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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 (Amended)

Legacy Private Trust Co.

Quarter ended Q1 2023 · Filed January 19, 2023 · Accession 0001352547-23-000003

Total Value
$1.11B
Positions
310
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (310)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200332,717$127.8M11.56%
2VANGUARD INDEX FDS922908769283,369$54.2M4.90%
3ISHARES TR464287150593,802$50.4M4.55%
4ISHARES TR464288240760,610$34.6M3.13%
5ISHARES TR464287226304,537$29.5M2.67%
61VANGUARD TAX-MANAGED FDS921943858622,934$26.1M2.36%
7APPLE INCAAPL195,139$25.4M2.29%
8VANGUARD BD INDEX FDS921937835341,091$24.5M2.22%
9SCHWAB STRATEGIC TR808524102489,023$21.9M1.98%
10VANGUARD INDEX FDS922908652148,063$19.7M1.78%
11ISHARES TR464287804178,832$16.9M1.53%
12J P MORGAN EXCHANGE TRADED F46641Q837321,636$16.1M1.46%
13MICROSOFT CORPMSFT65,719$15.8M1.42%
14VANGUARD STAR FDS921909768273,201$14.1M1.28%
15INVESCO EXCHANGE TRADED FD TIVZ301,427$13.3M1.20%
16ALPHABET INCGOOG145,831$12.9M1.16%
17INVESCO EXCH TRD SLF IDX FDIVZ615,856$12.6M1.14%
18ISHARES TR464288414118,658$12.5M1.13%
19INVESCO EXCH TRD SLF IDX FDIVZ527,051$11.1M1.00%
20FIRST TR EXCHANGE-TRADED FD33739Q200232,475$11.0M1.00%
21SCHWAB STRATEGIC TR808524805340,476$11.0M0.99%
22INVESCO EXCH TRD SLF IDX FDIVZ554,159$10.5M0.95%
23UNION PAC CORPUNP48,522$10.0M0.91%
24J P MORGAN EXCHANGE TRADED F46641Q241215,154$9.9M0.89%
25JPMORGAN CHASE & COVYLD70,302$9.4M0.85%
26FISERV INCFISV90,306$9.1M0.83%
27PROSHARES TR74348A46797,998$8.8M0.80%
28VANGUARD WORLD FD921910709105,188$8.7M0.79%
29CHEVRON CORP NEWCVX48,182$8.6M0.78%
30AMAZON COM INCAMZN102,624$8.6M0.78%
31INVESCO EXCH TRD SLF IDX FDIVZ439,114$8.6M0.78%
32MASTERCARD INCORPORATEDMA24,559$8.5M0.77%
33VANGUARD INTL EQUITY INDEX F922042858217,068$8.5M0.76%
34ISHARES TR46432F39657,132$8.3M0.75%
35INVESCO EXCH TRD SLF IDX FDIVZ409,730$8.3M0.75%
36NVIDIA CORPORATIONNVDA53,398$7.8M0.71%
37JOHNSON & JOHNSONJNJ42,706$7.5M0.68%
38CONOCOPHILLIPSCOP62,872$7.4M0.67%
39LOWES COS INC54866110735,532$7.1M0.64%
40PFIZER INCPFE138,140$7.1M0.64%
41WALMART INCWMT48,828$6.9M0.63%
42THERMO FISHER SCIENTIFIC INCTMO12,473$6.9M0.62%
43ASSOCIATED BANC CORPASBA294,240$6.8M0.61%
44MCKESSON CORPMCK17,661$6.6M0.60%
45KIMBERLY-CLARK CORPKMB48,325$6.6M0.59%
46DANAHER CORPORATION23585110224,571$6.5M0.59%
47AMERIPRISE FINL INC03076C10620,899$6.5M0.59%
48ISHARES TR46435G326114,448$6.4M0.58%
49SCHWAB STRATEGIC TR808524201134,211$6.1M0.55%
50CONSTELLATION BRANDS INCSTZ25,959$6.0M0.54%
51FIRST TR EXCH TRADED FD III33739N108117,321$5.9M0.53%
52VANGUARD INDEX FDS92290836316,543$5.8M0.53%
53MCDONALDS CORPMCD21,990$5.8M0.52%
54ISHARES TR46436E726274,126$5.7M0.52%
55TEXAS INSTRS INC88250810434,137$5.6M0.51%
56TARGET CORPTGT36,659$5.5M0.49%
571BROADCOM INCAVGO9,678$5.4M0.49%
58LOCKHEED MARTIN CORPLMT10,795$5.3M0.47%
59GOLDMAN SACHS GROUP INCGSCE14,328$4.9M0.44%
60ISHARES TR46428750720,286$4.9M0.44%
61BANK AMERICA CORP060505104146,334$4.8M0.44%
62LINDE PLCLIN14,771$4.8M0.44%
63ISHARES TR46435U697186,930$4.8M0.44%
64PROSHARES TR74347R248106,296$4.8M0.43%
65INVESCO EXCHANGE TRADED FD TIVZ30,621$4.8M0.43%
66MERCK & CO INCMRK42,679$4.7M0.43%
67PUBLIC SVC ENTERPRISE GRP IN74457310676,201$4.7M0.42%
68GOLDMAN SACHS ETF TRNVGLF80,334$4.7M0.42%
69DEERE & CODE10,773$4.6M0.42%
70CVS HEALTH CORPCVS48,270$4.5M0.41%
71ISHARES TR46429B69761,258$4.4M0.40%
72SCHWAB STRATEGIC TR80852479756,400$4.3M0.39%
73ISHARES TR46435G318159,119$4.0M0.36%
74COSTCO WHSL CORP NEW22160K1058,568$3.9M0.35%
75INVESCO EXCHANGE TRADED FD TIVZ27,593$3.9M0.35%
76SPDR INDEX SHS FDS78463X889124,854$3.7M0.34%
77INVESCO EXCHANGE TRADED FD TIVZ22,574$3.6M0.32%
78ABBVIE INCABBV22,037$3.6M0.32%
79FIRST TR EXCH TRADED FD III33739N10869,974$3.5M0.32%
80J P MORGAN EXCHANGE TRADED F46641Q33257,338$3.1M0.28%
81CISCO SYS INCCSCO65,351$3.1M0.28%
82ISHARES TR46428815829,517$3.1M0.28%
83METTLER TOLEDO INTERNATIONALMTD2,111$3.1M0.28%
84SELECT SECTOR SPDR TR81369Y86080,492$3.0M0.27%
85META PLATFORMS INCMETA24,171$2.9M0.26%
86ISHARES TR46428773933,818$2.8M0.26%
87SELECT SECTOR SPDR TR81369Y50632,113$2.8M0.25%
88DISNEY WALT CO25468710632,135$2.8M0.25%
89ARK ETF TR00214Q10486,032$2.7M0.24%
90US BANCORP DELUSB-PS57,874$2.5M0.23%
91SELECT SECTOR SPDR TR81369Y88635,406$2.5M0.23%
92LISTED FD TR53656F80580,914$2.5M0.22%
93CAPITAL ONE FINL CORP14040H10525,239$2.3M0.21%
94ISHARES TR46428745728,759$2.3M0.21%
95HOME DEPOT INCHD7,386$2.3M0.21%
96UNITEDHEALTH GROUP INCUNH4,185$2.2M0.20%
97TESLA INCTSLA17,310$2.1M0.19%
98BERKSHIRE HATHAWAY INC DELBRK-A6,769$2.1M0.19%
99ISHARES TR46428743220,938$2.1M0.19%
100BLACKROCK INCBLK2,933$2.1M0.19%
101SELECT SECTOR SPDR TR81369Y20915,173$2.1M0.19%
102LILLY ELI & COLLY5,620$2.1M0.19%
103TYSON FOODS INCTSN32,847$2.0M0.18%
104VANGUARD INDEX FDS92290874414,385$2.0M0.18%
105ISHARES TR46435U28379,984$2.0M0.18%
106SPDR SER TR78464A81323,367$1.9M0.17%
107FIRST TR EXCHANGE-TRADED FD33739Q20039,405$1.9M0.17%
108COMCAST CORP NEWCCZ53,261$1.9M0.17%
109EXXON MOBIL CORPXOM16,567$1.8M0.17%
110ISHARES TR46435U25972,198$1.8M0.16%
111ABBOTT LABSABLZF16,456$1.8M0.16%
112ISHARES TR46435U43267,834$1.8M0.16%
113ISHARES TR46435U69768,632$1.8M0.16%
114ADOBE SYSTEMS INCORPORATEDADBE5,233$1.8M0.16%
115SPDR S&P 500 ETF TRSPY4,534$1.7M0.16%
116VISA INCV8,322$1.7M0.16%
117FIRST TR EXCHNG TRADED FD VI33740F59955,100$1.7M0.16%
118NICOLET BANKSHARES INCNIC21,656$1.7M0.16%
119FIRST TR EXCHNG TRADED FD VI33740U88558,878$1.7M0.16%
120ISHARES TR46428767119,300$1.6M0.14%
121ISHARES TR46428716812,729$1.5M0.14%
122INVESCO CURRENCYSHARES EUROFXE15,456$1.5M0.14%
123SELECT SECTOR SPDR TR81369Y10019,353$1.5M0.14%
124ECOLAB INCECL9,330$1.4M0.12%
125PROSHARES TR74348A46715,045$1.4M0.12%
126SCHWAB STRATEGIC TR80852479717,908$1.4M0.12%
127ISHARES TR46428772117,770$1.3M0.12%
128ACCENTURE PLC IRELANDACN4,950$1.3M0.12%
129VANGUARD INDEX FDS9229087517,195$1.3M0.12%
130ISHARES INC46434G10327,478$1.3M0.12%
131T-MOBILE US INCTMUSZ9,059$1.3M0.11%
132EMERSON ELEC COEMR13,105$1.3M0.11%
133ISHARES TR46428844845,318$1.2M0.11%
134SALESFORCE INCCRM8,868$1.2M0.11%
135VANGUARD INDEX FDS9229085386,512$1.2M0.11%
136ALLSTATE CORPALL-PJ8,586$1.2M0.11%
137ISHARES TR46428841410,748$1.1M0.10%
1381ISHARES TR46435G31844,677$1.1M0.10%
139WISDOMTREE TRWT39,815$1.1M0.10%
140GOLDMAN SACHS ETF TRNVGLF27,313$1.1M0.10%
141INVESCO EXCH TRADED FD TR IIIVZ17,090$1.1M0.10%
142VANGUARD WORLD FD9219108738,157$1.1M0.10%
143PROCTER AND GAMBLE CO7427181097,053$1.1M0.10%
144J P MORGAN EXCHANGE TRADED F46641Q33219,500$1.1M0.10%
145AFLAC INCAFL14,760$1.1M0.10%
146VANGUARD INDEX FDS9229086375,954$1.0M0.09%
147ISHARES TR46435U32539,652$995,0660.09%
148VANGUARD INDEX FDS9229086116,217$987,2590.09%
149COCA COLA COKO15,330$975,1410.09%
150TJX COS INC NEW87254010911,927$949,3890.09%
1511ROPER TECHNOLOGIES INCROP2,152$929,8570.08%
152ISHARES TR46435U43235,157$927,0900.08%
153PEPSICO INCPEP5,125$925,8820.08%
154CSX CORPCSX29,050$899,9690.08%
155WEC ENERGY GROUP INCWEC9,277$869,8110.08%
156HP INCHPQ32,085$862,1230.08%
157VANGUARD INDEX FDS9229087694,313$824,6020.07%
158FIRST TR EXCHNG TRADED FD VI33740F74823,436$824,2180.07%
159BRISTOL-MYERS SQUIBB COCELG-RI11,339$815,8410.07%
160VANGUARD INDEX FDS9229086293,932$801,3800.07%
161INVESCO EXCH TRD SLF IDX FDIVZ49,349$787,9150.07%
162ISHARES TR4642872002,043$784,9410.07%
163ISHARES TR4642881587,188$749,4920.07%
164WELLS FARGO CO NEW94974610118,015$743,8390.07%
165SPDR S&P MIDCAP 400 ETF TRMDY1,666$737,6880.07%
166ISHARES TR4642874407,601$728,0230.07%
167VANECK ETF TRUST92189F64310,921$708,8820.06%
168VANGUARD SCOTTSDALE FDS92206C8709,096$705,0300.06%
169ISHARES TR4642876223,336$702,2940.06%
170AMGEN INCAMGN2,487$653,1850.06%
171STRYKER CORPORATIONSYK2,623$641,2970.06%
172DTE ENERGY CODTK5,318$625,0240.06%
173AIR PRODS & CHEMS INCAIIR2,012$620,2190.06%
1743M COMMM5,055$606,1950.05%
175INTEL CORPINTC22,769$601,7840.05%
176ISHARES TR46435U32523,914$600,1210.05%
177ISHARES TR46435U28323,904$599,3920.05%
178COPART INCCPRT9,780$595,5040.05%
179TRAVELERS COMPANIES INCTRV3,153$591,1550.05%
1801HONEYWELL INTL INC4385161062,750$589,3250.05%
181MICROSOFT CORPMSFT2,420$580,3640.05%
182APPLE INCAAPL4,423$574,6800.05%
183INVESCO EXCHANGE TRADED FD TIVZ1,929$556,4490.05%
184VANGUARD WHITEHALL FDS9219464065,095$551,3290.05%
185GENERAL DYNAMICS CORPGD2,154$534,4280.05%
186SSGA ACTIVE ETF TR78467V60812,950$529,6550.05%
187BANK FIRST CORPBFC5,590$518,8630.05%
188ISHARES TR4642876067,360$502,6880.05%
189VERIZON COMMUNICATIONS INCVZ12,603$496,5580.04%
190HOST HOTELS & RESORTS INCHST29,283$469,9920.04%
191VANGUARD SPECIALIZED FUNDS9219088443,070$466,1790.04%
192INTERNATIONAL BUSINESS MACHSINTR3,295$464,2320.04%
193VANGUARD SCOTTSDALE FDS92206C8477,498$462,0260.04%
194ADVANCE AUTO PARTS INCAAP3,120$458,7330.04%
195SCHWAB STRATEGIC TR80852460711,300$457,7630.04%
196AMCOR PLCAMCCF38,398$457,3200.04%
197ISHARES TR46435U51518,013$437,5350.04%
198APPLIED MATLS INC0382221054,419$430,3220.04%
199BROOKFIELD CORP11271J10713,050$410,5530.04%
200SELECT SECTOR SPDR TR81369Y60511,710$400,4820.04%
201ISHARES TR46432F8426,425$396,0370.04%
202FIRST TR EXCHNG TRADED FD VI33740U20811,350$389,3510.04%
203PSB HLDGS INC WIS69360N10817,381$380,6430.03%
204ISHARES TR46428844813,911$377,8220.03%
205MOODYS CORPMCO1,314$366,1060.03%
206STATE STR CORPSTT-PG4,628$358,9930.03%
207GENERAL ELECTRIC CO3696043014,172$349,5710.03%
208J P MORGAN EXCHANGE TRADED F46641Q8376,869$344,3420.03%
209SELECT SECTOR SPDR TR81369Y8032,753$342,5830.03%
210APTIV PLCAPTV3,601$335,3610.03%
211SPDR GOLD TRGLD1,975$335,0390.03%
212SELECT SECTOR SPDR TR81369Y5063,802$332,5600.03%
213SELECT SECTOR SPDR TR81369Y2092,444$332,0170.03%
214ALLIANT ENERGY CORPLNT6,000$331,2600.03%
215ISHARES GOLD TRIAU9,522$329,3650.03%
216WISDOMTREE TRWT11,252$320,0060.03%
217STANDEX INTL CORP8542311073,000$307,2300.03%
218ADVANCED MICRO DEVICES INCAMD4,740$307,0090.03%
219ALPHABET INCGOOG3,425$302,1870.03%
220WISDOMTREE TRWT4,975$300,2910.03%
221ALPHABET INCGOOG3,380$299,9070.03%
222DEERE & CODE698$299,2740.03%
223AMAZON COM INCAMZN3,555$298,6200.03%
224UNION PAC CORPUNP1,440$298,1800.03%
225QUALCOMM INCQCOM2,650$291,3410.03%
226SPROTT PHYSICAL GOLD TRSII20,575$290,1070.03%
227NIKE INCNKE2,457$287,4930.03%
228JPMORGAN CHASE & COVYLD2,110$282,9510.03%
229AUTOZONE INCAZO110$271,2790.02%
230VANGUARD WORLD FD9219107334,100$270,0260.02%
231CHUBB LIMITEDCB1,223$269,7930.02%
232KIMBERLY-CLARK CORPKMB1,950$264,7120.02%
233INVESCO EXCH TRD SLF IDX FDIVZ14,436$256,5990.02%
234BANK FIRST CORPBFC2,750$255,2550.02%
235AMERIPRISE FINL INC03076C106815$253,7660.02%
236UNILEVER PLCUNLYF4,921$247,7720.02%
237PHILIP MORRIS INTL INC7181721092,431$246,0410.02%
238PLEXUS CORPPLXS2,380$244,9730.02%
239PUBLIC SVC ENTERPRISE GRP IN7445731063,930$240,7910.02%
240SELECT SECTOR SPDR TR81369Y4071,849$238,8160.02%
241ISHARES TR4642876141,105$236,7350.02%
242ISHARES TR4642871502,760$234,0480.02%
243CUMMINS INCCMI950$230,1750.02%
244CHEVRON CORP NEWCVX1,278$229,3880.02%
245FIDELITY NATL INFORMATION SV31620M1063,369$228,5860.02%
246AMERICAN TOWER CORP NEW03027X1001,060$224,5710.02%
247CORNING INCGLW6,900$220,3860.02%
248JOHNSON & JOHNSONJNJ1,243$219,5750.02%
249BEST BUY INCBBY2,701$216,6470.02%
250PAYPAL HLDGS INCPYPL3,026$215,5110.02%
251NVIDIA CORPORATIONNVDA1,465$214,0950.02%
252GLOBE LIFE INCGL-PD1,770$213,3730.02%
253MEDTRONIC PLCMDT2,640$205,1800.02%
254ISHARES TR4642877392,295$193,2160.02%
255LINDE PLCLIN583$190,1620.02%
256BANK AMERICA CORP0605051045,570$184,4780.02%
257MASTERCARD INCORPORATEDMA525$182,5580.02%
258PFIZER INCPFE3,452$176,8800.02%
259CONOCOPHILLIPSCOP1,489$175,7020.02%
260MERCK & CO INCMRK1,562$173,3030.02%
261AMERICAN EXPRESS COAXP1,150$169,9120.02%
262THERMO FISHER SCIENTIFIC INCTMO298$164,1050.01%
263EATON VANCE TAX-MANAGED BUY-ETN13,275$163,0170.01%
264DISNEY WALT CO2546871061,870$162,4650.01%
265GOLDMAN SACHS GROUP INCGSCE470$161,3880.01%
266DANAHER CORPORATION235851102584$155,0050.01%
267BROADCOM INCAVGO270$150,9650.01%
268TESLA INCTSLA1,170$144,1200.01%
269WALMART INCWMT975$138,2450.01%
270COSTCO WHSL CORP NEW22160K105300$136,9500.01%
271CVS HEALTH CORPCVS1,443$134,4730.01%
272ISHARES TR46432F396900$131,3370.01%
273VANGUARD BD INDEX FDS9219378351,827$131,2510.01%
274INVESCO EXCHANGE TRADED FD TIVZ2,970$130,6800.01%
275GOLDMAN SACHS ETF TRNVGLF2,235$129,4950.01%
276ISHARES TR4642872261,304$126,4740.01%
277META PLATFORMS INCMETA1,015$122,1450.01%
278MCKESSON CORPMCK322$120,7880.01%
279MCDONALDS CORPMCD440$115,9530.01%
280FISERV INCFISV1,100$111,1770.01%
281VANGUARD INDEX FDS922908652792$105,2250.01%
282CONSTELLATION BRANDS INCSTZ454$105,2140.01%
283LOWES COS INC548661107510$101,6120.01%
284TYSON FOODS INCTSN1,455$90,5730.01%
285VANECK ETF TRUST92189F6431,385$89,9000.01%
286TARGET CORPTGT545$81,2260.01%
287EXXON MOBIL CORPXOM725$79,9670.01%
288COMCAST CORP NEWCCZ2,170$75,8840.01%
289ISHARES TR464287804765$72,3990.01%
290BRISTOL-MYERS SQUIBB COCELG-RI1,000$71,9500.01%
291VANGUARD TAX-MANAGED FDS9219438581,704$71,5160.01%
292ISHARES TR4642882401,424$64,7920.01%
293VERIZON COMMUNICATIONS INCVZ1,634$64,3790.01%
294VANGUARD STAR FDS9219097681,145$59,2190.01%
295VANGUARD WORLD FD921910709657$54,4190.00%
296VANGUARD INTL EQUITY INDEX F9220428581,155$45,0210.00%
297ISHARES TR46436E7261,954$40,6430.00%
298INVESCO EXCH TRD SLF IDX FDIVZ2,060$40,4060.00%
299INVESCO EXCH TRD SLF IDX FDIVZ2,130$40,3100.00%
300INVESCO EXCH TRD SLF IDX FDIVZ1,999$40,2590.00%
301INVESCO EXCH TRD SLF IDX FDIVZ1,918$40,2390.00%
302INVESCO EXCH TRD SLF IDX FDIVZ1,964$40,2320.00%
303AMERICAN EXPRESS COAXP215$31,7660.00%
3043M COMMM250$29,9800.00%
305INTERNATIONAL BUSINESS MACHSINTR210$29,5860.00%
306COCA COLA COKO250$15,9020.00%
307TJX COS INC NEW872540109150$11,9400.00%
308HP INCHPQ400$10,7480.00%
309GRILLIT INC39850R10910,500,000$3,6750.00%
310SIONIX CORP8294001002,361,816$20.00%