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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

Legacy Private Trust Co.

Quarter ended Q3 2023 · Filed July 7, 2023 · Accession 0001352547-23-000006

Total Value
$1.21B
Positions
307
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (307)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200304,559$135.7M11.22%
2VANGUARD INDEX FDS922908769324,267$71.4M5.91%
3VANGUARD TAX-MANAGED FDS9219438581,440,436$66.5M5.50%
4ISHARES TR464287150425,171$41.6M3.44%
5ISHARES TR464287226395,645$38.8M3.20%
6APPLE INCAAPL180,249$35.0M2.89%
7SCHWAB STRATEGIC TR808524102483,972$25.0M2.07%
8VANGUARD BD INDEX FDS921937835338,770$24.6M2.04%
9MICROSOFT CORPMSFT67,367$22.9M1.90%
10VANGUARD INTL EQUITY INDEX F922042858554,101$22.5M1.86%
11ISHARES TR464288240441,469$21.7M1.80%
12NVIDIA CORPORATIONNVDA44,734$18.9M1.56%
13VANGUARD INDEX FDS922908652123,066$18.3M1.51%
14VANGUARD WORLD FD921910709208,699$18.2M1.50%
15VANGUARD STAR FDS921909768293,090$16.4M1.36%
16SPDR SER TR78464A805296,213$16.1M1.33%
17ALPHABET INCGOOG130,432$15.6M1.29%
18FIRST TR EXCHANGE-TRADED FD33739Q200279,510$13.3M1.10%
19AMAZON COM INCAMZN101,084$13.2M1.09%
20INVESCO EXCH TRD SLF IDX FDIVZ609,013$12.5M1.04%
21SCHWAB STRATEGIC TR808524805349,994$12.5M1.03%
22ISHARES TR464288414110,035$11.7M0.97%
23INVESCO EXCH TRD SLF IDX FDIVZ520,900$11.0M0.91%
24INVESCO EXCHANGE TRADED FD TIVZ217,514$11.0M0.91%
25INVESCO EXCH TRD SLF IDX FDIVZ551,812$10.5M0.86%
26UNION PAC CORPUNP50,285$10.3M0.85%
27INVESCO EXCH TRD SLF IDX FDIVZ507,252$10.2M0.84%
28FISERV INCFISV80,292$10.1M0.84%
29JPMORGAN CHASE & COVYLD69,533$10.1M0.84%
30ISHARES TR46428780499,818$9.9M0.82%
31PROSHARES TR74348A46795,014$9.0M0.74%
32MASTERCARD INCORPORATEDMA22,469$8.8M0.73%
33BROADCOM INCAVGO9,918$8.6M0.71%
34INVESCO EXCH TRD SLF IDX FDIVZ432,224$8.5M0.71%
35J P MORGAN EXCHANGE TRADED F46641Q837157,486$7.9M0.65%
36CHEVRON CORP NEWCVX49,097$7.7M0.64%
37VANGUARD INDEX FDS92290836318,324$7.5M0.62%
38MCKESSON CORPMCK17,303$7.4M0.61%
39LOWES COS INC54866110732,371$7.3M0.60%
40ISHARES TR46435G326119,128$7.3M0.60%
41WALMART INCWMT46,286$7.3M0.60%
42JOHNSON & JOHNSONJNJ43,913$7.3M0.60%
43ISHARES TR46436E726337,432$7.2M0.59%
44SCHWAB STRATEGIC TR808524201133,271$7.0M0.58%
45MCDONALDS CORPMCD22,786$6.8M0.56%
46AMERIPRISE FINL INC03076C10619,632$6.5M0.54%
47J P MORGAN EXCHANGE TRADED F46641Q241139,115$6.4M0.53%
48KIMBERLY-CLARK CORPKMB46,528$6.4M0.53%
49META PLATFORMS INCMETA22,312$6.4M0.53%
50THERMO FISHER SCIENTIFIC INCTMO11,673$6.1M0.50%
51CONSTELLATION BRANDS INCSTZ24,512$6.0M0.50%
52DEERE & CODE14,725$6.0M0.49%
53LINDE PLCLIN15,577$5.9M0.49%
54CONOCOPHILLIPSCOP56,894$5.9M0.49%
55DANAHER CORPORATION23585110224,084$5.8M0.48%
56PROSHARES TR74347R248103,098$5.3M0.43%
57TEXAS INSTRS INC88250810429,169$5.3M0.43%
58PFIZER INCPFE139,724$5.1M0.42%
59COSTCO WHSL CORP NEW22160K1059,426$5.1M0.42%
60TESLA INCTSLA18,634$4.9M0.40%
61ISHARES TR46428750718,225$4.8M0.39%
62GOLDMAN SACHS GROUP INCGSCE14,352$4.6M0.38%
63ASSOCIATED BANC CORPASBA276,556$4.5M0.37%
64LOCKHEED MARTIN CORPLMT9,714$4.5M0.37%
65INVESCO EXCHANGE TRADED FD TIVZ26,765$4.4M0.36%
66ISHARES TR46429B69757,155$4.2M0.35%
67SCHWAB STRATEGIC TR80852479756,618$4.1M0.34%
68ISHARES TR46435U697159,441$4.1M0.34%
69TARGET CORPTGT30,767$4.1M0.34%
70INVESCO EXCHANGE TRADED FD TIVZ25,560$3.8M0.32%
71J P MORGAN EXCHANGE TRADED F46641Q33268,759$3.8M0.31%
72UNITEDHEALTH GROUP INCUNH7,528$3.6M0.30%
73LISTED FD TR53656F805100,427$3.6M0.30%
74ISHARES TR46432F39624,949$3.6M0.30%
75BANK AMERICA CORP060505104125,333$3.6M0.30%
76INVESCO EXCHANGE TRADED FD TIVZ20,659$3.5M0.29%
77SELECT SECTOR SPDR TR81369Y88651,997$3.4M0.28%
78MERCK & CO INCMRK29,173$3.4M0.28%
79SELECT SECTOR SPDR TR81369Y86088,724$3.3M0.28%
80LILLY ELI & COLLY7,121$3.3M0.28%
81SPDR INDEX SHS FDS78463X88998,149$3.2M0.26%
82GOLDMAN SACHS ETF TRNVGLF49,612$3.1M0.26%
83CISCO SYS INCCSCO59,847$3.1M0.26%
84PUBLIC SVC ENTERPRISE GRP IN74457310648,550$3.0M0.25%
85ABBVIE INCABBV21,783$2.9M0.24%
86FIRST TR EXCH TRADED FD III33739N10857,558$2.9M0.24%
87ISHARES TR46428773933,562$2.9M0.24%
88ISHARES TR46428861227,324$2.8M0.23%
89ARK ETF TR00214Q10463,251$2.8M0.23%
90ISHARES TR464288448105,189$2.8M0.23%
91BERKSHIRE HATHAWAY INC DELBRK-A7,925$2.7M0.22%
92METTLER TOLEDO INTERNATIONALMTD2,053$2.7M0.22%
93SELECT SECTOR SPDR TR81369Y10031,849$2.6M0.22%
94ADOBE SYSTEMS INCORPORATEDADBE5,356$2.6M0.22%
95EXXON MOBIL CORPXOM22,743$2.4M0.20%
96COMCAST CORP NEWCCZ53,842$2.2M0.18%
97SELECT SECTOR SPDR TR81369Y80312,539$2.2M0.18%
98DISNEY WALT CO25468710623,963$2.1M0.18%
99SPDR SER TR78468R85352,882$2.1M0.17%
100ISHARES INC46434G10341,079$2.0M0.17%
101SALESFORCE INCCRM9,501$2.0M0.17%
102INVESCO EXCH TRD SLF IDX FDIVZ104,956$2.0M0.17%
103HOME DEPOT INCHD6,414$2.0M0.16%
104VISA INCV8,201$1.9M0.16%
105ISHARES TR46428767119,300$1.9M0.16%
106FIRST TR EXCHANGE-TRADED FD33739Q20039,435$1.9M0.16%
107J P MORGAN EXCHANGE TRADED F46641Q65436,980$1.9M0.15%
108ABBOTT LABSABLZF16,924$1.8M0.15%
109SPDR S&P 500 ETF TRSPY4,099$1.8M0.15%
110US BANCORP DELUSB-PS54,383$1.8M0.15%
111BLACKROCK INCBLK2,555$1.8M0.15%
112ISHARES TR46428772116,124$1.8M0.15%
113ISHARES TR46428815816,595$1.7M0.14%
114ISHARES TR46435U28365,534$1.6M0.14%
115ISHARES TR46435U43261,946$1.6M0.13%
116EMERSON ELEC COEMR17,890$1.6M0.13%
117CHUBB LIMITEDCB7,865$1.5M0.13%
118ISHARES TR46428744015,324$1.5M0.12%
119ACCENTURE PLC IRELANDACN4,704$1.5M0.12%
120ISHARES TR46435U32557,476$1.4M0.12%
121ISHARES TR46428716812,719$1.4M0.12%
122PROCTER AND GAMBLE CO7427181099,329$1.4M0.12%
1231ISHARES TR46435G31852,717$1.3M0.11%
124NICOLET BANKSHARES INCNIC19,662$1.3M0.11%
125PEPSICO INCPEP7,126$1.3M0.11%
126SCHWAB STRATEGIC TR80852479717,908$1.3M0.11%
127J P MORGAN EXCHANGE TRADED F46641Q65425,527$1.3M0.11%
128ISHARES TR46435U25951,016$1.3M0.11%
129VANGUARD WORLD FD9219108738,157$1.3M0.11%
130ISHARES TR46428745715,672$1.3M0.11%
131T-MOBILE US INCTMUSZ8,614$1.2M0.10%
132VANGUARD INDEX FDS9229086375,801$1.2M0.10%
133ISHARES TR46428841410,748$1.1M0.09%
134ISHARES TR46435G31844,677$1.1M0.09%
135TJX COS INC NEW87254010913,409$1.1M0.09%
136VANGUARD INTL EQUITY INDEX F92204285827,919$1.1M0.09%
137COCA COLA COKO18,710$1.1M0.09%
138GOLDMAN SACHS ETF TRNVGLF22,487$1.1M0.09%
139J P MORGAN EXCHANGE TRADED F46641Q33219,500$1.1M0.09%
140FIRST TR EXCH TRADED FD III33739N10821,135$1.1M0.09%
141VANGUARD INDEX FDS9229087515,335$1.1M0.09%
142CSX CORPCSX31,110$1.1M0.09%
143VANGUARD INDEX FDS9229087694,611$1.0M0.08%
144INVESCO EXCH TRADED FD TR IIIVZ15,959$1.0M0.08%
145CVS HEALTH CORPCVS14,333$990,8400.08%
146VANGUARD SCOTTSDALE FDS92206C87012,277$970,2510.08%
147AFLAC INCAFL13,810$963,9380.08%
148ECOLAB INCECL5,162$963,6930.08%
149ISHARES TR4642872002,080$927,0760.08%
150ISHARES TR4642874328,440$868,8130.07%
151WEC ENERGY GROUP INCWEC9,302$820,8080.07%
152SPDR S&P MIDCAP 400 ETF TRMDY1,709$818,4570.07%
153ISHARES TR4642876223,336$813,1160.07%
154PROSHARES TR74348A4678,423$794,1200.07%
155MODERNA INCMRNA6,505$790,3570.07%
156ARCHER DANIELS MIDLAND COADM10,286$777,2100.06%
157VANGUARD INDEX FDS9229086293,411$750,9650.06%
158ISHARES TR4642881587,188$747,8390.06%
159ALLSTATE CORPALL-PJ6,702$730,7860.06%
1601BRISTOL-MYERS SQUIBB COCELG-RI11,354$726,0880.06%
161INVESCO EXCH TRD SLF IDX FDIVZ33,036$725,6420.06%
162HONEYWELL INTL INC4385161063,480$722,1000.06%
163NEXTERA ENERGY INCNEE-PW9,610$713,0620.06%
164VANECK ETF TRUST92189F6438,914$711,2480.06%
165MONDELEZ INTL INC6092071059,723$709,1950.06%
166ADVANCED MICRO DEVICES INCAMD5,931$675,6000.06%
167APPLE INCAAPL3,260$632,3420.05%
168ISHARES TR4642886535,592$619,4250.05%
169MICROSOFT CORPMSFT1,800$612,9720.05%
170APPLIED MATLS INC0382221054,239$612,7050.05%
171AIR PRODS & CHEMS INCAIIR2,044$612,2390.05%
172VANGUARD SCOTTSDALE FDS92206C8479,428$598,9600.05%
173CAPITAL ONE FINL CORP14040H1055,452$596,2850.05%
174DTE ENERGY CODTK5,288$581,7850.05%
175HP INCHPQ18,885$579,9580.05%
176VANGUARD INDEX FDS9229086113,392$561,0360.05%
1771VANGUARD WHITEHALL FDS9219464065,287$560,7920.05%
178WELLS FARGO CO NEW94974610112,960$553,1320.05%
179ISHARES TR4642876067,360$552,0000.05%
180INVESCO EXCH TRD SLF IDX FDIVZ33,928$549,6330.05%
181INVESCO EXCHANGE TRADED FD TIVZ1,838$547,7670.05%
182GENERAL DYNAMICS CORPGD2,544$547,3410.05%
183ALPHABET INCGOOG4,281$517,8720.04%
184AMGEN INCAMGN2,326$516,4180.04%
185STRYKER CORPORATIONSYK1,682$513,1610.04%
186VANGUARD SPECIALIZED FUNDS9219088443,137$509,5420.04%
187INVESCO EXCH TRD SLF IDX FDIVZ21,590$507,5800.04%
188INVESCO EXCH TRD SLF IDX FDIVZ21,505$502,5710.04%
189VANGUARD INDEX FDS9229087443,534$502,1810.04%
190ISHARES TR46432F8427,277$491,1970.04%
1911HOST HOTELS & RESORTS INCHST28,658$482,3140.04%
192COPART INCCPRT5,216$475,7510.04%
193GENERAL ELECTRIC CO3696043014,172$458,2940.04%
1943M COMMM4,505$450,9050.04%
195ISHARES TR46435U51518,201$445,9240.04%
196INTEL CORPINTC13,124$438,8660.04%
197MOODYS CORPMCO1,232$428,3910.04%
198ISHARES TR4642876141,516$417,1720.03%
199INTERNATIONAL BUSINESS MACHSINTR3,057$409,0570.03%
200VANGUARD TAX-MANAGED FDS9219438588,754$404,2590.03%
201STANDEX INTL CORP8542311072,850$403,1890.03%
202ANALOG DEVICES INCADI2,068$402,8670.03%
203INVESCO EXCH TRD SLF IDX FDIVZ22,259$399,4440.03%
204TRAVELERS COMPANIES INCTRV2,268$393,8600.03%
205SELECT SECTOR SPDR TR81369Y60511,676$393,5970.03%
206ISHARES TR46428844814,636$385,3650.03%
207AMCOR PLCAMCCF38,398$383,2120.03%
208NVIDIA CORPORATIONNVDA885$374,3720.03%
209NIKE INCNKE3,351$369,8490.03%
210SPDR GOLD TRGLD2,072$369,3750.03%
211UNION PAC CORPUNP1,725$352,9690.03%
212SELECT SECTOR SPDR TR81369Y4072,072$351,8460.03%
213FIRST TR EXCHNG TRADED FD VI33740F5999,833$350,3490.03%
214BROOKFIELD CORP11271J1079,888$332,7310.03%
215WISDOMTREE TRWT4,905$326,9670.03%
216QUALCOMM INCQCOM2,650$315,4560.03%
217ALLIANT ENERGY CORPLNT6,000$314,8800.03%
218VANGUARD INDEX FDS9229087361,104$312,3870.03%
219DEERE & CODE770$311,9960.03%
220SPROTT PHYSICAL GOLD TRSII20,575$306,9790.03%
221AMAZON COM INCAMZN2,285$297,8720.02%
2221ROPER TECHNOLOGIES INCROP594$285,5950.02%
223UNILEVER PLCUNLYF5,306$276,6010.02%
224AUTOZONE INCAZO110$274,2690.02%
225TESLA INCTSLA1,040$272,2400.02%
226ALPHABET INCGOOG2,255$269,9230.02%
227KIMBERLY-CLARK CORPKMB1,950$269,2170.02%
228SMUCKER J M CO8326964051,801$265,9530.02%
229VULCAN MATLS CO9291601091,155$260,3830.02%
230EXXON MOBIL CORPXOM2,420$259,5450.02%
231SELECT SECTOR SPDR TR81369Y8523,985$259,3430.02%
232VERIZON COMMUNICATIONS INCVZ6,822$253,7100.02%
233WISDOMTREE TRWT8,740$251,6240.02%
234FIRST TR EXCHNG TRADED FD VI33740U2086,343$247,3770.02%
235CORNING INCGLW6,900$241,7760.02%
236JOHNSON & JOHNSONJNJ1,445$239,1760.02%
237PHILIP MORRIS INTL INC7181721092,425$236,7280.02%
238BROADCOM INCAVGO270$234,2060.02%
239CUMMINS INCCMI950$232,9020.02%
240VANGUARD WORLD FD9219107332,970$232,6990.02%
241PLEXUS CORPPLXS2,330$228,8990.02%
242BANK FIRST CORPBFC2,750$228,8000.02%
243FIRST TR EXCHNG TRADED FD VI33740U8856,821$223,7970.02%
244JPMORGAN CHASE & COVYLD1,535$223,2500.02%
245CLOROX CO DELCLX1,357$215,8170.02%
246PHILLIPS 66PSX2,250$214,6050.02%
247FIRST TR EXCHNG TRADED FD VI33740F7635,352$213,1960.02%
248AMERIPRISE FINL INC03076C106635$210,9210.02%
249BLACKSTONE INCBX2,230$207,3230.02%
250SELECT SECTOR SPDR TR81369Y8863,133$205,0230.02%
251AMERICAN TOWER CORP NEW03027X1001,050$203,6370.02%
252AMERICAN EXPRESS COAXP1,150$200,3300.02%
253LINDE PLCLIN515$196,2560.02%
254ADOBE SYSTEMS INCORPORATEDADBE400$195,5960.02%
255ISHARES TR4642877392,182$188,8300.02%
256SALESFORCE INCCRM880$185,9080.02%
257ISHARES TR4642871501,777$173,8610.01%
258ISHARES TR4642872261,747$171,1180.01%
259DISNEY WALT CO2546871061,870$166,9530.01%
260MASTERCARD INCORPORATEDMA420$165,1860.01%
261THERMO FISHER SCIENTIFIC INCTMO315$164,3510.01%
262MCKESSON CORPMCK380$162,3770.01%
263PFIZER INCPFE4,402$161,4650.01%
264META PLATFORMS INCMETA560$160,7080.01%
265WALMART INCWMT1,005$157,9650.01%
266COSTCO WHSL CORP NEW22160K105288$155,0530.01%
267DANAHER CORPORATION235851102645$154,8000.01%
268CONOCOPHILLIPSCOP1,489$154,2750.01%
269MCDONALDS CORPMCD490$146,2200.01%
270BANK AMERICA CORP0605051044,895$140,4370.01%
271CONSTELLATION BRANDS INCSTZ565$139,0630.01%
272FISERV INCFISV1,100$138,7650.01%
273BANK FIRST CORPBFC1,655$137,6960.01%
274LOWES COS INC548661107560$126,3920.01%
275UNITEDHEALTH GROUP INCUNH250$120,1600.01%
276GOLDMAN SACHS GROUP INCGSCE370$119,3390.01%
277VANECK ETF TRUST92189F6431,385$110,5090.01%
278VANGUARD BD INDEX FDS9219378351,410$102,4920.01%
279CHUBB LIMITEDCB505$97,2420.01%
280SPDR SER TR78464A8051,592$86,6680.01%
281TARGET CORPTGT635$83,7560.01%
282VANGUARD WORLD FD921910709955$83,1510.01%
283VANGUARD INDEX FDS922908652526$78,2840.01%
284GOLDMAN SACHS ETF TRNVGLF1,237$77,3370.01%
285COMCAST CORP NEWCCZ1,810$75,2050.01%
286BRISTOL-MYERS SQUIBB COCELG-RI1,000$63,9500.01%
287VANGUARD STAR FDS9219097681,124$63,0330.01%
288VERIZON COMMUNICATIONS INCVZ1,434$53,3300.00%
289INVESCO EXCH TRD SLF IDX FDIVZ1,969$41,6830.00%
290INVESCO EXCH TRD SLF IDX FDIVZ2,024$41,6330.00%
291ISHARES TR46436E7261,960$41,5520.00%
292INVESCO EXCH TRD SLF IDX FDIVZ2,060$41,4670.00%
293INVESCO EXCH TRD SLF IDX FDIVZ2,187$41,4320.00%
294INVESCO EXCH TRD SLF IDX FDIVZ2,096$41,3850.00%
295INVESCO EXCHANGE TRADED FD TIVZ801$40,4100.00%
296AMERICAN EXPRESS COAXP215$37,4530.00%
297MODERNA INCMRNA242$29,4030.00%
298INTERNATIONAL BUSINESS MACHSINTR210$28,1000.00%
2993M COMMM250$25,0220.00%
300COCA COLA COKO250$15,0550.00%
301ISHARES TR464287804145$14,4490.00%
302TJX COS INC NEW872540109150$12,7180.00%
303CHEVRON CORP NEWCVX75$11,8010.00%
304ISHARES TR46435U697280$7,2120.00%
305CVS HEALTH CORPCVS25$1,7280.00%
306GRILLIT INC39850R10910,500,000$1,0500.00%
307SIONIX CORP8294001002,361,816$20.00%