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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 0002065807-25-000008

Total Value
$186.2M
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042775256,871$15.1M8.09%
2VANGUARD INDEX FDS92290863760,036$14.4M7.73%
3WISDOMTREE TRWT164,480$14.3M7.65%
4VANGUARD MUN BD FDS922907746281,689$14.3M7.65%
5ISHARES TR46436E486588,995$12.1M6.48%
6ISHARES TR46436E726559,217$12.0M6.43%
7ISHARES TR46436E205521,041$11.9M6.38%
8ISHARES TR46436E312450,612$11.2M6.00%
9ISHARES TR46436E130426,542$10.9M5.84%
10AMERICAN CENTY ETF TR02507230775,535$6.4M3.45%
11MICROSOFT CORPMSFT11,310$4.8M2.56%
12APPLE INCAAPL20,873$3.6M1.92%
13CATERPILLAR INCCAT8,087$3.0M1.59%
14JPMORGAN CHASE & COVYLD14,439$2.9M1.55%
15LOWES COS INC54866110710,857$2.8M1.49%
16AUTOMATIC DATA PROCESSING INADP8,737$2.2M1.17%
17QUALCOMM INCQCOM12,033$2.0M1.09%
18ABBOTT LABSABLZF17,240$2.0M1.05%
19PROCTER AND GAMBLE CO74271810911,434$1.9M1.00%
20ISHARES TR46428763011,665$1.9M0.99%
21JOHNSON & JOHNSONJNJ11,387$1.8M0.97%
22MERCK & CO INCMRK13,402$1.8M0.95%
23EMERSON ELEC COEMR14,862$1.7M0.91%
24NORFOLK SOUTHN CORP6558441086,069$1.5M0.83%
25TRAVELERS COMPANIES INCTRV5,971$1.4M0.74%
26PEPSICO INCPEP6,885$1.2M0.65%
27RTX CORPORATIONRTX11,878$1.2M0.62%
28BECTON DICKINSON & COBDX4,505$1.1M0.60%
29WALMART INCWMT17,955$1.1M0.58%
30FEDEX CORPFDX3,722$1.1M0.58%
31AMGEN INCAMGN3,680$1.0M0.56%
32VANGUARD INDEX FDS9229087362,994$1.0M0.55%
33CLOROX CO DELCLX5,939$909,2750.49%
34INVESCO EXCHNG TRAD SLF INDEIVZ34,384$877,3130.47%
35INVESCO EXCH TRD SLF IDX FDIVZ38,113$812,1940.44%
36EXXON MOBIL CORPXOM6,955$808,4260.43%
37INVESCO EXCH TRD SLF IDX FDIVZ36,096$798,4380.43%
38INVESCO EXCH TRD SLF IDX FDIVZ31,898$741,3210.40%
39INVESCO EXCHNG TRAD SLF INDEIVZ27,082$710,6210.38%
40NEXTERA ENERGY INCNEE-PW10,389$663,9470.36%
41PROLOGIS INC.PLDGP4,725$615,3530.33%
42NVIDIA CORPORATIONNVDA634$572,8310.31%
43INTERNATIONAL BUSINESS MACHSINTR2,949$563,0930.30%
44NOVARTIS AGNVSEF5,410$523,3090.28%
45PNC FINL SVCS GROUP INC6934751052,993$483,7010.26%
46ALPHABET INCGOOG2,596$395,2670.21%
47AMAZON COM INCAMZN1,890$340,9180.18%
48MICROSTRATEGY INCSTRK200$340,9120.18%
49VANGUARD WORLD FD92204A702625$327,5700.18%
50ENTERPRISE PRODS PARTNERS L29379210711,036$322,0300.17%
51CISCO SYS INCCSCO6,390$318,8850.17%
52CHEVRON CORP NEWCVX2,011$317,2570.17%
53META PLATFORMS INCMETA608$295,3290.16%
54PFIZER INCPFE10,339$286,9140.15%
55SPROTT PHYSICAL GOLD & SILVESII13,667$277,9870.15%
56SCHWAB STRATEGIC TR8085246314,805$250,6290.13%
57MASTERCARD INCORPORATEDMA517$249,0250.13%
58MCDONALDS CORPMCD817$230,3780.12%
59ALPHABET INCGOOG1,438$217,0370.12%
60UNITEDHEALTH GROUP INCUNH435$215,3950.12%
61KINDER MORGAN INC DELEP-PC11,034$202,3590.11%
62BERKSHIRE HATHAWAY INC DELBRK-A474$199,3260.11%
63VISA INCV700$195,4720.10%
64ISHARES TR464287614524$176,5850.09%
65ALTRIA GROUP INCMO3,574$155,9150.08%
66COCA COLA COKO2,411$147,5050.08%
67APPLIED MATLS INC038222105702$144,8740.08%
68LOCKHEED MARTIN CORPLMT290$132,0910.07%
69ALCON AGALC1,582$131,7650.07%
70TESLA INCTSLA748$131,4910.07%
71BANK AMERICA CORP0605051043,453$130,9540.07%
72ELI LILLY & COLLY166$128,7710.07%
73VANGUARD SPECIALIZED FUNDS921908844694$126,7450.07%
74VANGUARD INDEX FDS922908629493$123,1210.07%
75INTEL CORPINTC2,782$122,8930.07%
76ZEBRA TECHNOLOGIES CORPORATIZBRA402$121,1790.07%
77HONEYWELL INTL INC438516106551$113,1680.06%
78CSX CORPCSX3,034$112,4740.06%
79BLACKROCK HEALTH SCIENCES TRBLK2,677$110,9550.06%
80BOEING COBA-PA573$110,5980.06%
81SERVICENOW INCNOW145$110,5480.06%
82ISHARES TR464288760804$106,0840.06%
83VANGUARD BD INDEX FDS9219378351,450$105,3020.06%
84CONOCOPHILLIPSCOP816$103,8010.06%
85ABBVIE INCABBV547$99,5820.05%
86ASTRAZENECA PLCAZN1,451$98,3200.05%
87SALESFORCE INCCRM311$93,6670.05%
88SCHWAB STRATEGIC TR8085243001,000$92,6980.05%
89BROOKFIELD INFRAST PARTNERSG162521012,826$88,1970.05%
90J P MORGAN EXCHANGE TRADED F46641Q6471,721$87,3300.05%
91ISHARES TR464287648322$87,1050.05%
92VANGUARD INDEX FDS922908751378$86,4510.05%
93AIR PRODS & CHEMS INCAIIR356$86,2480.05%
94STARBUCKS CORPSBUX906$82,8110.04%
95MOODYS CORPMCO200$78,6060.04%
96VERIZON COMMUNICATIONS INCVZ1,873$78,6000.04%
97T ROWE PRICE ETF INC87283Q4042,043$77,6250.04%
98ISHARES TR464287556552$75,7450.04%
99VEEVA SYS INCVEEV321$74,3720.04%
100RPM INTL INC749685103609$72,3990.04%
101CHUBB LIMITEDCB276$71,5130.04%
102CORNING INCGLW2,060$67,8900.04%
103DEERE & CODE160$65,7420.04%
104NETFLIX INCNFLX108$65,5920.04%
105ILLINOIS TOOL WKS INC452308109243$65,2040.04%
106OCCIDENTAL PETE CORP6745991051,003$65,1970.04%
107BRISTOL-MYERS SQUIBB COCELG-RI1,150$62,3710.03%
108AT&T INCT-PC3,436$60,4680.03%
109HOME DEPOT INCHD156$59,7760.03%
110INVESCO QQQ TRIVZ134$59,4980.03%
111IMMUNOME INCIMNM2,373$58,5660.03%
112AFLAC INCAFL682$58,5390.03%
113ADOBE INCADBE105$52,9830.03%
114HERSHEY COHSY267$52,0280.03%
115VANGUARD WHITEHALL FDS921946406428$51,7840.03%
116FIRST TR EXCHANGE-TRADED FD33733E302250$51,2730.03%
117SUPER MICRO COMPUTER INCSMCI50$50,4770.03%
118CVS HEALTH CORPCVS621$49,4980.03%
119BROOKFIELD RENEWABLE PARTNERG162581081,963$45,6040.02%
120CME GROUP INCCME201$43,3700.02%
121SPDR GOLD TRGLD206$42,3780.02%
122UNILEVER PLCUNLYF813$40,8040.02%
123PHILIP MORRIS INTL INC718172109437$40,0270.02%
124ONEOK INC NEWOKE493$39,5110.02%
125VANGUARD WORLD FD92204A108124$39,3990.02%
126ORACLE CORPORCL-PD301$37,8140.02%
127CANADIAN NATL RY CO136375102286$37,6530.02%
128AMERICAN TOWER CORP NEW03027X100190$37,5420.02%
129TORONTO DOMINION BK ONTTORO600$36,2280.02%
130DISNEY WALT CO254687106294$36,0350.02%
131MONDELEZ INTL INC609207105508$35,5540.02%
132TEXAS INSTRS INC882508104203$35,4260.02%
133ECOLAB INCECL150$34,6350.02%
134MARRIOTT INTL INC NEW571903202136$34,3210.02%
135ISHARES TR464287622114$32,8350.02%
136COHEN & STEERS LTD DURATION19248C1051,600$32,1380.02%
137EATON CORP PLCETN101$31,5810.02%
138PRUDENTIAL FINL INCPUKPF267$31,3460.02%
139CORTEVA INCCTVA540$31,1630.02%
140SOUTHERN COSOMN418$29,9530.02%
141ISHARES TR464287598164$29,3740.02%
142PALO ALTO NETWORKS INCPANW100$28,3920.02%
143SPDR S&P 500 ETF TRSPY53$27,7230.01%
144PPL CORPPPLC995$27,4030.01%
145VANGUARD WORLD FD92204A504100$27,0520.01%
146REALTY INCOME CORPO475$25,7120.01%
147SCHWAB STRATEGIC TR808524862515$24,8280.01%
148CROWN CASTLE INCCCI230$24,3410.01%
149STRYKER CORPORATIONSYK68$24,3350.01%
150T-MOBILE US INCTMUSZ149$24,3200.01%
151WELLS FARGO CO NEW949746101419$24,2630.01%
152EXELIXIS INCEXEL1,000$23,7300.01%
153CROSSAMERICA PARTNERS LPCAPL958$21,8350.01%
154CONSOLIDATED EDISON INCED222$20,1600.01%
155VANGUARD WORLD FD92204A20797$19,8020.01%
156GENERAL DYNAMICS CORPGD70$19,7740.01%
157ISHARES TR46429B614279$19,5820.01%
158DEVON ENERGY CORP NEW25179M103383$19,2160.01%
159CALAMOS GLOBAL TOTAL RETURNCGO1,789$18,6060.01%
160DTE ENERGY CODTK164$18,3910.01%
161AMICUS THERAPEUTICS INCFOLD1,500$17,6250.01%
162ISHARES TR464287150149$17,1510.01%
163ISHARES INC464286475286$16,8100.01%
164VANGUARD INDEX FDS92290876964$16,5320.01%
165VANGUARD INDEX FDS92290861186$16,5020.01%
166GARMIN LTDGRMN108$16,0310.01%
167BLACKSTONE MTG TR INCBX779$15,5160.01%
168COMPASS INCCOMP4,300$15,4800.01%
169BP PLCBPPFF400$15,0720.01%
170ISHARES TR464287473119$14,9140.01%
171GILEAD SCIENCES INCGILD200$14,6480.01%
172TAIWAN SEMICONDUCTOR MFG LTD874039100104$14,0970.01%
173ISHARES TR46428765567$14,0900.01%
174VANGUARD WORLD FD92204A405137$14,0270.01%
175MODERNA INCMRNA127$13,5330.01%
176ISHARES TR464288182192$12,9760.01%
177WESCO INTL INC95082P10576$12,9660.01%
178ISHARES TR464287481112$12,7840.01%
179BROOKFIELD RENEWABLE CORPBEPC481$11,8250.01%
180ISHARES TR46432F842156$11,5870.01%
181VANGUARD SCOTTSDALE FDS92206C102199$11,5750.01%
182CATALENT INC148806102200$11,2900.01%
183APOLLO GLOBAL MGMT INC03769M106100$11,2450.01%
184SPROTT INCSII275$10,1640.01%
185NUTRIEN LTDNTR187$10,1560.01%
186SEALED AIR CORP NEWSE270$10,0450.01%
187VANGUARD BD INDEX FDS921937819132$9,9890.01%
188BROOKFIELD INFRASTRUCTURE COBIPC270$9,7360.01%
189ARCHER DANIELS MIDLAND COADM154$9,6730.01%
190VANGUARD INDEX FDS92290874459$9,6330.01%
191CITIGROUP INCC-PR148$9,3460.01%
192FRESENIUS MEDICAL CARE AGFMCQF478$9,2160.00%
193ESSEX PPTY TR INC29717810537$9,0580.00%
194ISHARES TR46429B671217$8,6030.00%
195INTERPUBLIC GROUP COS INCINTR263$8,5980.00%
196INTUITIVE SURGICAL INCISRG21$8,3810.00%
197OBSIDIAN ENERGY LTDOBE1,000$8,2200.00%
198SYSCO CORPSYY100$8,1180.00%
199ISHARES TR46428768926$7,8120.00%
200VANGUARD MALVERN FDS922020755101$7,7250.00%
201VANGUARD SCOTTSDALE FDS92206C706128$7,4760.00%
202PACER FDS TR69374H857142$6,9810.00%
203CHARTER COMMUNICATIONS INC N16119P10824$6,9750.00%
204SHELL PLCRYDAF102$6,8410.00%
205ISHARES TR464288638132$6,8110.00%
206FIRST TR EXCHANGE-TRADED FD33738R704100$6,7330.00%
207DOMINION ENERGY INCD132$6,4790.00%
208TARGET CORPTGT34$6,0250.00%
209ISHARES TR46428866150$5,7910.00%
210J P MORGAN EXCHANGE TRADED F46641Q332100$5,7860.00%
211RIVIAN AUTOMOTIVE INCRIVN500$5,4800.00%
212AIRBNB INCABNB33$5,4440.00%
213MSC INDL DIRECT INC55353010656$5,3960.00%
214APREA THERAPEUTICS INCAPRE806$5,3920.00%
215ISHARES TR464288687167$5,3820.00%
216HP INCHPQ178$5,3810.00%
217PLUG POWER INCPLUG1,500$5,1530.00%
218DT MIDSTREAM INCDTM82$5,0100.00%
219DOLLAR GEN CORP NEW25667710532$4,9940.00%
220GLOBAL X FDS37954Y673125$4,9760.00%
221SPDR INDEX SHS FDS78463X509137$4,9610.00%
222KYNDRYL HLDGS INCKD210$4,5700.00%
223ORIGIN MATERIALS INCORGNW8,950$4,5650.00%
224DEXCOM INCDXCM32$4,4380.00%
225DREAM FINDERS HOMES INCDFH100$4,3730.00%
226SPDR SER TR78464A474146$4,3580.00%
227COMCAST CORP NEWCCZ100$4,3350.00%
228WALGREENS BOOTS ALLIANCE INC931427108195$4,2240.00%
229MURPHY USA INCMUSA10$4,1920.00%
230VIATRIS INCVTRS319$3,8140.00%
231ORGANON & COOGN200$3,7600.00%
232WARNER BROS DISCOVERY INCWBD426$3,7190.00%
233UNITED PARCEL SERVICE INCUPS25$3,7160.00%
234PILGRIMS PRIDE CORPPPC100$3,4320.00%
235SPDR INDEX SHS FDS78463X88993$3,3310.00%
236FIRSTENERGY CORPFE85$3,2700.00%
237CROWDSTRIKE HLDGS INCCRWD10$3,2060.00%
238VYNE THERAPEUTICS INCVYNE1,041$3,1960.00%
239KRAFT HEINZ COKHC86$3,1770.00%
240NISOURCE INCNI111$3,0740.00%
241THE CIGNA GROUP1255231008$3,0730.00%
242FORTIS INCFTRSF77$3,0420.00%
243CENTURY CMNTYS INC15650430030$2,8950.00%
244AMERICAN ELEC PWR CO INC02553710133$2,8810.00%
245ISHARES TR46428828132$2,8740.00%
246VANGUARD INDEX FDS92290851218$2,8570.00%
247UNDER ARMOUR INCUA390$2,7850.00%
248PINTEREST INCPINS80$2,7740.00%
249TAKE-TWO INTERACTIVE SOFTWARTTWO18$2,6730.00%
250SELECT SECTOR SPDR TR81369Y50625$2,3600.00%
251KARYOPHARM THERAPEUTICS INCKPTI1,500$2,2650.00%
252ISHARES TR46428947943$2,2150.00%
253ISHARES TR46428766323$2,1130.00%
254ACM RESH INC00108J10945$1,3110.00%
255SPROTT FDS TRSII25$1,2210.00%
256FREEPORT-MCMORAN INCFCX25$1,1850.00%
257VANECK ETF TRUST92189F70016$1,1770.00%
258UIPATH INCPATH50$1,1340.00%
259ISHARES TR46428827316$1,0270.00%
260LEMONADE INCLMND60$9850.00%
261TWILIO INCTWLO15$9170.00%
262CRONOS GROUP INCCRON330$8610.00%
263VANGUARD STAR FDS92190976814$8210.00%
264ORASURE TECHNOLOGIES INCOSUR125$7690.00%
265JD.COM INCJDCMF25$6850.00%
266FIVERR INTL LTDM4R82T10632$6740.00%
267DOCUSIGN INCDOCU10$5960.00%
268BANDWIDTH INCBAND19$3470.00%
269DENISON MINES CORPDNN152$2960.00%
270EVGO INCEVGOW100$2510.00%
271NOKIA CORPNOKBF69$2440.00%
272PALANTIR TECHNOLOGIES INCPLTR10$2300.00%
273TILRAY BRANDS INCTLRY90$2220.00%
274RUMBLE INCRUMBW23$1860.00%
275CANOPY GROWTH CORPCGC15$1290.00%
276ENERGY FUELS INCUUUU19$1200.00%
277ISHARES TR46434V8782$840.00%
278ORION OFFICE REIT INCONL21$740.00%
279SKILLZ INCSKLZ7$450.00%
280NIKOLA CORPNODK38$400.00%
281ORIGIN MATERIALS INCORGNW2,000$390.00%
282VUZIX CORPVUZI10$120.00%
283BLACKBERRY LTDBB4$110.00%