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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 0002065807-25-000010

Total Value
$202.8M
Positions
292
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (292)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTL EQUITY INDEX F922042775254,165$16.0M7.90%
2VANGUARD INDEX FDS92290863760,284$15.9M7.83%
3VANGUARD MUN BD FDS922907746296,556$15.2M7.48%
4WISDOMTREE TRWT160,049$15.0M7.40%
5ISHARES TR46436E486615,601$13.1M6.44%
6ISHARES TR46436E726581,948$12.9M6.36%
7ISHARES TR46438G653481,773$12.9M6.35%
8ISHARES TR46436E312475,542$12.2M6.03%
9ISHARES TR46436E130455,817$12.0M5.93%
10AMERICAN CENTY ETF TR02507230776,083$6.9M3.42%
11MICROSOFT CORPMSFT11,276$4.9M2.39%
12APPLE INCAAPL20,561$4.8M2.36%
13CATERPILLAR INCCAT8,030$3.1M1.55%
14JPMORGAN CHASE & CO.VYLD14,497$3.1M1.51%
15LOWES COS INC54866110710,848$2.9M1.45%
16AUTOMATIC DATA PROCESSING INADP8,790$2.4M1.20%
17QUALCOMM INCQCOM12,036$2.0M1.01%
18PROCTER AND GAMBLE CO74271810911,512$2.0M0.98%
19ABBOTT LABSABLZF17,360$2.0M0.98%
20ISHARES TR46428763011,766$2.0M0.97%
21JOHNSON & JOHNSONJNJ11,496$1.9M0.92%
22EMERSON ELEC COEMR14,968$1.6M0.81%
23MERCK & CO INCMRK13,453$1.5M0.75%
24NORFOLK SOUTHN CORP6558441086,105$1.5M0.75%
25WALMART INCWMT18,239$1.5M0.73%
26RTX CORPORATIONRTX11,948$1.4M0.71%
27TRAVELERS COMPANIES INCTRV6,022$1.4M0.70%
28INVESCO EXCH TRD SLF IDX FDIVZ55,085$1.2M0.60%
29INVESCO EXCH TRD SLF IDX FDIVZ47,129$1.2M0.60%
30INVESCO EXCH TRD SLF IDX FDIVZ45,398$1.2M0.59%
31AMGEN INCAMGN3,711$1.2M0.59%
32INVESCO EXCH TRD SLF IDX FDIVZ55,871$1.2M0.59%
33PEPSICO INCPEP6,967$1.2M0.58%
34VANGUARD INDEX FDS9229087363,001$1.2M0.57%
35BECTON DICKINSON & COBDX4,497$1.1M0.53%
36INVESCO EXCH TRD SLF IDX FDIVZ46,372$1.1M0.53%
37FEDEX CORPFDX3,760$1.0M0.51%
38CLOROX CO DELCLX5,849$952,8210.47%
39NEXTERA ENERGY INCNEE-PW10,554$892,1330.44%
40EXXON MOBIL CORPXOM7,434$871,4070.43%
41NVIDIA CORPORATIONNVDA6,340$769,9540.38%
42NOVARTIS AGNVSEF5,410$622,2580.31%
43PROLOGIS INC.PLDGP4,839$611,1110.30%
44INTERNATIONAL BUSINESS MACHSINTR2,728$603,0450.30%
45PNC FINL SVCS GROUP INC6934751053,050$563,8400.28%
46ALPHABET INCGOOG2,597$434,2730.21%
47VANGUARD WORLD FD92204A702625$366,7420.18%
48PFIZER INCPFE12,404$358,9700.18%
49AMAZON COM INCAMZN1,873$348,9960.17%
50MICROSTRATEGY INCSTRK2,000$337,2000.17%
51SPROTT PHYSICAL GOLD & SILVESII13,667$334,7050.17%
52META PLATFORMS INCMETA584$334,0590.16%
53ENTERPRISE PRODS PARTNERS L29379210711,423$332,5230.16%
54CISCO SYS INCCSCO6,223$331,1720.16%
55CHEVRON CORP NEWCVX2,031$299,1770.15%
56LOCKHEED MARTIN CORPLMT492$287,3940.14%
57UNITEDHEALTH GROUP INCUNH487$284,4680.14%
58SCHWAB STRATEGIC TR8085246314,983$266,6170.13%
59MASTERCARD INCORPORATEDMA517$255,3500.13%
60MCDONALDS CORPMCD819$249,2730.12%
61BERKSHIRE HATHAWAY INC DELBRK-A530$243,9380.12%
62KINDER MORGAN INC DELEP-PC10,711$236,5960.12%
63ALPHABET INCGOOG1,417$235,0090.12%
64ISHARES TR464287614525$196,8970.10%
65TESLA INCTSLA748$195,6990.10%
66VISA INCV700$192,5790.09%
67ALTRIA GROUP INCMO3,674$187,5060.09%
68COCA COLA COKO2,411$173,2540.09%
69ALCON AGALC1,582$158,3110.08%
70ELI LILLY & COLLY166$146,7230.07%
71APPLIED MATLS INC038222105705$142,4900.07%
72BANK AMERICA CORP0605051043,502$138,9420.07%
73VANGUARD SPECIALIZED FUNDS921908844692$137,1390.07%
74VANGUARD INDEX FDS922908629496$130,9770.06%
75SERVICENOW INCNOW145$129,6870.06%
76ISHARES TR464288760807$120,7810.06%
77HONEYWELL INTL INC438516106553$114,2650.06%
78ASTRAZENECA PLCAZN1,460$113,7680.06%
79ABBVIE INCABBV547$107,9930.05%
80AIR PRODS & CHEMS INCAIIR356$105,9950.05%
81CSX CORPCSX3,034$104,7800.05%
82SCHWAB STRATEGIC TR8085243001,002$104,3760.05%
83BROOKFIELD INFRAST PARTNERSG162521012,897$101,4990.05%
84T ROWE PRICE ETF INC87283Q4042,463$100,8720.05%
85BLACKROCK HEALTH SCIENCES TRBLK2,300$96,4390.05%
86ALPS ETF TR00162Q4522,021$95,2520.05%
87MOODYS CORPMCO200$94,9180.05%
88CORNING INCGLW2,078$93,8370.05%
89ISHARES TR464287648323$91,6390.05%
90VANGUARD INDEX FDS922908751380$90,0610.04%
91J P MORGAN EXCHANGE TRADED F46641Q6471,752$89,8020.04%
92STARBUCKS CORPSBUX914$89,0680.04%
93CONOCOPHILLIPSCOP824$86,7500.04%
94SALESFORCE INCCRM311$85,1240.04%
95VERIZON COMMUNICATIONS INCVZ1,888$84,7690.04%
96VANGUARD BD INDEX FDS9219378351,119$84,0760.04%
97ISHARES TR464287556552$80,3710.04%
98CHUBB LIMITEDCB277$79,8250.04%
99VANGUARD INDEX FDS922908611391$78,4550.04%
100AFLAC INCAFL689$77,0000.04%
101NETFLIX INCNFLX108$76,6010.04%
102AT&T INCT-PC3,447$75,8230.04%
103BOEING COBA-PA497$75,6380.04%
104RPM INTL INC749685103609$73,6460.04%
105VEEVA SYS INCVEEV321$67,3680.03%
106DEERE & CODE160$66,7970.03%
107INVESCO QQQ TRIVZ134$65,5950.03%
108INTEL CORPINTC2,782$65,2720.03%
109HOME DEPOT INCHD158$63,9370.03%
110ILLINOIS TOOL WKS INC452308109243$63,6830.03%
111BRISTOL-MYERS SQUIBB COCELG-RI1,170$60,5300.03%
112ORACLE CORPORCL-PD353$60,1440.03%
113BROOKFIELD RENEWABLE PARTNERG162581082,009$56,6000.03%
114VANGUARD WHITEHALL FDS921946406428$54,8700.03%
115ADOBE INCADBE105$54,3670.03%
116PHILIP MORRIS INTL INC718172109437$53,0380.03%
117FIRST TR EXCHANGE-TRADED FD33733E302250$52,9580.03%
118UNILEVER PLCUNLYF813$52,8120.03%
119OCCIDENTAL PETE CORP6745991051,010$52,0540.03%
120HERSHEY COHSY271$51,9130.03%
121SPDR GOLD TRGLD206$50,0700.02%
122ONEOK INC NEWOKE505$45,9810.02%
123CME GROUP INCCME204$44,9490.02%
124AMERICAN TOWER CORP NEW03027X100190$44,1860.02%
125TEXAS INSTRS INC882508104206$42,5650.02%
126VANGUARD WORLD FD92204A108124$42,2200.02%
127ECOLAB INCECL150$38,3000.02%
128PPL CORPPPLC1,152$38,1210.02%
129TORONTO DOMINION BK ONTTORO600$37,9560.02%
130SOUTHERN COSOMN420$37,8360.02%
131MONDELEZ INTL INC609207105511$37,6530.02%
132COHEN & STEERS LTD DURATION19248C1051,664$36,1920.02%
133ISHARES TR464287622114$35,8400.02%
134IMMUNOME INCIMNM2,373$34,6930.02%
135PALO ALTO NETWORKS INCPANW100$34,1800.02%
136MARRIOTT INTL INC NEW571903202137$33,9980.02%
137CANADIAN NATL RY CO136375102288$33,7920.02%
138EATON CORP PLCETN101$33,4750.02%
139PRUDENTIAL FINL INCPUKPF267$32,3340.02%
140WARNER BROS DISCOVERY INCWBD3,908$32,2410.02%
141CORTEVA INCCTVA543$31,9500.02%
142ISHARES TR464287598164$31,1270.02%
143T-MOBILE US INCTMUSZ149$30,7480.02%
144REALTY INCOME CORPO482$30,5730.02%
145SPDR S&P 500 ETF TRSPY53$30,4090.01%
146VANGUARD WORLD FD92204A504100$28,2200.01%
147J P MORGAN EXCHANGE TRADED F46641Q670582$28,0960.01%
148CROWN CASTLE INCCCI230$27,2850.01%
149COMPASS INCCOMP4,300$26,2730.01%
150EXELIXIS INCEXEL1,000$25,9500.01%
151DISNEY WALT CO254687106251$24,1670.01%
152ISHARES TR46429B614279$23,9650.01%
153WELLS FARGO CO NEW949746101419$23,6470.01%
154CONSOLIDATED EDISON INCED222$23,1170.01%
155CALAMOS GLOBAL TOTAL RETURNCGO1,865$22,1190.01%
156VANGUARD WORLD FD92204A20797$21,1930.01%
157GENERAL DYNAMICS CORPGD70$21,1540.01%
158DTE ENERGY CODTK164$21,0590.01%
159CROSSAMERICA PARTNERS LPCAPL1,007$20,8740.01%
160SUPER MICRO COMPUTER INCSMCI50$20,8200.01%
161STRYKER CORPORATIONSYK56$20,2310.01%
162GARMIN LTDGRMN109$19,1260.01%
163VANGUARD INDEX FDS92290876967$18,9250.01%
164CVS HEALTH CORPCVS300$18,8640.01%
165ISHARES TR464287150150$18,8100.01%
166ISHARES INC464286475287$18,2970.01%
167TAIWAN SEMICONDUCTOR MFG LTD874039100104$18,0880.01%
168GILEAD SCIENCES INCGILD200$16,7680.01%
169ISHARES TR46436E593824$16,5090.01%
170BROOKFIELD RENEWABLE CORPBEPC491$16,0310.01%
171AMICUS THERAPEUTICS INCFOLD1,500$16,0200.01%
172BLACKSTONE MTG TR INCBX831$15,8010.01%
173ISHARES TR464287473119$15,7380.01%
174ISHARES TR464288182192$15,0810.01%
175VANGUARD WORLD FD92204A405137$15,0580.01%
176ISHARES TR46428765567$14,8000.01%
177ORIGIN MATERIALS INCORGNW8,950$13,7830.01%
178DEVON ENERGY CORP NEW25179M103345$13,4940.01%
179ISHARES TR464287481112$13,1360.01%
180WESCO INTL INC95082P10576$12,8100.01%
181BP PLCBPPFF400$12,5560.01%
182APOLLO GLOBAL MGMT INC03769M106100$12,4910.01%
183ISHARES TR46432F842159$12,4060.01%
184CATALENT INC148806102200$12,1140.01%
185VANGUARD SCOTTSDALE FDS92206C102204$12,0150.01%
186BROOKFIELD INFRASTRUCTURE COBIPC275$11,9470.01%
187SPROTT INCSII275$11,9100.01%
188ISHARES TR46429B671217$11,0730.01%
189ESSEX PPTY TR INC29717810537$10,9310.01%
190VANGUARD BD INDEX FDS921937819134$10,4800.01%
191VANGUARD INDEX FDS92290874460$10,4450.01%
192INTUITIVE SURGICAL INCISRG21$10,3170.01%
193FRESENIUS MEDICAL CARE AGFMCQF478$10,1810.01%
194SEALED AIR CORP NEWSE273$9,9110.00%
195CITIGROUP INCC-PR148$9,2510.00%
196ARCHER DANIELS MIDLAND COADM154$9,2000.00%
197NUTRIEN LTDNTR187$8,9870.00%
198ISHARES TR46428768926$8,5560.00%
199INTERPUBLIC GROUP COS INCINTR269$8,5160.00%
200MODERNA INCMRNA127$8,4870.00%
201M/I HOMES INCMHO48$8,2250.00%
202VANGUARD MALVERN FDS922020755103$8,1680.00%
203VANGUARD SCOTTSDALE FDS92206C706130$7,8570.00%
204APPLIED INDL TECHNOLOGIES IN03820C10535$7,8100.00%
205SYSCO CORPSYY100$7,8060.00%
206DOMINION ENERGY INCD135$7,8030.00%
207CHARTER COMMUNICATIONS INC N16119P10824$7,7780.00%
208FIRST TR EXCHANGE-TRADED FD33738R704100$7,4670.00%
209ISHARES TR464288638132$7,0910.00%
210SHELL PLCRYDAF104$6,8610.00%
211PACER FDS TR69374H857142$6,6060.00%
212DT MIDSTREAM INCDTM82$6,4500.00%
213HP INCHPQ179$6,4370.00%
214ISHARES TR46428866150$5,9800.00%
215J P MORGAN EXCHANGE TRADED F46641Q332100$5,9510.00%
216SPDR INDEX SHS FDS78463X509139$5,7260.00%
217RIVIAN AUTOMOTIVE INCRIVN500$5,6100.00%
218ISHARES TR464288687167$5,5490.00%
219TARGET CORPTGT34$5,2990.00%
220GLOBAL X FDS37954Y673125$5,1450.00%
221KB HOMEKBH60$5,1410.00%
222HALOZYME THERAPEUTICS INCHALO88$5,0370.00%
223ZOETIS INCZTS25$4,8850.00%
224KYNDRYL HLDGS INCKD210$4,8260.00%
225MSC INDL DIRECT INC55353010656$4,7850.00%
226INVESCO EXCHANGE TRADED FD TIVZ98$4,6580.00%
227SPDR SER TR78464A474150$4,5430.00%
228AIRBNB INCABNB33$4,1850.00%
229COMCAST CORP NEWCCZ100$4,1770.00%
230SCHWAB STRATEGIC TR80852486285$4,1630.00%
231ISHARES BITCOIN TRUST ETFIBIT110$3,9740.00%
232NISOURCE INCNI113$3,9180.00%
233COMFORT SYS USA INC19990810410$3,9040.00%
234FIRSTENERGY CORPFE86$3,8320.00%
235ORGANON & COOGN200$3,8260.00%
236CAPITAL ONE FINL CORP14040H10525$3,7430.00%
237VIATRIS INCVTRS322$3,7410.00%
238SUBURBAN PROPANE PARTNERS LSPH201$3,6090.00%
239SPDR INDEX SHS FDS78463X88995$3,5520.00%
240FORTIS INCFTRSF77$3,4990.00%
241AMERICAN ELEC PWR CO INC02553710134$3,4960.00%
242UNITED PARCEL SERVICE INCUPS25$3,4090.00%
243PLUG POWER INCPLUG1,500$3,3900.00%
244UNDER ARMOUR INCUA390$3,2600.00%
245VANGUARD INDEX FDS92290851219$3,1050.00%
246CENTURY CMNTYS INC15650430030$3,0890.00%
247ISHARES TR46428828133$3,0750.00%
248THE CIGNA GROUP1255231009$2,9550.00%
249CROWDSTRIKE HLDGS INCCRWD10$2,8050.00%
250TAKE-TWO INTERACTIVE SOFTWARTTWO18$2,7670.00%
251DOLLAR GEN CORP NEW25667710532$2,7060.00%
252KRAFT HEINZ COKHC75$2,6360.00%
253PINTEREST INCPINS80$2,5900.00%
254ISHARES TR46428947944$2,3640.00%
255ISHARES TR46428766324$2,2560.00%
256APREA THERAPEUTICS INCAPRE806$2,2170.00%
257SELECT SECTOR SPDR TR81369Y50625$2,1950.00%
258DEXCOM INCDXCM32$2,1450.00%
259VYNE THERAPEUTICS INCVYNE1,041$1,9570.00%
260MERCURY GENL CORP NEW58940010030$1,8890.00%
261PROGYNY INCPGNY100$1,6760.00%
262FREEPORT-MCMORAN INCFCX25$1,2580.00%
263KARYOPHARM THERAPEUTICS INCKPTI1,500$1,2450.00%
264BRC INCBRCC350$1,1970.00%
265VANECK ETF TRUST92189F70016$1,1830.00%
266ISHARES TR4642875235$1,1530.00%
267SPROTT FDS TRSII25$1,1360.00%
268ISHARES TR46428827316$1,1140.00%
269VANGUARD STAR FDS92190976816$1,0230.00%
270JD.COM INCJDCMF25$1,0000.00%
271LEMONADE INCLMND60$9890.00%
272TWILIO INCTWLO15$9780.00%
273FIVERR INTL LTDM4R82T10632$8280.00%
274CRONOS GROUP INCCRON330$7230.00%
275UIPATH INCPATH50$6400.00%
276DOCUSIGN INCDOCU10$6210.00%
277ORASURE TECHNOLOGIES INCOSUR125$5340.00%
278EVGO INCEVGOW100$4140.00%
279PALANTIR TECHNOLOGIES INCPLTR10$3720.00%
280BANDWIDTH INCBAND19$3330.00%
281DENISON MINES CORPDNN152$2780.00%
282ORIGIN MATERIALS INCORGNW2,000$2400.00%
283NOKIA CORPNOKBF44$1920.00%
284TILRAY BRANDS INCTLRY90$1580.00%
285RUMBLE INCRUMBW23$1230.00%
286ENERGY FUELS INCUUUU19$1040.00%
287ISHARES TR46434V8782$870.00%
288CANOPY GROWTH CORPCGC15$720.00%
289SKILLZ INCSKLZ7$390.00%
290VUZIX CORPVUZI10$120.00%
291BLACKBERRY LTDBB4$100.00%
292NIKOLA CORPNODK1$50.00%