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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 Q2 2025 · Filed July 29, 2025 · Accession 0002065807-25-000014

Total Value
$227.6M
Positions
266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290863764,299$18.3M8.06%
2VANGUARD INTL EQUITY INDEX F922042775260,575$17.5M7.69%
3WISDOMTREE TRWT159,831$15.3M6.74%
4VANGUARD MUN BD FDS922907746306,753$15.0M6.61%
5WISDOMTREE TRWT168,850$14.1M6.21%
6ISHARES TR46436E486638,727$13.4M5.90%
7ISHARES TR46436E726603,760$13.3M5.83%
8ISHARES TR46438G653496,549$13.0M5.70%
9ISHARES TR46436E312503,035$12.7M5.59%
10ISHARES TR46436E130474,707$12.3M5.40%
11AMERICAN CENTY ETF TR02507230782,416$9.0M3.95%
12MICROSOFT CORPMSFT11,211$5.6M2.45%
13JPMORGAN CHASE & CO.VYLD14,240$4.1M1.81%
14APPLE INCAAPL19,909$4.1M1.79%
15CATERPILLAR INCCAT7,721$3.0M1.32%
16AUTOMATIC DATA PROCESSING INADP8,798$2.7M1.19%
17LOWES COS INC54866110710,827$2.4M1.06%
18ABBOTT LABSABLZF17,270$2.3M1.03%
19EMERSON ELEC COEMR14,860$2.0M0.87%
20QUALCOMM INCQCOM12,266$2.0M0.86%
21ISHARES TR46428763011,715$1.8M0.81%
22PROCTER AND GAMBLE CO74271810911,537$1.8M0.81%
23WALMART INCWMT18,490$1.8M0.79%
24JOHNSON & JOHNSONJNJ11,676$1.8M0.78%
25RTX CORPORATIONRTX11,813$1.7M0.76%
26TRAVELERS COMPANIES INCTRV6,150$1.6M0.72%
27NORFOLK SOUTHN CORP6558441086,063$1.6M0.68%
28INVESCO EXCH TRD SLF IDX FDIVZ60,474$1.5M0.65%
29INVESCO EXCH TRD SLF IDX FDIVZ65,522$1.4M0.62%
30INVESCO EXCH TRD SLF IDX FDIVZ53,751$1.3M0.59%
31VANGUARD INDEX FDS9229087363,009$1.3M0.58%
32INVESCO EXCH TRD SLF IDX FDIVZ62,646$1.3M0.57%
33INVESCO EXCH TRD SLF IDX FDIVZ54,198$1.3M0.56%
34MERCK & CO INCMRK14,032$1.1M0.49%
35AMGEN INCAMGN3,800$1.1M0.47%
36PEPSICO INCPEP6,915$913,0510.40%
37NVIDIA CORPORATIONNVDA5,341$843,8920.37%
38FEDEX CORPFDX3,698$840,5310.37%
39EXXON MOBIL CORPXOM7,434$801,4360.35%
40INTERNATIONAL BUSINESS MACHSINTR2,667$786,1580.35%
41BECTON DICKINSON & COBDX4,564$786,0910.35%
42NEXTERA ENERGY INCNEE-PW10,636$738,3790.32%
43CLOROX CO DELCLX6,095$731,8460.32%
44NOVARTIS AGNVSEF5,410$654,6640.29%
45MICROSTRATEGY INCSTRK1,600$646,7680.28%
46PNC FINL SVCS GROUP INC6934751053,072$572,6870.25%
47PROLOGIS INC.PLDGP4,975$522,9830.23%
48T ROWE PRICE ETF INC87283Q40410,925$463,0130.20%
49AMAZON COM INCAMZN2,108$462,4740.20%
50ALPHABET INCGOOG2,579$457,4940.20%
51CISCO SYS INCCSCO6,275$435,3270.19%
52META PLATFORMS INCMETA584$430,8500.19%
53ENTERPRISE PRODS PARTNERS L29379210713,820$428,5690.19%
54SPROTT PHYSICAL GOLD & SILVESII13,667$411,3770.18%
55VANGUARD WORLD FD92204A702604$400,9200.18%
56MASTERCARD INCORPORATEDMA517$290,5860.13%
57CHEVRON CORP NEWCVX1,946$278,7070.12%
58SCHWAB STRATEGIC TR80852463110,496$278,5660.12%
59BERKSHIRE HATHAWAY INC DELBRK-A530$257,4580.11%
60LOCKHEED MARTIN CORPLMT553$256,0740.11%
61VISA INCV700$248,6820.11%
62MCDONALDS CORPMCD821$239,8200.11%
63TESLA INCTSLA748$237,6100.10%
64ALPHABET INCGOOG1,332$234,7380.10%
65KINDER MORGAN INC DELEP-PC7,927$233,0530.10%
66ALTRIA GROUP INCMO3,885$227,7920.10%
67ISHARES TR464287614525$223,0130.10%
68PFIZER INCPFE8,573$207,8160.09%
69VANGUARD INDEX FDS922908611971$189,3510.08%
70COCA COLA COKO2,411$170,5780.07%
71BANK AMERICA CORP0605051043,543$167,6370.07%
72ISHARES TR464288760874$164,7830.07%
73SERVICENOW INCNOW145$149,0720.07%
74ELI LILLY & COLLY191$148,6690.07%
75UNITEDHEALTH GROUP INCUNH469$146,2560.06%
76NETFLIX INCNFLX108$144,6260.06%
77ALCON AGALC1,582$139,6590.06%
78VANGUARD INDEX FDS922908629487$136,3790.06%
79VANGUARD SPECIALIZED FUNDS921908844652$133,4750.06%
80APPLIED MATLS INC038222105711$130,0920.06%
81HONEYWELL INTL INC438516106553$128,8880.06%
82SCHWAB STRATEGIC TR8085243004,020$117,4130.05%
83SCHWAB STRATEGIC TR8085247974,336$114,9130.05%
84CORNING INCGLW2,095$110,1710.05%
85PHILIP MORRIS INTL INC718172109594$108,1640.05%
86ASTRAZENECA PLCAZN1,481$103,4830.05%
87ALPS ETF TR00162Q4522,100$102,5920.05%
88ABBVIE INCABBV547$101,5070.04%
89AIR PRODS & CHEMS INCAIIR356$100,4130.04%
90MOODYS CORPMCO200$100,3180.04%
91CSX CORPCSX3,034$99,0100.04%
92BROOKFIELD INFRAST PARTNERSG162521012,932$98,2060.04%
93ISHARES TR464287648325$92,7810.04%
94VEEVA SYS INCVEEV321$92,4420.04%
95INVESCO QQQ TRIVZ165$91,0260.04%
96VANGUARD INDEX FDS922908751384$90,9570.04%
97J P MORGAN EXCHANGE TRADED F46641Q6471,797$89,2150.04%
98SALESFORCE INCCRM311$84,8070.04%
99STARBUCKS CORPSBUX917$84,0190.04%
100VERIZON COMMUNICATIONS INCVZ1,913$82,7800.04%
101CHUBB LIMITEDCB277$80,1940.04%
102FRANKLIN UNVL TR35514510310,269$78,2500.03%
103ORACLE CORPORCL-PD355$77,7090.03%
104DEERE & CODE149$75,7940.03%
105AFLAC INCAFL699$73,7570.03%
106BRISTOL-MYERS SQUIBB COCELG-RI1,581$73,1900.03%
107CONOCOPHILLIPSCOP804$72,1080.03%
108ISHARES TR464287556552$69,8340.03%
109FIRST TR EXCHANGE-TRADED FD33733E302250$67,3330.03%
110RPM INTL INC749685103609$66,8540.03%
111SPDR GOLD TRGLD206$62,7950.03%
112BOEING COBA-PA290$60,8330.03%
113ILLINOIS TOOL WKS INC452308109243$60,0820.03%
114HOME DEPOT INCHD159$58,1620.03%
115AT&T INCT-PC2,002$57,9350.03%
116CME GROUP INCCME210$57,8530.03%
117VANGUARD WHITEHALL FDS921946406428$57,0570.03%
118VANGUARD INDEX FDS922908769181$54,9790.02%
119BROOKFIELD RENEWABLE PARTNERG162581082,035$51,9130.02%
120SPDR S&P 500 ETF TRSPY83$51,2820.02%
121UNILEVER PLCUNLYF813$49,7310.02%
122VANGUARD WORLD FD92204A108124$44,9280.02%
123EXELIXIS INCEXEL1,000$44,0750.02%
124TORONTO DOMINION BK ONTTORO600$44,0700.02%
125TEXAS INSTRS INC882508104210$43,6910.02%
126OCCIDENTAL PETE CORP6745991051,025$43,0540.02%
127ONEOK INC NEWOKE514$41,9950.02%
128AMERICAN TOWER CORP NEW03027X100190$41,9940.02%
129MONDELEZ INTL INC609207105618$41,6700.02%
130HERSHEY COHSY247$40,9490.02%
131PALO ALTO NETWORKS INCPANW200$40,9280.02%
132WARNER BROS DISCOVERY INCWBD3,565$40,8550.02%
133CORTEVA INCCTVA548$40,8060.02%
134ADOBE INCADBE105$40,6220.02%
135INTEL CORPINTC1,805$40,4380.02%
136ECOLAB INCECL150$40,4160.02%
137PPL CORPPPLC1,178$39,9280.02%
138SOUTHERN COSOMN423$38,8050.02%
139ISHARES TR464287622114$38,7110.02%
140MARRIOTT INTL INC NEW571903202137$37,4480.02%
141WELLS FARGO CO NEW949746101466$37,3050.02%
142VANGUARD BD INDEX FDS921937835486$35,8140.02%
143COHEN & STEERS LTD DURATION19248C1051,706$35,8010.02%
144T-MOBILE US INCTMUSZ149$35,5010.02%
145EATON CORP PLCETN98$34,9850.02%
146REALTY INCOME CORPO558$32,1250.01%
147ISHARES TR464287598164$31,8540.01%
148DISNEY WALT CO254687106252$31,2430.01%
149PRUDENTIAL FINL INCPUKPF267$28,6860.01%
150J P MORGAN EXCHANGE TRADED F46641Q670605$28,4570.01%
151FIDELITY COVINGTON TRUST316092840541$28,1260.01%
152COMPASS INCCOMP4,300$27,0040.01%
153ISHARES TR46429B663223$26,0980.01%
154VANGUARD WORLD FD92204A504100$24,8340.01%
155TAIWAN SEMICONDUCTOR MFG LTD874039100105$23,7060.01%
156CROWN CASTLE INCCCI230$23,6280.01%
157CALAMOS GLOBAL TOTAL RETURNCGO1,982$23,2090.01%
158ISHARES TR46429B614298$22,9640.01%
159GARMIN LTDGRMN109$22,7590.01%
160CROSSAMERICA PARTNERS LPCAPL1,081$22,6110.01%
161CONSOLIDATED EDISON INCED222$22,2780.01%
162GILEAD SCIENCES INCGILD200$22,1740.01%
163IMMUNOME INCIMNM2,373$22,0690.01%
164DTE ENERGY CODTK164$21,7230.01%
165CVS HEALTH CORPCVS310$21,3810.01%
166VANGUARD WORLD FD92204A20797$21,2430.01%
167GENERAL DYNAMICS CORPGD70$20,4160.01%
168ISHARES TR464287150151$20,4130.01%
169ISHARES INC464286475295$19,1310.01%
170VANGUARD WORLD FD92204A405137$17,4400.01%
171XCEL ENERGY INCXELLL250$17,0250.01%
172ISHARES TR46436E593848$16,8210.01%
173ISHARES TR464288182196$16,2310.01%
174BROOKFIELD RENEWABLE CORPBEPC491$16,0900.01%
175ISHARES TR464287473119$15,7250.01%
176ISHARES TR464287481112$15,5320.01%
177ISHARES TR46428765567$14,4580.01%
178WESCO INTL INC95082P10577$14,2330.01%
179APOLLO GLOBAL MGMT INC03769M106100$14,1870.01%
180STRYKER CORPORATIONSYK35$13,8470.01%
181ISHARES TR46432F842164$13,7290.01%
182FRESENIUS MEDICAL CARE AGFMCQF478$13,6560.01%
183ISHARES TR46429B671224$12,3330.01%
184BP PLCBPPFF400$11,9720.01%
185BROOKFIELD INFRASTRUCTURE COBIPC275$11,4430.01%
186ALNYLAM PHARMACEUTICALS INCALNY35$11,4130.01%
187INTUITIVE SURGICAL INCISRG21$11,4120.01%
188DEVON ENERGY CORP NEW25179M103349$11,1030.00%
189GLOBAL X FDS37954Y673250$10,8950.00%
190NUTRIEN LTDNTR187$10,8910.00%
191ESSEX PPTY TR INC29717810537$10,4860.00%
192FIRST TR EXCHANGE TRADED FD33738R704125$10,1750.00%
193CITIGROUP INCC-PR118$10,0260.00%
194CHARTER COMMUNICATIONS INC N16119P10824$9,8110.00%
195ISHARES TR46428768926$9,2670.00%
196DT MIDSTREAM INCDTM82$9,0130.00%
197KYNDRYL HLDGS INCKD210$8,8120.00%
198SEALED AIR CORP NEWSE278$8,6350.00%
199ISHARES BITCOIN TRUST ETFIBIT140$8,5690.00%
200VANGUARD MALVERN FDS922020755107$8,2920.00%
201PALANTIR TECHNOLOGIES INCPLTR60$8,1790.00%
202ARCHER DANIELS MIDLAND COADM154$8,1280.00%
203VANGUARD SCOTTSDALE FDS92206C706134$8,0020.00%
204SPROTT INCSII110$7,6000.00%
205SYSCO CORPSYY100$7,5740.00%
206SHELL PLCRYDAF107$7,5570.00%
207ISHARES TR464288638132$7,0340.00%
208OPPFI INCOPFI-WT500$6,9950.00%
209RIVIAN AUTOMOTIVE INCRIVN500$6,8700.00%
210INTERPUBLIC GROUP COS INCINTR280$6,8430.00%
211VANGUARD SCOTTSDALE FDS92206C102112$6,5840.00%
212ISHARES TR46428866150$5,9550.00%
213AMICUS THERAPEUTICS INCFOLD1,000$5,7300.00%
214KENVUE INCKVUE255$5,3460.00%
215CAPITAL ONE FINL CORP14040H10525$5,3190.00%
216VANGUARD BD INDEX FDS92193781967$5,1820.00%
217ISHARES TR464288687167$5,1240.00%
218CROWDSTRIKE HLDGS INCCRWD10$5,0930.00%
219NISOURCE INCNI115$4,6590.00%
220HP INCHPQ182$4,4640.00%
221TAKE-TWO INTERACTIVE SOFTWARTTWO18$4,3710.00%
222AIRBNB INCABNB33$4,3670.00%
223ORIGIN MATERIALS INCORGNW8,950$4,3250.00%
224SELECT SECTOR SPDR TR81369Y60575$3,9280.00%
225SUBURBAN PROPANE PARTNERS LSPH211$3,9130.00%
226ZOETIS INCZTS25$3,8990.00%
227FORTIS INCFTRSF77$3,6750.00%
228AMERICAN ELEC PWR CO INC02553710135$3,6350.00%
229FIRSTENERGY CORPFE89$3,5900.00%
230COMCAST CORP NEWCCZ100$3,5690.00%
231MODERNA INCMRNA127$3,5040.00%
232TARGET CORPTGT34$3,3540.00%
233ISHARES TR46428751530$3,2850.00%
234PINTEREST INCPINS80$2,8690.00%
235THE CIGNA GROUP1255231009$2,8540.00%
236DEXCOM INCDXCM32$2,7930.00%
237FARMER BROS CO3076751082,000$2,7400.00%
238LEMONADE INCLMND60$2,6290.00%
239UNDER ARMOUR INCUA390$2,5310.00%
240UNITED PARCEL SERVICE INCUPS25$2,5240.00%
241DOW INCDOW94$2,4840.00%
242PROGYNY INCPGNY100$2,2000.00%
243KRAFT HEINZ COKHC75$1,9390.00%
244ORGANON & COOGN200$1,9360.00%
245TWILIO INCTWLO15$1,8650.00%
246VYNE THERAPEUTICS INCVYNE1,041$1,7180.00%
247VANGUARD STAR FDS92190976820$1,4020.00%
248APREA THERAPEUTICS INCAPRE806$1,3620.00%
249SPROTT FDS TRSII25$1,1870.00%
250VANECK ETF TRUST92189F70016$1,1540.00%
251FREEPORT-MCMORAN INCFCX25$1,0920.00%
252FIVERR INTL LTDM4R82T10632$9390.00%
253DOCUSIGN INCDOCU10$7790.00%
254UIPATH INCPATH50$6400.00%
255CRONOS GROUP INCCRON330$6300.00%
256BRC INCBRCC350$4590.00%
257KARYOPHARM THERAPEUTICS INCKPTI100$4310.00%
258VIATRIS INCVTRS47$4190.00%
259ORASURE TECHNOLOGIES INCOSUR125$3750.00%
260EVGO INCEVGOW100$3650.00%
261BANDWIDTH INCBAND19$3020.00%
262DENISON MINES CORPDNN152$2770.00%
263RUMBLE INCRUMBW23$2070.00%
264ISHARES TR46434V8782$900.00%
265SKILLZ INCSKLZ7$480.00%
266ORIGIN MATERIALS INCORGNW2,000$380.00%