WKS INC452308109243$55,9650.04%
110ADOBE INCADBE105$53,5400.03%
111HERSHEY COHSY264$52,8630.03%
112AFLAC INCAFL674$51,7370.03%
113AT&T INCT-PC3,430$51,5230.03%
114INVESCO QQQ TRIVZ134$47,8400.03%
115HOME DEPOT INCHD154$46,5350.03%
116VANGUARD WHITEHALL FDS921946406428$44,2210.03%
117CVS HEALTH CORPCVS629$43,8990.03%
118T ROWE PRICE ETF INC87283Q4041,344$43,1290.03%
119VANGUARD INDEX FDS922908769199$42,2850.03%
120BROOKFIELD RENEWABLE PARTNERG162581081,917$41,6820.03%
121ISHARES TR464287598274$41,5990.03%
122NETFLIX INCNFLX108$40,7810.03%
123PHILIP MORRIS INTL INC718172109437$40,4470.03%
124UNILEVER PLCUNLYF813$40,1620.03%
125FIRST TR EXCHANGE-TRADED FD33733E302250$39,9030.03%
126EXPEDITORS INTL WASH INC302130109340$38,9580.03%
127CME GROUP INCCME194$38,9040.03%
128SYNOVUS FINL CORP87161C5011,333$37,0650.02%
129TORONTO DOMINION BK ONTTORO600$36,1560.02%
130SPDR GOLD TRGLD206$35,3190.02%
131MONDELEZ INTL INC609207105505$35,0330.02%
132VANGUARD WORLD FDS92204A108124$33,4020.02%
133OBSIDIAN ENERGY LTDOBE4,000$32,8800.02%
134TEXAS INSTRS INC882508104200$31,8020.02%
135ORACLE CORPORCL-PD300$31,7760.02%
136AMERICAN TOWER CORP NEW03027X100190$31,2460.02%
137CANADIAN NATL RY CO136375102285$30,8440.02%
138ONEOK INC NEWOKE479$30,3830.02%
139GABELLI DIVID & INCOME TR36242H1041,557$30,2680.02%
140CORTEVA INCCTVA537$27,4820.02%
141SOUTHERN COSOMN415$26,8740.02%
142ISHARES TR464287622114$26,7800.02%
143MARRIOTT INTL INC NEW571903202135$26,6290.02%
144COHEN & STEERS LTD DURATION19248C1051,545$26,3710.02%
145ECOLAB INCECL150$25,4100.02%
146PRUDENTIAL FINL INCPUKPF267$25,3360.02%
147VANGUARD INDEX FDS922908611150$23,9240.02%
148ISHARES TR46428752350$23,6830.02%
149PPL CORPPPLC995$23,4510.02%
150PALO ALTO NETWORKS INCPANW100$23,4430.02%
151REALTY INCOME CORPO468$23,3960.02%
152SPDR S&P 500 ETF TRSPY53$22,6560.01%
153SPDR SER TR78464A862113$22,1650.01%
154EATON CORP PLCETN101$21,5410.01%
155CROWN CASTLE INCCCI230$21,1670.01%
156T-MOBILE US INCTMUSZ149$20,8670.01%
157ISHARES TR464287473198$20,6590.01%
158CROSSAMERICA PARTNERS LPCAPL915$19,8380.01%
159IMMUNOME INCIMNM2,373$19,8150.01%
160CONSOLIDATED EDISON INCED222$18,9880.01%
161DISNEY WALT CO254687106234$18,9660.01%
162STRYKER CORPORATIONSYK68$18,5820.01%
163AMICUS THERAPEUTICS INCFOLD1,500$18,2400.01%
164DEVON ENERGY CORP NEW25179M103378$18,0110.01%
165VANGUARD WORLD FDS92204A20797$17,7190.01%
166ISHARES TR46429B614278$17,5280.01%
167WELLS FARGO CO NEW949746101419$17,1050.01%
168DTE ENERGY CODTK164$16,2820.01%
169BLACKSTONE MTG TR INCBX736$16,0120.01%
170BP PLCBPPFF400$15,4880.01%
171GENERAL DYNAMICS CORPGD70$15,4680.01%
172ISHARES INC464286475280$15,2720.01%
173GILEAD SCIENCES INCGILD200$14,9900.01%
174CALAMOS GLOBAL TOTAL RETURNCGO1,701$14,8850.01%
175ISHARES TR464287150147$13,8460.01%
176SUPER MICRO COMPUTER INCSMCI50$13,7120.01%
177MODERNA INCMRNA127$13,1180.01%
178ISHARES TR46429B465230$12,8100.01%
179COMPASS INCCOMP4,300$12,4700.01%
180VANGUARD INDEX FDS92290851295$12,4540.01%
181ISHARES TR464288182188$11,9630.01%
182ISHARES TR46428765567$11,8420.01%
183ARCHER DANIELS MIDLAND COADM154$11,6150.01%
184NUTRIEN LTDNTR187$11,5490.01%
185ORIGIN MATERIALS INCORGNW8,950$11,4560.01%
186PLUG POWER INCPLUG1,500$11,4000.01%
187BROOKFIELD RENEWABLE CORPBEPC471$11,2690.01%
188GARMIN LTDGRMN107$11,2650.01%
189VANGUARD WORLD FDS92204A405137$11,0040.01%
190WESCO INTL INC95082P10575$10,8350.01%
191CHARTER COMMUNICATIONS INC N16119P10824$10,5560.01%
192FRESENIUS MED CARE AG&CO KGAFMCQF478$10,2960.01%
193ISHARES TR464287481112$10,2310.01%
194ISHARES TR46432F842154$9,9100.01%
195VANGUARD BD INDEX FDS921937819131$9,4980.01%
196BROOKFIELD INFRASTRUCTURE COBIPC265$9,3700.01%
197ISHARES TR46429B671211$9,1510.01%
198CATALENT INC148806102200$9,1060.01%
199APOLLO GLOBAL MGMT INC03769M106100$8,9760.01%
200TAIWAN SEMICONDUCTOR MFG LTD874039100103$8,9350.01%
201SEALED AIR CORP NEWSE267$8,7740.01%
202WARNER BROS DISCOVERY INCWBD778$8,4490.01%
203SPROTT INCSII275$8,3790.01%
204VANGUARD INDEX FDS92290874458$8,0520.01%
205ESSEX PPTY TR INC29717810537$7,8470.01%
206INTERPUBLIC GROUP COS INCINTR258$7,4060.00%
207SYSCO CORPSYY100$6,6050.00%
208SHELL PLCRYDAF100$6,4380.00%
209ISHARES TR464288638132$6,4220.00%
210ISHARES TR46428768926$6,3130.00%
211INTUITIVE SURGICAL INCISRG21$6,1380.00%
212CITIGROUP INCC-PR148$6,0780.00%
213DOMINION ENERGY INCD128$5,7220.00%
214ISHARES TR46428866150$5,6580.00%
215MSC INDL DIRECT INC55353010655$5,3660.00%
216J P MORGAN EXCHANGE TRADED F46641Q332100$5,3560.00%
217ISHARES TR464288687167$5,0350.00%
218ISHARES TR46435UAA9197$4,5620.00%
219SPDR INDEX SHS FDS78463X509135$4,5320.00%
220AIRBNB INCABNB33$4,5280.00%
221HP INCHPQ175$4,4890.00%
222COMCAST CORP NEWCCZ100$4,4340.00%
223DT MIDSTREAM INCDTM82$4,3390.00%
224WALGREENS BOOTS ALLIANCE INC931427108195$4,3320.00%
225VYNE THERAPEUTICS INCVYNE1,041$4,2060.00%
226SPDR SER TR78464A474143$4,1930.00%
227UNITED PARCEL SERVICE INCUPS25$3,8970.00%
228DOLLAR GEN CORP NEW25667710532$3,3860.00%
229APREA THERAPEUTICS INCAPRE806$3,3580.00%
230KYNDRYL HLDGS INCKD210$3,1710.00%
231VIATRIS INCVTRS317$3,1220.00%
232GLOBAL X FDS37954Y673100$3,0380.00%
233DEXCOM INCDXCM32$2,9860.00%
234FORTIS INCFTRSF77$2,9250.00%
235KRAFT HEINZ COKHC86$2,8960.00%
236SPDR INDEX SHS FDS78463X88992$2,8530.00%
237FIRSTENERGY CORPFE83$2,8310.00%
238NISOURCE INCNI109$2,6890.00%
239ISHARES TR46428828131$2,5790.00%
240FIRST TR EXCHANGE-TRADED FD33738R70450$2,5760.00%
241TAKE-TWO INTERACTIVE SOFTWARTTWO18$2,5270.00%
242UNDER ARMOUR INCUA390$2,4880.00%
243AMERICAN ELEC PWR CO INC02553710133$2,4640.00%
244THE CIGNA GROUP1255231008$2,4010.00%
245SELECT SECTOR SPDR TR81369Y50625$2,2600.00%
246PINTEREST INCPINS80$2,1620.00%
247KARYOPHARM THERAPEUTICS INCKPTI1,500$2,0100.00%
248ISHARES TR46428947942$2,0000.00%
249ORGANON & COOGN100$1,7360.00%
250ISHARES TR46428766323$1,7160.00%
251CROWDSTRIKE HLDGS INCCRWD10$1,6740.00%
252GENERAL MTRS CO37045V10050$1,6490.00%
253MARRIOTT VACATIONS WORLDWIDEVAC13$1,2800.00%
254VANECK ETF TRUST92189F70016$1,2330.00%
255SPROTT FDS TRSII25$1,1680.00%
256FREEPORT-MCMORAN INCFCX25$9320.00%
257ISHARES TR46428827316$9040.00%
258TWILIO INCTWLO15$8780.00%
259UIPATH INCPATH50$8560.00%
260FIVERR INTL LTDM4R82T10632$7830.00%
261ORASURE TECHNOLOGIES INCOSUR125$7410.00%
262JD.COM INCJDCMF25$7280.00%
263LEMONADE INCLMND60$6970.00%
264CRONOS GROUP INCCRON330$6600.00%
265VANGUARD STAR FDS92190976810$5560.00%
266DOCUSIGN INCDOCU10$4200.00%
267EVGO INCEVGOW100$3380.00%
268NOKIA CORPNOKBF69$2580.00%
269DENISON MINES CORPDNN152$2510.00%
270TILRAY BRANDS INCTLRY90$2150.00%
271BANDWIDTH INCBAND19$2140.00%
272ORIGIN MATERIALS INCORGNW2,000$1940.00%
273ENERGY FUELS INCUUUU19$1670.00%
274PALANTIR TECHNOLOGIES INCPLTR10$1600.00%
275RUMBLE INCRUMBW23$1170.00%
276CANOPY GROWTH CORPCGC150$1170.00%
277ORION OFFICE REIT INCONL21$1090.00%
278ISHARES TR46434V8782$820.00%
279NIKOLA CORPNODK38$600.00%
280SKILLZ INCSKLZ7$360.00%
281VUZIX CORPVUZI10$360.00%
282BLACKBERRY LTDBB4$190.00%