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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 0002065807-25-000012

Total Value
$215.4M
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290863762,084$16.0M7.41%
2WISDOMTREE TRWT159,396$15.8M7.34%
3VANGUARD INTL EQUITY INDEX F922042775258,269$15.7M7.27%
4VANGUARD MUN BD FDS922907746300,744$14.9M6.93%
5WISDOMTREE TRWT168,156$13.4M6.23%
6ISHARES TR46436E486628,699$13.0M6.06%
7ISHARES TR46436E726593,870$12.9M5.99%
8ISHARES TR46438G653488,404$12.6M5.85%
9ISHARES TR46436E312491,146$12.3M5.70%
10ISHARES TR46436E130466,650$11.9M5.54%
11AMERICAN CENTY ETF TR02507230779,035$7.4M3.44%
12APPLE INCAAPL19,991$4.4M2.06%
13MICROSOFT CORPMSFT11,217$4.2M1.95%
14JPMORGAN CHASE & CO.VYLD14,405$3.5M1.64%
15AUTOMATIC DATA PROCESSING INADP8,795$2.7M1.25%
16CATERPILLAR INCCAT7,724$2.5M1.18%
17LOWES COS INC54866110710,823$2.5M1.17%
18ABBOTT LABSABLZF17,253$2.3M1.06%
19PROCTER AND GAMBLE CO74271810911,583$2.0M0.92%
20JOHNSON & JOHNSONJNJ11,541$1.9M0.89%
21QUALCOMM INCQCOM12,242$1.9M0.87%
22ISHARES TR46428763011,856$1.8M0.83%
23EMERSON ELEC COEMR14,916$1.6M0.76%
24WALMART INCWMT18,143$1.6M0.74%
25TRAVELERS COMPANIES INCTRV6,014$1.6M0.74%
26RTX CORPORATIONRTX11,861$1.6M0.73%
27NORFOLK SOUTHN CORP6558441086,062$1.4M0.67%
28INVESCO EXCH TRD SLF IDX FDIVZ60,768$1.3M0.61%
29INVESCO EXCH TRD SLF IDX FDIVZ62,059$1.3M0.60%
30INVESCO EXCH TRD SLF IDX FDIVZ51,619$1.3M0.59%
31INVESCO EXCH TRD SLF IDX FDIVZ49,957$1.3M0.59%
32MERCK & CO INCMRK13,629$1.2M0.57%
33INVESCO EXCH TRD SLF IDX FDIVZ48,542$1.2M0.54%
34AMGEN INCAMGN3,696$1.2M0.53%
35VANGUARD INDEX FDS9229087363,009$1.1M0.52%
36PEPSICO INCPEP6,918$1.0M0.48%
37BECTON DICKINSON & COBDX4,478$1.0M0.48%
38FEDEX CORPFDX3,806$927,8650.43%
39EXXON MOBIL CORPXOM7,421$882,5350.41%
40CLOROX CO DELCLX5,901$868,9110.40%
41NEXTERA ENERGY INCNEE-PW10,561$748,6370.35%
42INTERNATIONAL BUSINESS MACHSINTR2,731$679,1650.32%
43NOVARTIS AGNVSEF5,410$603,1070.28%
44NVIDIA CORPORATIONNVDA5,341$578,8740.27%
45PROLOGIS INC.PLDGP4,927$550,8370.26%
46PNC FINL SVCS GROUP INC6934751053,048$535,7730.25%
47ENTERPRISE PRODS PARTNERS L29379210713,820$471,8270.22%
48MICROSTRATEGY INCSTRK1,600$461,2320.21%
49ALPHABET INCGOOG2,579$402,8510.19%
50AMAZON COM INCAMZN2,108$401,0680.19%
51SPROTT PHYSICAL GOLD & SILVESII13,667$388,2790.18%
52CISCO SYS INCCSCO6,262$386,4430.18%
53T ROWE PRICE ETF INC87283Q4048,715$352,0770.16%
54META PLATFORMS INCMETA584$336,4430.16%
55VANGUARD WORLD FD92204A702604$327,6080.15%
56CHEVRON CORP NEWCVX1,936$323,8160.15%
57MASTERCARD INCORPORATEDMA517$283,4390.13%
58BERKSHIRE HATHAWAY INC DELBRK-A530$282,2670.13%
59SCHWAB STRATEGIC TR80852463110,324$269,5690.13%
60KINDER MORGAN INC DELEP-PC9,284$264,8610.12%
61MCDONALDS CORPMCD820$256,1660.12%
62LOCKHEED MARTIN CORPLMT551$245,9230.11%
63VISA INCV700$245,4670.11%
64UNITEDHEALTH GROUP INCUNH468$244,9860.11%
65ALTRIA GROUP INCMO3,703$222,2740.10%
66PFIZER INCPFE8,432$213,6750.10%
67ALPHABET INCGOOG1,331$205,8920.10%
68TESLA INCTSLA748$193,8520.09%
69ISHARES TR464287614525$189,5820.09%
70COCA COLA COKO2,411$172,6760.08%
71ALCON AGALC1,582$150,1790.07%
72BANK AMERICA CORP0605051043,530$147,2970.07%
73VANGUARD INDEX FDS922908611727$135,4300.06%
74ISHARES TR464288760873$133,6280.06%
75ELI LILLY & COLLY162$133,5180.06%
76VANGUARD INDEX FDS922908629501$129,5020.06%
77VANGUARD SPECIALIZED FUNDS921908844652$126,5100.06%
78HONEYWELL INTL INC438516106553$117,1940.05%
79SERVICENOW INCNOW145$115,4400.05%
80ABBVIE INCABBV547$114,5770.05%
81ALPS ETF TR00162Q4522,100$109,0590.05%
82ASTRAZENECA PLCAZN1,481$108,8440.05%
83AIR PRODS & CHEMS INCAIIR356$104,9920.05%
84APPLIED MATLS INC038222105709$102,8530.05%
85NETFLIX INCNFLX108$100,7130.05%
86SCHWAB STRATEGIC TR8085243004,016$100,5540.05%
87CORNING INCGLW2,091$95,7430.04%
88MOODYS CORPMCO200$93,1380.04%
89STARBUCKS CORPSBUX917$89,9420.04%
90CSX CORPCSX3,034$89,3000.04%
91J P MORGAN EXCHANGE TRADED F46641Q6471,781$89,0630.04%
92VANGUARD BD INDEX FDS9219378351,202$88,2810.04%
93BROOKFIELD INFRAST PARTNERSG162521012,932$87,3300.04%
94VERIZON COMMUNICATIONS INCVZ1,902$86,2930.04%
95VANGUARD INDEX FDS922908751384$85,1120.04%
96CONOCOPHILLIPSCOP796$83,6290.04%
97CHUBB LIMITEDCB277$83,5900.04%
98SALESFORCE INCCRM311$83,4600.04%
99ISHARES TR464287648324$82,8470.04%
100AFLAC INCAFL695$77,3290.04%
101FRANKLIN UNVL TR35514510310,269$77,3260.04%
102INVESCO QQQ TRIVZ165$77,2790.04%
103VEEVA SYS INCVEEV321$74,3530.03%
104BRISTOL-MYERS SQUIBB COCELG-RI1,186$72,3560.03%
105ISHARES TR464287556552$70,6010.03%
106RPM INTL INC749685103609$70,4080.03%
107DEERE & CODE149$69,9600.03%
108PHILIP MORRIS INTL INC718172109437$69,3470.03%
109ILLINOIS TOOL WKS INC452308109243$60,2660.03%
110SPDR GOLD TRGLD206$59,3570.03%
111HOME DEPOT INCHD159$58,1380.03%
112BLACKROCK HEALTH SCIENCES TRBLK1,500$57,9600.03%
113INTEL CORPINTC2,509$56,9850.03%
114AT&T INCT-PC1,998$56,5090.03%
115CME GROUP INCCME210$55,6850.03%
116FIRST TR EXCHANGE-TRADED FD33733E302250$55,5380.03%
117VANGUARD WHITEHALL FDS921946406428$55,1950.03%
118ONEOK INC NEWOKE514$51,0440.02%
119OCCIDENTAL PETE CORP6745991051,018$50,2720.02%
120ORACLE CORPORCL-PD354$49,5350.02%
121BOEING COBA-PA290$49,5160.02%
122UNILEVER PLCUNLYF813$48,4140.02%
123VANGUARD INDEX FDS922908769176$48,3430.02%
124SPDR S&P 500 ETF TRSPY83$46,4290.02%
125BROOKFIELD RENEWABLE PARTNERG162581082,035$45,0950.02%
126PPL CORPPPLC1,169$42,2230.02%
127HERSHEY COHSY247$42,2020.02%
128AMERICAN TOWER CORP NEW03027X100190$41,3440.02%
129VANGUARD WORLD FD92204A108124$40,3630.02%
130ADOBE INCADBE105$40,2710.02%
131T-MOBILE US INCTMUSZ149$39,7400.02%
132WARNER BROS DISCOVERY INCWBD3,615$38,7890.02%
133SOUTHERN COSOMN422$38,7620.02%
134ECOLAB INCECL150$38,0280.02%
135TEXAS INSTRS INC882508104209$37,5440.02%
136COMPASS INCCOMP4,300$37,5390.02%
137EXELIXIS INCEXEL1,000$36,9200.02%
138TORONTO DOMINION BK ONTTORO600$35,9640.02%
139ISHARES TR464287622114$34,9680.02%
140MONDELEZ INTL INC609207105515$34,9340.02%
141COHEN & STEERS LTD DURATION19248C1051,706$34,7430.02%
142CORTEVA INCCTVA546$34,3800.02%
143PALO ALTO NETWORKS INCPANW200$34,1280.02%
144WELLS FARGO CO NEW949746101466$33,4260.02%
145MARRIOTT INTL INC NEW571903202137$32,6490.02%
146REALTY INCOME CORPO553$32,0830.01%
147ISHARES TR464287598164$30,8580.01%
148PRUDENTIAL FINL INCPUKPF267$29,8190.01%
149J P MORGAN EXCHANGE TRADED F46641Q670597$28,0890.01%
150EATON CORP PLCETN98$26,6390.01%
151VANGUARD WORLD FD92204A504100$26,4730.01%
152CROSSAMERICA PARTNERS LPCAPL1,057$25,9750.01%
153DISNEY WALT CO254687106252$24,8670.01%
154CONSOLIDATED EDISON INCED222$24,5510.01%
155CROWN CASTLE INCCCI230$23,9730.01%
156GARMIN LTDGRMN109$23,6760.01%
157DTE ENERGY CODTK164$22,6760.01%
158GILEAD SCIENCES INCGILD200$22,4100.01%
159VANGUARD WORLD FD92204A20797$21,2260.01%
160CVS HEALTH CORPCVS307$20,8060.01%
161ISHARES TR46429B614298$20,2590.01%
162CALAMOS GLOBAL TOTAL RETURNCGO1,940$19,9430.01%
163GENERAL DYNAMICS CORPGD70$19,0810.01%
164ISHARES TR464287150151$18,3890.01%
165XCEL ENERGY INCXELLL250$17,6980.01%
166TAIWAN SEMICONDUCTOR MFG LTD874039100105$17,3750.01%
167ISHARES TR46436E593840$16,5060.01%
168VANGUARD WORLD FD92204A405137$16,3670.01%
169ISHARES INC464286475293$16,2940.01%
170STRYKER CORPORATIONSYK43$16,0070.01%
171IMMUNOME INCIMNM2,373$15,9700.01%
172ISHARES TR464287473119$14,9900.01%
173ISHARES TR464288182195$14,4370.01%
174BROOKFIELD RENEWABLE CORPBEPC491$13,7040.01%
175APOLLO GLOBAL MGMT INC03769M106100$13,6940.01%
176BP PLCBPPFF400$13,5160.01%
177ISHARES TR46428765567$13,3660.01%
178ISHARES TR464287481112$13,1590.01%
179DEVON ENERGY CORP NEW25179M103348$13,0100.01%
180ISHARES TR46432F842162$12,2200.01%
181ISHARES TR46429B671222$12,0560.01%
182WESCO INTL INC95082P10577$11,9060.01%
183FRESENIUS MEDICAL CARE AGFMCQF478$11,9020.01%
184ESSEX PPTY TR INC29717810537$11,3430.01%
185VANGUARD INDEX FDS92290874461$10,4560.00%
186INTUITIVE SURGICAL INCISRG21$10,4010.00%
187VANGUARD BD INDEX FDS921937819135$10,3380.00%
188BROOKFIELD INFRASTRUCTURE COBIPC275$9,9550.00%
189GLOBAL X FDS37954Y673250$9,4330.00%
190NUTRIEN LTDNTR187$9,2880.00%
191CHARTER COMMUNICATIONS INC N16119P10824$8,8450.00%
192FIRST TR EXCHANGE TRADED FD33738R704125$8,5260.00%
193ISHARES TR46428768926$8,3640.00%
194CITIGROUP INCC-PR118$8,3620.00%
195VANGUARD MALVERN FDS922020755105$8,1710.00%
196SEALED AIR CORP NEWSE277$7,9920.00%
197DT MIDSTREAM INCDTM82$7,9110.00%
198VANGUARD SCOTTSDALE FDS92206C706132$7,8700.00%
199SHELL PLCRYDAF106$7,7860.00%
200SYSCO CORPSYY100$7,5040.00%
201INTERPUBLIC GROUP COS INCINTR276$7,4860.00%
202ARCHER DANIELS MIDLAND COADM154$7,3940.00%
203ISHARES BITCOIN TRUST ETFIBIT150$7,0220.00%
204ISHARES TR464288638132$6,9330.00%
205KYNDRYL HLDGS INCKD210$6,5940.00%
206VANGUARD SCOTTSDALE FDS92206C102111$6,5060.00%
207RIVIAN AUTOMOTIVE INCRIVN500$6,2250.00%
208KENVUE INCKVUE253$6,0720.00%
209ORIGIN MATERIALS INCORGNW8,950$5,9390.00%
210ISHARES TR46428866150$5,9070.00%
211SPDR INDEX SHS FDS78463X509141$5,5490.00%
212ISHARES TR464288687167$5,1320.00%
213HP INCHPQ182$5,0530.00%
214SPROTT INCSII110$4,9360.00%
215OPPFI INCOPFI-WT500$4,6500.00%
216SPDR SER TR78464A474154$4,6250.00%
217NISOURCE INCNI115$4,5970.00%
218RAYMOND JAMES FINL INC75473010933$4,5840.00%
219CAPITAL ONE FINL CORP14040H10525$4,4830.00%
220ISHARES TR46428751550$4,4500.00%
221FARMER BROS CO3076751082,000$4,4400.00%
222SUBURBAN PROPANE PARTNERS LSPH208$4,3650.00%
223SCHWAB STRATEGIC TR808524797149$4,1690.00%
224ZOETIS INCZTS25$4,1160.00%
225AMICUS THERAPEUTICS INCFOLD500$4,0750.00%
226AIRBNB INCABNB33$3,9420.00%
227AMERICAN ELEC PWR CO INC02553710135$3,7930.00%
228SELECT SECTOR SPDR TR81369Y60575$3,7360.00%
229TAKE-TWO INTERACTIVE SOFTWARTTWO18$3,7310.00%
230COMCAST CORP NEWCCZ100$3,6900.00%
231MODERNA INCMRNA127$3,6000.00%
232FIRSTENERGY CORPFE88$3,5660.00%
233TARGET CORPTGT34$3,5480.00%
234CROWDSTRIKE HLDGS INCCRWD10$3,5260.00%
235FORTIS INCFTRSF77$3,5100.00%
236SPDR INDEX SHS FDS78463X88996$3,4910.00%
237DOW INCDOW92$3,2020.00%
238ISHARES TR46428828134$3,0580.00%
239VANGUARD INDEX FDS92290851219$3,0110.00%
240ORGANON & COOGN200$2,9780.00%
241THE CIGNA GROUP1255231009$2,8340.00%
242VIATRIS INCVTRS325$2,8320.00%
243UNITED PARCEL SERVICE INCUPS25$2,7500.00%
244PINTEREST INCPINS80$2,4800.00%
245UNDER ARMOUR INCUA390$2,3210.00%
246KRAFT HEINZ COKHC75$2,2850.00%
247ISHARES TR46428947945$2,2720.00%
248PROGYNY INCPGNY100$2,2340.00%
249ISHARES TR46428766324$2,2020.00%
250DEXCOM INCDXCM32$2,1850.00%
251LEMONADE INCLMND60$1,8860.00%
252KT CORPKT100$1,7710.00%
253VYNE THERAPEUTICS INCVYNE1,041$1,6450.00%
254APREA THERAPEUTICS INCAPRE806$1,6440.00%
255TWILIO INCTWLO15$1,4690.00%
256VANGUARD STAR FDS92190976820$1,2510.00%
257ISHARES TR46428827317$1,0660.00%
258VANECK ETF TRUST92189F70016$1,0640.00%
259DOLLAR GEN CORP NEW25667710512$1,0550.00%
260JD.COM INCJDCMF25$1,0280.00%
261FREEPORT-MCMORAN INCFCX25$9540.00%
262PALANTIR TECHNOLOGIES INCPLTR10$8440.00%
263DOCUSIGN INCDOCU10$8140.00%
264SPROTT FDS TRSII25$8030.00%
265FIVERR INTL LTDM4R82T10632$7580.00%
266BRC INCBRCC350$7320.00%
267CRONOS GROUP INCCRON330$5970.00%
268UIPATH INCPATH50$5150.00%
269ORASURE TECHNOLOGIES INCOSUR125$4210.00%
270KARYOPHARM THERAPEUTICS INCKPTI100$3740.00%
271EVGO INCEVGOW100$2660.00%
272BANDWIDTH INCBAND19$2490.00%
273NOKIA CORPNOKBF44$2320.00%
274DENISON MINES CORPDNN152$1980.00%
275RUMBLE INCRUMBW23$1630.00%
276ORIGIN MATERIALS INCORGNW2,000$1010.00%
277ISHARES TR46434V8782$890.00%
278ENERGY FUELS INCUUUU19$710.00%
279TILRAY BRANDS INCTLRY90$590.00%
280SKILLZ INCSKLZ7$320.00%
281VUZIX CORPVUZI10$200.00%
282BLACKBERRY LTDBB4$150.00%
283CANOPY GROWTH CORPCGC15$140.00%