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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 0002065807-25-000011

Total Value
$199.7M
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290863760,508$16.3M8.17%
2VANGUARD MUN BD FDS922907746301,865$15.1M7.58%
3WISDOMTREE TRWT158,635$14.8M7.42%
4VANGUARD INTL EQUITY INDEX F922042775257,911$14.8M7.41%
5ISHARES TR46436E486625,181$12.7M6.37%
6ISHARES TR46436E726589,958$12.6M6.31%
7ISHARES TR46438G653486,258$12.4M6.20%
8ISHARES TR46436E312484,964$11.9M5.97%
9ISHARES TR46436E130462,939$11.6M5.82%
10AMERICAN CENTY ETF TR02507230776,365$7.6M3.81%
11APPLE INCAAPL20,063$5.0M2.52%
12MICROSOFT CORPMSFT11,249$4.7M2.37%
13JPMORGAN CHASE & CO.VYLD14,413$3.5M1.73%
14CATERPILLAR INCCAT7,714$2.8M1.40%
15LOWES COS INC54866110710,806$2.7M1.34%
16AUTOMATIC DATA PROCESSING INADP8,784$2.6M1.29%
17ABBOTT LABSABLZF17,295$2.0M0.98%
18ISHARES TR46428763011,822$1.9M0.97%
19PROCTER AND GAMBLE CO74271810911,507$1.9M0.97%
20EMERSON ELEC COEMR14,927$1.8M0.93%
21QUALCOMM INCQCOM11,981$1.8M0.92%
22JOHNSON & JOHNSONJNJ11,532$1.7M0.84%
23WALMART INCWMT18,128$1.6M0.82%
24TRAVELERS COMPANIES INCTRV6,010$1.4M0.72%
25NORFOLK SOUTHN CORP6558441086,117$1.4M0.72%
26RTX CORPORATIONRTX11,918$1.4M0.69%
27MERCK & CO INCMRK13,528$1.3M0.67%
28INVESCO EXCH TRD SLF IDX FDIVZ49,584$1.2M0.62%
29VANGUARD INDEX FDS9229087363,005$1.2M0.62%
30INVESCO EXCH TRD SLF IDX FDIVZ56,471$1.2M0.61%
31INVESCO EXCH TRD SLF IDX FDIVZ47,118$1.2M0.61%
32INVESCO EXCH TRD SLF IDX FDIVZ57,597$1.2M0.60%
33INVESCO EXCH TRD SLF IDX FDIVZ44,989$1.1M0.55%
34FEDEX CORPFDX3,772$1.1M0.53%
35PEPSICO INCPEP6,912$1.1M0.53%
36BECTON DICKINSON & COBDX4,476$1.0M0.51%
37AMGEN INCAMGN3,705$965,7560.48%
38CLOROX CO DELCLX5,850$950,1780.48%
39EXXON MOBIL CORPXOM7,452$801,6590.40%
40NEXTERA ENERGY INCNEE-PW10,546$756,0140.38%
41NVIDIA CORPORATIONNVDA5,341$717,2630.36%
42INTERNATIONAL BUSINESS MACHSINTR2,730$600,0520.30%
43PNC FINL SVCS GROUP INC6934751053,032$584,7620.29%
44NOVARTIS AGNVSEF5,410$526,4470.26%
45PROLOGIS INC.PLDGP4,883$516,1480.26%
46ALPHABET INCGOOG2,598$494,7860.25%
47MICROSTRATEGY INCSTRK1,600$463,3920.23%
48AMAZON COM INCAMZN2,058$451,5050.23%
49ENTERPRISE PRODS PARTNERS L29379210713,611$426,8340.21%
50VANGUARD WORLD FD92204A702626$389,5540.20%
51CISCO SYS INCCSCO6,243$369,5990.19%
52META PLATFORMS INCMETA584$341,7840.17%
53SPROTT PHYSICAL GOLD & SILVESII13,667$324,7280.16%
54TESLA INCTSLA748$302,0720.15%
55KINDER MORGAN INC DELEP-PC10,802$295,9840.15%
56CHEVRON CORP NEWCVX1,966$284,7580.14%
57MASTERCARD INCORPORATEDMA517$272,2950.14%
58SCHWAB STRATEGIC TR80852463110,198$266,7830.13%
59ALPHABET INCGOOG1,351$255,7170.13%
60BERKSHIRE HATHAWAY INC DELBRK-A530$240,2380.12%
61MCDONALDS CORPMCD819$237,5180.12%
62UNITEDHEALTH GROUP INCUNH467$236,3140.12%
63VISA INCV700$221,3590.11%
64ISHARES TR464287614525$210,7380.11%
65ALTRIA GROUP INCMO3,727$194,9070.10%
66T ROWE PRICE ETF INC87283Q4044,798$189,9700.10%
67LOCKHEED MARTIN CORPLMT363$176,4520.09%
68BANK AMERICA CORP0605051043,515$154,4900.08%
69SERVICENOW INCNOW145$153,7170.08%
70COCA COLA COKO2,411$150,1090.08%
71ISHARES TR464288760935$135,8430.07%
72ALCON AGALC1,582$134,2960.07%
73VANGUARD INDEX FDS922908629498$131,6590.07%
74VANGUARD SPECIALIZED FUNDS921908844649$127,1030.06%
75PFIZER INCPFE4,785$126,9400.06%
76HONEYWELL INTL INC438516106553$125,0190.06%
77ELI LILLY & COLLY162$124,8030.06%
78APPLIED MATLS INC038222105707$114,9620.06%
79SCHWAB STRATEGIC TR8085243004,011$111,7940.06%
80SALESFORCE INCCRM311$103,9770.05%
81AIR PRODS & CHEMS INCAIIR356$103,2540.05%
82VANGUARD INDEX FDS922908611518$102,7290.05%
83ALPS ETF TR00162Q4522,061$99,2610.05%
84CORNING INCGLW2,086$99,1440.05%
85CSX CORPCSX3,034$97,9220.05%
86ABBVIE INCABBV547$97,1760.05%
87NETFLIX INCNFLX108$96,2630.05%
88ASTRAZENECA PLCAZN1,460$95,6760.05%
89MOODYS CORPMCO200$94,6740.05%
90BROOKFIELD INFRAST PARTNERSG162521012,932$93,1930.05%
91ISHARES TR464287648324$93,1880.05%
92VANGUARD INDEX FDS922908751382$91,8410.05%
93J P MORGAN EXCHANGE TRADED F46641Q6471,767$88,6020.04%
94BLACKROCK HEALTH SCIENCES TRBLK2,300$87,2390.04%
95VANGUARD BD INDEX FDS9219378351,194$85,8940.04%
96INVESCO QQQ TRIVZ165$84,2520.04%
97STARBUCKS CORPSBUX917$83,6710.04%
98CONOCOPHILLIPSCOP830$82,3140.04%
99CHUBB LIMITEDCB277$76,4790.04%
100VERIZON COMMUNICATIONS INCVZ1,895$75,7700.04%
101RPM INTL INC749685103609$74,9000.04%
102ISHARES TR464287556552$72,9800.04%
103AFLAC INCAFL692$71,5620.04%
104VEEVA SYS INCVEEV321$67,4900.03%
105BRISTOL-MYERS SQUIBB COCELG-RI1,178$66,6440.03%
106DEERE & CODE149$63,1550.03%
107HOME DEPOT INCHD159$61,7070.03%
108ILLINOIS TOOL WKS INC452308109243$61,6150.03%
109FIRST TR EXCHANGE-TRADED FD33733E302250$60,7930.03%
110ORACLE CORPORCL-PD354$58,9320.03%
111VANGUARD WHITEHALL FDS921946406428$54,6090.03%
112PHILIP MORRIS INTL INC718172109437$52,5790.03%
113BOEING COBA-PA290$51,3890.03%
114ONEOK INC NEWOKE509$51,1190.03%
115INTEL CORPINTC2,509$50,3110.03%
116OCCIDENTAL PETE CORP6745991051,014$50,1130.03%
117SPDR GOLD TRGLD206$49,8790.02%
118SPDR S&P 500 ETF TRSPY83$48,6450.02%
119CME GROUP INCCME205$47,5420.02%
120ADOBE INCADBE105$46,6910.02%
121VANGUARD WORLD FD92204A108124$46,5470.02%
122BROOKFIELD RENEWABLE PARTNERG162581082,035$46,3770.02%
123UNILEVER PLCUNLYF813$46,0970.02%
124AT&T INCT-PC1,994$45,4030.02%
125HERSHEY COHSY247$41,7880.02%
126TEXAS INSTRS INC882508104207$38,8830.02%
127MARRIOTT INTL INC NEW571903202137$38,2330.02%
128WARNER BROS DISCOVERY INCWBD3,615$38,2110.02%
129PPL CORPPPLC1,160$37,6570.02%
130ISHARES TR464287622114$36,7260.02%
131PALO ALTO NETWORKS INCPANW200$36,3920.02%
132ECOLAB INCECL150$35,1480.02%
133AMERICAN TOWER CORP NEW03027X100190$34,8480.02%
134SOUTHERN COSOMN421$34,6210.02%
135COHEN & STEERS LTD DURATION19248C1051,696$34,2540.02%
136EXELIXIS INCEXEL1,000$33,3000.02%
137T-MOBILE US INCTMUSZ149$32,8890.02%
138EATON CORP PLCETN98$32,5230.02%
139TORONTO DOMINION BK ONTTORO600$31,9440.02%
140PRUDENTIAL FINL INCPUKPF267$31,6480.02%
141CORTEVA INCCTVA545$31,0380.02%
142MONDELEZ INTL INC609207105513$30,6270.02%
143ISHARES TR464287598164$30,3610.02%
144WELLS FARGO CO NEW949746101419$29,4030.01%
145REALTY INCOME CORPO548$29,2940.01%
146DISNEY WALT CO254687106251$27,9760.01%
147J P MORGAN EXCHANGE TRADED F46641Q670590$27,1720.01%
148VANGUARD WORLD FD92204A504100$25,3690.01%
149IMMUNOME INCIMNM2,373$25,2010.01%
150COMPASS INCCOMP4,300$25,1550.01%
151ISHARES TR46429B614298$22,7460.01%
152CROSSAMERICA PARTNERS LPCAPL1,033$22,7300.01%
153GARMIN LTDGRMN109$22,4900.01%
154CALAMOS GLOBAL TOTAL RETURNCGO1,900$21,6410.01%
155CROWN CASTLE INCCCI230$20,8750.01%
156TAIWAN SEMICONDUCTOR MFG LTD874039100104$20,6230.01%
157VANGUARD WORLD FD92204A20797$20,5040.01%
158CONSOLIDATED EDISON INCED222$19,8090.01%
159DTE ENERGY CODTK164$19,8030.01%
160VANGUARD INDEX FDS92290876967$19,4910.01%
161ISHARES TR464287150150$19,3290.01%
162GILEAD SCIENCES INCGILD200$18,4740.01%
163GENERAL DYNAMICS CORPGD70$18,4440.01%
164ISHARES INC464286475293$17,0350.01%
165XCEL ENERGY INCXELLL250$16,8800.01%
166APOLLO GLOBAL MGMT INC03769M106100$16,5160.01%
167VANGUARD WORLD FD92204A405137$16,1760.01%
168ISHARES TR46436E593834$16,0130.01%
169STRYKER CORPORATIONSYK43$15,4820.01%
170ISHARES TR464287473119$15,3910.01%
171ISHARES TR46428765567$14,8040.01%
172ISHARES TR464287481112$14,1960.01%
173ISHARES TR464288182195$14,0820.01%
174WESCO INTL INC95082P10576$13,8320.01%
175CVS HEALTH CORPCVS304$13,6250.01%
176BROOKFIELD RENEWABLE CORPBEPC491$13,5770.01%
177BP PLCBPPFF400$11,8240.01%
178ORIGIN MATERIALS INCORGNW8,950$11,4560.01%
179DEVON ENERGY CORP NEW25179M103347$11,3520.01%
180ISHARES TR46432F842162$11,3520.01%
181BROOKFIELD INFRASTRUCTURE COBIPC275$11,0060.01%
182INTUITIVE SURGICAL INCISRG21$10,9610.01%
183FRESENIUS MEDICAL CARE AGFMCQF478$10,8220.01%
184ESSEX PPTY TR INC29717810537$10,5610.01%
185ISHARES TR46429B671222$10,3850.01%
186VANGUARD INDEX FDS92290874460$10,1880.01%
187VANGUARD BD INDEX FDS921937819135$10,0570.01%
188ISHARES TR464287515100$10,0120.01%
189ISHARES BITCOIN TRUST ETFIBIT185$9,8140.00%
190FIRST TR EXCHANGE-TRADED FD33738R704125$9,6300.00%
191SEALED AIR CORP NEWSE275$9,2910.00%
192ISHARES TR46428768926$8,7790.00%
193GLOBAL X FDS37954Y673215$8,6880.00%
194NUTRIEN LTDNTR187$8,3680.00%
195CITIGROUP INCC-PR118$8,2910.00%
196CHARTER COMMUNICATIONS INC N16119P10824$8,2260.00%
197DT MIDSTREAM INCDTM82$8,1530.00%
198INVESCO EXCH TRADED FD TR IIIVZ85$8,0760.00%
199VANGUARD MALVERN FDS922020755105$7,9450.00%
200ARCHER DANIELS MIDLAND COADM154$7,7800.00%
201SYSCO CORPSYY100$7,6460.00%
202VANGUARD SCOTTSDALE FDS92206C706132$7,6370.00%
203INTERPUBLIC GROUP COS INCINTR272$7,6270.00%
204KYNDRYL HLDGS INCKD210$7,2660.00%
205MASTEC INCMTZ53$7,2150.00%
206ISHARES TR464288638132$6,7990.00%
207RIVIAN AUTOMOTIVE INCRIVN500$6,6500.00%
208SHELL PLCRYDAF105$6,5920.00%
209VANGUARD SCOTTSDALE FDS92206C102110$6,4060.00%
210PACER FDS TR69374H857142$6,2490.00%
211INVESCO EXCHANGE TRADED FD TIVZ123$6,1450.00%
212HP INCHPQ181$5,9020.00%
213ISHARES TR46428866150$5,7780.00%
214SPDR INDEX SHS FDS78463X509141$5,4080.00%
215KENVUE INCKVUE251$5,3590.00%
216MODERNA INCMRNA127$5,2810.00%
217ISHARES TR464288687167$5,2500.00%
218RAYMOND JAMES FINL INC75473010933$5,1260.00%
219AMICUS THERAPEUTICS INCFOLD500$4,7100.00%
220SPROTT INCSII110$4,6390.00%
221TARGET CORPTGT34$4,5960.00%
222SPDR SER TR78464A474152$4,5520.00%
223CAPITAL ONE FINL CORP14040H10525$4,4580.00%
224MERCURY GENL CORP NEW58940010067$4,4540.00%
225AIRBNB INCABNB33$4,3370.00%
226COMFORT SYS USA INC19990810410$4,2410.00%
227NISOURCE INCNI114$4,1860.00%
228ZOETIS INCZTS25$4,0730.00%
229VIATRIS INCVTRS323$4,0270.00%
230COMCAST CORP NEWCCZ100$3,7530.00%
231DOW INCDOW90$3,6120.00%
232FARMER BROS CO3076751082,000$3,6000.00%
233SUBURBAN PROPANE PARTNERS LSPH205$3,5190.00%
234VYNE THERAPEUTICS INCVYNE1,041$3,4870.00%
235FIRSTENERGY CORPFE87$3,4720.00%
236LIMBACH HLDGS INCLMB40$3,4220.00%
237CROWDSTRIKE HLDGS INCCRWD10$3,4220.00%
238VERTIV HOLDINGS COVRT30$3,4080.00%
239SCHWAB STRATEGIC TR808524797124$3,3880.00%
240ENOVA INTL INC29357K10335$3,3560.00%
241TAKE-TWO INTERACTIVE SOFTWARTTWO18$3,3130.00%
242SPDR INDEX SHS FDS78463X88996$3,2730.00%
243FORTIS INCFTRSF77$3,2010.00%
244AMERICAN ELEC PWR CO INC02553710134$3,1740.00%
245UNITED PARCEL SERVICE INCUPS25$3,1530.00%
246INTERFACE INCTILE125$3,0440.00%
247STERLING INFRASTRUCTURE INCSTRL18$3,0320.00%
248VANGUARD INDEX FDS92290851219$3,0150.00%
249ORGANON & COOGN200$2,9840.00%
250ISHARES TR46428828133$2,9780.00%
251UNDER ARMOUR INCUA390$2,9090.00%
252APREA THERAPEUTICS INCAPRE806$2,6520.00%
253DEXCOM INCDXCM32$2,4890.00%
254AMPHENOL CORP NEW03209510135$2,4310.00%
255THE CIGNA GROUP1255231009$2,3680.00%
256PINTEREST INCPINS80$2,3200.00%
257KRAFT HEINZ COKHC75$2,3060.00%
258LEMONADE INCLMND60$2,2010.00%
259ISHARES TR46428766324$2,2000.00%
260ISHARES TR46428947945$2,1940.00%
261PROGYNY INCPGNY100$1,7250.00%
262TWILIO INCTWLO15$1,6210.00%
263BRC INCBRCC350$1,1100.00%
264ISHARES TR46428827317$1,0200.00%
265FIVERR INTL LTDM4R82T10632$1,0150.00%
266KARYOPHARM THERAPEUTICS INCKPTI1,500$1,0140.00%
267VANECK ETF TRUST92189F70016$1,0110.00%
268VANGUARD STAR FDS92190976817$1,0070.00%
269SPROTT FDS TRSII25$9980.00%
270FREEPORT-MCMORAN INCFCX25$9600.00%
271DOLLAR GEN CORP NEW25667710512$9100.00%
272DOCUSIGN INCDOCU10$8990.00%
273JD.COM INCJDCMF25$8670.00%
274PALANTIR TECHNOLOGIES INCPLTR10$7560.00%
275CRONOS GROUP INCCRON330$6670.00%
276UIPATH INCPATH50$6360.00%
277ORASURE TECHNOLOGIES INCOSUR125$4510.00%
278EVGO INCEVGOW100$4050.00%
279BANDWIDTH INCBAND19$3230.00%
280RUMBLE INCRUMBW23$2990.00%
281DENISON MINES CORPDNN152$2740.00%
282ORIGIN MATERIALS INCORGNW2,000$2570.00%
283NOKIA CORPNOKBF44$1950.00%
284TILRAY BRANDS INCTLRY90$1200.00%
285ENERGY FUELS INCUUUU19$970.00%
286ISHARES TR46434V8782$880.00%
287CANOPY GROWTH CORPCGC15$410.00%
288VUZIX CORPVUZI10$390.00%
289SKILLZ INCSKLZ7$350.00%
290BLACKBERRY LTDBB4$150.00%
291NIKOLA CORPNODK1$10.00%