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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 0002065807-25-000007

Total Value
$174.7M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042775255,292$14.3M8.20%
2VANGUARD MUN BD FDS922907746275,360$14.1M8.04%
3WISDOMTREE TRWT164,756$13.5M7.75%
4VANGUARD INDEX FDS92290863759,146$12.9M7.38%
5ISHARES TR46436E486576,170$12.0M6.85%
6ISHARES TR46436E726547,064$11.8M6.77%
7ISHARES TR46436E205508,385$11.7M6.71%
8ISHARES TR46436E312434,995$11.0M6.28%
9ISHARES TR46436E130407,655$10.5M6.03%
10AMERICAN CENTY ETF TR02507230771,650$5.5M3.12%
11MICROSOFT CORPMSFT11,338$4.3M2.44%
12APPLE INCAAPL21,139$4.1M2.33%
13JPMORGAN CHASE & COVYLD14,461$2.5M1.41%
14LOWES COS INC54866110710,876$2.4M1.39%
15CATERPILLAR INCCAT8,100$2.4M1.37%
16AUTOMATIC DATA PROCESSING INADP8,734$2.0M1.16%
17ABBOTT LABSABLZF17,140$1.9M1.08%
18ISHARES TR46428763011,623$1.8M1.03%
19JOHNSON & JOHNSONJNJ11,479$1.8M1.03%
20QUALCOMM INCQCOM12,032$1.7M1.00%
21PROCTER AND GAMBLE CO74271810911,390$1.7M0.96%
22MERCK & CO INCMRK13,360$1.5M0.83%
23EMERSON ELEC COEMR14,835$1.4M0.83%
24NORFOLK SOUTHN CORP6558441086,071$1.4M0.82%
25PEPSICO INCPEP6,781$1.2M0.66%
26TRAVELERS COMPANIES INCTRV5,950$1.1M0.65%
27BECTON DICKINSON & COBDX4,465$1.1M0.62%
28AMGEN INCAMGN3,655$1.1M0.60%
29RTX CORPORATIONRTX11,422$961,0520.55%
30WALMART INCWMT5,904$930,6900.53%
31VANGUARD INDEX FDS9229087362,990$929,5450.53%
32FEDEX CORPFDX3,656$924,8100.53%
33CLOROX CO DELCLX5,860$835,5960.48%
34INVESCO EXCH TRD SLF IDX FDIVZ33,491$750,8710.43%
35INVESCO EXCHNG TRAD SLF INDEIVZ28,214$735,2500.42%
36EXXON MOBIL CORPXOM6,937$693,5390.40%
37INVESCO EXCH TRD SLF IDX FDIVZ31,274$676,7600.39%
38INVESCO EXCHNG TRAD SLF INDEIVZ24,693$657,5630.38%
39PROLOGIS INC.PLDGP4,695$625,8250.36%
40INVESCO EXCH TRD SLF IDX FDIVZ26,070$612,5080.35%
41NOVARTIS AGNVSEF5,410$546,2480.31%
42INTERNATIONAL BUSINESS MACHSINTR2,947$481,9040.28%
43PNC FINL SVCS GROUP INC6934751052,996$463,9230.27%
44ALPHABET INCGOOG2,596$365,8540.21%
45CISCO SYS INCCSCO6,360$321,3060.18%
46NVIDIA CORPORATIONNVDA634$313,9470.18%
47VANGUARD WORLD FDS92204A702624$301,8770.17%
48CHEVRON CORP NEWCVX2,000$298,2890.17%
49AMAZON COM INCAMZN1,890$287,1670.16%
50SPROTT PHYSICAL GOLD & SILVESII13,667$261,7230.15%
51ENTERPRISE PRODS PARTNERS L2937921079,845$259,4280.15%
52MCDONALDS CORPMCD816$242,0570.14%
53KINDER MORGAN INC DELEP-PC13,044$230,0970.13%
54UNITEDHEALTH GROUP INCUNH435$229,0530.13%
55MASTERCARD INCORPORATEDMA517$220,4510.13%
56META PLATFORMS INCMETA608$215,2080.12%
57ALPHABET INCGOOG1,438$200,8740.11%
58VISA INCV700$182,3530.10%
59BERKSHIRE HATHAWAY INC DELBRK-A474$169,0570.10%
60TESLA INCTSLA663$164,7480.09%
61ISHARES TR464287614524$158,7410.09%
62PFIZER INCPFE5,368$154,5590.09%
63BOEING COBA-PA573$149,3790.09%
64COCA COLA COKO2,411$142,0800.08%
65ALTRIA GROUP INCMO3,515$141,8140.08%
66INTEL CORPINTC2,782$139,8120.08%
67NEXTERA ENERGY INCNEE-PW2,241$136,0940.08%
68MICROSTRATEGY INCSTRK200$126,3240.07%
69ALCON AGALC1,582$123,5860.07%
70VANGUARD SPECIALIZED FUNDS921908844693$118,1270.07%
71LOCKHEED MARTIN CORPLMT259$117,2790.07%
72BANK AMERICA CORP0605051043,432$115,5570.07%
73HONEYWELL INTL INC438516106549$115,0940.07%
74VANGUARD INDEX FDS922908629491$114,1850.07%
75APPLIED MATLS INC038222105701$113,6710.07%
76ZEBRA TECHNOLOGIES CORPORATIZBRA402$109,8790.06%
77BLACKROCK HEALTH SCIENCES TRBLK2,637$106,6920.06%
78VANGUARD BD INDEX FDS9219378351,442$106,0310.06%
79CSX CORPCSX3,027$104,9550.06%
80SERVICENOW INCNOW145$102,4410.06%
81ISHARES TR464288760802$101,5930.06%
82AIR PRODS & CHEMS INCAIIR356$97,4730.06%
83ASTRAZENECA PLCAZN1,430$96,3000.06%
84CONOCOPHILLIPSCOP811$94,1760.05%
85BROOKFIELD INFRAST PARTNERSG162521012,791$87,8780.05%
86J P MORGAN EXCHANGE TRADED F46641Q6471,707$86,9830.05%
87STARBUCKS CORPSBUX903$86,7100.05%
88ABBVIE INCABBV543$84,1760.05%
89SCHWAB STRATEGIC TR808524300998$82,8290.05%
90SALESFORCE INCCRM311$81,8370.05%
91ISHARES TR464287648321$81,0330.05%
92VANGUARD INDEX FDS922908751377$80,4420.05%
93MOODYS CORPMCO200$78,1120.04%
94ELI LILLY & COLLY130$76,0550.04%
95ISHARES TR464287556552$74,9890.04%
96T ROWE PRICE ETF INC87283Q4042,037$71,8380.04%
97VERIZON COMMUNICATIONS INCVZ1,867$70,3690.04%
98RPM INTL INC749685103609$67,9430.04%
99DEERE & CODE160$64,0020.04%
100ILLINOIS TOOL WKS INC452308109243$63,6510.04%
101ADOBE INCADBE105$62,6430.04%
102CORNING INCGLW2,048$62,3690.04%
103CHUBB LIMITEDCB275$62,1610.04%
104VEEVA SYS INCVEEV321$61,7990.04%
105EXELIXIS INCEXEL2,500$59,9750.03%
106OCCIDENTAL PETE CORP6745991051,000$59,7100.03%
107BRISTOL-MYERS SQUIBB COCELG-RI1,141$58,5510.03%
108AT&T INCT-PC3,430$57,5600.03%
109AFLAC INCAFL677$55,8940.03%
110INVESCO QQQ TRIVZ134$54,7670.03%
111HOME DEPOT INCHD155$53,6920.03%
112NETFLIX INCNFLX108$52,5830.03%
113BROOKFIELD RENEWABLE PARTNERG162581081,938$50,9330.03%
114SYNOVUS FINL CORP87161C5011,353$50,9280.03%
115CVS HEALTH CORPCVS634$50,0640.03%
116HERSHEY COHSY266$49,5790.03%
117VANGUARD WHITEHALL FDS921946406428$47,7780.03%
118FIRST TR EXCHANGE-TRADED FD33733E302250$46,6380.03%
119ISHARES TR464287598274$45,2790.03%
120EXPEDITORS INTL WASH INC302130109342$43,4730.02%
121CME GROUP INCCME195$41,1400.02%
122PHILIP MORRIS INTL INC718172109437$41,1020.02%
123AMERICAN TOWER CORP NEW03027X100190$41,0170.02%
124UNILEVER PLCUNLYF813$39,4140.02%
125SPDR GOLD TRGLD206$39,3810.02%
126TORONTO DOMINION BK ONTTORO600$38,7720.02%
127VANGUARD WORLD FDS92204A108124$37,7640.02%
128MONDELEZ INTL INC609207105506$36,6880.02%
129CANADIAN NATL RY CO136375102286$35,9150.02%
130SCHWAB STRATEGIC TR808524862715$34,6420.02%
131TEXAS INSTRS INC882508104202$34,3820.02%
132ONEOK INC NEWOKE486$34,1250.02%
133ORACLE CORPORCL-PD300$31,6290.02%
134MARRIOTT INTL INC NEW571903202136$30,6210.02%
135ISHARES TR464287622114$29,8980.02%
136ECOLAB INCECL150$29,7530.02%
137PALO ALTO NETWORKS INCPANW100$29,4920.02%
138SOUTHERN COSOMN416$29,1950.02%
139COHEN & STEERS LTD DURATION19248C1051,579$29,1070.02%
140PRUDENTIAL FINL INCPUKPF267$27,6910.02%
141REALTY INCOME CORPO472$27,0950.02%
142PPL CORPPPLC995$26,9750.02%
143CROWN CASTLE INCCCI230$26,4940.02%
144CORTEVA INCCTVA539$25,8240.01%
145IMMUNOME INCIMNM2,373$25,3910.01%
146SPDR S&P 500 ETF TRSPY53$25,1910.01%
147VANGUARD WORLD FDS92204A504100$25,0700.01%
148EATON CORP PLCETN101$24,3230.01%
149T-MOBILE US INCTMUSZ149$23,8890.01%
150CROSSAMERICA PARTNERS LPCAPL936$21,3480.01%
151AMICUS THERAPEUTICS INCFOLD1,500$21,2850.01%
152DISNEY WALT CO254687106234$21,1280.01%
153WELLS FARGO CO NEW949746101419$20,6040.01%
154STRYKER CORPORATIONSYK68$20,3630.01%
155CONSOLIDATED EDISON INCED222$20,1950.01%
156ISHARES TR46429B614279$19,4480.01%
157VANGUARD WORLD FDS92204A20797$18,5230.01%
158GENERAL DYNAMICS CORPGD70$18,1770.01%
159DTE ENERGY CODTK164$18,0830.01%
160DEVON ENERGY CORP NEW25179M103379$17,1750.01%
161OBSIDIAN ENERGY LTDOBE2,500$16,9500.01%
162ISHARES INC464286475286$16,5130.01%
163GILEAD SCIENCES INCGILD200$16,2040.01%
164COMPASS INCCOMP4,300$16,1680.01%
165BLACKSTONE MTG TR INCBX757$16,1020.01%
166CALAMOS GLOBAL TOTAL RETURNCGO1,747$15,8630.01%
167ISHARES TR464287150148$15,6120.01%
168VANGUARD INDEX FDS92290876963$15,0370.01%
169SUPER MICRO COMPUTER INCSMCI50$14,2120.01%
170BP PLCBPPFF400$14,1600.01%
171GARMIN LTDGRMN108$13,8420.01%
172ISHARES TR464287473119$13,8390.01%
173BROOKFIELD RENEWABLE CORPBEPC475$13,6870.01%
174ISHARES TR46428765567$13,4480.01%
175WESCO INTL INC95082P10576$13,1340.01%
176ISHARES TR464288182192$12,7500.01%
177VANGUARD WORLD FDS92204A405137$12,6400.01%
178MODERNA INCMRNA127$12,6300.01%
179ISHARES TR464287481112$11,7000.01%
180ARCHER DANIELS MIDLAND COADM154$11,1220.01%
181ISHARES TR46432F842156$10,9820.01%
182TAIWAN SEMICONDUCTOR MFG LTD874039100103$10,7360.01%
183NUTRIEN LTDNTR187$10,5360.01%
184VANGUARD BD INDEX FDS921937819132$10,0900.01%
185FRESENIUS MEDICAL CARE AGFMCQF478$9,9570.01%
186SEALED AIR CORP NEWSE268$9,8050.01%
187BROOKFIELD INFRASTRUCTURE COBIPC268$9,4410.01%
188SPROTT INCSII275$9,3360.01%
189CHARTER COMMUNICATIONS INC N16119P10824$9,3280.01%
190APOLLO GLOBAL MGMT INC03769M106100$9,3190.01%
191ESSEX PPTY TR INC29717810537$9,1740.01%
192CATALENT INC148806102200$8,9860.01%
193ISHARES TR46429B671217$8,8220.01%
194VANGUARD INDEX FDS92290874459$8,7870.01%
195INTERPUBLIC GROUP COS INCINTR261$8,5140.00%
196CITIGROUP INCC-PR148$7,6020.00%
197ORIGIN MATERIALS INCORGNW8,950$7,4840.00%
198SYSCO CORPSYY100$7,3130.00%
199ISHARES TR46428768926$7,1090.00%
200INTUITIVE SURGICAL INCISRG21$7,0850.00%
201ISHARES TR464288638132$6,8640.00%
202PLUG POWER INCPLUG1,500$6,7580.00%
203SHELL PLCRYDAF101$6,6460.00%
204DOMINION ENERGY INCD130$6,1060.00%
205VANGUARD INDEX FDS92290861133$5,9390.00%
206ISHARES TR46428866150$5,8570.00%
207MSC INDL DIRECT INC55353010655$5,5820.00%
208COMERICA INC200340107100$5,5810.00%
209J P MORGAN EXCHANGE TRADED F46641Q332100$5,4980.00%
210HP INCHPQ176$5,3080.00%
211ISHARES TR464288687167$5,2090.00%
212WALGREENS BOOTS ALLIANCE INC931427108195$5,0850.00%
213SPDR INDEX SHS FDS78463X509137$4,8540.00%
214WARNER BROS DISCOVERY INCWBD426$4,8480.00%
215TARGET CORPTGT34$4,8420.00%
216DT MIDSTREAM INCDTM82$4,4940.00%
217AIRBNB INCABNB33$4,4930.00%
218COMCAST CORP NEWCCZ100$4,3850.00%
219KYNDRYL HLDGS INCKD210$4,3640.00%
220DOLLAR GEN CORP NEW25667710532$4,3500.00%
221FIRST TR EXCHANGE-TRADED FD33738R70475$4,3380.00%
222SPDR SER TR78464A474145$4,3260.00%
223DEXCOM INCDXCM32$3,9710.00%
224UNITED PARCEL SERVICE INCUPS25$3,9310.00%
225APREA THERAPEUTICS INCAPRE806$3,7880.00%
226SCHWAB STRATEGIC TR80852460775$3,5430.00%
227GLOBAL X FDS37954Y673100$3,4460.00%
228VIATRIS INCVTRS318$3,4450.00%
229UNDER ARMOUR INCUA390$3,2570.00%
230KRAFT HEINZ COKHC86$3,1830.00%
231FORTIS INCFTRSF77$3,1670.00%
232SPDR INDEX SHS FDS78463X88993$3,1610.00%
233FIRSTENERGY CORPFE84$3,0700.00%
234PINTEREST INCPINS80$2,9630.00%
235NISOURCE INCNI110$2,9210.00%
236TAKE-TWO INTERACTIVE SOFTWARTTWO18$2,8970.00%
237ORGANON & COOGN200$2,8840.00%
238ISHARES TR46428828132$2,8300.00%
239AMERICAN ELEC PWR CO INC02553710133$2,6890.00%
240VANGUARD INDEX FDS92290851218$2,6450.00%
241CROWDSTRIKE HLDGS INCCRWD10$2,5530.00%
242THE CIGNA GROUP1255231008$2,5240.00%
243VYNE THERAPEUTICS INCVYNE1,041$2,4260.00%
244ISHARES TR46428947943$2,2620.00%
245SELECT SECTOR SPDR TR81369Y50625$2,0960.00%
246ISHARES TR46428766323$1,9610.00%
247GENERAL MTRS CO37045V10050$1,7960.00%
248KARYOPHARM THERAPEUTICS INCKPTI1,500$1,2980.00%
249UIPATH INCPATH50$1,2420.00%
250SPROTT FDS TRSII25$1,1950.00%
251VANECK ETF TRUST92189F70016$1,1940.00%
252TWILIO INCTWLO15$1,1380.00%
253MARRIOTT VACATIONS WORLDWIDEVAC13$1,0880.00%
254FREEPORT-MCMORAN INCFCX25$1,0690.00%
255ORASURE TECHNOLOGIES INCOSUR125$1,0250.00%
256ISHARES TR46428827316$1,0040.00%
257LEMONADE INCLMND60$9680.00%
258FIVERR INTL LTDM4R82T10632$8710.00%
259VANGUARD STAR FDS92190976813$7290.00%
260JD.COM INCJDCMF25$7220.00%
261CRONOS GROUP INCCRON330$6900.00%
262DOCUSIGN INCDOCU10$5950.00%
263EVGO INCEVGOW100$3580.00%
264BANDWIDTH INCBAND19$2750.00%
265DENISON MINES CORPDNN152$2690.00%
266NOKIA CORPNOKBF69$2360.00%
267TILRAY BRANDS INCTLRY90$2070.00%
268PALANTIR TECHNOLOGIES INCPLTR10$1720.00%
269ENERGY FUELS INCUUUU19$1370.00%
270ORION OFFICE REIT INCONL21$1200.00%
271RUMBLE INCRUMBW23$1030.00%
272ISHARES TR46434V8782$830.00%
273CANOPY GROWTH CORPCGC15$770.00%
274ORIGIN MATERIALS INCORGNW2,000$760.00%
275SKILLZ INCSKLZ7$440.00%
276NIKOLA CORPNODK38$330.00%
277VUZIX CORPVUZI10$210.00%
278BLACKBERRY LTDBB4$140.00%